SONOMA COUNTY VINTNERS FOUNDATION (EIN 680175790) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

MIKE HANEY

Phone

7075225844

Tax Period

2024-01-01 to 2024-12-31

SONOMA COUNTY VINTNERS FOUNDATION, founded in 1988, is a community nonprofit in the Community Improvement sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

SONOMA COUNTY VINTNERS FOUNDATION CONDUCTS AND SUPPORTS EDUCATION PROGRAMS RELATED TO THE WINE INDUSTRY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $707,699

Program Service Revenue $0

Investment Income $71,065

Other Revenue $574,983

TOTAL REVENUE $1,353,747

Expense Breakdown

Grants Paid $472,530

Salaries & Benefits $589,123

Fundraising Expenses $0

Program Expenses $815,434

Other Expenses $367,253

TOTAL EXPENSES $1,428,906

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,353,747	$1,095,785	+0.2%
Expenses	$1,428,906	$1,618,561	-0.1%
Net Income	$-75,159	$-522,776	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$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	PRESIDENT	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	$0	$20,120	$190,120
BARBARA COX	DIRECTOR OF MARKETING AND	16.00	Highest	$0	$16,336	$144,646
DANA MACAULAY	AUCTIONS MANAGING DIRECTOR	20.00	Highest	$0	$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	$1,353,747	$1,428,906	$2,118,484	$-75,159
2023	$1,095,785	$1,618,561	$2,210,660	$-522,776
2022	$1,079,495	$1,865,106	$2,241,351	$-785,611

SONOMA COUNTY VINTNERS FOUNDATION