TEMECULA VALLEY WINE GROWERS ASSOCIATION (EIN 330414004) - 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

1991

Legal Domicile

Principal Officer

KRISTA CHAICH

Phone

9512961698

Tax Period

2023-04-01 to 2024-03-31

TEMECULA VALLEY WINE GROWERS ASSOCIATION, founded in 1991, is a community nonprofit in the Community Improvement sector that reported $2.1M in total revenue in fiscal year 2023. Expenses of $1.9M left a modest 7% surplus.

Mission

TO PROMOTE THE INTEREST OF WINERIES IN THE TEMECULA VALLEY AREA OF RIVERSIDE COUNTY, CALIFORNIA AND TO REPRESENT THE WINERIES OF THAT AREA AS A DISTINCT SEGMENT OF THE CALIFORNIA WINE INDUSTRY.

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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 $1,882,286

Program Service Revenue $0

Investment Income $41,535

Other Revenue $148,088

TOTAL REVENUE $2,071,909

Expense Breakdown

Grants Paid $0

Salaries & Benefits $282,862

Fundraising Expenses $0

Program Expenses $1,785,741

Other Expenses $1,650,290

TOTAL EXPENSES $1,933,152

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,071,909	N/A	N/A
Expenses	$1,933,152	N/A	N/A
Net Income	$138,757	$0	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

Governance

Voting Members

Independent Members

Employees

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTA CHAICH	EXECUTIVE DIRECTOR	40.00	Director	$0	$0	$0
MIKE RENNIE	PRESIDENT	1.00	Officer Director	$0	$0	$0
LEAH PONTE	DIRECTOR	1.00	Director	$0	$0	$0
JON MCPHERSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GOLDSMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFF WIENS	TREASURER	1.00	Officer Director	$0	$0	$0
PHIL BAILY	DIRECTOR	1.00	Director	$0	$0	$0
KEN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DAMIAN DOFFO	DIRECTOR	1.00	Director	$0	$0	$0
BILL WILSON	VICE PRESIDENT	1.00	Officer Director	$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
2025	No data	No data	No data	No data
2024	$2,071,909	$1,933,152	$1,854,137	$138,757
2023	$625,762	$475,321	$1,725,715	$150,441
2022	$2,030,744	$1,466,738	$1,576,248	$564,006
2021	$1,090,138	$361,533	$1,019,758	$728,605
2020	$418,208	$334,947	$297,413	$83,261
2019	$526,168	$522,265	$106,568	$3,903
2018	$474,610	$520,801	$104,129	$-46,191

TEMECULA VALLEY WINE GROWERS ASSOCIATION