PENNSYLVANIA WINERY ASSOCATION

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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

1973

Legal Domicile

Principal Officer

MARK ROZUM

Phone

7173088488

Tax Period

2024-07-01 to 2025-06-30

PENNSYLVANIA WINERY ASSOCATION, founded in 1973, is a small nonprofit that reported $555K in total revenue in fiscal year 2024.

Mission

THE PENNSYLVANIA WINERY ASSOCIATION (PWA) IS A TRADE ASSOCIATION THAT MARKETS AND ADVOCATES FOR THE NEARLY 500 LIMITED LICENSED WINERIES IN PENNSYLVANIA.

Program Service Accomplishments

Program 1

Expenses: $528,599 Revenue: $78,580

CREATE AND DISTRIBUTE NEWSLETTERS, BROCHURES AND OTHER ADVERTISEMENTS TO PROMOTE TOURISM DEVELOPMENT FOR PENNSYLVANIA WINERIES. NEWSLETTERS ARE DISTRIBUTED VIA EMAIL TO THE PUBLIC AND TO OTHER...

CREATE AND DISTRIBUTE NEWSLETTERS, BROCHURES AND OTHER ADVERTISEMENTS TO PROMOTE TOURISM DEVELOPMENT FOR PENNSYLVANIA WINERIES. NEWSLETTERS ARE DISTRIBUTED VIA EMAIL TO THE PUBLIC AND TO OTHER WINERIES, AND SOCIAL MEDIA IS ALSO USED IN ADVERTISING. PWA ORGANIZES AND HOSTS EVENTS SUCH AS FESTIVALS, TASTING EVENTS, AND CONFERENCES FOR CONSUMER EDUCATION, ENTERTAINMENT AND THE PROMOTION OF MEMBER PENNSYLVANIA WINERIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $476,745

Program Service Revenue $76,270

Investment Income $25

Other Revenue $2,310

TOTAL REVENUE $555,350

Expense Breakdown

Grants Paid $0

Salaries & Benefits $97,920

Fundraising Expenses $10,927

Program Expenses $528,599

Other Expenses $495,372

TOTAL EXPENSES $593,292

Year-over-Year Comparison

	2024	2023	Change
Revenue	$555,350	$538,233	+0.0%
Expenses	$593,292	$481,181	+0.2%
Net Income	$-37,942	$57,052	-1.7%

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
SCOTT NEELEYENDED JAN 2025	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK ROZUM	VICE PRESIDENT/PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDREW YINGST	SECRETARY	2.00	Officer Director	$0	$0	$0
RICHARD WOOLLEY	TREASURER	2.00	Officer Director	$0	$0	$0
STEVE FLOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD BLAIRENDED FEB 2025	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE KENDRICKENDED JAN 2025	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE HAZARD	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA CREATO	BOARD MEMBER	1.00	Director	$0	$0	$0
ZACH WALTZBEG JAN 2025	VICE PRESIDENT	2.00	Director	$0	$0	$0
FRANCESCA HOWDENBEG FEB 2025	BOARD MEMBER	1.00	Director	$0	$0	$0
TRISH BROWNDBEG FEB 2025	BOARD MEMBER	1.00	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	$555,350	$593,292	$86,262	$-37,942
2024	$538,233	$481,181	$123,562	$57,052
2023	$543,541	$568,799	$66,813	$-25,258
2022	$662,100	$615,609	$91,265	$46,491
2020	$489,138	$1,113,799	$34,214	$-624,661
2019	$1,566,253	$1,190,210	$638,875	$376,043
2018	$1,152,960	$971,917	$262,832	$181,043