RANCHO SANTA ANA BOTANIC GARDEN (EIN 951664113) - 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

1976

Legal Domicile

Principal Officer

LUCINDA A MCDADE

Phone

9096258767

Tax Period

2024-07-01 to 2025-06-30

RANCHO SANTA ANA BOTANIC GARDEN, founded in 1976, is a community nonprofit in the Environment sector that reported $6.0M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Net assets of $32.0M represent 64 months of operating reserves.

Mission

TO INSPIRE, INFORM AND EDUCATE THE PUBLIC AND SCIENTIFIC COMMUNITY ABOUT CALIFORNIA'S NATIVE FLORA.

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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 $2,360,585

Program Service Revenue $3,089,188

Investment Income $800,657

Other Revenue $-234,421

TOTAL REVENUE $6,016,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,656,893

Fundraising Expenses $407,542

Program Expenses $4,832,264

Other Expenses $1,800,974

TOTAL EXPENSES $6,457,867

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,016,009	$6,529,539	-0.1%
Expenses	$6,457,867	$5,992,926	+0.1%
Net Income	$-441,858	$536,613	-1.8%

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

113

Volunteers

170

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

$281,509

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUCINDA A MCDADE	EXECUTIVE DIRECTOR	40.00	Officer	$154,185	$26,749	$180,934
KRISTINE CROSBY	CHIEF FINANCIAL OFFICER	40.00	Officer	$99,575	$1,000	$100,575
CINDY WALKENBACH	CHAIR, TRUSTEE	1.00	Officer Director	$0	$0	$0
ANN PLATT WALKER	VICE CHAIR, TRUSTEE	1.00	Officer Director	$0	$0	$0
KATHLEEN MULLIGAN	TREASURER, TRUSTEE	1.00	Officer Director	$0	$0	$0
DAVID BECKER	SECRETARY, TRUSTEE	1.00	Officer Director	$0	$0	$0
LINDA BATTRAM	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS BRAYTON	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN BRYANT	TRUSTEE	1.00	Director	$0	$0	$0
JAMES F BURKE	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
HELEN DESMARAIS	TRUSTEE	1.00	Director	$0	$0	$0
SEAN GALLAGHER	TRUSTEE	1.00	Director	$0	$0	$0
LAURENCE GRILL	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET KELLY	TRUSTEE (THROUGH JANUARY 31, 2025)	1.00	Director	$0	$0	$0
JIM MCCLINTOCK	TRUSTEE	1.00	Director	$0	$0	$0
LYNN MILLER	TRUSTEE	1.00	Director	$0	$0	$0
ANN MORGAN	TRUSTEE	1.00	Director	$0	$0	$0
MARY JANE MOSER	TRUSTEE	1.00	Director	$0	$0	$0
MARY PERERA	TRUSTEE	1.00	Director	$0	$0	$0
FRANCIS SCULLY	TRUSTEE	1.00	Director	$0	$0	$0
RONALD VERA	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN WELLER	TRUSTEE	1.00	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	$6,016,009	$6,457,867	$32,989,621	$-441,858
2024	$6,529,539	$5,992,926	$31,312,658	$536,613
2023	$6,505,844	$4,912,785	$28,535,527	$1,593,059
2022	$6,565,357	$4,972,906	$26,361,021	$1,592,451
2021	$6,285,503	$4,623,760	$30,352,791	$1,661,743
2020	$3,640,965	$4,845,633	$24,580,127	$-1,204,668
2019	$4,926,126	$5,361,159	$26,071,895	$-435,033
2018	$3,962,892	$4,979,576	$26,822,196	$-1,016,684

RANCHO SANTA ANA BOTANIC GARDEN