SANTA CRUZ MOUNTAINS WINEGROWERS E… - 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

2016

Legal Domicile

Principal Officer

JIM CARGILL

Phone

8316858463

Tax Period

2021-07-01 to 2022-06-30

Mission

THE PURPOSE OF THIS CORPORATION WILL BE TO RAISE FUNDS THROUGH CHARITABLE ACTIVITIES FOR EDUCATION OR RESEARCH RELATED TO ANY OF THE TRHEE COUNTIES ENCOMPASSING THE SANTA CRUZ MOUNTAINS: SANTA CRUZ, SANTA CLARA AND SAN MATEO

Program Service Accomplishments

Program 1

THE ORGANIZATION'S PRIMARY PROGRAM IS TO FUND CHARITABLE ACTIVITIES FOR EDUCATION AND RESEARCH RELATED TO ANY OF THE THREE COUNTIES ENCOMPASSING THE SANTA CRUZ MOUNTAINS: SANTA CRUZ, SANTA CLARA AND...

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $100

TOTAL EXPENSES $100

Year-over-Year Comparison

	2021	2020	Change
Revenue	N/A	$2,512	-1.0%
Expenses	$100	$2,265	-1.0%
Net Income	N/A	$247	N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEROLD OBRIEN	DIRECTOR	0.50	Director	$0	$0	$0
BRADLEY BROWN	DIRECTOR	0.50	Director	$0	$0	$0
JIM CARGILL	PRESIDENT	0.50	Officer	$0	$0	$0
JIM SCHULTZE	TREASURER	0.50	Officer	$0	$0	$0
DAVID AMADIA	DIRECTOR	0.50	Officer	$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
2022	No data	$100	$11,467	No data
2021	$2,512	$2,265	$11,567	$247
2019	$95,199	$125,539	$252,533	$-30,340
2018	$251,872	$205,811	$184,736	$46,061

SANTA CRUZ MOUNTAINS WINEGROWERS EDUCATION FUND