LAKE WILDERNESS ARBORETUM FOUNDATION (EIN 916067924) - 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

1965

Legal Domicile

Principal Officer

Kim Holben

Phone

2532935103

Tax Period

2025-01-01 to 2025-12-31

LAKE WILDERNESS ARBORETUM FOUNDATION, founded in 1965, is a small nonprofit that reported $174K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $40K, a strong 23% operating margin.

Mission

Building a sanctuary that inspires educates and connects our community to nature.

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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 $153,377

Program Service Revenue $0

Investment Income $272

Other Revenue $19,871

TOTAL REVENUE $173,520

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,870

Fundraising Expenses $0

Program Expenses $24,095

Other Expenses $51,469

TOTAL EXPENSES $133,339

Year-over-Year Comparison

	2025	2024	Change
Revenue	$173,520	$158,337	+0.1%
Expenses	$133,339	$131,004	+0.0%
Net Income	$40,181	$27,333	+0.5%

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

$34,884

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristin Haapasaari	President	20.00	Officer	$0	$0	$0
Ron Groepper	Vice President	2.00	Officer	$0	$0	$0
Diane Barnes	Secretary	3.00	Officer	$0	$0	$0
Kim Holben	Treasurer	4.00	Officer	$0	$0	$0
Susan Goodell	Director	35.00	Highest	$38,807	$0	$38,807
Todd Tschimperle	Grounds Maintenance	15.00	Key Emp	$29,837	$0	$29,837
Shaunna G Kipling	Grounds Maintenance	10.00	Key Emp	$5,047	$0	$5,047
Vicki Cunningham	Board Member	1.00	Director	$0	$0	$0
Karin Taylor	Board Member	1.00	Director	$0	$0	$0
Stephanie Hofferber	Board Member	4.00	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	$173,520	$133,339	$244,256	$40,181
2024	$158,337	$131,004	$182,808	$27,333

LAKE WILDERNESS ARBORETUM FOUNDATION