Fredericktown Azalea Festival (EIN 431322508) - 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

Jamie Sherrill

Tax Period

2024-10-01 to 2025-09-30

Fredericktown Azalea Festival, founded in 1976, is a small nonprofit in the Community Improvement sector that reported $144K in total revenue in fiscal year 2024. Expenses of $135K left a modest 6% surplus.

Mission

Organize, promote and conduct the Fredericktown Azalea Festival and other community events for the benefit of the community.

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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 $0

Program Service Revenue $142,108

Investment Income $1,818

Other Revenue $0

TOTAL REVENUE $143,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $128,113

Other Expenses $134,638

TOTAL EXPENSES $134,638

Year-over-Year Comparison

	2024	2023	Change
Revenue	$143,926	$135,518	+0.1%
Expenses	$134,638	$125,204	+0.1%
Net Income	$9,288	$10,314	-0.1%

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

N/A

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

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Kim Baldwin	Secretary	Officer	$0	$0	$0
Jim Thompson	President	Officer	$0	$0	$0
James Shetley	Vice President	Officer	$0	$0	$0
Jamie Sherrill	Treasurer	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
2025	$143,926	$134,638	$148,271	$9,288
2024	$135,518	$125,204	$138,983	$10,314
2023	$133,097	$130,563	$128,669	$2,534
2022	$135,531	$122,657	$126,135	$12,874
2021	$142,540	$120,055	$113,261	$22,485
2020	$6,162	$21,840	$90,776	$-15,678

Fredericktown Azalea Festival