Tree Davis (EIN 943169363) - 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

1992

Legal Domicile

Principal Officer

Ann Daniel

Phone

5307587337

Tax Period

2025-01-01 to 2025-12-31

Tree Davis, founded in 1992, is a small nonprofit in the Unknown sector that reported $754K in total revenue in fiscal year 2025. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

The mission of Tree Davis is to improve the health and resilience of our communities by enhancing and expanding Climate-Ready Trees and Landscapes through direct action, community engagement, and advocacy.

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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 $748,104

Program Service Revenue $0

Investment Income $7,038

Other Revenue $-1,561

TOTAL REVENUE $753,581

Expense Breakdown

Grants Paid $0

Salaries & Benefits $409,608

Fundraising Expenses $19,375

Program Expenses $605,909

Other Expenses $333,277

TOTAL EXPENSES $742,885

Year-over-Year Comparison

	2025	2024	Change
Revenue	$753,581	$981,163	-0.2%
Expenses	$742,885	$646,440	+0.1%
Net Income	$10,696	$334,723	-1.0%

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

300

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

$82,309

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Yael Franco	Executive Dir.	40.00	Officer	$58,189	$0	$58,189
Torin Dunnavant	Executive Dir.	40.00	Officer	$24,120	$0	$24,120
Melody Meyer	Director	2.00	Director	$0	$0	$0
Ann Daniel	President	3.00	Officer Director	$0	$0	$0
Allen Lowry	Treasurer	3.00	Officer Director	$0	$0	$0
Anya McCann	Secretary	3.00	Officer Director	$0	$0	$0
Stephanie Holstege	Director	3.00	Director	$0	$0	$0
Diane Crumley	Director	2.00	Director	$0	$0	$0
Emily Griswold	Director	2.00	Director	$0	$0	$0
Wesley Sagewalker	Director	2.00	Director	$0	$0	$0
Don Shor	Director	2.00	Director	$0	$0	$0
Larry Guenther	Director	2.00	Director	$0	$0	$0
Andrew Newman	Director	2.00	Director	$0	$0	$0
Rachel Patten	Director	2.00	Director	$0	$0	$0
Robert Poppenga	Vice President	2.00	Officer Director	$0	$0	$0
Carol Hillhouse	Director	2.00	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	$753,581	$742,885	$538,600	$10,696
2024	$981,163	$646,440	$498,469	$334,723
2023	$243,796	$349,847	$171,182	$-106,051
2022	$255,738	$267,868	$215,839	$-12,130
2021	$259,944	$224,730	$227,786	$35,214
2020	$281,522	$190,111	$192,351	$91,411
2020	$281,522	$190,111	$192,351	$91,411
2019	$300,202	$250,141	$100,940	$50,061

Tree Davis