CALIFORNIA VINEYARD ORCHARD AND GR… - Form 990 Financial Data

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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

NEAL S DUDOVITZ

Phone

8182430222

Tax Period

2022-01-01 to 2022-12-31

CALIFORNIA VINEYARD ORCHARD AND GROVES TRUST, founded in 2020, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2022. Revenue fell 61% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE EMPLOYER-MEMBERS OF THE ASSOCIATION WHO SUBSCRIBE TO THE TRUST, WITH THE ABILITY TO PURCHASE OR TO MAKE AVAILABLE FOR PURCHASE VARIOUS INSURANCE AND OTHER PRODUCTS, FOR THE MEMBERS, THEIR ELIGIBLE EMPLOYEES AND THE DEPENDENTS OF SUCH EMPLOYEES.

Program Service Accomplishments

Program 1

CVOGT IS A VOLUNTARY EMPLOYEES' BENEFITS ASSOCIATION (VEBA) EMPLOYEE WELFARE BENEFIT PLAN WHICH PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF THE SUBSCRIBING...

CVOGT IS A VOLUNTARY EMPLOYEES' BENEFITS ASSOCIATION (VEBA) EMPLOYEE WELFARE BENEFIT PLAN WHICH PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF THE SUBSCRIBING EMPLOYERS. THE TRUST IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA).THE SUBSCRIBING EMPLOYERS MAKE PERIODIC CONTRIBUTIONS TO THE TRUST TO ENABLE THE TRUSTEE TO PAY THE PREMIUMS OR AMOUNTS DUE FOR ALL POLICIES AND PROVIDER CONTRACTS ISSUED OR MADE PURSUANT TO THIS TRUST.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,558,572

Investment Income $0

Other Revenue $38,768

TOTAL REVENUE $3,597,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,651,749

TOTAL EXPENSES $3,651,749

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,597,340	$9,237,977	-0.6%
Expenses	$3,651,749	$9,183,568	-0.6%
Net Income	$-54,409	$54,409	-2.0%

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
NEAL S DUDOVITZ ESQ	CHAIRMAN	2.00	Officer Director	$0	$0	$0
THOMAS BITTNER	TRUSTEE	2.00	Director	$0	$0	$0
FRED LOWE	TRUSTEE	2.00	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
2022	$3,597,340	$3,651,749	$85,936	$-54,409
2021	$9,237,977	$9,183,568	$162,690	$54,409

CALIFORNIA VINEYARD ORCHARD AND GROVES TRUST