SHARE OUR WINE FOUNDATION

EIN: 205601883 501(c)(3)

LAGUNA BEACH, CA

Total Revenue
N/A
Total Expenses
$6,575
Total Assets
N/A
Net Assets
N/A
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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
2006
Legal Domicile
CA
Phone
8005277601
Tax Period
2018-01-01 to 2018-12-31

Mission

THE FOUNDATION ORGANIZES WINE RELATED EVENTS, THE PROCEEDS OF WHICH BENEFIT CHARITIES THAT FOCUS ON FURNISHING DIRECT ASSISTANCE TO ABUSED AND NEGLETED CHILDREN AND THEIR FAMILIES WITHIN ORANGE COUNTY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $3,955
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $3,955
Other Expenses $2,620
TOTAL EXPENSES $6,575

Year-over-Year Comparison

2018 2017 Change
Revenue N/A N/A N/A
Expenses $6,575 $14,007 -0.5%
Net Income N/A $-14,007 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

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Governance

Voting Members
10
Independent Members
10
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
3
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MORGAN ANDERSON Director 1.00
Director
$0 $0 $0
ALEJANDRO S ANGULO Director 1.00
Director
$0 $0 $0
BRIAN CLARK Director 1.00
Director
$0 $0 $0
DANIELLE STAFFIERI Director 1.00
Director
$0 $0 $0
TINA STOLAIR Director 1.00
Director
$0 $0 $0
JAY SELMAN Director 1.00
Director
$0 $0 $0
PIERO WEMYSS Director 1.00
Director
$0 $0 $0
RICK KERSENBROCK CFO 2.00
Officer
$0 $0 $0
KITTY KERSENBROCK CFO 2.00
Officer
$0 $0 $0
JONATHAN HIMBA Secretary 1.00
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
2018 No data $6,575 No data No data
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