SANTA YNEZ VALLEY WESTERN HERITAGE FOUNDATION (EIN 842657577) - 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

2020

Legal Domicile

Principal Officer

KEVIN MURPHY

Phone

8058780565

Tax Period

2023-01-01 to 2023-12-31

SANTA YNEZ VALLEY WESTERN HERITAGE FOUNDATION, founded in 2020, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $258K in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 17% operating margin.

Mission

PRESERVING THE WESTERN TRADITIONS & AGRICULTURAL ROOTS OF THE SANTA YNEZ VALLEY THOUGHT ACTIVITIES THAT SUPPORT THE EDUCATION OF YOUTH ON THE HISTORY WESTERN TRADITIONS AND THE BENEFITS OF AGRICULTURE IN THE SANTA YNEZ VALLEY.

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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 $150,159

Program Service Revenue $95,449

Investment Income $0

Other Revenue $12,194

TOTAL REVENUE $257,802

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $197,022

Other Expenses $209,782

TOTAL EXPENSES $214,782

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,802	$165,099	+0.6%
Expenses	$214,782	N/A	N/A
Net Income	$43,020	$165,099	-0.7%

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

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
KEVIN MURPHY	PRESIDENT	5.00	Officer Director	$0	$0	$0
ROBIN HARDIN	SECRETARY	5.00	Officer Director	$0	$0	$0
RALPH LAUSTEN	DIRECTOR	5.00	Director	$0	$0	$0
DANIELLE HOLZER-BURKITT	TREASURER	5.00	Officer 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	$257,802	$214,782	$77,446	$43,020

SANTA YNEZ VALLEY WESTERN HERITAGE FOUNDATION