WISCONSIN ARBORIST ASSOCIATION (EIN 391458979) - 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

1964

Legal Domicile

Phone

2625381900

Tax Period

2024-01-01 to 2024-12-31

WISCONSIN ARBORIST ASSOCIATION, founded in 1964, is a small nonprofit that reported $423K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $410K left a modest 3% surplus.

Mission

TO IMPROVE THE UNDERSTANDING OF TREES AND THE PRACTICE OF ARBORICULTURE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $47,089

Program Service Revenue $369,993

Investment Income $-13,886

Other Revenue $20,017

TOTAL REVENUE $423,213

Expense Breakdown

Grants Paid $22,182

Salaries & Benefits $73,767

Fundraising Expenses $0

Program Expenses $293,260

Other Expenses $313,660

TOTAL EXPENSES $409,609

Year-over-Year Comparison

	2024	2023	Change
Revenue	$423,213	$478,924	-0.1%
Expenses	$409,609	$391,982	+0.0%
Net Income	$13,604	$86,942	-0.8%

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

N/A

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
ADAM ALVES	PUBLICITY	4.00	Director	$0	$0	$0
LEE FREDERICKS	MEMBERSHIP REP	2.00	Director	$0	$0	$0
AARON SCHAUER	ISA REPRESENTATIVE	2.00	Director	$0	$0	$0
PETER SORENSEN	LEGISLATIVE REP	2.00	Director	$0	$0	$0
KYLE BABICKY	VICE PRESIDENT	0.00	Director	$0	$0	$0
FRANK SEIHEIMER	CERTIFICATION	0.00	Director	$0	$0	$0
TODD HAEFKE	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
JOE ADDIS	TREASURER	4.00	Officer Director	$0	$0	$0
EDGAR EZERIETIS	SECRETARY	4.00	Officer Director	$0	$0	$0
IAN BROWN II	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
FRED HOPPE	PRESIDENT	4.00	Officer Director	$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	$423,213	$409,609	$1,158,772	$13,604
2023	$478,924	$391,982	$1,041,242	$86,942
2022	$258,714	$301,104	$903,628	$-42,390
2021	$279,185	$164,287	$907,988	$114,898
2020	$401,922	$275,765	$796,862	$126,157
2019	$438,970	$333,466	$666,933	$105,504
2018	$367,227	$365,687	$561,429	$1,540

WISCONSIN ARBORIST ASSOCIATION