Keuka Lake Wine Trail LTD

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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

1985

Legal Domicile

Principal Officer

Jeanne Wiltberger

Tax Period

2019-01-01 to 2019-12-31

Keuka Lake Wine Trail LTD, founded in 1985, is a small nonprofit in the Community Improvement sector that reported $172K in total revenue in fiscal year 2019. The organization ran a surplus of $52K, a strong 30% operating margin.

Mission

To Promote the NYS wine industry and local tourism primarily in the Keuka Lake area

Program Service Accomplishments

Program 1

Expenses: $80,045 Revenue: $153,978

Promotion of the wine industry in NYS and the Keuka Lake area.

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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 (2019)

Revenue Breakdown

Contributions & Grants $17,504

Program Service Revenue $152,235

Investment Income $0

Other Revenue $2,121

TOTAL REVENUE $171,860

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,045

Other Expenses $119,852

TOTAL EXPENSES $119,852

Year-over-Year Comparison

	2019	2018	Change
Revenue	$171,860	$178,276	0.0%
Expenses	$119,852	$257,860	-0.5%
Net Income	$52,008	$-79,584	-1.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeanne Wiltberger	President	1.00	Officer	$0	$0	$0
John McGregor	Vice President	1.00	Officer	$0	$0	$0
Tessa Olsen	Secetary	1.00	Officer	$0	$0	$0
Nikki Folts	Treasurer	1.00	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
2019	$171,860	$119,852	$85,130	$52,008
2018	$178,276	$257,860	$36,633	$-79,584