CALIFORNIA SUSTAINABLE WINEGROWING… - Form 990 Financial Data

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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

ALLISON JORDAN

Phone

4153567533

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA SUSTAINABLE WINEGROWING ALLIANCE, founded in 2002, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $1.6M left a modest 9% surplus.

Mission

TO PROMOTE SUSTAINABLE WINEGROWING PRACTICES.

Program Service Accomplishments

Program 1

Expenses: $239,955

SPECIALTY CROP BLOCK GRANT FUNDS RECEIVED (1) TO EDUCATE AND TRAIN CALIFORNIA WINEGRAPE GROWERS ON THE KEY SUSTAINABILITY PRACITICES THAT HELP THEM RESPOND TO THESE ENVIRONMENTAL AND MARKETPLACE...

SPECIALTY CROP BLOCK GRANT FUNDS RECEIVED (1) TO EDUCATE AND TRAIN CALIFORNIA WINEGRAPE GROWERS ON THE KEY SUSTAINABILITY PRACITICES THAT HELP THEM RESPOND TO THESE ENVIRONMENTAL AND MARKETPLACE CHALLENGES VIA NEW EDUCATIONAL RESOURCES, WORKSHOPS, WEBINARS AND CASE STUDIES, (2) TO SUPPORT WINEGROWER ADOPTION OF BEST MANAGEMENT PRACTICES TO PROMOTE POSITIVE ENVIRONMENTAL, SOCIAL AND ECONOMIC OUTCOMES, AND (3) TO ENHANCE U.S. WINEGROWERS' COMPETITIVENESS THROUGH SUSTAINABILITY RESEARCH, EDUCATION, AND PROMOTION.

Program 2

Expenses: $680,854

THE CALIFORNIA DEPARTMENT OF WATER RESOURCES (DWR) FUNDS WERE RECEIVED AS AN INITIATIVE TO PROVIDE DIRECT ASSISTANCE TO PARTNERS WORKING TO INCREASE WATER CONVSERVATION BY SUPPORTING DRY WINEGRAPE...

THE CALIFORNIA DEPARTMENT OF WATER RESOURCES (DWR) FUNDS WERE RECEIVED AS AN INITIATIVE TO PROVIDE DIRECT ASSISTANCE TO PARTNERS WORKING TO INCREASE WATER CONVSERVATION BY SUPPORTING DRY WINEGRAPE FARMING. THE ORGANIZATION ALSO AGREES TO ASSIST DWR BY PROVIDING DRY FARMING OUTREACH, EDUCATION, AND TECHNICAL ASSISTANCE SERVICES TO COASTAL WINEGRAPE GROWERS.

Program 3

Expenses: $273,978 Revenue: $402,552

THE CERTIFICATION PROGRAM IS DESIGNED TO INCREASE THE SUSTAINABILITY OF THE CALIFORNIA WINE INDUSTRY BY PROMOTING THE ADOPTION OF SUSTAINABLE PRACTICES AND ENSURING CONTINUAL IMPROVEMENT.

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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 $1,306,007

Program Service Revenue $402,552

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,708,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $592,487

Fundraising Expenses $0

Program Expenses $1,456,463

Other Expenses $959,910

TOTAL EXPENSES $1,552,397

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,708,559	$1,187,987	+0.4%
Expenses	$1,552,397	$1,238,502	+0.3%
Net Income	$156,162	$-50,515	-4.1%

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

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
MIKE BOER	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MATT MCGINNESS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JEFF BITTER	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
JIM COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
AARON LANGE	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
DUFF BEVILL	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN HALL	DIRECTOR	1.00	Director	$0	$0	$0
BOBBY KOCH	DIRECTOR	1.00	Director	$0	$0	$0
FRANK LEEDS	DIRECTOR	1.00	Director	$0	$0	$0
RON LANZA	DIRECTOR	1.00	Director	$0	$0	$0
PETER WORK	DIRECTOR	1.00	Director	$0	$0	$0
KATIE JACKSON	DIRECTOR	1.00	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
2025	$1,708,559	$1,552,397	$697,209	$156,162
2024	No data	No data	No data	No data
2023	$661,759	$739,148	$257,573	$-77,389
2022	$655,645	$686,770	$291,268	$-31,125
2021	$750,435	$797,969	$302,326	$-47,534
2020	$826,139	$734,540	$362,467	$91,599
2019	$712,332	$745,806	$294,394	$-33,474

CALIFORNIA SUSTAINABLE WINEGROWING ALLIANCE