Tree Trust (EIN 411291626) - 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

1976

Legal Domicile

Principal Officer

Jared Smith

Phone

9527673880

Tax Period

2024-01-01 to 2024-12-31

Tree Trust, founded in 1976, is a community nonprofit that reported $9.5M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $9.2M left a modest 3% surplus.

Mission

To transform lives and landscapes by engaging people to build skills for meaningful careers, inspiring people to plant trees, and making our community a greener, healthier place to live.

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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 $4,087,481

Program Service Revenue $5,340,261

Investment Income $38,503

Other Revenue $15,812

TOTAL REVENUE $9,482,057

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,662,024

Fundraising Expenses $170,481

Program Expenses $7,906,418

Other Expenses $3,509,783

TOTAL EXPENSES $9,171,807

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,482,057	$7,793,535	+0.2%
Expenses	$9,171,807	$7,473,222	+0.2%
Net Income	$310,250	$320,313	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

425

Volunteers

584

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

$150,512

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jared Smith	Executive Director	40.00	Officer	$135,298	$15,214	$150,512
Michael Huntington	Chair	2.00	Officer Director	$0	$0	$0
Rhea Rochon	Vice Chair	2.00	Officer Director	$0	$0	$0
Kurts Strelnieks	Treasurer	2.00	Officer Director	$0	$0	$0
Larry Crosby	Secretary	2.00	Officer Director	$0	$0	$0
Dana Beasley	Director	2.00	Director	$0	$0	$0
Gennae Falconer	Director	2.00	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	$9,482,057	$9,171,807	$5,039,271	$310,250
2023	$7,793,535	$7,473,222	$4,436,462	$320,313
2022	$6,571,305	$6,144,487	$3,789,155	$426,818
2021	$5,628,985	$5,115,689	$3,214,101	$513,296
2020	$4,783,183	$4,475,583	$3,225,853	$307,600
2019	$4,602,285	$4,217,042	$2,342,879	$385,243
2018	$4,633,984	$4,568,008	$1,622,741	$65,976

Tree Trust