OLBRICH BOTANICAL SOCIETY FOUNDATION INC (EIN 392002821) - 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

2000

Legal Domicile

Principal Officer

TANYA ZASTROW

Phone

6082464550

Tax Period

2023-01-01 to 2023-12-31

OLBRICH BOTANICAL SOCIETY FOUNDATION INC, founded in 2000, is a small nonprofit in the Environment sector that reported $628K in total revenue in fiscal year 2023. Revenue surged 159% from the prior year, signaling strong growth momentum. The organization ran a surplus of $266K, a strong 42% operating margin.

Mission

OLBRICH BOTANICAL SOCIETY FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATION PURPOSES WITHIN THE MEANING OF SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. SUCH PURPOSES SHALL INCLUDE THE RECEIPT BY GIFT, GRANT, DEVISE OR BEQUEST OF PROPERTY OF ALL KINDS: THE ADMINISTRATION, INVESTMENT AND REINVESTMENT OF SUCH PROPERTY IN STOCKS, BONDS AND OTHER FORMS OF INVESTMENT; AND THE USE OF SUCH PROPERTY EXCLUSIVELY FOR THE BENEFIT OF THE OLBRICH BOTANICAL SOCIETY, A NOT FOR PROFIT CORPORATION CREATED UNDER THE LAWS OF THE STATE OF WISCONSIN.

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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 $385,554

Program Service Revenue $0

Investment Income $242,694

Other Revenue $0

TOTAL REVENUE $628,248

Expense Breakdown

Grants Paid $325,651

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $325,651

Other Expenses $36,364

TOTAL EXPENSES $362,015

Year-over-Year Comparison

	2023	2022	Change
Revenue	$628,248	$242,974	+1.6%
Expenses	$362,015	$346,868	+0.0%
Net Income	$266,233	$-103,894	-3.6%

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

N/A

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

$109,629

Total Directors

$109,629

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TANYA ZASTROW	OBS EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$8,383	$109,629
SANDRA DOLISTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
TIM SHERRY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DENNIS BIRKE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
DAN MATSON	DIRECTOR	1.00	Director	$0	$0	$0
JEFF LEVY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BOLZ	DIRECTOR	1.00	Director	$0	$0	$0
ANN CASEY	DIRECTOR	1.00	Director	$0	$0	$0
ALNISA ALLGOOD	DIRECTOR/EX OFFICIO	1.00	Director	$0	$0	$0
PHIL BRADBURY	DIRECTOR/EX OFFICIO	1.00	Director	$0	$0	$0
LAURA PETERSON	DIRECTOR/EX OFFICIO	1.00	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	No data	No data	No data	No data
2023	$628,248	$362,015	$8,323,139	$266,233
2022	$242,974	$346,868	$7,010,797	$-103,894
2021	$1,100,800	$330,226	$8,474,082	$770,574
2020	$152,342	$304,573	$7,503,857	$-152,231
2019	$317,439	$275,222	$6,923,004	$42,217
2018	$396,322	$247,426	$6,047,773	$148,896

OLBRICH BOTANICAL SOCIETY FOUNDATION INC