Napa Valley Vine Trail Coalition (EIN 263426758) - 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

Shawn Casey-White

Phone

7072523547

Tax Period

2024-07-01 to 2025-06-30

Napa Valley Vine Trail Coalition, founded in 2008, is a community nonprofit in the Environment sector that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 54% from the prior year — a significant decline worth monitoring. Net assets of $2.9M represent 27 months of operating reserves.

Mission

The Napa Valley Vine Trail Coalition is a grass-roots nonprofit with a vision to build a walking/biking trail system to connect the entire Napa Valley--physically, artistically, and culturally.

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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 $1,100,312

Program Service Revenue $0

Investment Income $87,280

Other Revenue $93,816

TOTAL REVENUE $1,281,408

Expense Breakdown

Grants Paid $288,445

Salaries & Benefits $403,324

Fundraising Expenses $190,622

Program Expenses $947,300

Other Expenses $650,722

TOTAL EXPENSES $1,342,491

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,281,408	$2,783,541	-0.5%
Expenses	$1,342,491	$1,448,143	-0.1%
Net Income	$-61,083	$1,335,398	-1.0%

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

556

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

$129,745

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shawn Casey-White	Executive Dir.	40.00	Officer	$115,444	$14,301	$129,745
Charles McMinn	President	2.00	Officer Director	$0	$0	$0
Joseph Keebler	Director	1.00	Director	$0	$0	$0
Laura Stark	Treasurer	1.00	Officer Director	$0	$0	$0
Carla Griffin	Director	0.00	Director	$0	$0	$0
Michelle Benvenuto	Director	1.00	Director	$0	$0	$0
Danielle Schmitz	Director	0.00	Director	$0	$0	$0
Rebecca Kotch	Director	0.00	Director	$0	$0	$0
Leah Gehri	Director	0.00	Director	$0	$0	$0
Oscar Ortiz	Director	1.00	Director	$0	$0	$0
Bob Bath	Director	1.00	Director	$0	$0	$0
Dan Wilkowsky	Director	1.00	Director	$0	$0	$0
Torence Powell	Director	0.00	Director	$0	$0	$0
Holly Ong	Secretary	1.00	Officer Director	$0	$0	$0
Linsey Gallagher	Director	0.00	Director	$0	$0	$0
Ellen Udoff	Director	1.00	Director	$0	$0	$0
Eric Janzen	Director	0.00	Director	$0	$0	$0
Eric Reichert	Director	1.00	Director	$0	$0	$0
Kellie Macway	Director	1.00	Director	$0	$0	$0
Brad Wagenknecht	Director	0.00	Director	$0	$0	$0
Kara Vernor	Director	0.00	Director	$0	$0	$0
Gia Nikolova	Director	0.00	Director	$0	$0	$0
Peter Nissen	Director	0.00	Director	$0	$0	$0
Greg Clark	Director	0.00	Director	$0	$0	$0
Walt Brooks	Vice President	0.00	Officer Director	$0	$0	$0
Pat Clarey	Director	0.00	Director	$0	$0	$0
Ed Delaney	Director	0.00	Director	$0	$0	$0
TC Hulsey	Director	2.00	Director	$0	$0	$0
Rex Stults	Director	0.00	Director	$0	$0	$0
Debby Hight	Director	1.00	Director	$0	$0	$0
Jason Dominici	Director	0.00	Director	$0	$0	$0
John Robertson	Director	0.00	Director	$0	$0	$0
John Wicks	Director	1.00	Director	$0	$0	$0
June Ressler	Director	1.00	Director	$0	$0	$0
Kevin Eisenberg	Director	0.00	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	$1,281,408	$1,342,491	$3,761,506	$-61,083
2024	$2,783,541	$1,448,143	$4,210,058	$1,335,398
2024	$2,783,541	$1,448,143	$4,210,058	$1,335,398
2023	$1,763,624	$1,705,008	$3,256,837	$58,616
2022	$1,701,974	$1,429,962	$2,797,047	$272,012
2021	$1,937,547	$1,914,678	$3,196,920	$22,869
2020	$591,601	$1,019,128	$1,559,118	$-427,527
2019	$828,738	$1,151,102	$2,179,224	$-322,364
2018	$829,214	$730,890	$2,659,689	$98,324

Napa Valley Vine Trail Coalition