SONOMA COUNTY VINTNERS

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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

1985

Legal Domicile

Principal Officer

MIKE HANEY

Phone

7075225842

Tax Period

2024-01-01 to 2024-12-31

SONOMA COUNTY VINTNERS, founded in 1985, is a small nonprofit that reported $883K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 59% operating deficit.

Mission

SONOMA COUNTY VINTNERS IS A NON-PROFIT ORGANIZATION COMMITTED TO PROMOTING THE WINES AND WINERIES OF SONOMA COUNTY.

Program Service Accomplishments

Program 1

PROMOTION AND MARKETING OF SONOMA COUNTY WINE, WINERIES AND VITICULTURE. TRADE AND CONSUMER PROGRAMS THAT ATTRACT BUYERS, SOMMELIERS AND CONSUMERS TO LEARN MORE ABOUT THE SONOMA COUNTY REGION...

PROMOTION AND MARKETING OF SONOMA COUNTY WINE, WINERIES AND VITICULTURE. TRADE AND CONSUMER PROGRAMS THAT ATTRACT BUYERS, SOMMELIERS AND CONSUMERS TO LEARN MORE ABOUT THE SONOMA COUNTY REGION, BECOMING A STRONG ADVOCATE FOR SONOMA COUNTY IN THE MARKETPLACE. REPRESENT SONOMA COUNTY INTERNATIONALLY BY BRINGING OUR WINES TO INTERNATIONAL EXPOS AND BRINGING INTERNATIONAL RESPRESENTATIVES TO SONOMA COUNTY TO IMMERSE THEM IN THE BRANDS AND THE REGION.

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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 $554,545

Program Service Revenue $688,056

Investment Income $18

Other Revenue $-359,760

TOTAL REVENUE $882,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $766,507

Fundraising Expenses $0

Other Expenses $638,311

TOTAL EXPENSES $1,404,818

Year-over-Year Comparison

	2024	2023	Change
Revenue	$882,859	$1,474,540	-0.4%
Expenses	$1,404,818	$1,463,336	0.0%
Net Income	$-521,959	$11,204	-47.6%

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

173

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

$190,120

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAY MAURITSON	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK MALPIEDE	BOARD MEMBER	2.00	Director	$0	$0	$0
PREMA KEROLLIS	BOARD MEMBER	2.00	Director	$0	$0	$0
CARMEN CASTALDI	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID RAMEY	BOARD MEMBER	2.00	Director	$0	$0	$0
MIKE MARTINI	BOARD MEMBER	2.00	Director	$0	$0	$0
STUART BRYAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSH LITTLE	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIN BROOKS	BOARD MEMBER	2.00	Director	$0	$0	$0
COURTNEY FOLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
MIKE SULLIVAN	BOARD MEMBER	2.00	Director	$0	$0	$0
ANNE MOSES	BOARD MEMBER	2.00	Director	$0	$0	$0
MONICA LOPEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
RAY JOHNSON	BOARD MEMBER-NON VOTING	1.00	Director	$0	$0	$0
RICHARD IDELL	BOARD MEMBER-NON VOTING	1.00	Director	$0	$0	$0
MIKE HANEY	EXECUTIVE DIRECTOR	20.00	Officer	$170,000	$20,120	$190,120
BARBARA COX	DIRECTOR OF MARKETING AND	24.00	Highest	$128,310	$16,336	$144,646
DANA MACAULAY	AUCTIONS MANAGING DIRECTOR	20.00	Highest	$126,960	$16,336	$143,296

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	$882,859	$1,404,818	$702,346	$-521,959
2023	$1,474,540	$1,463,336	$1,079,456	$11,204
2022	$1,695,978	$1,577,117	$1,125,813	$118,861
2021	$1,331,391	$1,223,325	$1,000,781	$108,066
2018	$2,003,805	$2,137,840	$632,752	$-134,035