PETALUMA WINE JAZZ & BLUES FESTIVAL INC (EIN 263953682) - 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

2009

Legal Domicile

Principal Officer

JUDY KIRCHNER

Tax Period

2024-01-01 to 2024-12-31

PETALUMA WINE JAZZ & BLUES FESTIVAL INC, founded in 2009, is a small nonprofit in the Arts, Culture & Humanities sector that reported $138K in total revenue in fiscal year 2024. Revenue surged 204% from the prior year, signaling strong growth momentum. Expenses of $154K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO RAISE FUNDS TO SUPPORT THE MUSIC DEPARTMENTS OF SCHOOLS IN THE PETALUMASCHOOL DISTRICT.

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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 $0

Program Service Revenue $0

Investment Income $3,000

Other Revenue $135,093

TOTAL REVENUE $138,093

Expense Breakdown

Grants Paid $15,525

Salaries & Benefits $15,000

Fundraising Expenses $104,839

Program Expenses $15,525

Other Expenses $123,378

TOTAL EXPENSES $153,903

Year-over-Year Comparison

	2024	2023	Change
Revenue	$138,093	$45,465	+2.0%
Expenses	$153,903	$55,866	+1.8%
Net Income	$-15,810	$-10,401	+0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
CASSIA CRALL	MEMBER	Director	$0	$0	$0
BRIANA GRIFFIN	MEMBER	Director	$0	$0	$0
AIDAN MANOUSOS	MEMBER	Director	$0	$0	$0
ALEXIS ALEXIADES	MEMBER	Director	$0	$0	$0
ADAM LEE	MEMBER	Director	$0	$0	$0
RANDY STEWART	MEMBER	Director	$0	$0	$0
DAN ELLECAMP	MEMBER	Director	$0	$0	$0
JULIE TENORIO	MEMBER	Director	$0	$0	$0
JUDY KIRCHNER	President	Officer	$0	$0	$0
BRIAN PASDACH	Treasurer	Officer	$0	$0	$0
MICHAEL SIMPSON	Secretary	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	$138,093	$153,903	$66,497	$-15,810
2023	$45,465	$55,866	$82,307	$-10,401
2022	$32,072	$31,568	$92,708	$504
2021	$27,665	$18,025	$92,204	$9,640
2020	$14,813	$20,001	$82,564	$-5,188
2019	$104,839	$92,257	$87,752	$12,582
2018	$91,451	$87,499	$75,170	$3,952

PETALUMA WINE JAZZ & BLUES FESTIVAL INC