BIG SUR FOOD & WINE FOUNDATION INC

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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

THE BIG SUR FOOD & WINE FOUNDATION INC. WAS CREATED TO EDUCATE THE PUBLIC ABOUT THE QUALITY AND VARIETY OF FOOD AND DRINK PRODUCED ON THE CENTRAL COAST OF CALIFORNIA (WITH EMPHASIS ON THE ABUNDANCE OF PRODUCE AND WINES AVAILABLE IN AND AROUND BIG SUR, CALIFORNIA); INITIATE, SUPPORT, AND FOSTER THE STUDY OF THE PRODUCTION AND CULTIVATION OF FOOD AND WINE; ENCOURAGE PREPARATION OF ENJOYABLE, HEALTHY FOOD; PROVIDE UNIQUE EDUCATIONAL SERVICES AND PROGRAMS FOR RESIDENTS AND VISITORS TO THE AREA OF BIG SUR, CALIFORNIA; ENCOURAGE RESIDENTS AND VISITORS TO PROTECT AND RESPECT THE SPECIAL ENVIRONMENTAL FEATURES OF THE BIG SURE AREA AND COASTLINE; IMPROVE THE QUALITY OF LIFE FOR RESIDENTS OF THE BIG SUR AREA BY PROVIDING FUNDS TO SUPPORT LOCAL CHARITABLE ORGANIZATIONS; AND ENGAGE IN ALL ACTIVITIES CONSISTENT WITH THE ABOVE-MENTIONED PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $104,500

Community Foundation for Monterey County

Program 2

Expenses: $52,000

Big Sur Health Center

Program 3

Expenses: $16,000

Mid Coast Fire Brigade

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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