FOUNDATION OF THE STATE ARBORETUM … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

NANCY TAKAHASHI

Phone

5408371758

Tax Period

2023-07-01 to 2024-06-30

FOUNDATION OF THE STATE ARBORETUM OF VIRGINIA, founded in 1984, is a small nonprofit in the Environment sector that reported $326K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $285K left a modest 13% surplus.

Mission

THE FOUNDATION OF THE STATE ARBORETUM'S MISSION IS TO SUPPORT BLANDY'S RESEARCH AND EDUCATIONAL GOALS, SUSTAIN THE ARBORETUM'S COLLECTIONS, AND ENHANCE BLANDY'S VALUE AS AN INSTITUTION THAT SERVES THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $241,302 Revenue: $24,935

A PRIMARY OBJECTIVE OF THE FOUNDATION OF THE STATE ARBORETUM (THE FOUNDATION) IS TO EDUCATE THE PUBLIC ABOUT THE ARBORETUM AND ITS COLLECTIONS. THE FOUNDATION HOSTS A VARIETY OF PUBLIC PROGRAMS, ALL GEARED TOWARD ENVIRONMENTAL EDUCATION, SUCH AS ARBORETUM TOURS, LECTURES, WORKSHOPS AND EXHIBITS. THE FOUNDATION DIRECTLY CONTRIBUTES FUNDS TO THE UNIVERSITY OF VIRGINIA'S BLANDY EXPERIMENTAL FARM IN ORDER TO SUPPORT SEVERAL STAFF POSITIONS, PROVIDE STUDENT RESEARCH FELLOWSHIPS AND OFFSET ADMINISTRATIVE COSTS. THE FOUNDATION SPONSORS GARDEN FAIR, A PLANT AND GARDEN SUPPLY SALE THAT IS THE ARBORETUM'S LARGEST FUNDRAISER. OTHER EVENTS INCLUDE NATURE NURTURES IN THE FALL AND HOLIDAY WORKSHOPS IN DECEMBER.

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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 $233,326

Program Service Revenue $24,935

Investment Income $1,634

Other Revenue $66,502

TOTAL REVENUE $326,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,163

Program Expenses $241,302

Other Expenses $284,575

TOTAL EXPENSES $284,575

Year-over-Year Comparison

	2023	2022	Change
Revenue	$326,397	$297,251	+0.1%
Expenses	$284,575	$327,266	-0.1%
Net Income	$41,822	$-30,015	-2.4%

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

150

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

$76,192

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY TAKAHASHI	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY OLIEN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CHARLES ELLISON	TREASURER	2.00	Officer Director	$0	$0	$0
KATHLEEN GROOVER	SECRETARY	2.00	Officer Director	$0	$0	$0
JOLLY DE GIVE	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
KAREN COGAR ABRAMSON	DIRECTOR	2.00	Director	$0	$0	$0
NATE ADAMS III	DIRECTOR	2.00	Director	$0	$0	$0
GERALDINE CARROLL	DIRECTOR	2.00	Director	$0	$0	$0
DAVE CARR	DIRECTOR	2.00	Director	$0	$0	$0
ROGER COURTENAY	DIRECTOR	2.00	Director	$0	$0	$0
JJ DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
CAROLYN FAROUKI	DIRECTOR	2.00	Director	$0	$0	$0
THOM FLORY	DIRECTOR	2.00	Director	$0	$0	$0
M TYSON GILPIN JR	DIRECTOR	2.00	Director	$0	$0	$0
CELIE HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN HESSBERG	DIRECTOR	2.00	Director	$0	$0	$0
DONALD MATLOCK	DIRECTOR	2.00	Director	$0	$0	$0
ALEX NEWHART	DIRECTOR	2.00	Director	$0	$0	$0
DON OWEN	DIRECTOR	2.00	Director	$0	$0	$0
BENNETT SAUNDERS	DIRECTOR	2.00	Director	$0	$0	$0
ALISON TEETOR	DIRECTOR	2.00	Director	$0	$0	$0
ELSIE WILSON THOMPSON	DIRECTOR	2.00	Director	$0	$0	$0
BEATRICE VON GONTARD	DIRECTOR	2.00	Director	$0	$0	$0
SANDY WILSON	DIRECTOR	2.00	Director	$0	$0	$0
ROBIN CARDILLO	PAST EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$76,192
JUSTINE SCHAFFFNER	EXECUTIVE DIRECTOR	40.00	Officer	$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	$326,397	$284,575	$1,245,809	$41,822
2023	$297,251	$327,266	$1,166,807	$-30,015
2022	$328,709	$264,638	$1,194,241	$64,071
2021	$229,966	$182,411	$1,176,243	$47,555
2020	$212,176	$251,744	$887,296	$-39,568
2019	$188,189	$287,157	$906,701	$-98,968

FOUNDATION OF THE STATE ARBORETUM OF VIRGINIA