SHADETREE PARTNERSHIP INC

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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

EILEEN LIN

Phone

9494535300

Tax Period

2024-07-01 to 2025-06-30

SHADETREE PARTNERSHIP INC, founded in 1997, is a micro nonprofit in the Environment sector that reported $19K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11K, a strong 59% operating margin.

Mission

THE MISSION OF THE ORGANIZATION IS TO PROMOTE MORE LIVABLE COMMUNITIES THROUGH THE PLANTING AND STEWARDSHIP OF SHADE TREES.

Program Service Accomplishments

Program 1

FOSTER PUBLIC PARTICIPATION IN THE ENHANCEMENT AND PRESERVATION OF URBAN RESOURCES.

Program 2

PROVIDE OPPORTUNITY FOR ON-SITE EDUCATION IN REGARDS TO TREE PLANTING AND CARE.

Program 3

PROMOTE PUBLIC AWARENESS AND UNDERSTANDING OF URBAN FORESTRY, THE RELATIONSHIP BETWEEN URBAN FORESTRY AND THE USE, AND CONSERVATION OF WATER RESOURCES.

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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 $18,387

Program Service Revenue $0

Investment Income $437

Other Revenue $0

TOTAL REVENUE $18,824

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $7,783

TOTAL EXPENSES $7,783

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,824	$14,315	+0.3%
Expenses	$7,783	$3,770	+1.1%
Net Income	$11,041	$10,545	+0.0%

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

2123

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

$283,934

Total Directors

$1,216,594

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNY RONEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
GREG BROOKS	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL COOK	DIRECTOR	1.00	Director	$0	$61,257	$534,796
LISA SRADER	DIRECTOR	1.00	Director	$0	$41,389	$187,591
MEGAN LULOW	DIRECTOR	1.00	Director	$0	$0	$0
IAN SWIFT	DIRECTOR	1.00	Director	$0	$27,881	$210,273
CLAIRE HERVEY COLLINS	ATTORNEY	1.00	Officer Director	$0	$0	$0
EILEEN LIN	TREASURER	1.00	Officer Director	$0	$51,316	$283,934
KEVIN BURTON	EXECUTIVE DIRECTOR, TECHNI	1.00	Highest	$0	$53,008	$381,323
PAUL WEGHORST	EXECUTIVE DIRECTOR, WATER	1.00	Highest	$0	$64,594	$381,945
WENDY CHAMBERS	EXECUTIVE DIRECTOR, OPERAT	1.00	Highest	$0	$46,824	$343,316
NEVEEN ADLY	EXECUTIVE DIRECTOR, FINANCE & ADMINISTRATION	1.00	Highest	$0	$45,625	$338,970
FIONA SANCHEZ	DIRECTOR OF WATER SERVICES	1.00	Highest	$0	$51,845	$324,093

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	$18,824	$7,783	$21,714	$11,041
2024	No data	No data	No data	No data
2023	$1,903	$3,169	$128	$-1,266
2022	$4,464	$4,500	$1,394	$-36
2021	$3,560	$1,580	$1,430	$1,980
2020	$1,354	$1,304	No data	$50
2019	$1,106	$2,093	No data	$-987
2018	$1,706	$2,088	$387	$-382