SAN JOAQUIN WINEGROWERS ASSOCIATION

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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

2008

Legal Domicile

Principal Officer

PETER VALLIS

Phone

5592721411

Tax Period

2021-11-01 to 2022-10-31

SAN JOAQUIN WINEGROWERS ASSOCIATION, founded in 2008, is a small nonprofit in the Community Improvement sector that reported $106K in total revenue in fiscal year 2021. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $122K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO IMPROVE THE WINEGRAPE AND WINE INDUSTRY IN THE SAN JOAQUIN VALLEY

Program Service Accomplishments

Program 1

Expenses: $58,956

PROVIDE EDUCATIONAL AND RESEARCH FORUMS FOR THE WINE AND WINEGRAPE INDUSTRY IN THE SAN JOAQUIN VALLEY OF CLAIFORNIA.

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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 (2021)

Revenue Breakdown

Contributions & Grants $107,853

Program Service Revenue $0

Investment Income $0

Other Revenue $-1,432

TOTAL REVENUE $106,421

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,000

Fundraising Expenses $0

Program Expenses $58,956

Other Expenses $75,279

TOTAL EXPENSES $122,279

Year-over-Year Comparison

	2021	2020	Change
Revenue	$106,421	$159,590	-0.3%
Expenses	$122,279	$135,290	-0.1%
Net Income	$-15,858	$24,300	-1.7%

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

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

$47,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARIN WILSON	CHAIRMAN	5.00	Officer Director	$0	$0	$0
RICH HAMMOND	VICE CHAIRMA	5.00	Officer Director	$0	$0	$0
JAY IRVINE	TREASURER	5.00	Officer Director	$0	$0	$0
KARL LEHMAN	SECRETARY	5.00	Officer Director	$0	$0	$0
JOEY BISCAY	DIRECTOR	3.00	Director	$0	$0	$0
STEVE VASQUEZ	DIRECTOR	3.00	Director	$0	$0	$0
BRIAN HICKS	DIRECTOR	3.00	Director	$0	$0	$0
JOHN NALE	DIRECTOR	3.00	Director	$0	$0	$0
MARTY SPATE	DIRECTOR	3.00	Director	$0	$0	$0
ROD RIFFEL	DIRECTOR	3.00	Director	$0	$0	$0
RAMZI KHACHADURIAN	DIRECTOR	3.00	Director	$0	$0	$0
PETER VALLIS	EXECUTIVE DI	40.00	Officer	$47,000	$0	$47,000

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
2022	$106,421	$122,279	$27,949	$-15,858
2021	$159,590	$135,290	$43,807	$24,300
2020	$110,813	$133,598	$41,109	$-22,785
2019	$134,077	$142,047	$42,292	$-7,970
2018	$112,702	$113,158	$50,262	$-456