FRIENDS OF THE ARBORETUM INC

EIN: 391571393 501(c)(3) Environment

MADISON, WI

Total Revenue
$82,451
Total Expenses
$48,689
Total Assets
$163,745
Net Assets
$123,939
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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
WI
Principal Officer
SANDY JAECKEL
Phone
6085715362
Tax Period
2018-07-01 to 2019-06-30

FRIENDS OF THE ARBORETUM INC, founded in 1989, is a micro nonprofit in the Environment sector that reported $82K in total revenue in fiscal year 2018. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $34K, a strong 41% operating margin.

Mission

SUPPORT EDUCATIONAL RESEARCH AND OUTREACH PROGRAMS OF UW-MADISON AND MAINTAIN THE ARBORETUM.

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $3,447
Program Service Revenue $51,786
Investment Income $28
Other Revenue $27,190
TOTAL REVENUE $82,451

Expense Breakdown

Grants Paid $0
Salaries & Benefits $9,519
Fundraising Expenses $0
Program Expenses $32,583
Other Expenses $39,170
TOTAL EXPENSES $48,689

Year-over-Year Comparison

2018 2017 Change
Revenue $82,451 $101,874 -0.2%
Expenses $48,689 $305,115 -0.8%
Net Income $33,762 $-203,241 -1.2%
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

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Governance

Voting Members
16
Independent Members
16
Employees
3
Volunteers
125

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
4
$0
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARBARA ANDERSON BOARD MEMBER 1.00
Director
$0 $0 $0
SUSAN BERG BOARD MEMBER 1.00
Director
$0 $0 $0
FRANK COURT BOARD MEMBER 1.00
Director
$0 $0 $0
LAURIE ELWELL BOARD MEMBER 1.00
Director
$0 $0 $0
GREGORY EVERTS BOARD MEMBER 1.00
Director
$0 $0 $0
BARBARA ERDMAN BOARD MEMBER (THRU OCTOBER) 1.00
Director
$0 $0 $0
JEFF GLAZER BOARD MEMBER (THRU FEBRUARY) 1.00
Director
$0 $0 $0
KATE MARTIN BOARD MEMBER 1.00
Director
$0 $0 $0
DARREL MORRISON BOARD MEMBER 1.00
Director
$0 $0 $0
TRICIA PERKINS BOARD MEMBER (THRU SEPTEMBER) 1.00
Director
$0 $0 $0
DAVE RIHN BOARD MEMBER 1.00
Director
$0 $0 $0
BARRY SEIFERT BOARD MEMBER 1.00
Director
$0 $0 $0
DONALD TIPPLE BOARD MEMBER 1.00
Director
$0 $0 $0
JUDY TROIA BOARD MEMBER 1.00
Director
$0 $0 $0
ALLI WENMAN BOARD MEMBER 1.00
Director
$0 $0 $0
KATHY POI BOARD PRESIDENT 1.00
Officer Director
$0 $0 $0
PAT HENRIKSON BOARD VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
TYLER SCHROEDER BOARD TREASURER 1.00
Officer Director
$0 $0 $0
CHRIS SMITHKA BOARD SECRETARY 1.00
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
2019 $82,451 $48,689 $163,745 $33,762
2018 $101,874 $305,115 $134,085 $-203,241
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