SAVE NAPA VALLEY FOUNDATION (EIN 850886616) - 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

2019

Legal Domicile

Principal Officer

MIKE HACKETT

Phone

7073217705

Tax Period

2023-07-01 to 2024-06-30

SAVE NAPA VALLEY FOUNDATION, founded in 2019, is a small nonprofit in the Environment sector that reported $223K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $191K left a modest 14% surplus.

Mission

TO PROTECT THE LONG TERM VIABILITY OF AGRICULTURE IN NAPA COUNTY BY PRESERVING THE NATURAL ENVIRONMENT AND RESOURCES UPON WHICH THE HEALTH OF OUR VINEYARDS, WINERIES AND ENTIRE COMMUNITY RELIES

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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 $222,941

Program Service Revenue $0

Investment Income $0

Other Revenue $33

TOTAL REVENUE $222,974

Expense Breakdown

Grants Paid $10,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,741

Other Expenses $180,241

TOTAL EXPENSES $190,741

Year-over-Year Comparison

	2023	2022	Change
Revenue	$222,974	$199,163	+0.1%
Expenses	$190,741	$193,586	0.0%
Net Income	$32,233	$5,577	+4.8%

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

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
MIKE HACKETT	PRESIDENT, CHAIRMAN	002.00	Officer	$0	$0	$0
LAURIE CLAUDON CLARK	VICE CHAIRPERSON, SECRETARY	002.00	Officer	$0	$0	$0
JIM WILSON	TREASURER	002.00	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
2025	No data	No data	No data	No data
2024	$222,974	$190,741	$82,591	$32,233
2023	$199,163	$193,586	$50,358	$5,577
2022	$223,060	$197,461	$44,781	$25,599

SAVE NAPA VALLEY FOUNDATION