FIRST GROWTH CHILDREN & FAMILY CHARITIES DBA CLASSIC WINES FOUNDATION (EIN 201260228) - 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

2004

Legal Domicile

Principal Officer

KRISTY ANDERSON

Phone

5039720194

Tax Period

2023-07-01 to 2024-06-30

FIRST GROWTH CHILDREN & FAMILY CHARITIES DBA CLASSIC WINES FOUNDATION, founded in 2004, is a small nonprofit in the Human Services sector that reported $301K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

OUR MISSION IS TO HAVE A LIFE-CHANGING IMPACT ON THE LIVES OF THE MOST VULNERABLE CHILDREN AND FAMILIES IN OUR COMMUNITY BY INSPIRING THE GENEROSITY OF DONORS AND SUPPORTING NONPROFIT PARTNERS THAT ARE BEST POSITIONED TO DELIVER THE HELP THAT IS NEEDED.

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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 $263,000

Program Service Revenue $0

Investment Income $0

Other Revenue $37,673

TOTAL REVENUE $300,673

Expense Breakdown

Grants Paid $142,500

Salaries & Benefits $114,970

Fundraising Expenses $621

Program Expenses $264,841

Other Expenses $38,402

TOTAL EXPENSES $295,872

Year-over-Year Comparison

	2023	2022	Change
Revenue	$300,673	$335,052	-0.1%
Expenses	$295,872	$371,242	-0.2%
Net Income	$4,801	$-36,190	-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

Independent Members

Employees

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

$106,043

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTI HARRISON	CHAIR	2.00	Officer Director	$0	$0	$0
MATT MALETIS	SECRETARY	2.00	Officer Director	$0	$0	$0
BEN LONG	CHAIR-ELECT	2.00	Officer Director	$0	$0	$0
GRAHAM PETERSEN	TREASURER	2.00	Officer Director	$0	$0	$0
IAN LOMBARD	PAST CHAIR	2.00	Officer Director	$0	$0	$0
MATT FELTON	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD FRIEDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT LAWRENCE	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN GARISH	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK MAHLER	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN WILKER	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY MASON	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN MENASHE	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM OBEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROLANDO POZOS	BOARD MEMBER	1.00	Director	$0	$0	$0
TYGUE HOWLAND	BOARD MEMBER (APR-JUNE)	1.00	Director	$0	$0	$0
KRISTY ANDERSON	ACTING EXECUTIVE DIRECTOR	40.00	Officer	$96,410	$9,633	$106,043

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	No data	No data	No data	No data
2024	$300,673	$295,872	$625,955	$4,801
2023	$335,052	$371,242	$660,190	$-36,190
2022	$406,084	$367,685	$810,553	$38,399
2021	$119,626	$278,205	$634,838	$-158,579
2020	$2,190,332	$2,022,783	$1,078,563	$167,549
2019	$2,958,130	$2,971,502	$903,235	$-13,372
2018	$2,713,011	$2,890,457	$493,541	$-177,446

FIRST GROWTH CHILDREN & FAMILY CHARITIES DBA CLASSIC WINES FOUNDATION