ARBORVITAE INC (EIN 237206334) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

SHEILA PATTON

Phone

7349948863

Tax Period

2019-01-01 to 2019-12-31

ARBORVITAE INC, founded in 1972, is a small nonprofit that reported $388K in total revenue in fiscal year 2019. Revenue decreased 9% compared to the prior year.

Mission

SUPPORT WOMEN FACING UNPLANNED PREGNANCY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $475,148

Program Service Revenue $3,489

Investment Income $-49,832

Other Revenue $-40,430

TOTAL REVENUE $388,375

Expense Breakdown

Grants Paid $0

Salaries & Benefits $207,212

Fundraising Expenses $27,944

Program Expenses $313,329

Other Expenses $193,696

TOTAL EXPENSES $400,908

Year-over-Year Comparison

	2019	2018	Change
Revenue	$388,375	$424,625	-0.1%
Expenses	$400,908	$335,718	+0.2%
Net Income	$-12,533	$88,907	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$74,284

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IRIS PROCTOR	NON-VOTING D	40.00	Director	$74,284	$0	$74,284
KRISTAN HAWKINS	VOTING BOARD	1.00	Director	$0	$0	$0
MICHAEL JONES	VOTING BOARD	1.00	Director	$0	$0	$0
WILLIAM CHAVEY MD	VOTING BOARD	1.00	Director	$0	$0	$0
TIMOTHY PATTON	VOTING BOARD	1.00	Director	$0	$0	$0
CATHERINE ROBINSON	VOTING BOARD	1.00	Director	$0	$0	$0
STEPHEN DAVIS	TREASURER	1.00	Officer	$0	$0	$0
DAVID KELLEY	SECRETARY	1.00	Officer	$0	$0	$0
THOMAS MOIR	VICE PRESIDE	1.00	Officer	$0	$0	$0
SHEILA PATTON	PRESIDENT	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$388,375	$400,908	No data	$-12,533
2018	$424,625	$335,718	$355,721	$88,907

ARBORVITAE INC