THE NATIONAL BONSAI FOUNDATION (EIN 521284404) - 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

1982

Legal Domicile

Principal Officer

DAN ANGELUCCI

Phone

5868394794

Tax Period

2025-01-01 to 2025-12-31

THE NATIONAL BONSAI FOUNDATION, founded in 1982, is a community nonprofit in the Environment sector that reported $1.0M in total revenue in fiscal year 2025. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $176K, a strong 17% operating margin.

Mission

TO SUSTAIN THE NATIONAL BONSAI & PENJING MUSEUM BY PROVIDING FINANCIAL SUPPORT AND ADVICE, IN COOPERATION WITH THE US NATIONAL ARBORETUM.

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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 (2025)

Revenue Breakdown

Contributions & Grants $209,163

Program Service Revenue $0

Investment Income $806,652

Other Revenue $451

TOTAL REVENUE $1,016,266

Expense Breakdown

Grants Paid $525,000

Salaries & Benefits $153,452

Fundraising Expenses $157,409

Program Expenses $610,519

Other Expenses $156,389

TOTAL EXPENSES $839,841

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,016,266	$488,837	+1.1%
Expenses	$839,841	$346,772	+1.4%
Net Income	$176,425	$142,065	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL ANGELUCCI	CHAIR OF THE BOARD	5.00	Officer Director	$0	$0	$0
JULIE CRUDELE	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH ROSE PHD	DIRECTOR	1.00	Director	$0	$0	$0
ROSS CAMPBELL	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
STEPHEN VOSS	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	$1,016,266	$839,841	$2,396,482	$176,425
2024	No data	No data	No data	No data
2023	$455,757	$459,422	$2,504,284	$-3,665
2022	$420,972	$461,508	$2,349,114	$-40,536
2021	$567,007	$296,020	$2,742,743	$270,987
2020	$643,405	$564,547	$2,252,108	$78,858
2019	$412,597	$433,481	$1,989,904	$-20,884
2018	$317,772	$228,939	$1,768,982	$88,833

THE NATIONAL BONSAI FOUNDATION