SWISS WINE FESTIVAL INC

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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

1979

Principal Officer

JACLYN LINKMEYER

Phone

8124279463

Tax Period

2025-01-01 to 2025-12-31

SWISS WINE FESTIVAL INC, founded in 1979, is a small nonprofit that reported $399K in total revenue in fiscal year 2025. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $375K left a modest 6% surplus.

Mission

THE MISSION OF THE SWISS WINE FESTIVAL, INC. SHALL BE TO PLAN, ORGANIZE, PUBLICIZE, COORDINATE, DIRECT AND MANAGE ALL ACTIVITIES, EVENT AND ENTERTAINMENT OF SUCH AN ANNUAL FESTIVAL.

Program Service Accomplishments

Program 1

Revenue: $275,278

THE SWISS WINE FESTIVAL BOARD OF DIRECTORS IS ORGANIZED TO PROMOTE THE FESTIVAL TO ACCOMPLISH INTEREST IN THE LOCAL HISTORY AND OUR SWISS AND WINE HERITAGE, PROVIDE ACTIVITIES THAT ENCOURAGE PEOPLE TO RETURN TO THE COMMUNITY AND ENCOURAGE COMMUNITY FELLOWSHIP AND INVOLVEMENT, PROVIDE OPPORTUNITIES FOR NON-PROFIT ORGANIZATIONS TO PROVIDE ITEMS THAT HELP THE ORGANIZATION RAISE MONEY, PROVIDE ENTERTAINMENT THAT ADDS TO THE FESTIVAL ENVIRONMENT, APPEALS TO DIFFERENT AGES AND TASTES, AND SUPPORT THE LOCAL PERFORMING AND VISUAL ARTS, PROVIDE FAMILY ACTIVITIES AT A REASONABLE COST AND A FESTIVE ATMOSPHERE THAT'S DRAWS PEOPLE THROUGHOUT THE TRI-STATE TO THE FESTIVAL, TO RAISE MONEY THAT FUND THE ACTIVITIES AT THE FESTIVAL AND THE COMMUNITY IN GENERAL, PROVIDE THE FACILITIES AND ORGANIZATION NECESSARY TO PROMOTE AND DEVELOP SUPPORTING EVENTS, CRAFTS, FOOD, ENTERTAINMENT, PARADE AND ALL OTHER ACTIVITIES ASSOCIATED WITH THE FESTIVAL, MAINTAIN A SAFE AND CLEAN ENVIRONMENT.

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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 $119,450

Program Service Revenue $275,278

Investment Income $3,262

Other Revenue $1,395

TOTAL REVENUE $399,385

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $363,252

Other Expenses $375,029

TOTAL EXPENSES $375,029

Year-over-Year Comparison

	2025	2024	Change
Revenue	$399,385	$318,662	+0.3%
Expenses	$375,029	$240,947	+0.6%
Net Income	$24,356	$77,715	-0.7%

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

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
ADAM COLE	DIRECTOR	N/A	Officer Director	$0	$0	$0
GENE CRABTREE	DIRECTOR	N/A	Director	$0	$0	$0
KATI DARBRO	DIRECTOR	N/A	Officer Director	$0	$0	$0
KAROLINE GREEN	TREASURER	N/A	Officer Director	$0	$0	$0
JEREMY HARSIN	PRESIDENT	N/A	Officer Director	$0	$0	$0
JACLYN LINKMEYER	TREASURER	N/A	Officer Director	$0	$0	$0
STEVE MYERS	DIRECTOR	N/A	Officer Director	$0	$0	$0
MARK SCHUTTE	DIRECTOR	N/A	Director	$0	$0	$0
KRISTAL SCOTT	SECRETARY	N/A	Director	$0	$0	$0
JENNIFER SCUDDER	DIRECTOR	N/A	Director	$0	$0	$0
BRANDI SCUDDER-HARSIN	DIRECTOR	N/A	Officer Director	$0	$0	$0
TROY SMITH	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
CARRIE WEATHERFORD	DIRECTOR	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	$399,385	$375,029	$552,883	$24,356
2024	$318,662	$240,947	$514,324	$77,715
2023	$414,158	$458,301	$436,664	$-44,143
2022	$464,982	$498,109	$496,916	$-33,127
2021	$415,090	$506,741	$493,091	$-91,651
2019	$527,434	$503,795	$553,154	$23,639
2018	$540,320	$464,872	$528,653	$75,448