AMERICAN WINE SOCIETY EDUCATIONAL FOUNDATION INC (EIN 223230690) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

KRISTIN LINDELOW

Phone

7037776187

Tax Period

2024-01-01 to 2024-12-31

AMERICAN WINE SOCIETY EDUCATIONAL FOUNDATION INC, founded in 1993, is a micro nonprofit in the Human Services sector that reported $61K in total revenue in fiscal year 2018. The organization ran a surplus of $33K, a strong 54% operating margin.

Mission

PROVIDE SCHOLARSHIPS TO GRADUATE STUDENTS OF VITICULTURE OR OENOLOGY

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $41,039

Program Service Revenue $0

Investment Income $55,594

Other Revenue $0

TOTAL REVENUE $96,633

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,191

Other Expenses $32,191

TOTAL EXPENSES $32,191

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,633	$62,066	+0.6%
Expenses	$32,191	$31,361	+0.0%
Net Income	$64,442	$30,705	+1.1%

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

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
BONNIE LANCE	VP CORP DEVELOPMENT	1.00	Director	$0	$0	$0
WALTER J RACHELE	TREASURER	3.00	Director	$0	$0	$0
RON NATALIE	AWS PRESIDENT-LIASON	1.00	Director	$0	$0	$0
DENNIS GRINER	SECRETARY	2.00	Director	$0	$0	$0
ISABELLE LESSCHAEVE	VP SCHOLARSHIPS	2.00	Director	$0	$0	$0
THERISE COLLIER	PRIVATE DEVELOPMENT	2.00	Director	$0	$0	$0
KRISTIN LINDELOW	PRESIDENT	2.00	Officer 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	$96,633	$32,191	$1,327,542	$64,442
2023	$62,066	$31,361	$1,060,075	$30,705
2022	$60,802	$26,274	$838,098	$34,528
2021	$65,468	$26,413	$1,024,307	$39,055
2020	$50,393	$26,199	$838,098	$24,194
2019	$42,851	$31,890	$675,316	$10,961
2018	$61,269	$28,217	$528,941	$33,052

AMERICAN WINE SOCIETY EDUCATIONAL FOUNDATION INC