BARTLETT ARBORETUM SOCIETY

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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

2021

Legal Domicile

Principal Officer

KEN WHITE

Phone

3166806561

Tax Period

2025-01-01 to 2025-12-31

BARTLETT ARBORETUM SOCIETY, founded in 2021, is a small nonprofit in the Arts, Culture & Humanities sector that reported $406K in total revenue in fiscal year 2025. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $124K, a strong 31% operating margin.

Mission

SEASONALLY, BARTLETT ARBORETUM SWINGS OPEN THE GARDEN GATE WELCOMING OUTDOOR ENTHUSIASTS TO BE INSPIRED AND EDUCATED AMONG THE CENTURY-OLD TREE MUSEUM AND HISTORIC LANDSCAPE.

Program Service Accomplishments

Program 1

Expenses: $90,837 Revenue: $66,632

OUTDOOR ENTERTAINMENT FOR THE ENJOYMENT OF NATURE. OPEN ON WEEKENDS AND BY APPOINTMENT, THE TREE HOUSE CONCERTS ARE ENJOYED BY THOUSANDS OF MUSIC LOVERS FROM A WIDE GEOGRAPHIC AREA. OTHER FESTIVALS: TULIP TIME, ART AT THE ARB, TREEFEST, AND ECOFEST BRING MANY VISITORS TO THIS SUMNER COUNTY TREASURE. IN ADDITION, GROUPS OF ALL SIZES , AGES AND INTERESTS, (I.E. GARDEN CLUBS, CHURCH GROUPS, 4-H, SCOUTS, BRIDES, HORTICULTURISTS) ALL COME HERE TO EXPERIENCE THIS UNLIKELY MASTERPIECE. THIS IS A REGISTERD AGRITOURISM BUSINESS.

Program 2

Expenses: $20,873 Revenue: $30,460

WHISTLESTOP DINNERS ARE MONTHLY FUNDRAISERS FEATURING DISHES MADE FROM FOOD GROWN AT THE ARBORETUM, GOOD MUSIC AND FELLOWSHIP.

Program 3

Revenue: $27,953

GENERAL ADMISSIONS ALLOWS THE PUBLIC TO OBSERVE, APPRECIATE, REFLECT IN THE ARB'S ATMOSPHERE.

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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 $248,093

Program Service Revenue $116,346

Investment Income $8,571

Other Revenue $32,665

TOTAL REVENUE $405,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $14,145

Program Expenses $111,710

Other Expenses $281,895

TOTAL EXPENSES $281,895

Year-over-Year Comparison

	2025	2024	Change
Revenue	$405,675	$319,093	+0.3%
Expenses	$281,895	$206,854	+0.4%
Net Income	$123,780	$112,239	+0.1%

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

N/A

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
KEN WHITE	PRESIDENT	5.00	Officer Director	$0	$0	$0
ROBIN MACY	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JENNIFER JULL SULLIVAN	TREASURER	3.00	Officer Director	$0	$0	$0
JULIE GALLIART	SECRETARY	3.00	Officer Director	$0	$0	$0
KYLE ROBINSON	DIRECTOR	3.00	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	$405,675	$281,895	$418,722	$123,780
2024	No data	No data	No data	No data
2023	$253,445	$142,859	$182,703	$110,586