Midwestern Chapter - International Society of Arboriculture (EIN 271378528) - 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

2009

Legal Domicile

Principal Officer

Courtney Fegter

Phone

4027612216

Tax Period

2024-10-01 to 2025-09-30

Midwestern Chapter - International Society of Arboriculture, founded in 2009, is a small nonprofit in the Education sector that reported $185K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $176K left a modest 5% surplus.

Mission

TO PROMOTE THE ART AND SCIENCE OF ARBORICULTURE

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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 (2024)

Revenue Breakdown

Contributions & Grants $66,857

Program Service Revenue $109,649

Investment Income $7,434

Other Revenue $1,360

TOTAL REVENUE $185,300

Expense Breakdown

Grants Paid $4,292

Salaries & Benefits $54,792

Fundraising Expenses $0

Program Expenses $105,260

Other Expenses $117,074

TOTAL EXPENSES $176,158

Year-over-Year Comparison

	2024	2023	Change
Revenue	$185,300	$222,673	-0.2%
Expenses	$176,158	$225,627	-0.2%
Net Income	$9,142	$-2,954	-4.1%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Advanced Association Mgmt LLC	Executive Director	25.0		$54,792	$0	$54,792
Andy Berg	Past President	1.0	Officer Director	$0	$0	$0
Steve Grantham	President	3.0	Officer Director	$0	$0	$0
Lorri Grueber	Vice President	1.0	Officer Director	$0	$0	$0
Joshua Carron	Board Member	1.0	Director	$0	$0	$0
Chris Rippey	Board Member	1.0	Director	$0	$0	$0
Ann Powers	Board Member	1.0	Director	$0	$0	$0
Chris Martin	Board Member	1.0	Director	$0	$0	$0
John Parish	Board Member	1.0	Director	$0	$0	$0
Ryan Rastok	Board Member	1.0	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
2025	$185,300	$176,158	$256,307	$9,142
2024	No data	No data	No data	No data

Midwestern Chapter - International Society of Arboriculture