Monterey Wine Festival Educational Foundation Inc (EIN 942702502) - 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

1980

Legal Domicile

Principal Officer

Carol Chorbajian

Phone

8319157014

Tax Period

2017-08-01 to 2018-07-31

Monterey Wine Festival Educational Foundation Inc, founded in 1980, is a small nonprofit in the Education sector that reported $268K in total revenue in fiscal year 2017.

Mission

Provide education scholarship funds

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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 (2017)

Revenue Breakdown

Contributions & Grants $62,200

Program Service Revenue $0

Investment Income $49

Other Revenue $206,240

TOTAL REVENUE $268,489

Expense Breakdown

Grants Paid $285,000

Salaries & Benefits $0

Fundraising Expenses $1,697

Program Expenses $285,000

Other Expenses $2,245

TOTAL EXPENSES $287,245

Year-over-Year Comparison

	2017	2016	Change
Revenue	$268,489	$263,137	+0.0%
Expenses	$287,245	$257,860	+0.1%
Net Income	$-18,756	$5,277	-4.6%

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

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
Ted Balesteri	Director	2.00	Director	$0	$0	$0
Richard G Peterson PHD	Director	2.00	Director	$0	$0	$0
Fred Dame MS	Director	2.00	Director	$0	$0	$0
David Armanasco	Director	2.00	Director	$0	$0	$0
Cal Stamenov	Director	2.00	Director	$0	$0	$0
Robert Weakley	Director	2.00	Director	$0	$0	$0
Jeff Gilles	Director	2.00	Director	$0	$0	$0
Carol Chorbajian	President	2.00	Officer	$0	$0	$0
Michael Zimmerman	Sec/Treasurer	2.00	Officer	$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
2018	$268,489	$287,245	$60,615	$-18,756
2017	$263,137	$257,860	$79,371	$5,277

Monterey Wine Festival Educational Foundation Inc