SANTA BARBARA VINTNERS FOUNDATION

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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

2001

Legal Domicile

Principal Officer

JESSICA GASCA

Phone

8052681309

Tax Period

2023-01-01 to 2023-12-31

SANTA BARBARA VINTNERS FOUNDATION, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $44K in total revenue in fiscal year 2023. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $74K exceeded revenue, resulting in a 71% operating deficit.

Mission

TO SUPPORT HEALTH, WELL-BEING, AND EDUCATION OF VINEYARD WORKERS AND THEIR FAMILIES IN THE SANTA BARBARA COUNTY WINE REGION.

Program Service Accomplishments

Program 1

Expenses: $68,392 Revenue: $0

FOSTER COMMUNICATION AND PUBLIC RELATIONS THROUGH CHARITABLE GRANTS AND OUTREACH ACTIVITIES RELATED TO THE LOCAL WINE AND WINE GRAPE INDUSTRY.

Program 2

Expenses: $2,500 Revenue: $0

SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS PURSUING STUDIES AT TWO OR FOUR YEAR COLLEGES IN CALIFORNIA AGRICULTURE, AGRUCUTURAL BUSINESS, WINE MARKETING, OR A RELATED FIELD.

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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 $42,100

Program Service Revenue $0

Investment Income $0

Other Revenue $1,527

TOTAL REVENUE $43,627

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,892

Other Expenses $71,933

TOTAL EXPENSES $74,433

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,627	$330,270	-0.9%
Expenses	$74,433	$399,889	-0.8%
Net Income	$-30,806	$-69,619	-0.6%

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
JESSICA GASCA	PRESIDENT	5.00	Officer Director	$0	$0	$0
TYMARI LORE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
KRISTIN LUIS	SECRETARY	5.00	Officer Director	$0	$0	$0
DOUGLAS MARGERUM	TREASURER	5.00	Officer Director	$0	$0	$0
ALISON LASLETT	DIRECTOR	5.00	Director	$0	$0	$0
TIM SNIDER	DIRECTOR	5.00	Director	$0	$0	$0
RILEY SLACK	DIRECTOR	5.00	Director	$0	$0	$0
DANIEL BERMAN	DIRECTOR	5.00	Director	$0	$0	$0
CODY SEARGANT	DIRECTOR	5.00	Director	$0	$0	$0
LILY HAYES	DIRECTOR	5.00	Director	$0	$0	$0
RORY COX	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTINE DORAN	DIRECTOR	5.00	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
2024	No data	No data	No data	No data
2023	$43,627	$74,433	$264,325	$-30,806
2022	$330,270	$399,889	$314,225	$-69,619
2021	$14,728	$19,258	$372,435	$-4,530
2020	$312,945	$100,000	$368,347	$212,945
2019	$40,418	$69,685	$213,133	$-29,267
2018	$1,041,445	$941,440	$185,265	$100,005