E B DUNN HISTORIC GARDEN TRUST (EIN 911589720) - 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

1993

Legal Domicile

Principal Officer

Carolyn Cox

Phone

2063620933

Tax Period

2022-07-01 to 2023-06-30

E B DUNN HISTORIC GARDEN TRUST, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $561K in total revenue in fiscal year 2022. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $486K left a modest 13% surplus.

Mission

We preserve and enhance Dunn Gardens as a public resource, celebrating the original 1915 Olmsted design and showcasing the evolution of garden design in the Pacific Northwest.

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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 (2022)

Revenue Breakdown

Contributions & Grants $360,539

Program Service Revenue $98,739

Investment Income $36,446

Other Revenue $64,893

TOTAL REVENUE $560,617

Expense Breakdown

Grants Paid $600

Salaries & Benefits $318,173

Fundraising Expenses $23,842

Program Expenses $306,431

Other Expenses $167,180

TOTAL EXPENSES $485,953

Year-over-Year Comparison

	2022	2021	Change
Revenue	$560,617	$756,350	-0.3%
Expenses	$485,953	$376,103	+0.3%
Net Income	$74,664	$380,247	-0.8%

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

$42,462

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carolyn Cox	Executive Director	24	Director	$42,462	$0	$42,462
Pam Sturgeon	President	4.00	Officer Director	$0	$0	$0
Charles Ogburn	Vice President	2	Officer Director	$0	$0	$0
Susan Dunn	Treasurer	4	Officer Director	$0	$0	$0
Janet Egger	Secretary	4	Officer Director	$0	$0	$0
Langdon Miller	Trustee	1	Director	$0	$0	$0
Ruth Kagi	Trustee	1	Director	$0	$0	$0
Katherine Dunn	Trustee	1	Director	$0	$0	$0
Alan Rowberg	Trustee	2	Director	$0	$0	$0
Melanie Davies	Trustee	1	Director	$0	$0	$0
Gil Joynt	Trustee	4	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$560,617	$485,953	$7,754,926	$74,664
2022	$756,350	$376,103	$6,446,547	$380,247
2021	$550,609	$509,023	$6,029,318	$41,586
2020	$366,529	$312,286	$5,125,668	$54,243

E B DUNN HISTORIC GARDEN TRUST