SAN LUIS OBISPO COAST WINE COLLECTIVE (EIN 770251086) - 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

2002

Legal Domicile

Principal Officer

MIKE SINOR

Phone

8055502506

Tax Period

2023-01-01 to 2023-12-31

SAN LUIS OBISPO COAST WINE COLLECTIVE, founded in 2002, is a small nonprofit that reported $247K in total revenue in fiscal year 2023.

Mission

THE PRIMARY PURPOSE OF THE SAN LUIS OBISPO WINE COUNTRY ASSOCIATION IS TO PROMOTE PUBLIC AWARENESS OF THE COASTAL REGION OF SAN LUIS OBISPO COUNTY WINES THROUGH SEMINARS, EVENTS AND ADVERTISING.

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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 $251,064

Program Service Revenue $0

Investment Income $0

Other Revenue $-3,786

TOTAL REVENUE $247,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,359

Fundraising Expenses $0

Other Expenses $181,354

TOTAL EXPENSES $267,713

Year-over-Year Comparison

	2023	2022	Change
Revenue	$247,278	$240,364	+0.0%
Expenses	$267,713	$255,491	+0.0%
Net Income	$-20,435	$-15,127	+0.4%

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

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

$80,000

Total Directors

$80,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE SINOR	PRESIDENT	10.00	Officer Director	$0	$0	$0
MICHELE GOOD	TREASURER	2.00	Officer Director	$0	$0	$0
LISA CUTRUZZOLA	SECRETARY	2.00	Officer Director	$0	$0	$0
LOUISA LINDQUIST	DIRECTOR	2.00	Director	$0	$0	$0
PAULA DOOLEY	DIRECTOR	2.00	Director	$0	$0	$0
GEORGIE HACKETT	DIRECTOR	2.00	Director	$0	$0	$0
CHERYL CUMING	DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN NAUGHTON	EXECUTIVE DIRECTOR	40.00	Officer Director	$80,000	$0	$80,000
ANDREA DEPALO	DIRECTOR	2.00	Director	$0	$0	$0
KASEY HELT	DIRECTOR	2.00	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
2024	No data	No data	No data	No data
2023	$247,278	$267,713	$1,332	$-20,435
2022	$240,364	$255,491	$11,106	$-15,127
2021	$166,492	$156,385	$1,657	$10,107
2020	$204,829	$171,371	$13,080	$33,458
2018	$306,821	$294,550	$18,802	$12,271

SAN LUIS OBISPO COAST WINE COLLECTIVE