WESTERN CHAPTER OF THE INTERNATIONAL SOCIETY OF ARBORICULTURE (EIN 330368951) - 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

1934

Legal Domicile

Principal Officer

ROSE EPPERSON

Phone

5597848733

Tax Period

2022-07-01 to 2023-06-30

WESTERN CHAPTER OF THE INTERNATIONAL SOCIETY OF ARBORICULTURE, founded in 1934, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 4% surplus.

Mission

TO FOSTER A GREATER APPRECIATION OF TREES BY PROMOTING RESEARCH AND EDUCATION TO ADVANCE THE PROFESSIONAL PRACTICE 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 (2022)

Revenue Breakdown

Contributions & Grants $114,770

Program Service Revenue $1,308,552

Investment Income $10,698

Other Revenue $25,869

TOTAL REVENUE $1,459,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,221,685

Other Expenses $1,405,605

TOTAL EXPENSES $1,405,605

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,459,889	$1,296,399	+0.1%
Expenses	$1,405,605	$1,225,874	+0.1%
Net Income	$54,284	$70,525	-0.2%

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

325

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
ROSE EPPERSON	EXEC DIRECTOR	40.00	Officer	$0	$0	$0
DANIEL GOYETTE	PRESIDENT	3.00	Officer Director	$0	$0	$0
KEVIN ECKERT	PRESIDENT ELECT	3.00	Officer Director	$0	$0	$0
SARAH MAITLAND	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
THOMAS DODGE	SECRETARY	3.00	Officer Director	$0	$0	$0
PRESTON GOODMAN	TREASUER	3.00	Officer Director	$0	$0	$0
DOUG WILDMAN	PAST PRESIDENT	3.00	Director	$0	$0	$0
KEN KNIGHT	MEMBER	3.00	Director	$0	$0	$0
ALISON LANCASTER	MEMBER	3.00	Director	$0	$0	$0
TRACEY TAKEUCHI	MEMBER	3.00	Director	$0	$0	$0
JODI CARLSON	MEMBER	3.00	Director	$0	$0	$0
JULIA GOWIN	MEMBER	3.00	Director	$0	$0	$0
LINDA CHALKER SCOTT	EDITOR	3.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,459,889	$1,405,605	$1,019,247	$54,284
2022	$1,296,399	$1,225,874	$835,529	$70,525
2021	$1,012,436	$916,273	$821,095	$96,163
2020	$763,097	$777,044	$770,016	$-13,947
2019	$1,078,455	$1,076,572	$645,694	$1,883
2018	$1,163,086	$1,077,760	$592,220	$85,326

WESTERN CHAPTER OF THE INTERNATIONAL SOCIETY OF ARBORICULTURE