Rutherford Dust Society (EIN 680375119) - 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

1994

Legal Domicile

Principal Officer

Rod Santos

Phone

7075958686

Tax Period

2022-12-01 to 2023-11-30

Rutherford Dust Society, founded in 1994, is a small nonprofit that reported $169K in total revenue in fiscal year 2022. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $146K left a modest 14% surplus.

Mission

The Rutherford Dust Societys mission is to encourage and promote the highest quality standards in grape growing and winemaking in the Rutherford Viticultural Area, to be good stewards of the land while building community, and to help wine lovers and the wine trade discover Rutherfords expression of its unique terroir.

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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 (2022)

Revenue Breakdown

Contributions & Grants $63,023

Program Service Revenue $109,906

Investment Income $0

Other Revenue $-4,142

TOTAL REVENUE $168,787

Expense Breakdown

Grants Paid $0

Salaries & Benefits $70,000

Fundraising Expenses $0

Other Expenses $75,995

TOTAL EXPENSES $145,995

Year-over-Year Comparison

	2022	2021	Change
Revenue	$168,787	$117,092	+0.4%
Expenses	$145,995	$131,898	+0.1%
Net Income	$22,792	$-14,806	-2.5%

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

$80,589

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sara Soergel	Executive Dir.	40.00	Officer	$80,589	$0	$80,589
Lauren Leeds Pesch	Director	0.50	Director	$0	$0	$0
Andy Beckstoffer	Director	0.50	Director	$0	$0	$0
Michelle Baggett	Director	0.50	Director	$0	$0	$0
Sara Fowler	Vice President	1.00	Officer Director	$0	$0	$0
Elissa Miller	Director	0.50	Director	$0	$0	$0
Joel Aiken	Treasurer	1.00	Officer Director	$0	$0	$0
Regina Weinstein	Director	1.00	Director	$0	$0	$0
Chris Morisoli	Director	0.50	Director	$0	$0	$0
Rebekah Wineberg	Director	0.50	Director	$0	$0	$0
Rod Santos	President	2.00	Officer Director	$0	$0	$0
William Lawrence	Secretary	1.00	Officer Director	$0	$0	$0
Lillian West	Executive Dir.	40.00	Officer	$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
2023	$168,787	$145,995	$127,098	$22,792
2022	$117,092	$131,898	$104,754	$-14,806
2021	$152,325	$150,188	$117,982	$2,137

Rutherford Dust Society