CALIFORNIA GRAPE ROOTSTOCK RESEARCH FOUNDATION (EIN 943373651) - 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

2000

Legal Domicile

Principal Officer

DEBBIE MURDOCK

Phone

9164412031

Tax Period

2024-04-01 to 2025-03-31

CALIFORNIA GRAPE ROOTSTOCK RESEARCH FOUNDATION, founded in 2000, is a small nonprofit in the Science & Technology sector that reported $322K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $201K, a strong 62% operating margin.

Mission

TO FUND AND SUPPORT GRAPE ROOTSTOCK RESEARCH.

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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 $151,000

Program Service Revenue $0

Investment Income $170,907

Other Revenue $0

TOTAL REVENUE $321,907

Expense Breakdown

Grants Paid $98,955

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,955

Other Expenses $22,337

TOTAL EXPENSES $121,292

Year-over-Year Comparison

	2024	2023	Change
Revenue	$321,907	$245,605	+0.3%
Expenses	$121,292	$284,290	-0.6%
Net Income	$200,615	$-38,685	-6.2%

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

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
RICH SCHAEFERS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ANDREW ZANINOVICH	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
LARRY BETTIGA	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
ERNIE BOWMAN	TRUSTEE	0.50	Director	$0	$0	$0
JAMES PRATT	TRUSTEE	0.50	Director	$0	$0	$0
DENNIS FRICK	TRUSTEE	0.50	Director	$0	$0	$0
ANDREW WALKER	TRUSTEE	0.50	Director	$0	$0	$0
DEBBIE MURDOCK	EXECUTIVE DI	3.00	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
2025	$321,907	$121,292	$2,356,174	$200,615
2024	$245,605	$284,290	$2,162,322	$-38,685
2023	$230,919	$53,069	$2,015,019	$177,850
2022	$369,642	$591,137	$1,990,350	$-221,495
2021	$308,520	$93,147	$2,361,374	$215,373
2020	$222,343	$67,740	$1,828,236	$154,603
2019	$268,850	$95,031	$1,813,834	$173,819

CALIFORNIA GRAPE ROOTSTOCK RESEARCH FOUNDATION