SONOMA VALLEY VINTNERS ASSOCIATION (EIN 942326273) - 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

1975

Legal Domicile

Principal Officer

NED HILL

Phone

7072310812

Tax Period

2023-01-01 to 2023-12-31

SONOMA VALLEY VINTNERS ASSOCIATION, founded in 1975, is a small nonprofit that reported $354K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $304K left a modest 14% surplus.

Mission

TO PROMOTE SONOMA VALLEY WINES AND GRAPES, AND TO FOSTER COOPERATION AMONG SONOMA VALLEY VINTNERS AND GRAPE GROWERS. TO PROVIDE NATIONAL EXPOSURE FOR THE SONOMA VALLEY APPELLATION BY ASSISTING WITH AN ANNUAL WINE AUCTION.

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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 $20,000

Program Service Revenue $334,411

Investment Income $0

Other Revenue $0

TOTAL REVENUE $354,411

Expense Breakdown

Grants Paid $0

Salaries & Benefits $184,018

Fundraising Expenses $0

Program Expenses $214,197

Other Expenses $119,756

TOTAL EXPENSES $303,774

Year-over-Year Comparison

	2023	2022	Change
Revenue	$354,411	$409,166	-0.1%
Expenses	$303,774	$356,097	-0.1%
Net Income	$50,637	$53,069	0.0%

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

Volunteers

100

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
ROBYN SEBASTIANI	EXECUTIVE DIRECTOR	40.00		$65,962	$0	$65,962
KATIE BUNDSCHU	Director	1.00	Director	$0	$0	$0
TOM ROUSE	Outgoing Presid	1.00	Officer Director	$0	$0	$0
BART HANSEN	Vice President	1.00	Officer Director	$0	$0	$0
FRANCIS ABELLA	Director	1.00	Director	$0	$0	$0
JORDAN KIVELSTADT	Director	1.00	Director	$0	$0	$0
MIKE SANGIACOMO	Secretary	1.00	Officer Director	$0	$0	$0
TAYLOR SERRES	Director	1.00	Director	$0	$0	$0
ANNE MOLLER-RACKE	Treasurer	1.00	Officer Director	$0	$0	$0
JUSTIN WILSON	Director	1.00	Director	$0	$0	$0
JE PAINO	Director	1.00	Director	$0	$0	$0
TOM BLACKWOOD	Director	1.00	Director	$0	$0	$0
RICHARD YOUNG	Director	1.00	Director	$0	$0	$0
NED HILL	President	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	$354,411	$303,774	$168,238	$50,637
2022	$409,166	$356,097	$142,984	$53,069
2021	$560,679	$454,170	$132,988	$106,509
2020	$370,276	$362,425	$110,182	$7,851
2019	$612,376	$691,683	$313,485	$-79,307
2018	$562,398	$592,980	$120,687	$-30,582

SONOMA VALLEY VINTNERS ASSOCIATION