MOUNT PISGAH ARBORETUM

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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

1974

Legal Domicile

Principal Officer

JESSICA WINANS

Phone

5417473817

Tax Period

2023-01-01 to 2023-12-31

MOUNT PISGAH ARBORETUM, founded in 1974, is a community nonprofit in the Environment sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $323K, a strong 29% operating margin.

Mission

OUR MISSION IS TO ENGAGE PEOPLE WITH NATURE THROUGH INTERACTIVE LEARNING AND STEWARDSHIP.

Program Service Accomplishments

Program 1

Expenses: $306,631 Revenue: $22,214

MOUNT PISGAH ARBORETUM IS A 209-ACRE NATURAL AREA WHERE VISITORS EXPLORE SOUTHERN WILLAMETTE VALLEY ECOLOGY ON OUR SEVEN MILES OF FAMILY-FRIENDLY TRAILS. LOCATED WITHIN A 2,200-ACRE LANE COUNTY PARK, WE HOST 400,000 YEARLY VISITS. WE ARE SUPPORTED BY 2,100 MEMBERS, AND ENGAGE HUNDRES OF VOLUNTEERS. THE ARBORETUM HAS INVESTED OVER A MILLION DOLLARS TO BUILD INFRASTRUCTURE WITHIN THE PARK. WE CONSTRUCTED AND MAINTAIN THE PARK'S MAIN PARKING LOT, ITS PRIMARY PUBLIC RESTROOMS, AND POTABLE WATER SYSTEM. IN 2005 WE OPENED THE BEAUTIFUL WHITE OAK PAVILION, WHICH NOW HELPS SUPPORT OUR NATURE EDUCATION PROGRAMS BY SERVING AS A VENUE FOR WEDDINGS, MEMORIALS, AND OTHER COMMUNITY EVENTS.

Program 2

Expenses: $214,349 Revenue: $118,073

THE ARBORETUM PROVIDES NATURE EDUCATION PROGRAMS FOR 11,000 CHILDREN AND ADULTS. EACH YEAR 3,000 K-5 STUDENTS DISCOVER THE WONDERS OF NATURE ON FIELD TRIPS LED BY OUR TRAINED VOLUNTEERS. WE PROVIDE SCHOLARSHIPS FOR 50- 80% OF THESE CHILDREN WHO COME FROM LOW-INCOME HOMES. 2,000 ADULTS AND FAMILIES ENJOY OUR GUIDED NATURE WALKS,AND NATURAL HISTORY WORKSHOPS. ANOTHER 6,000 VISITORS LEARN ABOUT NATURE AT OUR ANNUAL WILDFLOWER AND MUSHROOM FESTIVALS.

Program 3

Expenses: $357

IN RECENT YEARS WE DEVELOPED PERMANENT EDUCATIONAL EXHIBITS AIMED AT ENGAGING MORE PARK VISITORS IN LEARNING ABOUT SOUTHERN WILLAMETTE VALLEY ECOLOGY. FOUR EXHIBITS ARE NOW IN PLACE. WE PLAN TO...

IN RECENT YEARS WE DEVELOPED PERMANENT EDUCATIONAL EXHIBITS AIMED AT ENGAGING MORE PARK VISITORS IN LEARNING ABOUT SOUTHERN WILLAMETTE VALLEY ECOLOGY. FOUR EXHIBITS ARE NOW IN PLACE. WE PLAN TO CREATE FOUR MORE EXHIBITS, AS WELL AS A NEW KIOSK AT THE ARBORETUM'S ENTRANCE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $786,784

Program Service Revenue $140,287

Investment Income $5,247

Other Revenue $183,384

TOTAL REVENUE $1,115,702

Expense Breakdown

Grants Paid $8,386

Salaries & Benefits $545,111

Fundraising Expenses $102,170

Program Expenses $521,337

Other Expenses $239,209

TOTAL EXPENSES $792,706

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,115,702	$712,504	+0.6%
Expenses	$792,706	$674,478	+0.2%
Net Income	$322,996	$38,026	+7.5%

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

200

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

$79,041

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD VAN APPEL	EXECUTIVE DI	40.00	Officer	$74,189	$4,852	$79,041
SALLY STENDER KESEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
JESSICA WINANS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LAUREN REID	TREASURER	2.00	Officer Director	$0	$0	$0
KATHLEEN HAYES	SECRETARY	1.00	Officer Director	$0	$0	$0
SARA WORL	DIRECTOR	1.00	Director	$0	$0	$0
CARL BYBEE	DIRECTOR	1.00	Director	$0	$0	$0
WHITNEY RANDALL	DIRECTOR	1.00	Director	$0	$0	$0
WILL SHORT	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN HERBERT	DIRECTOR	1.00	Director	$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
2024	No data	No data	No data	No data
2023	$1,115,702	$792,706	$2,453,436	$322,996
2022	$712,504	$674,478	$2,077,863	$38,026
2021	$632,274	$516,671	$2,076,197	$115,603
2020	$311,310	$537,444	$1,895,248	$-226,134
2019	$544,577	$600,512	$1,922,094	$-55,935
2018	$670,139	$577,203	$1,848,096	$92,936
2017	$619,277	$531,661	$1,778,433	$87,616