ARBORETUM II INC (EIN 931503732) - 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

2023

Legal Domicile

Principal Officer

BRAD YOCHUM

Phone

6785227940

Tax Period

2024-01-01 to 2024-12-31

ARBORETUM II INC, founded in 2023, is a small nonprofit in the Public & Societal Benefit sector that reported $200K in total revenue in fiscal year 2024.

Mission

ON A DOMESTIC AND GLOBAL BASIS, PROMOTE, TEACH, AND IMPLEMENT EDUCATIONAL, CROSS-CULTURAL, AND SKILLS BASED LEARNING PROGRAMS TO INDIVIDUALS AND GROUPS WITH ECONOMIC, PHYSICAL, SPIRITUAL, AND/OR EMOTIONAL NEEDS IN THE AREAS OF INTERNATIONAL SMALL BUSINESS DEVELOPMENT, MEETING BASIC HUMAN NEEDS, ENTREPRENEURSHIP, AND SUSTAINABLE AGRICULTURAL PRACTICES

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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 $202,000

Program Service Revenue $0

Investment Income $0

Other Revenue $-2,409

TOTAL REVENUE $199,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$199,591	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	N/A	N/A

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

N/A

Volunteers

N/A

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
GARRETT LAWRENCE	DIRECTOR	1.00	Officer Director	$0	$0	$0
SAM WARNER	DIRECTOR	1.00	Director	$0	$0	$0
ROY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
KELLI CASKEY	DIRECTOR	1.00	Director	$0	$0	$0
GUY CASKEY	DIRECTOR	1.00	Director	$0	$0	$0
BRAD YOCHUM	DIRECTOR	1.00	Officer 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	$199,591	No data	$284,679	No data
2023	No data	No data	$19,978	No data

ARBORETUM II INC