CLOVERDALE CITRUS FAIR (EIN 946003949) - 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

1951

Legal Domicile

Principal Officer

GARY SEVEY

Phone

7078943992

Tax Period

2024-01-01 to 2024-12-31

CLOVERDALE CITRUS FAIR, founded in 1951, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $1.6M exceeded revenue, resulting in a 13% operating deficit.

Mission

THE CITRUS FAIR PUTS ON AN ANNUAL FAIR TO DISPLAY PEOPLE'S HANDYWORK AS WELL AS ANNUAL EXHIBITS AND DISPLAYS FROM CITRUS PRODUCTS. THE FAIR IS A COMMUNITY ASSET FOR RECEPTIONS, GRADUATIONS, FUND RAISERS AND MEETINGS.

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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 $268,900

Program Service Revenue $798,983

Investment Income $64,380

Other Revenue $256,198

TOTAL REVENUE $1,388,461

Expense Breakdown

Grants Paid $0

Salaries & Benefits $329,017

Fundraising Expenses $0

Program Expenses $1,366,516

Other Expenses $1,246,505

TOTAL EXPENSES $1,575,522

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,388,461	$1,197,683	+0.2%
Expenses	$1,575,522	$1,421,937	+0.1%
Net Income	$-187,061	$-224,254	-0.2%

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

221

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRISMEL ALONSO-SOTO	DIRECTOR	3.00	Director	$0	$0	$0
TERI WELLS EVANS	DIRECTOR	3.00	Director	$0	$0	$0
DREW HARRIS	DIRECTOR	3.00	Director	$0	$0	$0
LAURIE KNEELAND	DIRECTOR	3.00	Director	$0	$0	$0
JASON MORA	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN DEMATTEI	SECRETARY	3.00	Officer	$0	$0	$0
SAM JONES	TREASURER	3.00	Officer	$0	$0	$0
KARL MITTELSTADT	VICE PRESIDE	3.00	Officer	$0	$0	$0
GARY SEVEY	PRESIDENT	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
2024	$1,388,461	$1,575,522	$2,042,760	$-187,061
2023	$1,197,683	$1,421,937	$2,327,317	$-224,254
2022	$1,304,469	$1,288,702	$2,598,518	$15,767
2021	$1,306,815	$1,037,791	$2,672,654	$269,024
2020	$1,407,564	$1,185,004	$2,406,557	$222,560
2019	$1,295,427	$1,335,579	$2,249,692	$-40,152
2018	$1,252,488	$1,741,022	$2,248,521	$-488,534

CLOVERDALE CITRUS FAIR