NANNEN ARBORETUM SOCIETY (EIN 464731072) - 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

2014

Legal Domicile

Principal Officer

Patricia Kerl

Phone

7164749801

Tax Period

2022-01-01 to 2022-12-31

NANNEN ARBORETUM SOCIETY, founded in 2014, is a micro nonprofit in the Environment sector that reported $9K in total revenue in fiscal year 2022. The organization ran a surplus of $2K, a strong 21% operating margin.

Mission

The mission of the Nannen Arboretum is to provide home garden and natural resource education and an opportunity for nature appreciation and leisure. It may serve as a meeting place for individuals, groups, and organizations for social or educational events.

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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 (2022)

Revenue Breakdown

Contributions & Grants $9,010

Program Service Revenue $320

Investment Income $81

Other Revenue $0

TOTAL REVENUE $9,411

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $800

Other Expenses $7,470

TOTAL EXPENSES $7,470

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,411	$9,327	+0.0%
Expenses	$7,470	$11,019	-0.3%
Net Income	$1,941	$-1,692	-2.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gretchen Plough	Trustee	5	Director	$0	$0	$0
Nan Miller	President	10	Officer Director	$0	$0	$0
Sue Blesy	Vice President	5	Officer Director	$0	$0	$0
Patricia Kerl	Treasurer	10	Officer Director	$0	$0	$0
Diane Smith	Secretary	5	Officer Director	$0	$0	$0
MJ Brown	Trustee	5.00	Director	$0	$0	$0
Steve Ward	Trustee	5.00	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
2022	$9,411	$7,470	$295,963	$1,941
2021	$9,327	$11,019	$322,016	$-1,692
2020	$6,704	$7,285	$297,456	$-581

NANNEN ARBORETUM SOCIETY