TreesCharlotte (EIN 463867007) - 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

2013

Legal Domicile

Principal Officer

Mary N Hall MD

Phone

7049990671

Tax Period

2023-07-01 to 2024-06-30

TreesCharlotte, founded in 2013, is a community nonprofit in the Environment sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $1.6M exceeded revenue, resulting in a 31% operating deficit.

Mission

Public/private collaborative to plant trees, raise awareness of the canopy, and educate about tree care.

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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 $1,214,385

Program Service Revenue $0

Investment Income $73

Other Revenue $1,781

TOTAL REVENUE $1,216,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $692,940

Fundraising Expenses $198,263

Program Expenses $1,147,629

Other Expenses $899,791

TOTAL EXPENSES $1,592,731

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,216,239	$2,256,298	-0.5%
Expenses	$1,592,731	$1,271,941	+0.3%
Net Income	$-376,492	$984,357	-1.4%

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

3343

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

$170,595

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jane Myers	Executive Dir.	40.00	Officer	$167,250	$3,345	$170,595
Tracy Dodson	Director	1.00	Director	$0	$0	$0
Paul Kardous	Treasurer	1.00	Officer Director	$0	$0	$0
Todd Collins	Director	1.00	Director	$0	$0	$0
Susan McKeithen	Director	1.00	Director	$0	$0	$0
Peggy Brookhouse	Director	1.00	Director	$0	$0	$0
Kodwo Ghartey-Tagoe	Secretary	1.00	Officer Director	$0	$0	$0
Chris Thomas	Director	1.00	Director	$0	$0	$0
Stoney Sellars	Director	1.00	Director	$0	$0	$0
John Sherman	Director	1.00	Director	$0	$0	$0
John Petrone	Director	1.00	Director	$0	$0	$0
Leslie Johnson	Director	1.00	Director	$0	$0	$0
Margaret Marshall	Director	1.00	Director	$0	$0	$0
Jen Reilly	Director	1.00	Director	$0	$0	$0
Evan Bass	Director	1.00	Director	$0	$0	$0
Thruston Morton	Chair	1.00	Officer Director	$0	$0	$0
Susan McDonough	Director	1.00	Director	$0	$0	$0
Mary N Hall MD	Vice Chair	1.00	Officer Director	$0	$0	$0
Patrick Franklin	Director	1.00	Director	$0	$0	$0
Audra Nunn Tyree	Director	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
2025	No data	No data	No data	No data
2024	$1,216,239	$1,592,731	$8,576,050	$-376,492
2023	$2,256,298	$1,271,941	$7,871,879	$984,357
2022	$961,979	$965,165	$6,424,954	$-3,186
2021	$657,652	$778,708	$6,416,607	$-121,056
2020	$1,274,113	$749,802	$5,546,376	$524,311
2019	$1,081,487	$678,477	$5,283,963	$403,010
2018	$1,228,370	$703,238	$4,826,419	$525,132

TreesCharlotte