Van Veen Heritage Garden (EIN 822476711) - 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

2017

Legal Domicile

Principal Officer

Michael Stewart

Phone

5033145834

Tax Period

2024-07-01 to 2025-06-30

Van Veen Heritage Garden, founded in 2017, is a small nonprofit in the Environment sector that reported $205K in total revenue in fiscal year 2024. Revenue surged 95% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 34% operating margin.

Mission

To encourage interest in and dissemination of information and knowledge about genus rhododendron.

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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 $205,309

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $205,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $122,691

Other Expenses $135,326

TOTAL EXPENSES $135,326

Year-over-Year Comparison

	2024	2023	Change
Revenue	$205,309	$105,324	+0.9%
Expenses	$135,326	$103,080	+0.3%
Net Income	$69,983	$2,244	+30.2%

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

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
Michael Stewart	President	4.00	Officer Director	$0	$0	$0
Dennis O'Malley	Vice President/Treasurer	4.00	Officer Director	$0	$0	$0
Ann Clack	Secretary	4.00	Officer Director	$0	$0	$0
Stephen Krebs	Director	2.00	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	$205,309	$135,326	$324,107	$69,983
2024	No data	No data	No data	No data
2023	$121,380	$87,340	$251,878	$34,040
2022	$108,495	$81,326	$217,838	$27,169
2021	$1,150	$80,074	$190,669	$-78,924
2020	$250	$74,869	$269,593	$-74,619
2019	$365,000	$20,788	$344,212	$344,212

Van Veen Heritage Garden