BARTLETT ARBORETUM SOCIETY (EIN 871973430) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

KEN WHITE

Phone

3166806561

Tax Period

2023-01-01 to 2023-12-31

BARTLETT ARBORETUM SOCIETY, founded in 2021, is a small nonprofit in the Arts, Culture & Humanities sector that reported $253K in total revenue in fiscal year 2023. Revenue surged 583% from the prior year, signaling strong growth momentum. The organization ran a surplus of $111K, a strong 44% operating margin.

Mission

ORGANIZED FOR THE PURPOSE OF WELCOMING OUTDOOR ENTHUSIASTS TO BE INSPIRED AND EDUCATED AMONG THE CENTURY OLD TREE MUSEUM AND HISTORIC LANDSCAPE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $186,833

Program Service Revenue $66,391

Investment Income $221

Other Revenue $0

TOTAL REVENUE $253,445

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,480

Program Expenses $74,320

Other Expenses $142,859

TOTAL EXPENSES $142,859

Year-over-Year Comparison

	2023	2022	Change
Revenue	$253,445	$37,122	+5.8%
Expenses	$142,859	$12,765	+10.2%
Net Income	$110,586	$24,357	+3.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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/DIRECTOR	5.00	Officer Director	$0	$0	$0
ROBIN MACY	TREASURER/DIRECTOR	10.00	Officer Director	$0	$0	$0
SUSAN WHITFIELD-HARDING	ACTING SECRETARY	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
2024	No data	No data	No data	No data
2023	$253,445	$142,859	$182,703	$110,586

BARTLETT ARBORETUM SOCIETY