Casey Trees (EIN 311766444) - 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

2001

Legal Domicile

Principal Officer

Andrew Schichtel

Phone

2028334010

Tax Period

2024-07-01 to 2025-06-30

Casey Trees, founded in 2001, is a mid-sized nonprofit in the Environment sector that reported $11.0M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $10.5M left a modest 5% surplus.

Mission

To restore, enhance and protect the tree canopy of the nation's capital.

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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 $3,993,900

Program Service Revenue $1,451,826

Investment Income $5,508,945

Other Revenue $32,053

TOTAL REVENUE $10,986,724

Expense Breakdown

Grants Paid $775,496

Salaries & Benefits $6,425,985

Fundraising Expenses $378,747

Program Expenses $8,393,866

Other Expenses $3,272,711

TOTAL EXPENSES $10,474,192

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,986,724	$13,847,099	-0.2%
Expenses	$10,474,192	$9,739,302	+0.1%
Net Income	$512,532	$4,107,797	-0.9%

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

3472

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

$267,328

Total Directors

Key Employees

$219,577

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeff Stoiber	President	2.00	Officer Director	$0	$0	$0
Kevin Kelso	Vice President	2.00	Officer Director	$0	$0	$0
Tom Suber	Treasurer	2.00	Officer Director	$0	$0	$0
Christy Dunkle	Secretary	2.00	Officer Director	$0	$0	$0
Joe Bondi	Assistant Treasurer	2.00	Officer Director	$0	$0	$0
Dave Porter	Director	2.00	Director	$0	$0	$0
Mansur Abdul-Malik	Director	1.00	Director	$0	$0	$0
Thomasina Poirot	Director	1.00	Director	$0	$0	$0
Kathy Robertson	Director	1.00	Director	$0	$0	$0
Charles Drew	Director	1.00	Director	$0	$0	$0
Michael Williams	Director	1.00	Director	$0	$0	$0
Barbara Shea	Director	1.00	Director	$0	$0	$0
Eric Price	Director	1.00	Director	$0	$0	$0
DeLane Porter	GCA Representative	1.00	Director	$0	$0	$0
Betsy Huffman	GCA Representative	1.00	Director	$0	$0	$0
Mark Buscaino	Executive Director	40.00	Officer	$173,795	$93,533	$267,328
Andrew Schichtel	Chief Operating Officer	40.00	Key Emp	$174,600	$44,977	$219,577
Robert Shaut	Director, Tree Operations	40.00	Highest	$149,737	$36,440	$186,177
Matthew Hansen	Business Manager	40.00	Highest	$125,039	$18,864	$143,903
Veva Johnson-Milton	HR Generalist	40.00	Highest	$124,756	$10,339	$135,095
Michael Drader	Director, Communications	40.00	Highest	$119,785	$60,340	$180,125
Melinda Peters	Director, Education	40.00	Highest	$116,264	$30,024	$146,288

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	$10,986,724	$10,474,192	$207,979,606	$512,532
2024	$13,847,099	$9,739,302	$193,652,416	$4,107,797
2023	$9,584,913	$8,430,757	$179,869,836	$1,154,156
2022	$12,912,078	$7,214,565	$172,847,152	$5,697,513
2021	$5,962,064	$5,993,421	$196,447,656	$-31,357
2020	$8,232,094	$6,444,018	$160,309,791	$1,788,076
2019	$9,770,273	$6,259,416	$163,818,104	$3,510,857

Casey Trees