SHAWANGUNK WINE TRAIL INC (EIN 263406596) - 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

2008

Legal Domicile

Principal Officer

MARYGIULIA CAPOBIANCO

Phone

8453256417

Tax Period

2025-01-01 to 2025-12-31

SHAWANGUNK WINE TRAIL INC, founded in 2008, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $149K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $188K exceeded revenue, resulting in a 26% operating deficit.

Mission

A TRADE ASSOCIATION OF VINEYARDS AND WINERY OWNERS IN THE HUDSON VALLEY OF NEW YORK STATE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $38,250

Program Service Revenue $109,750

Investment Income $562

Other Revenue $0

TOTAL REVENUE $148,562

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,918

Fundraising Expenses $0

Other Expenses $132,987

TOTAL EXPENSES $187,905

Year-over-Year Comparison

	2025	2024	Change
Revenue	$148,562	$128,835	+0.2%
Expenses	$187,905	$147,685	+0.3%
Net Income	$-39,343	$-18,850	+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

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
MARYGIULIA CAPOBIANCO	PRESIDENT	N/A	Officer Director	$0	$0	$0
JACQUELINE FERRARI HEAVENS	TREASURER	N/A	Officer Director	$0	$0	$0
YANCEY MIGLIORE	SECRETARY	N/A	Officer Director	$0	$0	$0
DANIEL HEAVENS	VICE PRESIDE	N/A	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
2025	$148,562	$187,905	$116,371	$-39,343
2024	$128,835	$147,685	$158,014	$-18,850
2023	$154,895	$138,540	$173,254	$16,355
2022	$87,180	$146,891	$152,393	$-59,711
2021	$113,609	$109,727	$212,104	$3,882
2020	$44,877	$123,091	$208,222	$-78,214
2019	$322,911	$257,529	$286,436	$65,382
2018	$253,074	$309,621	$221,054	$-56,547

SHAWANGUNK WINE TRAIL INC