AMERICAN VINEYARD 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

1978

Legal Domicile

Principal Officer

RACHEL ASHLEY

Phone

7072526911

Tax Period

2024-04-01 to 2025-03-31

AMERICAN VINEYARD FOUNDATION, founded in 1978, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Net assets of $3.6M represent 30 months of operating reserves.

Mission

A LEADER IN MAINTAINING INDUSTRY PROGRESS, THE AMERICAN VINEYARD FOUNDATION (AVF), PROVIDES THE UNIQUE OPPORTUNITY TO UNIFY THE GRAPE AND WINE INDUSTRIES THROUGH COLLABORATIVE RESEARCH EFFORTS. THE AVF IS A NON-PROFIT ORGANIZATION THAT RELIES ON VOLUNTARY INDUSTRY SUPPORT FOR RESEARCH FUNDING.

Program Service Accomplishments

Program 1

Expenses: $1,328,616

GRANTS TO UNIVERSITIES FOR RESEARCH ON VITICULTURE AND ENOLOGY. ALL OTHER EXPENSES ARE ATTRIBUTABLE TO THIS PROGRAM.

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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 $1,226,637

Program Service Revenue $0

Investment Income $172,762

Other Revenue $16,923

TOTAL REVENUE $1,416,322

Expense Breakdown

Grants Paid $1,286,958

Salaries & Benefits $131,093

Fundraising Expenses $8,134

Program Expenses $1,328,616

Other Expenses $72,682

TOTAL EXPENSES $1,490,733

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,416,322	$1,602,760	-0.1%
Expenses	$1,490,733	$1,399,082	+0.1%
Net Income	$-74,411	$203,678	-1.4%

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

N/A

Employees

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
TONY STEPHEN	OFFICER	N/A	Officer Director	$0	$0	$0
RACHEL ASHLEY	TREASURER	N/A	Officer Director	$0	$0	$0
NICK DOKOOZLIAN	CHAIRMAN	N/A	Officer Director	$0	$0	$0
JOHN ALLBAUGH	OFFICER	N/A	Officer Director	$0	$0	$0
MARK FASI	DIRECTOR	N/A	Director	$0	$0	$0
TYLER KLICK	DIRECTOR	N/A	Director	$0	$0	$0
MATTHEW MEYER	OFFICER	N/A	Officer Director	$0	$0	$0
BRYAN OSBORN	DIRECTOR	N/A	Director	$0	$0	$0
JEFF ONYSKO	DIRECTOR	N/A	Director	$0	$0	$0
ANJI PERRY	DIRECTOR	N/A	Director	$0	$0	$0
GLENN ANDRADE	OFFICER	N/A	Officer Director	$0	$0	$0
RICHARD SCHAEFERS	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT WARREN	DIRECTOR	N/A	Director	$0	$0	$0
NIKI WENTE	DIRECTOR	N/A	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	$1,416,322	$1,490,733	$3,590,131	$-74,411
2024	$1,602,760	$1,399,082	$3,674,307	$203,678
2023	$1,462,192	$1,385,735	$3,328,668	$76,457
2022	$1,528,947	$1,343,430	$3,293,830	$185,517
2021	$1,450,570	$1,764,197	$3,157,537	$-313,627
2020	$1,972,354	$1,780,134	$3,260,773	$192,220
2019	$1,443,354	$1,424,467	$3,165,261	$18,887
2018	$1,665,426	$1,607,777	$3,019,586	$57,649