SOCIETY OF WINE EDUCATORS INC (EIN 222238037) - 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

1997

Legal Domicile

Principal Officer

VANESSA BRANDENBURG

Phone

2024088777

Tax Period

2023-01-01 to 2023-12-31

SOCIETY OF WINE EDUCATORS INC, founded in 1997, is a community nonprofit in the Recreation & Sports sector that reported $1.0M in total revenue in fiscal year 2023. Expenses of $875K left a modest 14% surplus.

Mission

TO EDUCATE MEMBERS AND OTHERS ABOUT WINE AND SPIRITS.

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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 $217,292

Program Service Revenue $774,685

Investment Income $26,268

Other Revenue $3,906

TOTAL REVENUE $1,022,151

Expense Breakdown

Grants Paid $0

Salaries & Benefits $657,009

Fundraising Expenses $0

Program Expenses $649,905

Other Expenses $217,939

TOTAL EXPENSES $874,948

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,022,151	$1,046,845	0.0%
Expenses	$874,948	$1,131,680	-0.2%
Net Income	$147,203	$-84,835	-2.7%

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

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
MARGIE FERREE JONES	PRESIDENT	5.00	Officer Director	$0	$0	$0
MARGARET HANSEN	FIRST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LISA KOZLOFF	SECOND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ADAM ACQUISTAPACE	TREASURER	2.00	Officer Director	$0	$0	$0
MADISON KREAMER	SECRETARY	2.00	Officer Director	$0	$0	$0
MISSI HOLLE	IMM PAST PRESIDENT	1.00	Director	$0	$0	$0
JENNIFER BRODERICK	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
JARRED CRAVEN	DIRECTOR	1.00	Director	$0	$0	$0
LORRAINE HEMS	DIRECTOR	1.00	Director	$0	$0	$0
HUGH LANDER	DIRECTOR	1.00	Director	$0	$0	$0
RICK LOPUS	DIRECTOR	1.00	Director	$0	$0	$0
WANDA MANN	DIRECTOR	1.00	Director	$0	$0	$0
GARY PICKARD	DIRECTOR	1.00	Director	$0	$0	$0
TRUDY THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
TOSHIO UENO	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE WOJCIK	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH YARBRUDY	DIRECTOR	1.00	Director	$0	$0	$0
JANE NICKLES	DIRECTOR OF EDUCATION	40.00	Highest	$111,705	$31,330	$143,035
VANESSA BRANDENBURG	GENERAL MANAGER	40.00	Highest	$108,763	$13,359	$122,122
SHIELDS HOOD	GENERAL MANAGER (THROUGH 12/8/22)	0.00	Highest	$103,075	$0	$103,075

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	$1,022,151	$874,948	$672,217	$147,203
2022	$1,046,845	$1,131,680	$714,631	$-84,835
2021	$1,206,967	$1,191,209	$710,915	$15,758
2020	$1,224,297	$1,091,821	$684,376	$132,476
2019	$1,423,937	$1,466,599	$685,455	$-42,662
2018	$1,412,475	$1,456,517	$712,335	$-44,042

SOCIETY OF WINE EDUCATORS INC