KLEHM ARBORETUM AND BOTANIC GARDEN INC (EIN 363676875) - 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

1989

Legal Domicile

Principal Officer

WES BURANDT

Phone

8159658146

Tax Period

2023-11-01 to 2024-10-31

KLEHM ARBORETUM AND BOTANIC GARDEN INC, founded in 1989, is a small nonprofit in the Environment sector that reported $583K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $671K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO MAINTAIN A LIVING MUSEUM FOR THE ENJOYMENT, EDUCATION, AND INSPIRATION OF ALL PEOPLE

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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 $533,617

Program Service Revenue $70,209

Investment Income $618

Other Revenue $-21,279

TOTAL REVENUE $583,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $400,488

Fundraising Expenses $73,368

Program Expenses $370,764

Other Expenses $270,478

TOTAL EXPENSES $670,966

Year-over-Year Comparison

	2023	2022	Change
Revenue	$583,165	$762,409	-0.2%
Expenses	$670,966	$788,996	-0.1%
Net Income	$-87,801	$-26,587	+2.3%

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

$86,595

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD BYXBE	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOEL ZIRKLE	VICE-PRESIDE	2.00	Officer Director	$0	$0	$0
WES BURANDT	TREASURER	2.00	Officer Director	$0	$0	$0
JEFF WAGNER	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRIS ANDERSON	TRUSTEE	2.00	Director	$0	$0	$0
ERIN ANDREWS	TRUSTEE	2.00	Director	$0	$0	$0
DIANE CAIN	TRUSTEE	2.00	Director	$0	$0	$0
KIMBERLY CALLAN	TRUSTEE	2.00	Director	$0	$0	$0
AMY CHATFIELD	TRUSTEE	2.00	Director	$0	$0	$0
TIM JAGIELSKI	TRUSTEE	2.00	Director	$0	$0	$0
JEFFREY SMITH	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD VAN EVERA	TRUSTEE	2.00	Director	$0	$0	$0
JANE WALLACE	TRUSTEE	2.00	Director	$0	$0	$0
CLARK WANGAARD	TRUSTEE	2.00	Director	$0	$0	$0
DAVID WEBER	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN LYNCH	PAST PRESIDE	2.00	Director	$0	$0	$0
ALEXANDER MILLS	EXECUTIVE DI	40.00	Officer	$78,172	$8,423	$86,595

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	$583,165	$670,966	$409,949	$-87,801
2023	$762,409	$788,996	$532,133	$-26,587
2022	$808,814	$656,743	$1,142,346	$152,071
2021	$818,837	$671,569	$821,855	$147,268
2020	$556,545	$536,270	$661,523	$20,275
2019	$583,969	$590,971	$858,667	$-7,002
2018	$751,243	$623,335	$910,721	$127,908

KLEHM ARBORETUM AND BOTANIC GARDEN INC