THE JOSEPH J & MARIE P SCHEDEL FOU… - Form 990 Financial Data

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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

1963

Legal Domicile

Principal Officer

JAMES V SCHINDLER JR

Phone

4198623182

Tax Period

2023-01-01 to 2023-12-31

THE JOSEPH J & MARIE P SCHEDEL FOUNDATION, founded in 1963, is a small nonprofit that reported $609K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Net assets of $4.1M represent 82 months of operating reserves.

Mission

OPERATING THE SCHEDEL ARBORETUM & GARDENS, WHICH GIVES THE PUBLIC OPPORTUNITIES FOR THE STUDY AND APPRECIATION OF NATURE AND THE ARTS.

Program Service Accomplishments

Program 1

Expenses: $453,044 Revenue: $67,140

THE SCHEDEL FOUNDATION'S MISSION STATEMENT INCLUDES PROVIDING UNIQUE OPPORTUNITIES FOR THE STUDY AND APPRECIATION OF NATURE AND THE ARTS. IN FURTHERANCE OF THAT MISSION, THE SCHEDEL ARBORETUM &...

THE SCHEDEL FOUNDATION'S MISSION STATEMENT INCLUDES PROVIDING UNIQUE OPPORTUNITIES FOR THE STUDY AND APPRECIATION OF NATURE AND THE ARTS. IN FURTHERANCE OF THAT MISSION, THE SCHEDEL ARBORETUM & GARDENS ANNUALLY IMPLEMENTS THE FOLLOWING PROGRAMS:-THE SCHEDEL SUMMER SCIENCE AND ART CAMPS - FOUR ONE-WEEK SESSIONS FOR STUDENTS IN ELEMENTARY AND MIDDLE SCHOOL. TOTAL OF 71 PARTICIPANTS.-ANNUAL WORKSHOP SERIES - APPROXIMATELY 22 NATURE AND ART THEMED WORKSHOPS AND SEMINARS CONDUCTED BY EXPERTS AND ARTISTS IN THE RESPECTIVE TOPICS.-GUIDED AND SELF-GUIDED TOURS - INDIVIDUALIZED TOURS DESCRIBING THE HISTORY OF THE SA&G, THE UNIQUE SPECIES OF TREES AND PLANTS ON THE GROUNDS, THE ANTIQUES AND ARTIFACTS, THE ART COLLECTIONS AND OPPORTUNITIES FOR SCIENTIFIC STUDY.-ROTATING ART EXHIBITS IN THE MCALEAR GALLERY PROVIDING OPPORTUNITIES FOR THE APPRECIATION OF THE ARTS INCLUDING THE WORKS OF LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL ARTISTS.-A UNIQUE VENUE FOR BUSINESS AND SOCIAL EVENTS OFFERING QUALITY OF LIFE FOR THE COMMUNITY.-WORLD CLASS COLLECTION AND DISPLAY OF UNIQUE BONSAI PLANTS.-ANNUAL DISPLAYS OF ANNUAL PLANTS IN A VARIETY OF GARDEN BEDS, INCLUDING THEMED BEDS, WITH PLANT NUMBERS TOTALING MORE THAN 10,000.-MAINTENANCE OF UNIQUE FEATURES DESIGNED TO PROVIDE AN UNUSUAL CUMULATIVE EXPERIENCE INCLUDING WATER FEATURES, INTERACTIVE FEATURES, DEMONSTRATIONS AND EDUCATION.

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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 $421,206

Program Service Revenue $98,750

Investment Income $33,633

Other Revenue $55,439

TOTAL REVENUE $609,028

Expense Breakdown

Grants Paid $0

Salaries & Benefits $364,334

Fundraising Expenses $46,010

Program Expenses $453,044

Other Expenses $249,620

TOTAL EXPENSES $613,954

Year-over-Year Comparison

	2023	2022	Change
Revenue	$609,028	$516,048	+0.2%
Expenses	$613,954	$628,382	0.0%
Net Income	$-4,926	$-112,334	-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

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

$108,507

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK REILLY	DIRECTOR	2.00	Director	$0	$0	$0
REGINALD NOBLE	DIRECTOR	2.00	Director	$0	$0	$0
ALLAN O'NEAL	DIRECTOR	2.00	Director	$0	$0	$0
DR WILLIAM HORVATH	DIRECTOR	2.00	Director	$0	$0	$0
LANE WILLIAMSON	DIRECTOR	2.00	Director	$0	$0	$0
PAUL TOTH	DIRECTOR	2.00	Director	$0	$0	$0
KELLY SHRIER	DIRECTOR	2.00	Director	$0	$0	$0
RYAN MILLER	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS SEFFERNICK	DIRECTOR	2.00	Director	$0	$0	$0
STEVE TAYLOR SR	DIRECTOR	2.00	Director	$0	$0	$0
ERIC HEINTSCHEL	DIRECTOR	2.00	Director	$0	$0	$0
LAURA HARMON	DIRECTOR	2.00	Director	$0	$0	$0
JAMES V SCHINDLER JR	CHAIRMAN	2.00	Officer	$0	$0	$0
PHIL RUDOLPH JR	PRESIDENT	2.00	Officer	$0	$0	$0
RODNEY NOBLE	EXECUTIVE DIRECTOR	50.00	Officer	$105,347	$3,160	$108,507

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	No data	No data	No data	No data
2023	$609,028	$613,954	$5,089,127	$-4,926
2022	$516,048	$628,382	$5,043,860	$-112,334
2021	$695,033	$602,883	$4,825,824	$92,150
2020	$1,113,617	$492,642	$4,539,350	$620,975
2019	$542,256	$505,149	$3,787,442	$37,107
2018	$410,984	$513,385	$3,843,117	$-102,401

THE JOSEPH J & MARIE P SCHEDEL FOUNDATION