NAPA VALLEY GRAPEGROWERS FOUNDATION (EIN 822012860) - 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

2017

Legal Domicile

Principal Officer

PETE RICHMOND

Phone

7079448311

Tax Period

2023-01-01 to 2023-12-31

NAPA VALLEY GRAPEGROWERS FOUNDATION, founded in 2017, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 4167% from the prior year, signaling strong growth momentum. Expenses of $2.6M left a modest 10% surplus.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO ACT AS A STEWARD OF THE LAND AND A RESOURCE TO THE PUBLIC, BY PROVIDING EDUCATIONAL SEMINARS, EVENTS, AND SERVICES THAT ADDRESS ISSUES THAT GRAPE GROWERS FACE, WHILE PRESERVING NAPA VALLEY'S UNIQUE GRAPE GROWING HERITAGE.

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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 $2,315,994

Program Service Revenue $763,859

Investment Income $103,829

Other Revenue $-280,133

TOTAL REVENUE $2,903,549

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,335,527

Fundraising Expenses $612,314

Program Expenses $1,571,610

Other Expenses $948,564

TOTAL EXPENSES $2,616,397

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,903,549	$68,047	+41.7%
Expenses	$2,616,397	$93,077	+27.1%
Net Income	$287,152	$-25,030	-12.5%

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

$474,567

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY MAHER	PRESIDENT	1.00	Officer Director	$0	$0	$0
PETE RICHMOND	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MEAGHAN BECKER	TREASURER	1.00	Officer Director	$0	$0	$0
GARRETT BUCKLAND	DIRECTOR	1.00	Director	$0	$0	$0
OSCAR RENTERIA	DIRECTOR	1.00	Director	$0	$0	$0
KAREN CAKEBREAD	DIRECTOR	1.00	Director	$0	$0	$0
TOM DAVIES	DIRECTOR	1.00	Director	$0	$0	$0
TED HALL	DIRECTOR	1.00	Director	$0	$0	$0
KENDAL HOXSEY-ONYSKO	DIRECTOR	1.00	Director	$0	$0	$0
CALEB MOSLEY	DIRECTOR	1.00	Director	$0	$0	$0
DAN PETROSKI	DIRECTOR	1.00	Director	$0	$0	$0
ERIN BRIGHT RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
DAVE WHITMER	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN LEIGON	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE GROTH	DIRECTOR	1.00	Director	$0	$0	$0
AMY WHITEFORD	DIRECTOR (THROUGH 1/10/23)	1.00	Director	$0	$0	$0
JENNIFER PUTNAM	EXECUTIVE DIRECTOR (THROUGH 3/23/23)	34.00	Officer	$174,828	$7,865	$182,693
SONYA DELUCA	ASSOCIATE DIRECTOR	27.00	Officer	$269,740	$22,134	$291,874
KATHIE CLEMENT	FINANCE DIRECTOR	25.00	Highest	$174,500	$6,980	$181,480
EMILY HEGARTY	PROGRAM DIRECTOR	30.00	Highest	$135,857	$13,402	$149,259
MACALL MORAN	INDUSTRY & COMMUNITY RELATIONS DIR.	40.00	Highest	$141,400	$5,656	$147,056
CAROLINE FEUCHUK	MARKETING DIRECTOR	3.00	Highest	$114,069	$10,433	$124,502

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	$2,903,549	$2,616,397	$9,120,500	$287,152
2022	$2,940,285	$1,905,498	$8,620,505	$1,034,787
2022	$68,047	$93,077	$8,483,880	$-25,030
2021	$2,606,656	$1,432,388	$6,857,190	$1,174,268
2020	$1,520,378	$1,282,350	$5,738,042	$238,028
2019	$4,778,595	$1,756,673	$5,352,806	$3,021,922
2018	$1,951,519	$123,403	$1,886,657	$1,828,116

NAPA VALLEY GRAPEGROWERS FOUNDATION