WORLD OF PINOT NOIR (EIN 201734221) - 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

KATY ROGERS

Phone

8054891758

Tax Period

2023-05-01 to 2024-04-30

WORLD OF PINOT NOIR, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $677K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $763K exceeded revenue, resulting in a 13% operating deficit.

Mission

EDUCATING THE PUBLIC ON THE PINOT NOIR VARIETAL WINES

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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 $676,361

Investment Income $213

Other Revenue $0

TOTAL REVENUE $676,574

Expense Breakdown

Grants Paid $11,600

Salaries & Benefits $795

Fundraising Expenses $0

Program Expenses $719,281

Other Expenses $750,911

TOTAL EXPENSES $763,306

Year-over-Year Comparison

	2023	2022	Change
Revenue	$676,574	$766,740	-0.1%
Expenses	$763,306	$719,878	+0.1%
Net Income	$-86,732	$46,862	-2.9%

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

N/A

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
NATHAN CARLSON	DIRECTOR	5.00	Director	$0	$0	$0
WAYNE KELTERER	DIRECTOR	5.00	Director	$0	$0	$0
COBY PARKER-GARCIA	DIRECTOR	5.00	Director	$0	$0	$0
ERICA STANCLIFF	DIRECTOR	5.00	Director	$0	$0	$0
KATY ROGERS	PRESIDENT	10.00	Officer	$0	$0	$0
CHRIS SHACKELFORD	CFO/VICE PRESIDENT	5.00	Officer	$0	$0	$0
ERIC JOHNSON	SECRETARY/TREASURER	5.00	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	$676,574	$763,306	$159,082	$-86,732
2023	$766,740	$719,878	$240,683	$46,862
2022	$666,314	$653,091	$192,749	$13,223
2021	$138,416	$212,840	$190,755	$-74,424
2020	$551,017	$520,134	$259,780	$30,883
2019	$530,792	$462,212	$223,148	$68,580

WORLD OF PINOT NOIR