SOUTHERN CHAPTER OF THE INTERNATIONAL SOCIETY OF ARBORICULTURE (EIN 561800885) - 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

1924

Legal Domicile

Principal Officer

DWAYNE CARTER

Phone

3367894747

Tax Period

2018-01-01 to 2018-12-31

SOUTHERN CHAPTER OF THE INTERNATIONAL SOCIETY OF ARBORICULTURE, founded in 1924, is a small nonprofit that reported $502K in total revenue in fiscal year 2018. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $124K, a strong 25% operating margin.

Mission

FOSTERING A GREATER APPRECIATION FOR TREES AND PROMOTING RESEARCH, TECHNOLOGY, AND THE PROFESSIONAL PRACTICE OF ARBORICULTURE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $57,660

Program Service Revenue $442,251

Investment Income $2,351

Other Revenue $55

TOTAL REVENUE $502,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $231,319

Other Expenses $377,845

TOTAL EXPENSES $377,845

Year-over-Year Comparison

	2018	2017	Change
Revenue	$502,317	$373,356	+0.3%
Expenses	$377,845	$369,931	+0.0%
Net Income	$124,472	$3,425	+35.3%

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
BEAU BRODBECK	PRESIDENT	4.00	Officer Director	$0	$0	$0
JIMMY WALTERS	PRESIDENT ELECT	4.00	Officer Director	$0	$0	$0
JASON GORDON	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
DWAYNE CARTER	EXECUTIVE DIRECTOR	24.00	Officer Director	$0	$0	$0
BILLY KELLY	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
DAVID VANDERGRIFF	CHAPTER REP	3.00	Director	$0	$0	$0
JACK ROWE	DIRECTOR - ALABAMA	1.00	Director	$0	$0	$0
DAVID RAINES	DIRECTOR - ARKANSAS	1.00	Director	$0	$0	$0
NANCY BECKEMEYER	DIRECTOR - GEORGIA	1.00	Director	$0	$0	$0
HALLIE DOZIER	DIRECTOR - LOUISIANA	1.00	Director	$0	$0	$0
DAVID FULGHAM	DIRECTOR - MISSISSIPPI	1.00	Director	$0	$0	$0
LAURIE REID DUKES	DIRECTOR - NORTH CAROLINA	1.00	Director	$0	$0	$0
SARA HOLLAR	DIRECTOR - SOUTH CAROLINA	1.00	Director	$0	$0	$0
KASEY KROUSE	DIRECTOR - TENNESSEE	1.00	Director	$0	$0	$0
PERRY ODOM	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
SARAH MITCHELL	EDITOR	1.00	Director	$0	$0	$0
MICHELLA HUFF	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN MORRIS	TREE FUND LIAISON	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
2018	$502,317	$377,845	$632,528	$124,472

SOUTHERN CHAPTER OF THE INTERNATIONAL SOCIETY OF ARBORICULTURE