PASO ROBLES WINE COUNTRY ALLIANCE (EIN 770326604) - 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

1992

Legal Domicile

Principal Officer

JOEL PETERSON

Phone

8052398463

Tax Period

2023-01-01 to 2023-12-31

PASO ROBLES WINE COUNTRY ALLIANCE, founded in 1992, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2023.

Mission

THE PRIMARY PURPOSE OF THE PRWCA IS TO IMPROVE THE BUSINESS CONDITIONS OF THE GRAPE GROWING AND WINE PRODUCING INDUSTRY IN THE PASO ROBLES VITICULTURAL AREA LOCATED IN SAN LUIS OBISPO COUNTY, CALIFORNIA.

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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 $1,334,834

Program Service Revenue $616,123

Investment Income $12,900

Other Revenue $0

TOTAL REVENUE $1,963,857

Expense Breakdown

Grants Paid $25,735

Salaries & Benefits $555,835

Fundraising Expenses $0

Other Expenses $1,421,718

TOTAL EXPENSES $2,003,288

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,963,857	$1,986,737	0.0%
Expenses	$2,003,288	$2,080,161	0.0%
Net Income	$-39,431	$-93,424	-0.6%

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

150

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

$172,190

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOLLY SCOTT	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CRIS CHERRY	VICE-CHAIRMAN	1.00	Officer Director	$0	$0	$0
CAROL MACDONAL	SECRETARY	1.00	Officer Director	$0	$0	$0
RANDY HEINZEN	TREASURER	1.00	Officer Director	$0	$0	$0
CHLOE ASSEO-FABRE	DIRECTOR	1.00	Director	$0	$0	$0
JOSH BECKETT	DIRECTOR	1.00	Director	$0	$0	$0
NOREEN MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF STREKAS	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE TILLMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOEL PETERSON	EXECUTIVE DIRECTOR	40.00	Officer	$157,714	$14,476	$172,190

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	$1,963,857	$2,003,288	$501,361	$-39,431
2022	$1,986,737	$2,080,161	$526,512	$-93,424
2021	$1,434,367	$1,497,783	$638,607	$-63,416
2020	$1,297,869	$1,215,298	$561,701	$82,571
2019	$1,541,813	$1,396,139	$491,233	$145,674
2018	$1,536,246	$1,513,802	$360,294	$22,444

PASO ROBLES WINE COUNTRY ALLIANCE