BRENTON ARBORETUM INC (EIN 311578089) - 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

1997

Legal Domicile

Principal Officer

MELISSA BURDICK

Phone

5159924211

Tax Period

2024-01-01 to 2024-12-31

BRENTON ARBORETUM INC, founded in 1997, is a small nonprofit in the Arts, Culture & Humanities sector that reported $902K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $365K, a strong 41% operating margin.

Mission

THE MISSION OF THE BRENTON ARBORETUM IS TO BRING JOY TO ALL THROUGH THE BEAUTY AND KNOWLEDGE OF THE NATURAL WORLD OF TREES. THE ARBORETUM CONVEYS THE IMPORTANCE OF WOODY PLANTS AS A PLACE OF QUIET ENJOYMENT,EDUCATION, CONSERVATION, RESEARCH AND DEMONSTRATION.

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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 $492,630

Program Service Revenue $44,562

Investment Income $355,035

Other Revenue $9,731

TOTAL REVENUE $901,958

Expense Breakdown

Grants Paid $0

Salaries & Benefits $306,324

Fundraising Expenses $0

Program Expenses $496,544

Other Expenses $230,255

TOTAL EXPENSES $536,579

Year-over-Year Comparison

	2024	2023	Change
Revenue	$901,958	$1,164,584	-0.2%
Expenses	$536,579	$461,046	+0.2%
Net Income	$365,379	$703,538	-0.5%

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

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
JC BRENTON	DIRECTOR	25.00	Director	$0	$0	$0
DAVID MACKAMAN	DIRECTOR	0.00	Director	$0	$0	$0
LOCKIE BRENTON MARKUSEN	DIRECTOR	0.00	Director	$0	$0	$0
DR JEFF ILES	BOARD VICE CHAIR	0.00	Officer Director	$0	$0	$0
FRED WEITZ	DIRECTOR	0.00	Director	$0	$0	$0
BOB GERMAN	DIRECTOR	0.00	Director	$0	$0	$0
BILL NIEBUR	DIRECTOR	0.00	Director	$0	$0	$0
ERNA MORAIN	BOARD CHAIR	0.00	Officer Director	$0	$0	$0
JULIE BRENTON	DIRECTOR/TREASURER	0.00	Officer Director	$0	$0	$0
DAVID BROWN	DIRECTOR	0.00	Director	$0	$0	$0
LIZ EDDY	DIRECTOR	0.00	Director	$0	$0	$0
ROB GALBRAITH	DIRECTOR	0.00	Director	$0	$0	$0
BRENDA STINE-REIHER	SECRETARY	0.00	Officer Director	$0	$0	$0
DAN DUTCHER	DIRECTOR	0.00	Director	$0	$0	$0
LAURA VANDEN BOSCH	DIRECTOR	0.00	Director	$0	$0	$0
MATT WELLER	DIRECTOR	0.00	Director	$0	$0	$0
TERESA WICHTENDAHL	DIRECTOR	0.00	Director	$0	$0	$0
JAY WINDSOR	DIRECTOR	0.00	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	$901,958	$536,579	$6,756,115	$365,379
2023	$1,164,584	$461,046	$6,390,736	$703,538
2022	$1,302,746	$432,417	$5,687,198	$870,329

BRENTON ARBORETUM INC