UTILITY ARBORIST ASSOCIATION (EIN 371404021) - 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

2002

Legal Domicile

Principal Officer

James Neeser

Phone

6514640380

Tax Period

2023-08-01 to 2024-07-31

UTILITY ARBORIST ASSOCIATION, founded in 2002, is a small nonprofit in the Environment sector that reported $994K in total revenue in fiscal year 2023. Net assets of $2.2M represent 26 months of operating reserves.

Mission

Our mission is to be the leading North American organization for the enhancement of quality utility arboriculture and right-of-way vegetation management.

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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 $200,143

Program Service Revenue $693,433

Investment Income $6,652

Other Revenue $93,668

TOTAL REVENUE $993,896

Expense Breakdown

Grants Paid $0

Salaries & Benefits $357,153

Fundraising Expenses $0

Program Expenses $744,294

Other Expenses $647,379

TOTAL EXPENSES $1,004,532

Year-over-Year Comparison

	2023	2022	Change
Revenue	$993,896	$949,777	+0.0%
Expenses	$1,004,532	$1,633,871	-0.4%
Net Income	$-10,636	$-684,094	-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

Total Directors

Key Employees

$155,934

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dennis Fallon	Executive Director	40	Key Emp	$123,216	$32,718	$155,934
Jim Neeser	Treasurer	0.5	Officer Director	$0	$0	$0
Craig Kelly	Director	0.5	Director	$0	$0	$0
Tim Walsh	Past President (Director)	0.5	Director	$0	$0	$0
Josh Beaver	Vice President	0.5	Officer Director	$0	$0	$0
Matt Goff	President Elect	0.5	Officer Director	$0	$0	$0
Amanda Opp	Director	0.5	Director	$0	$0	$0
Kevin Puls	Director	0.5	Director	$0	$0	$0
Brandon Hughson	President	0.5	Officer Director	$0	$0	$0
Sara Dreiser	Director	0.5	Director	$0	$0	$0
Jodie Braskich	Director	0.5	Director	$0	$0	$0
Geoff Kempter	Past President	0		$0	$0	$0
Erin Creekmur	Director	0		$0	$0	$0
Adam Warf	Director	0		$0	$0	$0
Adam Ball	Director	0		$0	$0	$0

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	$993,896	$1,004,532	$2,152,787	$-10,636
2023	$949,777	$1,633,871	$2,163,423	$-684,094
2022	$1,578,829	$1,025,857	$2,847,517	$552,972
2021	$2,324,739	$666,322	$2,294,545	$1,658,417
2020	$529,782	$539,712	$636,128	$-9,930

UTILITY ARBORIST ASSOCIATION