Sonoma Valley Authors Festival (EIN 844846165) - 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

Reuel David Freeman

Phone

7072829028

Tax Period

2024-01-01 to 2024-06-30

Sonoma Valley Authors Festival, founded in 2020, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2024. Expenses of $954K left a modest 10% surplus.

Mission

The Sonoma Valley Authors Festival(SVAF)has five parts: the Festival, Students Day, Authors on the Plaza, the Virtual Festival, and Special Events.

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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 (2024)

Revenue Breakdown

Contributions & Grants $819,491

Program Service Revenue $239,270

Investment Income $897

Other Revenue $2,068

TOTAL REVENUE $1,061,726

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $38,062

Program Expenses $824,544

Other Expenses $954,425

TOTAL EXPENSES $954,425

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,061,726	$1,034,176	+0.0%
Expenses	$954,425	$1,169,039	-0.2%
Net Income	$107,301	$-134,863	-1.8%

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
Reuel David Freeman	President	50.00	Officer Director	$0	$0	$0
Virginia Freeman	Treas/Secretary	50.00	Officer Director	$0	$0	$0
Jeremy J Sugerman	Director	0.25	Director	$0	$0	$0
Mark Hagopian	Director	0.25	Director	$0	$0	$0
James Strock	Director	0.25	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	$1,061,726	$954,425	$518,566	$107,301
2023	$1,034,176	$1,169,039	$262,240	$-134,863
2022	$1,277,710	$1,218,979	$397,425	$58,731
2021	$218,755	$134,010	$272,999	$84,745

Sonoma Valley Authors Festival