TREE FREDERICKSBURG (EIN 263500911) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

ANNE G LITTLE OFFICER

Phone

5402074298

Tax Period

2025-01-01 to 2025-12-31

TREE FREDERICKSBURG, founded in 2008, is a small nonprofit in the Education sector that reported $208K in total revenue in fiscal year 2021. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 21% operating margin.

Mission

URBAN REFORESTATIONTO PLANT AND MAINTAIN CITY STREET AND PARK TREES

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $39,081

Program Service Revenue $19,594

Investment Income $3,594

Other Revenue $0

TOTAL REVENUE $62,269

Expense Breakdown

Grants Paid $750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,035

Other Expenses $50,285

TOTAL EXPENSES $51,035

Year-over-Year Comparison

	2025	2024	Change
Revenue	$62,269	$201,034	-0.7%
Expenses	$51,035	$108,827	-0.5%
Net Income	$11,234	$92,207	-0.9%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

300

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK WIDIC	DIRECTOR	1.00	Director	$0	$0	$0
MIKE BLASHFORD	DIRECTOR	1.00	Director	$0	$0	$0
LAURA COLLINSON	DIRECTOR	1.00	Director	$0	$0	$0
AMY JOHNSTON	DIRECTOR	5.00	Director	$0	$0	$0
ANNE G LITTLE	EXECUTIVE DIRECTOR	20.00	Officer	$0	$0	$0
ERIKA BOKA	TREASURER	5.00	Officer	$0	$0	$0
CARL S LITTLE	BOOKKEEPER	20.00	Officer	$0	$0	$0
CAROLYN HELFRICH	FUNDRAISER	5.00	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
2025	$62,269	$51,035	$207,284	$11,234
2024	$201,034	$108,827	$189,236	$92,207
2023	$232,448	$218,461	$97,043	$13,987
2022	$112,589	$149,728	$83,056	$-37,139
2021	$207,988	$165,329	$120,195	$42,659

TREE FREDERICKSBURG