CALIFORNIA ASSOCIATION OF WINEGRAPE GROWERS FOUNDATION (EIN 680429302) - 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

1998

Legal Domicile

Principal Officer

CRAIG LEDBETTER

Phone

9163798995

Tax Period

2024-11-01 to 2025-10-31

CALIFORNIA ASSOCIATION OF WINEGRAPE GROWERS FOUNDATION, founded in 1998, is a micro nonprofit in the Education sector that reported $52K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Net assets of $394K represent 91 months of operating reserves.

Mission

CONDUCT PUBLIC EDUCATION PROGRAMS, FUND SCHOLARSHIPS AND SUPPORT RESEARCH RELATED TO THE CALIFORNIA WINE AND WINEGRAPE INDUSTRY.

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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 $28,195

Program Service Revenue $0

Investment Income $23,020

Other Revenue $702

TOTAL REVENUE $51,917

Expense Breakdown

Grants Paid $34,027

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,345

Other Expenses $16,858

TOTAL EXPENSES $50,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,917	$43,379	+0.2%
Expenses	$50,885	$36,840	+0.4%
Net Income	$1,032	$6,539	-0.8%

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

$221,663

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATALIE COLLINS	EXECUTIVE DI	1.00	Officer	$0	$19,103	$221,663
CRAIG LEDBETTER	CHAIR	0.50	Officer Director	$0	$0	$0
CHAD CLARK	VICE CHAIR	0.50	Officer Director	$0	$0	$0
YVONNE SAMS	SECRETARY/TR	0.50	Officer Director	$0	$0	$0
RAY AVILA	TRUSTEE	0.25	Director	$0	$0	$0
GREGG HIBBITS	TRUSTEE	0.25	Director	$0	$0	$0
BOB LAUCHLAND	TRUSTEE	0.25	Director	$0	$0	$0
MICHAEL MANNA	TRUSTEE	0.25	Director	$0	$0	$0
TOM MERWIN	TRUSTEE	0.25	Director	$0	$0	$0
JASON SMITH	TRUSTEE	0.25	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	$51,917	$50,885	$393,736	$1,032
2024	$43,379	$36,840	$380,393	$6,539
2023	$62,449	$42,474	$330,810	$19,975
2022	$86,017	$39,486	$315,246	$46,531
2021	$91,988	$31,042	$360,516	$60,946
2020	$12,191	$33,628	$273,855	$-21,437
2019	$67,387	$40,900	$266,412	$26,487
2018	$42,525	$36,839	$242,964	$5,686

CALIFORNIA ASSOCIATION OF WINEGRAPE GROWERS FOUNDATION