LA JOLLA ART & WINE FESTIVAL FOUNDATION (EIN 460528650) - 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

2012

Legal Domicile

Phone

6192754313

Tax Period

2023-01-01 to 2023-12-31

LA JOLLA ART & WINE FESTIVAL FOUNDATION, founded in 2012, is a small nonprofit in the Education sector that reported $198K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring.

Mission

The organization's mission is to provide additional financial support for Friends of La Jolla Elementary, Inc., Torrey Pines Elementary School Foundation, La Jolla High School Foundation, Bird Rock Foundation, Inc. and Muirlands Foundation, Inc.

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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 $170,112

Program Service Revenue $0

Investment Income $227

Other Revenue $27,360

TOTAL REVENUE $197,699

Expense Breakdown

Grants Paid $188,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $188,250

Other Expenses $5,699

TOTAL EXPENSES $193,949

Year-over-Year Comparison

	2023	2022	Change
Revenue	$197,699	$253,089	-0.2%
Expenses	$193,949	$224,694	-0.1%
Net Income	$3,750	$28,395	-0.9%

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

150

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
SHERRY AHERN	President	10.00	Officer Director	$0	$0	$0
Angie Tetmeyer	La Jolla HS	1.00	Director	$0	$0	$0
Elaine Jordan	Secretary	10.00	Officer Director	$0	$0	$0
M Branstetter K Williams	Muirlands MS	1.00	Director	$0	$0	$0
Carolina Tiller	La Jolla Elem	1.00	Director	$0	$0	$0
FRAN SHIMP	Community Membr	1.00	Director	$0	$0	$0
M Morrison-Reyes M Woodhouse	Torrey Pines El	1.00	Director	$0	$0	$0
Lori Walker	Treasurer	10.00	Officer Director	$0	$0	$0
Elaine Jordan	Bird Rock El	1.00	Director	$0	$0	$0
Donna Scurio	Community Membr	1.00	Director	$0	$0	$0
Andrea Dahlberg	Community Membr	1.00	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
2024	No data	No data	No data	No data
2023	$197,699	$193,949	$210,065	$3,750
2022	$253,089	$224,694	$206,315	$28,395
2021	$226,474	$141,655	$176,920	$84,819
2019	$112,783	$6,358	$208,445	$106,425
2018	$157,052	$157,000	$102,018	$52

LA JOLLA ART & WINE FESTIVAL FOUNDATION