Friends of Vallarta Botanical Gardens AC CO Ellen Zagory Treasurer (EIN 331156194) - 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

2007

Legal Domicile

Phone

5304009690

Tax Period

2023-01-01 to 2023-12-31

Friends of Vallarta Botanical Gardens AC CO Ellen Zagory Treasurer, founded in 2007, is a small nonprofit in the Environment sector that reported $316K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $304K left a modest 4% surplus.

Mission

Support the Vallarta Botanical Gardens in pursuit of their goal of creating Mexico's foremost botanical garden for the discovery, study, propagation, conservation and display of Mexican native and exotic plants for the enjoyment of Puerto Vallarta's residents and visitors.

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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 (2023)

Revenue Breakdown

Contributions & Grants $315,785

Program Service Revenue $0

Investment Income $278

Other Revenue $0

TOTAL REVENUE $316,063

Expense Breakdown

Grants Paid $280,497

Salaries & Benefits $0

Fundraising Expenses $12,509

Program Expenses $280,789

Other Expenses $23,927

TOTAL EXPENSES $304,424

Year-over-Year Comparison

	2023	2022	Change
Revenue	$316,063	$347,073	-0.1%
Expenses	$304,424	$306,958	0.0%
Net Income	$11,639	$40,115	-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

N/A

Volunteers

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
Robert Price	President	1.00	Officer Director	$0	$0	$0
Jesus Reyes	Vice President	1.00	Officer Director	$0	$0	$0
Ellen Zagory	Treasurer	1.00	Officer Director	$0	$0	$0
J Michael Trumbold	Secretary	1.00	Officer Director	$0	$0	$0
Carlos Velasco	Director	1.00	Director	$0	$0	$0
Bill Williams	Director	1.00	Director	$0	$0	$0
Carl Timothy	Director	1.00	Director	$0	$0	$0
Nancy Holland	Director	1.00	Director	$0	$0	$0
Pat Grissom	Director	1.00	Director	$0	$0	$0
TJ Hartung	Director	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
2024	No data	No data	No data	No data
2023	$316,063	$304,424	$185,069	$11,639
2022	$347,073	$306,958	$177,968	$40,115
2021	$213,252	$137,589	$149,263	$75,663
2020	$233,905	$188,506	$55,933	$45,399

Friends of Vallarta Botanical Gardens AC CO Ellen Zagory Treasurer