LIVERMORE VALLEY WINEGROWERS ASSOCIATION (EIN 943070573) - 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

1994

Legal Domicile

Principal Officer

BRANDI LOMBARDI

Phone

9254479463

Tax Period

2023-01-01 to 2023-12-31

LIVERMORE VALLEY WINEGROWERS ASSOCIATION, founded in 1994, is a small nonprofit that reported $855K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

TO MARKET, PROTECT AND PROMOTE THE QUALITY WINES, VINEYARDS AND EXPERIENCES OF LIVERMORE VALLEY.

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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 $34,714

Program Service Revenue $820,210

Investment Income $128

Other Revenue $280

TOTAL REVENUE $855,332

Expense Breakdown

Grants Paid $0

Salaries & Benefits $256,665

Fundraising Expenses $0

Other Expenses $645,614

TOTAL EXPENSES $902,279

Year-over-Year Comparison

	2023	2022	Change
Revenue	$855,332	$738,696	+0.2%
Expenses	$902,279	$550,210	+0.6%
Net Income	$-46,947	$188,486	-1.2%

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

$159,714

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN MIRASSOU	PRESIDENT	1.00	Director	$0	$0	$0
KARL WENTE	VICE PRESIDENT	2.00	Director	$0	$0	$0
DARCIE KENT	SECRETARY	2.00	Director	$0	$0	$0
LISA MAIER	TREASURER	1.00	Director	$0	$0	$0
RHIANNON EDDY	DIRECTOR	1.00	Director	$0	$0	$0
HOLGER HONISCH	DIRECTOR	1.00	Director	$0	$0	$0
KATHY LISKE	DIRECTOR	1.00	Director	$0	$0	$0
IAN O'LEARY	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI RASMUSSEN	DIRECTOR	1.00	Director	$0	$0	$0
NIKI WENTE	DIRECTOR	1.00	Director	$0	$0	$0
BRANDI LOMBARDI	EXECUTIVE DIRECTOR	40.00	Officer	$154,826	$4,888	$159,714

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	$855,332	$902,279	$366,541	$-46,947
2022	$738,696	$550,210	$393,557	$188,486
2021	$173,689	$271,046	$186,217	$-97,357
2020	$224,737	$399,323	$388,478	$-174,586
2019	$587,730	$623,962	$507,697	$-36,232
2018	$593,082	$530,882	$522,575	$62,200

LIVERMORE VALLEY WINEGROWERS ASSOCIATION