BEAUFORT WINE AND FOOD WEEKEND INC (EIN 202583979) - 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

2006

Legal Domicile

Phone

2525150708

Tax Period

2023-01-01 to 2023-12-31

BEAUFORT WINE AND FOOD WEEKEND INC, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $306K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

| Explanation:| The purpose of Beaufort Wine and Food Weekend is to showcase great wineries and winemakers from around the world and pair them with food prepared by local regional and visiting chefs. Funds raised from these events go directly to non-profits that excel in community enrichment and enhance quality of life in Carteret County NC.

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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 $130,243

Program Service Revenue $175,390

Investment Income $0

Other Revenue $0

TOTAL REVENUE $305,633

Expense Breakdown

Grants Paid $71,000

Salaries & Benefits $59,111

Fundraising Expenses $0

Program Expenses $315,973

Other Expenses $185,862

TOTAL EXPENSES $315,973

Year-over-Year Comparison

	2023	2022	Change
Revenue	$305,633	$338,268	-0.1%
Expenses	$315,973	$396,531	-0.2%
Net Income	$-10,340	$-58,263	-0.8%

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	Role	Reportable Comp	Other Comp	Total
Wendy Park	Director	Director	$0	$0	$0
James deGuehery	Treasurer	Officer	$0	$0	$0
Jon Besch	Director	Director	$0	$0	$0
Nancy White	Director	Director	$0	$0	$0
Lindsay Parker	President	Officer	$0	$0	$0
Kody Krebs	Secretary	Officer	$0	$0	$0
Pete Weber	Director	Director	$0	$0	$0
Roger Striffler	Director	Director	$0	$0	$0
Kristen Prescott	Director	Director	$0	$0	$0
Brooke Cash	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
2024	No data	No data	No data	No data
2023	$305,633	$315,973	$57,949	$-10,340
2022	$338,268	$396,531	$66,041	$-58,263
2021	$231,422	$274,835	$124,304	$-43,413

BEAUFORT WINE AND FOOD WEEKEND INC