HARDY FERN FOUNDATION (EIN 911458750) - 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

1989

Legal Domicile

Principal Officer

BONNIE BERK

Phone

2533452520

Tax Period

2024-01-01 to 2024-12-31

HARDY FERN FOUNDATION, founded in 1989, is a small nonprofit that reported $134K in total revenue in fiscal year 2024. Revenue surged 152% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41K, a strong 31% operating margin.

Mission

TO ESTABLISH A COMPREHENSIVE COLLECTION OF THE WORLD'S HARDY FERNS FOR DISPLAY, EVALUATION, PRESERVATION, EDUCATION AND INTRODUCTION TO THE GARDENING AND HORTICULTURAL COMMUNITIES. THE ORGANIZATION PROVIDES A QUARTERLY NEWLETTER WITH ARTICLES OF GENERAL INTEREST, AS WELL AS SPECIFICS ON CULTIVATION, SITES FOR VIEWING COLLECTIONS, FERN PROFILES, AND EVALUATIONS OF FERNS IN THE TESTING PROGRAM. SPECIAL ISSUES OF THE NEWSLETTER INCLUDE A DIRECTORY OF FERN GARDENS, NURSERIES AND RESERVES IN THE US, CANADA AND ABROAD; PROPAGATION HANDBOOK; AND GUIDE TO HARDY GARDEN FERNS. THE ORGANIZATION HAS AN ANNUAL FERN FESTIVAL IN JUNE. MEMBERS PARTICIPATE IN SPORE EXCHANGE AND HAVE FIRST ACCESS TO FERNS AS THEY ARE INTRODUCED.

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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 $31,993

Program Service Revenue $20,067

Investment Income $41,997

Other Revenue $39,736

TOTAL REVENUE $133,793

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,820

Fundraising Expenses $0

Program Expenses $27,051

Other Expenses $50,928

TOTAL EXPENSES $92,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,793	$53,169	+1.5%
Expenses	$92,748	$71,334	+0.3%
Net Income	$41,045	$-18,165	-3.3%

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

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
BONNIE BERK	PRESIDENT	5.00	Officer Director	$0	$0	$0
RICHIE STEFFEN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
RICHARD PETERSON	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
ELISE ERICKSON	CORRESPONDING SECRETARY	2.00	Officer Director	$0	$0	$0
STEPHEN LAMPHEAR	TREASURER	4.00	Officer Director	$0	$0	$0
SHAMORA BEARWOOD	DIRECTOR	1.00	Director	$0	$0	$0
FORREST CAMBELL	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL MOUNT	DIRECTOR	1.00	Director	$0	$0	$0
LINDA PYLES	DIRECTOR	1.00	Director	$0	$0	$0
JOHN VAN DEN MEERENDONK	DIRECTOR	1.00	Director	$0	$0	$0
CAMILLE PAULSEN	DIRECTOR	1.00	Director	$0	$0	$0
SUE OLSEN	HONORARY DIRECTOR	6.00	Director	$0	$0	$0
NANCY STRAHLE	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK OGBURN	DIRECTOR	1.00	Director	$0	$0	$0
ANANDA DORJE	DIRECTOR	1.00	Director	$0	$0	$0
DON BROOKS	DIRECTOR	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
2024	$133,793	$92,748	$596,199	$41,045
2023	$53,169	$71,334	$539,980	$-18,165
2022	$69,135	$69,728	$496,009	$-593
2021	$93,804	$57,723	$583,244	$36,081
2020	$48,750	$51,236	$555,462	$-2,486
2019	$69,370	$68,040	$528,021	$1,330
2018	$86,984	$73,429	$478,507	$13,555

HARDY FERN FOUNDATION