LIVERMORE VALLEY WINEGROWERS FOUNDATION (EIN 943269509) - 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

9259803380

Tax Period

2023-01-01 to 2023-12-31

LIVERMORE VALLEY WINEGROWERS FOUNDATION, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $270K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

RAISE FUNDS FOR ORGANIZATIONS THAT HELP IMPROVE THE LIFE QUALITY FOR UNDERSERVED LOCAL CHILDREN.

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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 $243,716

Program Service Revenue $0

Investment Income $96

Other Revenue $26,099

TOTAL REVENUE $269,911

Expense Breakdown

Grants Paid $239,450

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $240,350

Other Expenses $32,472

TOTAL EXPENSES $271,922

Year-over-Year Comparison

	2023	2022	Change
Revenue	$269,911	$309,455	-0.1%
Expenses	$271,922	$300,523	-0.1%
Net Income	$-2,011	$8,932	-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

N/A

Volunteers

123

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

$154,826

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE WENTE	PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER FAZIO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ALY WENTE	SECRETARY	2.00	Officer Director	$0	$0	$0
KATHY LISKE	TREASURER	2.00	Officer Director	$0	$0	$0
DIANE CRANOR	BOARD MEMBER	1.00	Director	$0	$0	$0
EVELYN FLETCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF HANK	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN MOONE	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT RUSCA	BOARD MEMBER	1.00	Director	$0	$0	$0
SALOME TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
BRANDI LOMBARDI	EXECUTIVE DIRECTOR	10.00	Officer	$0	$0	$154,826

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	$269,911	$271,922	$45,973	$-2,011
2022	$309,455	$300,523	$47,984	$8,932
2021	$273,316	$259,804	$39,052	$13,512
2019	$215,550	$207,859	$302,756	$7,691
2018	$199,854	$218,922	$234,065	$-19,068

LIVERMORE VALLEY WINEGROWERS FOUNDATION