SANTA CRUZ MOUNTAINS WINEGROWERS EDUCATION FUND

EIN: 812446497 501(c)(3)

APTOS, CA

Total Revenue
N/A
Total Expenses
$100
Total Assets
$11,467
Net Assets
$11,467
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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
CA
Principal Officer
JIM CARGILL
Phone
8316858463
Tax Period
2021-07-01 to 2022-06-30

Mission

TO RAISE FUNDS FOR EDUCATION AND RESEARCH

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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%)

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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

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Governance

Voting Members
5
Independent Members
5
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
3
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
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
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