HELEN HARRIGAN TUA FBO BOTANICA (EIN 347113033) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

STOCK YARDS BANK TRUST

Phone

5022592517

Tax Period

2024-01-01 to 2024-12-31

HELEN HARRIGAN TUA FBO BOTANICA, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $339K in total revenue in fiscal year 2024. Revenue surged 832% from the prior year, signaling strong growth momentum. The organization ran a surplus of $219K, a strong 64% operating margin.

Mission

TO PROVIDE EXTRA FUNDS FOR BOTANICA, INC DBA WATERFRONT BOTANICAL GARDENS TO ASSIST IN THEIR MISSION OF DEVELOPING A BOTANICAL GARDEN AND CONSERVATORY AND SERVING AS A SOURCE FOR HORTICULTURAL INFORMATION AND EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $338,953

Other Revenue $0

TOTAL REVENUE $338,953

Expense Breakdown

Grants Paid $98,262

Salaries & Benefits $21,492

Fundraising Expenses $0

Program Expenses $109,008

Other Expenses $655

TOTAL EXPENSES $120,409

Year-over-Year Comparison

	2024	2023	Change
Revenue	$338,953	$36,369	+8.3%
Expenses	$120,409	$118,251	+0.0%
Net Income	$218,544	$-81,882	-3.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDITH P HUNT	ADVISORY COMMITTEE MEMBER	1.0	Director	$0	$0	$0
BRIAN P VOELKER	ADVISORY COMMITTEE MEMBER	1.0	Director	$0	$0	$0
COLIN R GRAY	ADVISORY COMMITTEE MEMBER	1.0	Director	$0	$0	$0
W SCOTT NEFF	ADVISORY COMMITTEE MEMBER	1.0	Director	$0	$0	$0
N/A	TRUSTEE	1.0		$21,493	$0	$21,493

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	$338,953	$120,409	$1,866,506	$218,544
2023	$36,369	$118,251	$1,648,977	$-81,882
2022	$50,291	$117,541	$1,731,155	$-67,250
2021	$250,421	$106,705	$1,799,159	$143,716
2020	$114,846	$107,597	$1,671,214	$7,249

HELEN HARRIGAN TUA FBO BOTANICA