Wine Artisans of Santa Lucia Highlands

EIN: 203061329 Community Improvement

Gonzales, CA

Total Revenue
$189,600
Total Expenses
$190,535
Total Assets
$80,337
Net Assets
$80,337
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
CA
Phone
8315960430
Tax Period
2024-01-01 to 2024-12-31

Wine Artisans of Santa Lucia Highlands, founded in 2006, is a small nonprofit in the Community Improvement sector that reported $190K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring.

Mission

To engage in educational activities and the marketing of the Santa Lucia Highlands American Viticultural Area by growers and producers to consumers and the wine industry as a whole. To be the authoritative voice for the advancement of knowledge of the world class and unique qualities of terrior, winegrowers and wines of the Santa Lucia Highlands. And any other lawful activities permitted under the California Nonprofit Mutual Benefit Corporation Law.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $70,187
Program Service Revenue $65,884
Investment Income $0
Other Revenue $53,529
TOTAL REVENUE $189,600

Expense Breakdown

Grants Paid $0
Salaries & Benefits $101,750
Fundraising Expenses $0
Other Expenses $88,785
TOTAL EXPENSES $190,535

Year-over-Year Comparison

2024 2023 Change
Revenue $189,600 $329,622 -0.4%
Expenses $190,535 $403,361 -0.5%
Net Income $-935 $-73,739 -1.0%
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

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Governance

Voting Members
12
Independent Members
N/A
Employees
1
Volunteers
25

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
4
$0
Total Directors
8
$101,750
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Gwendolyn McGill Executive Dir. 40.00
Director
$101,750 $0 $101,750
Steve McIntyre Director 2.00
Director
$0 $0 $0
Gary Franscioni Director 2.00
Director
$0 $0 $0
Charlie Wagner Director 2.00
Director
$0 $0 $0
Jason Smith Director 2.00
Director
$0 $0 $0
Joe Alarid Director 2.00
Director
$0 $0 $0
Dan Lee Director 2.00
Director
$0 $0 $0
Kori Violini Director 2.00
Director
$0 $0 $0
Mark Pisoni Treasurer 3.00
Officer
$0 $0 $0
Kristen McIntyre Secretary 4.00
Officer
$0 $0 $0
Scott Caraccioli President 2.00
Officer
$0 $0 $0
Amy Lund Vice President 3.00
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 $189,600 $190,535 $80,337 $-935
2023 $329,622 $403,361 $81,269 $-73,739
2022 $109,710 $74,247 $155,008 $35,463
2019 $127,787 $129,051 $138,039 $-1,264
2018 $117,614 $158,743 $139,303 $-41,129
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