THE BLOEDEL RESERVE (EIN 916182786) - 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

1974

Legal Domicile

Principal Officer

EVAN MEYER

Phone

2068427631

Tax Period

2024-01-01 to 2024-12-31

THE BLOEDEL RESERVE, founded in 1974, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Net assets of $32.6M represent 91 months of operating reserves.

Mission

TO PROVIDE REFRESHMENT AND TRANQUILITY IN THE PRESENCE OF NATURAL BEAUTY AND TO ENRICH PEOPLE'S LIVES THROUGH A PREMIER PUBLIC GARDEN OF NATURAL AND DESIGNED PACIFIC NORTHWEST LANDSCAPES.

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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 $1,582,086

Program Service Revenue $970,709

Investment Income $1,494,671

Other Revenue $237,109

TOTAL REVENUE $4,284,575

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,303,433

Fundraising Expenses $306,263

Program Expenses $3,708,884

Other Expenses $1,118,364

TOTAL EXPENSES $4,421,797

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,284,575	$3,831,210	+0.1%
Expenses	$4,421,797	$4,346,735	+0.0%
Net Income	$-137,222	$-515,525	-0.7%

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

245

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

$240,563

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH SCHENK	PAST CHAIR	2.00	Director	$0	$0	$0
SANDRA MCLVER	VICE CHAIR	3.00	Officer Director	$0	$0	$0
NATE THOMAS	CHAIR	5.00	Officer Director	$0	$0	$0
TODD ADAMS	TREASURER	3.00	Officer Director	$0	$0	$0
STEVE DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL ADELSON	SECRETARY	3.00	Officer Director	$0	$0	$0
BOB JAKUBIK	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDY MARON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MILBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
ROLFE WATSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTINE MILBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
VANATHI SIDDAIAH	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN O'NEILL	BOARD MEMBER	1.00	Director	$0	$0	$0
BECKY MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN BANASIK	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM KELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK LEVINE	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE STRONG	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBIN WRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE PRENTICE	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD VOGEL	BOARD MEMBER	1.00	Director	$0	$0	$0
CHUCK LITTLE	INTERIM PRESIDENT & CEO	40.00	Officer	$167,220	$5,017	$172,237
EVAN MEYER	PRESIDENT & CEO	40.00	Officer	$66,877	$1,449	$68,326

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	$4,284,575	$4,421,797	$33,154,884	$-137,222
2023	$3,831,210	$4,346,735	$32,607,285	$-515,525
2022	$3,897,508	$4,018,150	$30,659,162	$-120,642
2021	$5,767,843	$3,459,658	$37,039,217	$2,308,185
2020	$3,663,295	$3,359,982	$34,159,822	$303,313
2019	$3,862,349	$3,906,632	$31,700,579	$-44,283
2018	$5,802,367	$3,808,540	$28,332,792	$1,993,827

THE BLOEDEL RESERVE