WINEAMERICA (EIN 161135219) - 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

1979

Legal Domicile

Principal Officer

JIM TREZISE

Phone

2022235175

Tax Period

2023-01-01 to 2023-12-31

WINEAMERICA, founded in 1979, is a small nonprofit that reported $455K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year.

Mission

TO ENCOURAGE THE DYNAMIC GROWTH AND DEVELOPMENT OF AMERICAN WINERIES AND WINEGROWING THROUGH THE ADVANCEMENT AND ADVOCACY OF SOUND PUBLIC POLICY.

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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 $0

Program Service Revenue $454,694

Investment Income $0

Other Revenue $0

TOTAL REVENUE $454,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $309,117

Fundraising Expenses $0

Other Expenses $139,465

TOTAL EXPENSES $448,582

Year-over-Year Comparison

	2023	2022	Change
Revenue	$454,694	$537,505	-0.2%
Expenses	$448,582	$446,121	+0.0%
Net Income	$6,112	$91,384	-0.9%

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

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

$49,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIO MAZZA	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT OSBORN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARTIN CLUBB	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWARD MATOVCIK	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIE-CHANTAL DALESE	BOARD MEMBER	1.00	Director	$0	$0	$0
ERICA PAOLICELLI	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBRA DOMMEN	CHAIR	2.00	Officer Director	$0	$0	$0
DAVE FUSSELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON HAAS	BOARD MEMBER	1.00	Director	$0	$0	$0
DANA HUBER	TREASURER	2.00	Officer Director	$0	$0	$0
CHRIS BRUNDRETT	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY BOSTOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
MAX MCFARLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
MOYA SHATZ DOLSBY	SRAAC CHAIR	1.00	Director	$0	$0	$0
DAVE KOSTELNIK	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE KAUFMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM TREZISE	PRESIDENT	30.00	Officer	$49,500	$0	$49,500

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	$454,694	$448,582	$499,570	$6,112
2022	$537,505	$446,121	$492,173	$91,384
2021	$485,898	$320,410	$401,002	$165,488
2020	$430,019	$454,100	$236,650	$-24,081
2019	$459,736	$534,009	$264,040	$-74,273
2018	$535,389	$502,636	$338,845	$32,753

WINEAMERICA