Helotes Festival Association Inc

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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

1984

Legal Domicile

Phone

2108454041

Tax Period

2024-09-01 to 2025-08-31

Helotes Festival Association Inc, founded in 1984, is a small nonprofit that reported $333K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $68K, a strong 20% operating margin.

Mission

The Helotes Festival Association, INC. promotes community goodwill and preserves the heritage of Helotes, TX.

Program Service Accomplishments

Program 1

Expenses: $166,902

The Helotes Festival Association, INC. promotes community goodwill and preserves the heritage of The Helotes area through education grants to students, grants to non-profit charitable organizations, youth organizations, education organizations, religious organizations, representation of the helotes area in neighboring community events and providing facilities for events that promote their expempt funcitions.

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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 $4,579

Program Service Revenue $0

Investment Income $7,806

Other Revenue $320,608

TOTAL REVENUE $332,993

Expense Breakdown

Grants Paid $72,508

Salaries & Benefits $0

Fundraising Expenses $80,512

Program Expenses $166,902

Other Expenses $192,700

TOTAL EXPENSES $265,208

Year-over-Year Comparison

	2024	2023	Change
Revenue	$332,993	$260,236	+0.3%
Expenses	$265,208	$223,240	+0.2%
Net Income	$67,785	$36,996	+0.8%

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

N/A

Volunteers

200

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
Joe Reeves	Director	20.00	Director	$0	$0	$0
Jamie Taylor	Director	20.00	Director	$0	$0	$0
Maxine Benke	Director	10.00	Director	$0	$0	$0
Travis Lorton	Director	5.00	Director	$0	$0	$0
Bryce Noah	Director	10.00	Director	$0	$0	$0
Tammy Carpenter	Director	3.00	Director	$0	$0	$0
Danny Smith	Director	5.00	Director	$0	$0	$0
David Gray	President	40.00	Officer	$0	$0	$0
Monique Reardon	Treasurer	10.00	Officer	$0	$0	$0
Jennifer Nowlin	Vice President	40.00	Officer	$0	$0	$0
Amanda Palos	Secretary	10.00	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	$332,993	$265,208	$1,777,278	$67,785
2024	$260,236	$223,240	$1,805,764	$36,996
2023	$351,919	$189,193	$1,780,794	$162,726
2022	$438,523	$180,553	$1,732,134	$257,970
2021	$166,349	$134,888	$1,496,160	$31,461
2019	$157,507	$220,327	$1,595,774	$-62,820
2018	$209,741	$218,516	$1,688,270	$-8,775