BIG SUR FOOD & WINE FOUNDATION INC (EIN 812309687) - 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

2016

Legal Domicile

Principal Officer

ELSA RIVERA

Phone

8315968105

Tax Period

2023-01-01 to 2023-12-31

BIG SUR FOOD & WINE FOUNDATION INC, founded in 2016, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $316K in total revenue in fiscal year 2023.

Mission

BIG SUR FOOD & WINE FOUNDATION SUPPORTS OTHER LOCAL NONPROFITS THAT BENEFIT HEALTH, SAFETY, EDUCATION AND ARTS IN THE BIG SUR COMMUNITY.

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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 $186,708

Program Service Revenue $0

Investment Income $3

Other Revenue $129,781

TOTAL REVENUE $316,492

Expense Breakdown

Grants Paid $224,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $224,000

Other Expenses $109,290

TOTAL EXPENSES $333,290

Year-over-Year Comparison

	2023	2022	Change
Revenue	$316,492	$307,304	+0.0%
Expenses	$333,290	$297,068	+0.1%
Net Income	$-16,798	$10,236	-2.6%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
AENGUS WAGNER	PRESIDENT	Officer Director	$0	$0	$0
MATT PETERSON	Vice President	Officer Director	$0	$0	$0
ELSA RIVERA	CFO	Officer Director	$0	$0	$0
Frank Pinney	Board Member	Director	$0	$0	$0
Nicolaus Balla	Board Member	Director	$0	$0	$0
Amanda English Oliver	Board Member	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	$316,492	$333,290	$30,246	$-16,798
2022	$307,304	$297,068	$50,272	$10,236
2021	$230,076	$229,518	$41,580	$558
2019	$122,528	$123,792	$36,433	$-1,264
2018	$119,890	$96,445	$33,774	$23,445

BIG SUR FOOD & WINE FOUNDATION INC