ROSEVILLE VISITORS ASSOCIATION (EIN 411951406) - 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

1999

Legal Domicile

Principal Officer

Julie Wearn

Phone

6516333022

Tax Period

2023-01-01 to 2023-12-31

ROSEVILLE VISITORS ASSOCIATION, founded in 1999, is a small nonprofit in the Community Improvement sector that reported $923K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $862K left a modest 7% surplus.

Mission

The mission of the Roseville Visitors Association is to contribute to the identity and economic vitality of our community by promoting Roseville as a destination.

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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 $20,000

Program Service Revenue $873,306

Investment Income $24,576

Other Revenue $5,118

TOTAL REVENUE $923,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $448,235

Fundraising Expenses $0

Program Expenses $599,802

Other Expenses $414,081

TOTAL EXPENSES $862,316

Year-over-Year Comparison

	2023	2022	Change
Revenue	$923,000	$815,110	+0.1%
Expenses	$862,316	$879,739	0.0%
Net Income	$60,684	$-64,629	-1.9%

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

N/A

Employees

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

$118,234

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Wearn	CEO	40	Key Emp Highest	$118,234	$0	$118,234
Luci Botzek	Board Chair	0	Officer	$0	$0	$0
Lara Hughes	Board Member	0	Officer	$0	$0	$0
Pat Trudgeon	Board Member	0	Officer	$0	$0	$0
Melissa Gepp	Board Member	0	Officer	$0	$0	$0
Daniel Owens	Board Member	0	Officer	$0	$0	$0
Sahil Taneja	Board Member	0	Officer	$0	$0	$0
Bartley Blume	Board Member	0	Officer	$0	$0	$0
Wayne Goff	Board Member	0	Officer	$0	$0	$0
Lisa Crain	Board Member	0	Officer	$0	$0	$0
Samantha Miller	Board Member	0	Officer	$0	$0	$0
Aimee Fierke	Board Member	0	Officer	$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	$923,000	$862,316	$765,920	$60,684
2022	$815,110	$879,739	$510,812	$-64,629
2021	$878,248	$762,017	$592,325	$116,231
2020	$471,760	$929,438	$455,531	$-457,678

ROSEVILLE VISITORS ASSOCIATION