THE JAMES M COX JR ARBORETUM FOUNDATION (EIN 310711248) - 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

1963

Legal Domicile

Principal Officer

JASON ECKERT

Phone

9374349005

Tax Period

2023-01-01 to 2023-12-31

THE JAMES M COX JR ARBORETUM FOUNDATION, founded in 1963, is a small nonprofit in the Environment sector that reported $260K in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $326K exceeded revenue, resulting in a 25% operating deficit.

Mission

PROVIDE EDUCATIONAL, SCIENTIFIC, CIVIC AND CULTURAL PROGRAMS AND ACTIVITIES.

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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 $190,252

Program Service Revenue $0

Investment Income $45,930

Other Revenue $23,751

TOTAL REVENUE $259,933

Expense Breakdown

Grants Paid $222,200

Salaries & Benefits $0

Fundraising Expenses $7,805

Program Expenses $297,595

Other Expenses $103,581

TOTAL EXPENSES $325,781

Year-over-Year Comparison

	2023	2022	Change
Revenue	$259,933	$173,587	+0.5%
Expenses	$325,781	$439,716	-0.3%
Net Income	$-65,848	$-266,129	-0.8%

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
ALAN BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON ECKERT	PRESIDENT	2.00	Officer Director	$0	$0	$0
BARBARA KEDZIORA	BOARD MEMBER	2.00	Director	$0	$0	$0
MELINDA MOORE	BOARD MEMBER	2.00	Director	$0	$0	$0
ANTHONY PYLE	TREASUER	2.00	Officer Director	$0	$0	$0
PAUL SCHLOTTMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
SENAY SEMERE	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHY SPERRY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
KIM SPURGEION	BOARD MEMBER	2.00	Director	$0	$0	$0
KATIE WAHL	BOARD MEMBER	2.00	Director	$0	$0	$0
VALERIA WHITE	SECRETARY	2.00	Officer 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	$259,933	$325,781	$2,279,228	$-65,848
2022	$173,587	$439,716	$2,237,796	$-266,129
2021	$261,815	$247,781	$2,918,327	$14,034
2020	$143,247	$127,107	$2,685,459	$16,140
2019	$193,436	$249,390	$2,520,221	$-55,954
2018	$375,271	$388,975	$2,275,649	$-13,704

THE JAMES M COX JR ARBORETUM FOUNDATION