New York Wine and Grape Foundation

EIN: 161264384

Penn Yan, NY

Total Revenue
$3,042,162
Total Expenses
$3,008,550
Total Assets
$1,547,862
Net Assets
$675,005
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
NY
Principal Officer
Samuel Filler
Phone
3159243700
Tax Period
2024-04-01 to 2025-03-31

New York Wine and Grape Foundation, founded in 1985, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

Promote scientific research and marketing of New York State wine and grape products.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,892,451
Program Service Revenue $134,625
Investment Income $14,006
Other Revenue $1,080
TOTAL REVENUE $3,042,162

Expense Breakdown

Grants Paid $0
Salaries & Benefits $725,666
Fundraising Expenses $0
Other Expenses $2,282,884
TOTAL EXPENSES $3,008,550

Year-over-Year Comparison

2024 2023 Change
Revenue $3,042,162 $2,665,048 +0.1%
Expenses $3,008,550 $2,675,448 +0.1%
Net Income $33,612 $-10,400 -4.2%
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

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Governance

Voting Members
19
Independent Members
19
Employees
7
Volunteers
24

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
5
$173,375
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Bob Madill Board Member 1.00
Director
$0 $0 $0
Mike Colizzi Vice Chair 1.00
Officer Director
$0 $0 $0
Jeniffer Taylor Board Member 1.00
Director
$0 $0 $0
Max Rohn Board Member 1.00
Director
$0 $0 $0
Anna Katherine Mansfield Board Member 1.00
Director
$0 $0 $0
Julie Suarez Board Member (Through 11/2024) 0.90
Director
$0 $0 $0
Leah Van Scott Board Member 1.00
Director
$0 $0 $0
Charlie Marshall Board Member 1.00
Director
$0 $0 $0
Katie Roller Secretary 1.00
Officer Director
$0 $0 $0
Oskar Bynke Board Member 1.00
Director
$0 $0 $0
Kwaw Amos Board Member 1.00
Director
$0 $0 $0
Matt Doyle Board Member 1.00
Director
$0 $0 $0
Ami Opisso Board Member 1.00
Director
$0 $0 $0
Michael Brooks Board Member 1.00
Director
$0 $0 $0
Matthew Schrader Board Member 1.00
Director
$0 $0 $0
Wendy Wilson Chair 1.00
Officer Director
$0 $0 $0
Mark Amidon Board Member 1.00
Director
$0 $0 $0
Michael Nozzolio Board Member 1.00
Director
$0 $0 $0
Jen McCormick Treasurer 1.00
Officer Director
$0 $0 $0
Adam Rak Board Member 1.00
Director
$0 $0 $0
Samuel Filler Executive Director 40.00
Officer
$158,326 $15,049 $173,375
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 $3,042,162 $3,008,550 $1,547,862 $33,612
2024 $2,665,048 $2,675,448 $1,577,629 $-10,400
2023 $3,233,505 $2,963,837 $1,485,542 $269,668
2022 $2,662,535 $2,521,840 $1,037,774 $140,695
2021 $1,914,417 $1,905,200 $951,499 $9,217
2020 $2,311,390 $2,382,652 $803,499 $-71,262
2019 $2,419,451 $2,338,788 $647,011 $80,663
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