THE MORTON ARBORETUM (EIN 361505770) - 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

1922

Legal Domicile

Principal Officer

MICHAEL M REESE

Phone

6309680074

Tax Period

2023-01-01 to 2023-12-31

THE MORTON ARBORETUM, founded in 1922, is a mid-sized nonprofit in the Environment sector that reported $45.1M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $52.2M exceeded revenue, resulting in a 16% operating deficit.

Mission

COLLECT, STUDY, DISPLAY AND GROW TREES; TO ENCOURAGE THE PLANTING AND CONSERVATION OF TREES.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $18,150,596

Program Service Revenue $10,675,996

Investment Income $7,791,466

Other Revenue $8,531,224

TOTAL REVENUE $45,149,282

Expense Breakdown

Grants Paid $982,437

Salaries & Benefits $25,791,158

Fundraising Expenses $3,716,497

Program Expenses $42,275,792

Other Expenses $25,281,457

TOTAL EXPENSES $52,201,196

Year-over-Year Comparison

	2023	2022	Change
Revenue	$45,149,282	$53,650,331	-0.2%
Expenses	$52,201,196	$47,787,763	+0.1%
Net Income	$-7,051,914	$5,862,568	-2.2%

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

564

Volunteers

1081

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

$2,122,304

Total Directors

Key Employees

$517,841

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT J SCHILLERSTROM	CHAIR	8.00	Officer Director	$0	$0	$0
ANNA CAROLINE BALL	VICE CHAIR	8.00	Officer Director	$0	$0	$0
E JAMES DONDLINGER	TREASURER	8.00	Officer Director	$0	$0	$0
MARK C GOSSETT	SECRETARY	8.00	Officer Director	$0	$0	$0
ROBERT A BARTLETT JR	TRUSTEE	8.00	Director	$0	$0	$0
PAT A BASU	TRUSTEE	8.00	Director	$0	$0	$0
WALTER W BECKY II	TRUSTEE	8.00	Director	$0	$0	$0
BARBARA J BRADFORD	TRUSTEE	8.00	Director	$0	$0	$0
CHRISTOPHER B BURKE	TRUSTEE	8.00	Director	$0	$0	$0
MARY L BURKE	TRUSTEE	8.00	Director	$0	$0	$0
MICHAEL CAHILL	TRUSTEE	8.00	Director	$0	$0	$0
TRISHA L CONLEY	TRUSTEE	8.00	Director	$0	$0	$0
ROBERT L FEALY	TRUSTEE	8.00	Director	$0	$0	$0
ASHESH GOEL	TRUSTEE	8.00	Director	$0	$0	$0
TROY D HAMMOND	TRUSTEE	8.00	Director	$0	$0	$0
MATT HARRIS	TRUSTEE	8.00	Director	$0	$0	$0
ANDREW O JOHNSON	TRUSTEE	8.00	Director	$0	$0	$0
ROBERT E KRESS	TRUSTEE	8.00	Director	$0	$0	$0
CHARLES P MCQUAID	TRUSTEE	8.00	Director	$0	$0	$0
JAMAL J SCOTT	TRUSTEE	8.00	Director	$0	$0	$0
STEPHEN C VAN ARSDELL	TRUSTEE	8.00	Director	$0	$0	$0
KOSKI JILL	PRESIDENT AND CEO	40.00	Officer	$501,766	$58,441	$560,207
FAWLEY JAMES	VP-FINANCE AND CFO	40.00	Officer	$270,816	$54,690	$325,506
SPIESS KATHLEEN	VP-DEVELOPMENT	40.00	Officer	$237,472	$30,799	$268,271
BAUTISTA PRESTON WONG	VP-LEARNING AND ENGAGEMENT	40.00	Officer	$210,546	$29,396	$239,942
LAVIRE ALICIA	VP-MARKETING AND GUEST EXPERIENCE	40.00	Officer	$213,529	$39,771	$253,300
BACHTELL KRIS	VP OF COLLECTIONS AND HORTICULTURE	40.00	Officer	$206,336	$64,672	$271,008
WESTWOOD MEREDITH	VP-SCIENCE AND CONSERVATION	40.00	Officer	$185,190	$18,880	$204,070
DONNELLY GERARD	SPECIAL ADVISOR	30.00	Key Emp	$440,286	$77,555	$517,841
NOLAN KELLY	DIR-MAJOR GIFTS	40.00	Highest	$148,756	$47,458	$196,214
PESKE NANCY	DIR-HUMAN RESOURCES	40.00	Highest	$231,274	$30,542	$261,816
CANNON CHARLES	DIR-CENTER FOR TREE SCIENCE	40.00	Highest	$146,517	$40,559	$187,076
RAVICHANDRAN SAI P	DIR-INFORMATION TECHNOLOGY	40.00	Highest	$149,175	$19,829	$169,004
ROSS SUSAN	ASSISTANT TO THE PRESIDENT	40.00	Highest	$150,234	$24,874	$175,108

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	$45,149,282	$52,201,196	$354,910,949	$-7,051,914
2022	$53,650,331	$47,787,763	$339,322,232	$5,862,568
2021	$64,971,405	$40,941,761	$374,122,908	$24,029,644
2020	$28,928,117	$35,709,406	$321,129,910	$-6,781,289
2019	$28,464,414	$39,708,822	$308,004,458	$-11,244,408
2018	$55,465,982	$38,744,591	$289,401,298	$16,721,391

THE MORTON ARBORETUM