Wagner Farm Arboretum Foundation

Nonprofit profile at a glance

EIN
050605106
IRS 990-EZ coverage
2013–2025
Forms available
Form 990 2016, Form 990-EZ 2025
Location
Warren, NJ, USA
Phone
9087559401
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Botanical Gardens, Arboreta and Botanical Organizations

Reported finances

Revenue
$145,081
Expenses
$165,286
Assets
$425,718
Liabilities
$53,111

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • RORY BRITT (Vice President)
  • JEN SHANKAR (President)

People named in this filing

  • RAY BARRATT (Treasurer)
  • RORY BRITT (Vice President)
  • LORI MEIER (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To maintain a conservancy for study

What it reported doing in 2025

To maintain a conservancy of study

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 99
  • Transparency & Controls: 82
  • Sustainability: 39
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 96.7%; rating input score 97

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -13.9%; rating input score 10; 10th percentile among comparable filings
  • Total-asset coverage ratio: 2.58; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: 0.12; rating input score 19; 19th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 0.8% per year; rating input score 100; 31st percentile among comparable filings
  • Revenue growth: -1.8% per year; rating input score 0; 13th percentile among comparable filings
  • Asset growth: 7.9% per year; rating input score 100; 52nd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 96.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $160K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 12 filing years from 2013 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 10/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 19/100.