THE HOLDEN ARBORETUM (EIN 340750346) - 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

1931

Legal Domicile

Principal Officer

EDWARD MOYDELL

Phone

4409464400

Tax Period

2023-10-01 to 2024-09-30

THE HOLDEN ARBORETUM, founded in 1931, is a mid-sized nonprofit in the Environment sector that reported $11.8M in total revenue in fiscal year 2023. Net assets of $197.4M represent 202 months of operating reserves.

Mission

THE HOLDEN ARBORETUM CONNECTS PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES.

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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 $9,195,902

Program Service Revenue $854,625

Investment Income $1,510,681

Other Revenue $193,683

TOTAL REVENUE $11,754,891

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,481,806

Fundraising Expenses $663,008

Program Expenses $8,105,839

Other Expenses $4,239,552

TOTAL EXPENSES $11,721,358

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,754,891	$11,892,469	0.0%
Expenses	$11,721,358	$10,531,757	+0.1%
Net Income	$33,533	$1,360,712	-1.0%

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

299

Volunteers

707

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

$611,995

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONSTANCE NORWEB ABBEY	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS D ANDERSON	VICE CHAIR	3.00	Officer Director	$0	$0	$0
VICTORIA U BROER	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA BROWN	DIRECTOR	2.00	Director	$0	$0	$0
TERA N COLEMAN	DIRECTOR	2.00	Director	$0	$0	$0
JONATHAN E DICK	DIRECTOR	2.00	Director	$0	$0	$0
PAUL E DICORLETO	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL W DINGELDEIN	DIRECTOR	2.00	Director	$0	$0	$0
LAVITA W EWING	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE M FAUST	DIRECTOR	2.00	Director	$0	$0	$0
MIKIKO FUJITA	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT R GALLOWAY	DIRECTOR	2.00	Director	$0	$0	$0
LYNN-ANN GRIES	DIRECTOR	2.00	Director	$0	$0	$0
SARAH L GRIES	DIRECTOR	2.00	Director	$0	$0	$0
JONATHAN HATCH	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN J KNERLY	CHAIR	2.00	Officer Director	$0	$0	$0
JOSEPH J MAHOVLIC	DIRECTOR	2.00	Director	$0	$0	$0
LESLIE MANZO	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL C MARINO	DIRECTOR	2.00	Director	$0	$0	$0
ROY D MINOFF	DIRECTOR	2.00	Director	$0	$0	$0
CYNTHIA A MOORE-HARDY	DIRECTOR	2.00	Director	$0	$0	$0
KELLY MORGAN	DIRECTOR	2.00	Director	$0	$0	$0
ELLEN W JONES NORDELL	DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN A OUTCALT	DIRECTOR	2.00	Director	$0	$0	$0
GARY W POTH	DIRECTOR	2.00	Director	$0	$0	$0
ROBIN D SCHACHAT	DIRECTOR	2.00	Director	$0	$0	$0
LYNN C SHIVERICK	DIRECTOR	2.00	Director	$0	$0	$0
RUTH M STAFFORD	SECRETARY	2.00	Officer Director	$0	$0	$0
CHARLES F WALTON	DIRECTOR	2.00	Director	$0	$0	$0
JOY K WARD	DIRECTOR	2.00	Director	$0	$0	$0
EDWARD MOYDELL	PRESIDENT & CEO	30.00	Officer	$225,715	$3,917	$229,632
KATHLEEN HEFLIN	CFO & TREASURER	30.00	Officer	$256,535	$21,079	$277,614
MARGARET BUTZOW	ASSISTANT SECRETARY	20.00	Officer	$0	$10,733	$99,634
KEVIN SCHRECENGOST	INTERIM TREASURER & VP OF FIN.	30.00	Officer	$5,115	$0	$5,115
DAVID BURKE	VP,SCIENCE & CONSERVATION	40.00	Highest	$157,411	$20,852	$178,263
CAROLINE TAIT	VP, HORTICULTURE & COLLECTIONS	40.00	Highest	$118,330	$12,596	$130,926
JUDITH TOBIN	VP, HUMAN RESOURCES	20.00	Highest	$113,931	$23,397	$137,328

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	$11,754,891	$11,721,358	$198,751,229	$33,533
2023	$11,892,469	$10,531,757	$176,229,844	$1,360,712
2022	$11,496,922	$9,627,578	$165,991,771	$1,869,344
2021	$10,821,026	$8,000,926	$193,917,757	$2,820,100
2020	$9,107,988	$8,048,418	$165,137,190	$1,059,570
2019	$9,847,993	$8,941,337	$161,248,284	$906,656
2018	$8,887,336	$8,587,559	$166,230,040	$299,777

THE HOLDEN ARBORETUM