JANE WEBER EVERGREEN ARBORETUM (EIN 461640055) - 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

2009

Legal Domicile

Principal Officer

JOHN W CATON

Phone

3606956752

Tax Period

2023-01-01 to 2023-12-31

JANE WEBER EVERGREEN ARBORETUM, founded in 2009, is a micro nonprofit in the Environment sector that reported $43K in total revenue in fiscal year 2023. Revenue surged 7961% from the prior year, signaling strong growth momentum. Net assets of $2.9M represent 822 months of operating reserves.

Mission

TO PRESERVE A NATURAL RESOURCE AND HISTORIC SITE TO PROVIDE EDUCATIONAL AND OTHER OPPORTUNITIES TO THE COMMUNITY.

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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 $18,786

Program Service Revenue $0

Investment Income $23,858

Other Revenue $0

TOTAL REVENUE $42,644

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,543

Other Expenses $43,776

TOTAL EXPENSES $43,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,644	$529	+79.6%
Expenses	$43,776	$22,472	+0.9%
Net Income	$-1,132	$-21,943	-0.9%

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

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
CAROLYN BONKER	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN W CATON	PRESIDENT	2.00	Officer Director	$0	$0	$0
DEREK CHRISTINA	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA HEGLIN	SECRETARY/TR	3.00	Officer Director	$0	$0	$0
MARCINE MILLER-MILES	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD MILLER	BOARD MEMBER	0.50	Director	$0	$0	$0
KELLY PUNTENEY	BOARD MEMBER	1.00	Director	$0	$0	$0
LESA ANGELO-RANDALL	VICE PRESIDE	1.50	Officer Director	$0	$0	$0
MIKE SIMON	BOARD MEMBER	1.75	Director	$0	$0	$0
RENEE WEBER	BOARD MEMBER	1.25	Director	$0	$0	$0
RYAN TINNEY	BOARD MEMBER	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	$42,644	$43,776	$3,010,499	$-1,132
2022	$529	$22,472	$2,989,547	$-21,943
2021	$66,556	$31,938	$3,034,675	$34,618
2020	$9,985	$17,529	$2,963,248	$-7,544

JANE WEBER EVERGREEN ARBORETUM