UNITED SOMMELIERS FOUNDATION (EIN 850523166) - 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

CRISTIE NORMAN

Phone

2402983491

Tax Period

2023-03-25 to 2023-12-31

UNITED SOMMELIERS FOUNDATION, founded in 2020, is a small nonprofit in the Human Services sector that reported $104K in total revenue in fiscal year 2023. Revenue surged 1615% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 31% operating margin.

Mission

Issues financial relief to qualifying sommeliers experiencing economic hardship throughout the country.

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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 $103,822

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $103,822

Expense Breakdown

Grants Paid $41,162

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $30,776

TOTAL EXPENSES $71,938

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,822	$6,052	+16.2%
Expenses	$71,938	$71,089	+0.0%
Net Income	$31,884	$-65,037	-1.5%

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

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
JON MCDANIEL	NA	1	Officer Director	$0	$0	$0
CHRIS BLANCHARD	TREASURER	1	Officer Director	$0	$0	$0
ERIK SEGELBAUM	SOMMELIER	1	Officer Director	$0	$0	$0
CRISTIE NORMAN	PRESIDENT	1	Officer Director	$0	$0	$0
GEOFF LABITZKE	MASTER OF WINE MBA	1	Officer Director	$0	$0	$0
ERIC S CRANE	N/A	1	Officer Director	$0	$0	$0
JACKSON ROHRBAUGH	MASTER SOMMELIER	1	Officer Director	$0	$0	$0
YANNICK BENJAMIN	N/A	1	Officer	$0	$0	$0
PHILIPPE ANDRE	N/A	1	Officer Director	$0	$0	$0
TONYA PITTS	WINE DIRECTOR	1	Officer Director	$0	$0	$0
MIA VAN DE WATER	MASTER SOMMELIER	1	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
2023	$103,822	$71,938	$31,884	$31,884
2022	$6,052	$71,089	$73,954	$-65,037
2020	$916,610	$599,268	$317,342	$317,342

UNITED SOMMELIERS FOUNDATION