Santa Cruz Mountains Wine Growers Association (EIN 770139071) - 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

1987

Legal Domicile

Phone

8316858463

Tax Period

2024-01-01 to 2024-12-31

Santa Cruz Mountains Wine Growers Association, founded in 1987, is a small nonprofit that reported $404K in total revenue in fiscal year 2024. Expenses of $448K exceeded revenue, resulting in a 11% operating deficit.

Mission

Advancement of community interest, business conditions and the reputation of the Santa Cruz Mountain Wine Industry through festivals and other activities

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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 $0

Program Service Revenue $397,142

Investment Income $0

Other Revenue $6,913

TOTAL REVENUE $404,055

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,872

Fundraising Expenses $0

Program Expenses $447,523

Other Expenses $261,651

TOTAL EXPENSES $447,523

Year-over-Year Comparison

	2024	2023	Change
Revenue	$404,055	$407,086	0.0%
Expenses	$447,523	$426,909	+0.0%
Net Income	$-43,468	$-19,823	+1.2%

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

N/A

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

Total Directors

$80,312

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Keiki McKay	Executive Dir.	30.00	Director	$80,312	$0	$80,312
David Goldfarb	Vice President	1.00	Director	$0	$0	$0
Jerold O'Brien	Director	1.00	Director	$0	$0	$0
Bradley Brown	Director	1.00	Director	$0	$0	$0
Steve Storrs	Director	1.00	Director	$0	$0	$0
Cory Bosworth	Director	1.00	Director	$0	$0	$0
Sophie Sharabi	Director	1.00	Director	$0	$0	$0
Jim Cargill	President	1.00	Officer	$0	$0	$0
Mary Linsay	Secretary	1.00	Officer	$0	$0	$0
Jim Schultze	Treasurer	1.00	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
2024	$404,055	$447,523	$27,660	$-43,468
2023	$407,086	$426,909	$146,391	$-19,823
2022	$381,904	$393,391	$174,892	$-11,487
2021	$324,460	$301,813	$252,641	$22,647
2020	$237,839	$260,319	$235,085	$-22,480
2019	$518,249	$544,598	$112,666	$-26,349
2018	$548,341	$590,358	$131,454	$-42,017

Santa Cruz Mountains Wine Growers Association