California Winegrower Foundation (EIN 942166265) - 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

1972

Legal Domicile

Principal Officer

Rebecca A Barlow

Phone

7079637191

Tax Period

2024-07-01 to 2025-06-30

California Winegrower Foundation, founded in 1972, is a mid-sized nonprofit that reported $17.8M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

To improve the conditions of employees engaged in agricultural operations. The organization primarily does this by administering group health benefit plans for agricultural employees of growers under contract with the organization.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $17,719,944

Investment Income $78,155

Other Revenue $0

TOTAL REVENUE $17,798,099

Expense Breakdown

Grants Paid $8,050

Salaries & Benefits $1,018,139

Fundraising Expenses $0

Other Expenses $16,784,880

TOTAL EXPENSES $17,811,069

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,798,099	$18,871,546	-0.1%
Expenses	$17,811,069	$18,879,488	-0.1%
Net Income	$-12,970	$-7,942	+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

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

$226,796

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rebecca A Barlow	Exec. Director	40.00	Officer	$189,984	$36,812	$226,796
Hank Wetzel	Treasurer	1.00	Officer Director	$0	$0	$0
Chris Cordano	Chairman	1.00	Officer Director	$0	$0	$0
Leo Ainsworth	Secretary	1.00	Officer Director	$0	$0	$0
Susan Krausz	Director	1.00	Director	$0	$0	$0
Stefanee Bartolotta	Director	1.00	Director	$0	$0	$0
Michelle Duckhorn	Director	1.00	Director	$0	$0	$0
Sirilo Cornejo	Director	1.00	Director	$0	$0	$0
Mike Wolf	Vice Chairman	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
2025	$17,798,099	$17,811,069	$4,479,734	$-12,970
2024	$18,871,546	$18,879,488	$4,781,812	$-7,942
2023	$16,970,785	$16,886,344	$4,250,613	$84,441
2022	$16,632,854	$16,645,311	$3,693,576	$-12,457
2021	$16,676,626	$16,741,225	$3,681,527	$-64,599
2020	$16,551,429	$16,804,232	$4,011,650	$-252,803
2019	$15,053,093	$14,983,694	$3,892,405	$69,399

California Winegrower Foundation