LIVERMORE VALLEY CRAFT BEER FOUNDATION (EIN 475447971) - 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

2015

Legal Domicile

Principal Officer

Jon Koerber

Phone

5109091065

Tax Period

2024-01-01 to 2024-12-31

LIVERMORE VALLEY CRAFT BEER FOUNDATION, founded in 2015, is a micro nonprofit in the Human Services sector that reported $70K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16K, a strong 23% operating margin.

Mission

To support programs serving women and children in the San Francisco Bay Area through charitable donations of proceeds raised from promotions and events focused on craft beer, including, but not limited to, consumer education and appreciation of craft beer.

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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 $39,037

Program Service Revenue $0

Investment Income $0

Other Revenue $30,900

TOTAL REVENUE $69,937

Expense Breakdown

Grants Paid $43,577

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,577

Other Expenses $10,373

TOTAL EXPENSES $53,950

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,937	$54,157	+0.3%
Expenses	$53,950	$51,246	+0.1%
Net Income	$15,987	$2,911	+4.5%

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

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
Jon Koerber	President	8.00	Officer Director	$0	$0	$0
Dave Goulart	Vice President	8.00	Officer Director	$0	$0	$0
Cassandra Siegfried	Secretary	12.00	Officer Director	$0	$0	$0
Lori Schafer	Treasurer	4.00	Officer Director	$0	$0	$0
Jo Fox-Endsley	Treasurer	4.00	Officer Director	$0	$0	$0
Jon Sylvester	Executive Dir.	12.00	Director	$0	$0	$0
Jesse Barto	Technical Dir	8.00	Director	$0	$0	$0
Jake Stansky	Dir - Marketing	3.00	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
2025	No data	No data	No data	No data
2024	$69,937	$53,950	$41,427	$15,987
2023	$54,157	$51,246	$26,372	$2,911
2022	$61,102	$41,948	$23,355	$19,154
2022	No data	No data	No data	No data
2021	$19,712	$26,129	$3,327	$-6,417
2018	$63,840	$65,305	$14,982	$-1,465

LIVERMORE VALLEY CRAFT BEER FOUNDATION