WHITEBARK INSTITUTE (EIN 471310886) - 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

LAURA BEARDSLEY

Phone

7602100371

Tax Period

2024-01-01 to 2024-12-31

WHITEBARK INSTITUTE, founded in 2013, is a community nonprofit in the Environment sector that reported $6.7M in total revenue in fiscal year 2024. Revenue surged 104% from the prior year, signaling strong growth momentum.

Mission

TO TAKE ACTION, CULTIVATE PARTNERSHIPS, AND EMPOWER COMMUNITIES TO CREATE AND SUSTAIN RESILIENT LANDSCAPES FOR FUTURE GENERATIONS.

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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 $6,223,319

Program Service Revenue $435,285

Investment Income $50

Other Revenue $0

TOTAL REVENUE $6,658,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,320,813

Fundraising Expenses $2,954

Program Expenses $6,400,742

Other Expenses $5,638,431

TOTAL EXPENSES $6,959,244

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,658,654	$3,271,298	+1.0%
Expenses	$6,959,244	$2,818,228	+1.5%
Net Income	$-300,590	$453,070	-1.7%

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

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

$123,096

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON CHAMBERS	CHAIRMAN	2.00	Director	$0	$0	$0
BRUCE MEDHURST	VICE CHAIRMAN	2.00	Director	$0	$0	$0
RACHEL LEITERMAN	SECRETARY	2.00	Director	$0	$0	$0
AMANDA SERENYI	MEMBER	1.00	Director	$0	$0	$0
JERRY KEIR	TREASURER	2.00	Director	$0	$0	$0
LAURA BEARDSLEY	EXECUTIVE DIRECTOR	40.00	Officer	$123,096	$0	$123,096
JANET HATFIELD	FOREST HEALTH PROGRAM DIRECTOR	40.00	Highest	$126,500	$0	$126,500
JESSE O'DELL	ENVIRONMENTAL PLANNER	40.00	Highest	$110,411	$0	$110,411

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	$6,658,654	$6,959,244	$3,185,810	$-300,590
2023	$3,271,298	$2,818,228	$2,610,114	$453,070
2022	$1,787,396	$1,682,686	$562,592	$104,710

WHITEBARK INSTITUTE