California Wine Education Foundation (EIN 680448872) - 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

1999

Legal Domicile

Principal Officer

ROBERT PIRIE

Phone

2093674727

Tax Period

2023-07-01 to 2024-06-30

California Wine Education Foundation, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $416K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $88K, a strong 21% operating margin.

Mission

THE CALIFORNIA WINE EDUCATION FOUNDATION'S PURPOSE IS TO PROVIDE VARIOUS FORUMS TO EDUCATE CONSUMERS ON CALIFORNIA WINES, WINERIES, AND WINE GRAPE GROWING, WITH A PRIMARY FOCUS ON LODI DISTRICT WINES AND WINERIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $239,192

Program Service Revenue $0

Investment Income $1

Other Revenue $177,250

TOTAL REVENUE $416,443

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $295,405

Other Expenses $328,228

TOTAL EXPENSES $328,228

Year-over-Year Comparison

	2023	2022	Change
Revenue	$416,443	$572,588	-0.3%
Expenses	$328,228	$621,532	-0.5%
Net Income	$88,215	$-48,944	-2.8%

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

100

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
ROBERT PIRIE	Chairman	1.00	Officer Director	$0	$0	$0
STEVE QUASHNICK	Vice-Chairman	1.00	Officer Director	$0	$0	$0
FARRAH FELTON JOLLEY	Secretary	1.00	Officer Director	$0	$0	$0
AARON SHINN	Trustee	1.00	Director	$0	$0	$0
CRAIG LEDBETTER	Trustee	1.00	Director	$0	$0	$0
JONATHAN WETMORE	Trustee	1.00	Director	$0	$0	$0
STUART SPENCER	Treasurer	1.00	Officer 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	$416,443	$328,228	$222,627	$88,215
2023	$572,588	$621,532	$114,634	$-48,944
2022	$276,852	$291,446	$68,518	$-14,594
2021	$212,204	$216,633	$56,394	$-4,429
2020	$291,197	$302,922	$44,891	$-11,725
2019	$588,662	$608,331	$77,594	$-19,669
2018	$643,554	$671,635	$71,001	$-28,081

California Wine Education Foundation