SAN DIEGO ROSE SOCIETY

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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

1970

Legal Domicile

Principal Officer

BILL ORNELAS

Phone

8585313572

Tax Period

2024-01-01 to 2024-12-31

SAN DIEGO ROSE SOCIETY, founded in 1970, is a micro nonprofit in the Environment sector that reported $44K in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. Net assets of $110K represent 30 months of operating reserves.

Mission

SERVICING THE NEEDS OF THOUSANDS OF ROSE GROWERS IN SAN DIEGO COUNTY WITH EDUCATIONAL SEMINARS, MONTHLY MEETING SPEAKERS, SPONSORING AN ANNUAL ROSE SHOW, AND HELPING TO MAINTAIN A PUBLIC ROSE GARDEN AT BALBOA PARK. OUR MEMBERS ALSO CONTRIBUTE TO BUILDING AND STAFFING A TEMPORARY EDUCATIONAL ROSE GARDEN AT THE SAN DIEGO COUNTY FAIR. MEMBERS ALSO SUPPLY THE FLOWERS ON DISPLAY IN THE O'BRIEN HALL THROUGHTOUT THE ENTIRE FAIR EVENT.

Program Service Accomplishments

Program 1

Expenses: $30,821 Revenue: $29,173

FERTILIZER EVENT: WE PURCHASE FERTILIZER IN BULK AND RESALE IT TO PUBLIC AT A REDUCED COST. WE OFFER ONE ON ONE ADVICE ON HOW AND WHEN TO FERTILIZE. SPRING ROSE SHOW: THE SOCIETY DISPLAYS HUNDREDS OF ROSES IN DIFFERENT CATEGORIES. THE SHOW IS TO EDUCATE THE PUBLIC AND ANSWER QUESTIONS. SAN DIEGO COUNTY FAIR: ROSE SHOW TO THE PUBLIC SHOWING ROSES ANDGIVE A HISTORY OF THE GARDEN AND ANSWER ANY ROSE QQUESTINS.

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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 $12,798

Program Service Revenue $29,173

Investment Income $2,451

Other Revenue $0

TOTAL REVENUE $44,422

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,821

Other Expenses $47,575

TOTAL EXPENSES $47,575

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,422	$70,850	-0.4%
Expenses	$47,575	$42,586	+0.1%
Net Income	$-3,153	$28,264	-1.1%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

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
NATALIE STOUT	PRESIDENT	5.00	Officer	$0	$0	$0
ROBERT RUSSELL	VICE PRESIDENT	5.00	Officer	$0	$0	$0
BILL ORNELAS	TREASURER	5.00	Officer	$0	$0	$0
KATHLEEN HIDER	SECRETARY	5.00	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
2024	$44,422	$47,575	$109,620	$-3,153
2023	$70,850	$42,586	$110,403	$28,264