CONCORD GRAPE BELT HERITAGE ASSN INC (EIN 201667154) - 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

2004

Legal Domicile

Principal Officer

GEORGE HAFFENDEN

Phone

7163262003

Tax Period

2025-01-01 to 2025-12-31

CONCORD GRAPE BELT HERITAGE ASSN INC, founded in 2004, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $129K in total revenue in fiscal year 2025. Revenue decreased 7% compared to the prior year. Expenses of $174K exceeded revenue, resulting in a 35% operating deficit.

Mission

THE CONCORD GRAPE BELT HERITAGE ASSOC MISSION IS TO ENCOURAGE AND SUPPORT THE DYNAMIC ECONOMIC DEVELOPMENT OF THE GRAPE AND WINE IND, TOURISM, AND ASSOC IND THROUGHOUT THE LAKE ERIE REGION THAT IS BUILT UPON OUR HERITAGE

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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 (2025)

Revenue Breakdown

Contributions & Grants $32,398

Program Service Revenue $0

Investment Income $972

Other Revenue $95,911

TOTAL REVENUE $129,281

Expense Breakdown

Grants Paid $0

Salaries & Benefits $64,315

Fundraising Expenses $0

Program Expenses $125,900

Other Expenses $109,823

TOTAL EXPENSES $174,138

Year-over-Year Comparison

	2025	2024	Change
Revenue	$129,281	$138,436	-0.1%
Expenses	$174,138	$149,319	+0.2%
Net Income	$-44,857	$-10,883	+3.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE HAFFENDEN	TREASURER	002.00	Officer Director	$0	$0	$0
PHILIP BAIDEME	PRESIDENT	005.00	Officer Director	$0	$0	$0
CAROLYN BILLS	SECRETARY	002.00	Officer Director	$0	$0	$0
MELISSA BAIDEME	DIRECTOR	001.00	Director	$0	$0	$0
SHANNON KARCZ	DIRECTOR	001.00	Director	$0	$0	$0
ED PAGANO	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
ROBERT MAZZA	DIRECTOR	001.00	Director	$0	$0	$0
DON MCCORD	DIRECTOR	001.00	Director	$0	$0	$0
CARL VILARDO III	DIRECTOR	001.00	Director	$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	$129,281	$174,138	$955,207	$-44,857
2024	$138,436	$149,319	$985,819	$-10,883
2023	$113,166	$137,870	$991,530	$-24,704
2022	$83,676	$112,451	$1,013,466	$-28,775
2021	$80,809	$96,720	$1,046,185	$-15,911
2020	$43,141	$89,340	$1,054,430	$-46,199
2019	$64,419	$111,780	$1,099,175	$-47,361
2018	$61,227	$116,326	$1,141,094	$-55,099

CONCORD GRAPE BELT HERITAGE ASSN INC