SONOMA VALLEY VINTNERS & GROWERS F… - 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

1999

Legal Domicile

Principal Officer

NED HILL

Phone

7079352162

Tax Period

2023-01-01 to 2023-12-31

SONOMA VALLEY VINTNERS & GROWERS FOUNDATION, founded in 1999, is a small nonprofit in the Unknown sector that reported $286K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 21% operating margin.

Mission

TO RAISE MONEY FOR SONOMA COUNTY CHARITIES THROUGH WINE RELATED ACTIVITIES THAT ARE WITHIN THE EXPERTISE OF VINTNERS AND GROWERS.

Program Service Accomplishments

Program 1

Expenses: $168,724 Revenue: $184,813

THROUGH FESTIVALS AND EVENTS, RAISED MONEY FOR SONOMA COUNTY CHARITIES.EVENTS INCLUDED THE VALLEY OF THE MOON VINTAGE FESTIVAL, THE HARVEST KICKOFF PARTY AND MEMBER EDUCATION SEMINARS AND MEETINGS.

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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 $101,650

Program Service Revenue $184,813

Investment Income $0

Other Revenue $0

TOTAL REVENUE $286,463

Expense Breakdown

Grants Paid $10,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $168,724

Other Expenses $216,838

TOTAL EXPENSES $227,338

Year-over-Year Comparison

	2023	2022	Change
Revenue	$286,463	$182,265	+0.6%
Expenses	$227,338	$128,854	+0.8%
Net Income	$59,125	$53,411	+0.1%

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
NED HILL	President	1.00	Officer Director	$0	$0	$0
ANNE MOLLER-RACKE	Treasurer	1.00	Officer Director	$0	$0	$0
KATIE BUNDSCHU	Director	1.00	Director	$0	$0	$0
TOM BLACKWOOD	Director	1.00	Director	$0	$0	$0
BART HANSEN	Vice President	1.00	Officer Director	$0	$0	$0
JORDAN KIVELSTADT	Director	1.00	Director	$0	$0	$0
MIKE SANGIACOMO	Secretary	1.00	Officer Director	$0	$0	$0
JUSTIN WILSON	Director	1.00	Director	$0	$0	$0
FRANCIS ABELLA	Director	1.00	Director	$0	$0	$0
TAYLOR SERRES	Director	1.00	Director	$0	$0	$0
RICHARD YOUNG	Director	1.00	Director	$0	$0	$0
JE PAINO	Director	1.00	Director	$0	$0	$0
TOM ROUSE	Outgoing Presid	1.00	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	$286,463	$227,338	$215,926	$59,125
2022	$182,265	$128,854	$65,378	$53,411
2018	$22,530	$1,599,656	$39,586	$-1,577,126

SONOMA VALLEY VINTNERS & GROWERS FOUNDATION