MONTROSE BOTANICAL SOCIETY (EIN 841331789) - 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

1996

Legal Domicile

Principal Officer

MARGARET B SHAVER

Phone

9707654324

Tax Period

2020-01-01 to 2020-12-31

MONTROSE BOTANICAL SOCIETY, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $317K in total revenue in fiscal year 2020. Revenue surged 586% from the prior year, signaling strong growth momentum. The organization ran a surplus of $277K, a strong 87% operating margin.

Mission

THE MONTROSE BOTANICAL SOCIETY IS A NON-PROFIT ORGANIZATION THAT PROVIDES HORTICULTURAL EDUCATION AND LEADERSHIP FOR RESIDENTS OF THE UNCOMPAHGRE VALLEY REGION THROUGH THE DEVELOPMENT OF THE BOTANIC GARDENS FOR DEMONSTRATION, EDUCATION AND LEISURE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $319,313

Program Service Revenue $0

Investment Income $1,304

Other Revenue $-3,616

TOTAL REVENUE $317,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,100

Other Expenses $39,952

TOTAL EXPENSES $39,952

Year-over-Year Comparison

	2020	2019	Change
Revenue	$317,001	$46,205	+5.9%
Expenses	$39,952	$67,186	-0.4%
Net Income	$277,049	$-20,981	-14.2%

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
LORRAINE SHIDE	PRESIDENT	20.00	Officer Director	$0	$0	$0
STEVE FIELD	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
DON CRAM	TREASURER	15.00	Officer Director	$0	$0	$0
ANN KRSIEAN	SECRETARY	6.00	Officer Director	$0	$0	$0
ROB CLAPPER	BOARD MEMBER	15.00	Director	$0	$0	$0
MAYA HAYNES	BOARD MEMBER	8.00	Director	$0	$0	$0
MOLLY SHAVER	BOARD MEMBER	5.00	Director	$0	$0	$0
SHERI SMYTH	BOARD MEMBER	8.00	Director	$0	$0	$0
SUSAN WOODY	BOARD MEMBER	7.00	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
2024	No data	No data	No data	No data
2020	$317,001	$39,952	$415,408	$277,049

MONTROSE BOTANICAL SOCIETY