ROY LOZANOS BALLET FOLKLORICO DE TX

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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

1983

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

ROY LOZANOS BALLET FOLKLORICO DE TX, founded in 1983, is a small nonprofit in the Arts, Culture & Humanities sector that reported $326K in total revenue in fiscal year 2023. The organization ran a surplus of $121K, a strong 37% operating margin.

Mission

CULTURAL KNOWLEDGE

Program Service Accomplishments

Program 1

Expenses: $205,755 Revenue: $180,471

CITY OF AUSTIN GRANTS ALLOW THE PRESENTATION OF CULTURAL PROGRAMS FOR THE ENRICHMENT AND EDUCATIONAL ENLIGHTMENT OF THE PEOPLE OF AUSTIN METROPLEX THE MAJORITY OF THE OTHER PROGRAMS ARE SELF FUNDED...

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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 $326,465

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $326,465

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,886

Fundraising Expenses $0

Program Expenses $205,755

Other Expenses $143,869

TOTAL EXPENSES $205,755

Year-over-Year Comparison

	2023	2022	Change
Revenue	$326,465	N/A	N/A
Expenses	$205,755	N/A	N/A
Net Income	$120,710	N/A	N/A

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

N/A

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
VICTOR CASTILLO	BOARD MEMBER AT LARGE	Officer	$0	$0	$0
SONIA BANDA	SECRETARY	Officer	$0	$0	$0
SERGIO REY	TREASURER	Officer	$0	$0	$0
ERICKA C GREENFIELD	PRESIDENT	Officer	$0	$0	$0
JESUS CHACON	ARTISTIC DIRECTOR	Officer	$0	$0	$0
CARLA GUTHRIE	VICE PRESIDENT	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	$326,465	$205,755	$332,010	$120,710