LEILA ARBORETUM SOCIETY (EIN 382528975) - 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

1984

Legal Domicile

Principal Officer

BRETT MYERS

Phone

2699690270

Tax Period

2023-01-01 to 2023-12-31

LEILA ARBORETUM SOCIETY, founded in 1984, is a small nonprofit in the Environment sector that reported $392K in total revenue in fiscal year 2023. Expenses of $469K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO PRESERVE AND ENHANCE LEILA ARBORETUM FOR ALL TO APPRECIATE HORTICULTURE AND THE ARTS IN A NATURAL ENVIRONMENT.

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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 $315,800

Program Service Revenue $44,746

Investment Income $10,572

Other Revenue $20,690

TOTAL REVENUE $391,808

Expense Breakdown

Grants Paid $0

Salaries & Benefits $340,624

Fundraising Expenses $23,844

Program Expenses $403,750

Other Expenses $127,992

TOTAL EXPENSES $468,616

Year-over-Year Comparison

	2023	2022	Change
Revenue	$391,808	$364,374	+0.1%
Expenses	$468,616	$438,016	+0.1%
Net Income	$-76,808	$-73,642	+0.0%

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

935

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

$67,246

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAREY WHITFIELD	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARYANN RUESINK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MICHELE REID	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM YARGER	BOARD MEMBER	1.00	Director	$0	$0	$0
DEVON WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JUANITA KOHFELDT	BOARD MEMBER	1.00	Director	$0	$0	$0
SAM DOUGHERTY	BOARD MEMBER	1.00	Director	$0	$0	$0
ELISHA MAYES	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
BRYAN MAYES	BOARD MEMBER	1.00	Director	$0	$0	$0
BRETT MYERS	EXECUTIVE DI	40.00	Officer	$67,246	$0	$67,246

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	$391,808	$468,616	$1,319,064	$-76,808
2022	$364,374	$438,016	$1,433,829	$-73,642
2021	$614,321	$382,471	$1,505,015	$231,850
2020	$376,372	$372,349	$1,239,002	$4,023
2019	$342,609	$422,490	$1,231,134	$-79,881
2018	$398,300	$409,258	$1,319,999	$-10,958

LEILA ARBORETUM SOCIETY