Texas Rose Festival Association (EIN 751171774) - 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

1936

Legal Domicile

Principal Officer

Liz Ballard

Phone

9035973031

Tax Period

2022-12-01 to 2023-11-30

Texas Rose Festival Association, founded in 1936, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2022. Expenses of $1.2M left a modest 8% surplus.

Mission

To educate visitors and area residents concerning the cultural tradition of the rose growing industry and its products by primarily utilizing volunteer labor of the citizens of Tyler, TX.

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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 (2022)

Revenue Breakdown

Contributions & Grants $367,589

Program Service Revenue $504,313

Investment Income $9,462

Other Revenue $375,700

TOTAL REVENUE $1,257,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,150,510

Other Expenses $1,150,510

TOTAL EXPENSES $1,150,510

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,257,064	$1,286,357	0.0%
Expenses	$1,150,510	$1,143,823	+0.0%
Net Income	$106,554	$142,534	-0.3%

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

350

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

$90,875

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Liz Ballard	Executive Dir.	30.00	Director	$0	$1,071	$90,875
Trey Yarbrough	VP Men's Lunche	2.00	Officer Director	$0	$0	$0
Charles Stone	Treasurer	2.00	Officer Director	$0	$0	$0
Michael Young	VP Coronation	2.00	Officer Director	$0	$0	$0
Bill Evans	President	2.00	Officer Director	$0	$0	$0
David Dial	VP Rose Activit	2.00	Officer 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	$1,257,064	$1,150,510	$687,841	$106,554
2022	$1,286,357	$1,143,823	$555,232	$142,534
2021	$853,310	$1,041,992	$446,982	$-188,682
2020	$363,286	$236,587	$606,768	$126,699
2019	$1,234,915	$1,080,414	$488,940	$154,501

Texas Rose Festival Association