LEELANAU PENINSULA VINTNERS ASSOCIA (EIN 383533973) - 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

2000

Legal Domicile

Principal Officer

DAVID ALBERT

Tax Period

2024-01-01 to 2024-12-31

LEELANAU PENINSULA VINTNERS ASSOCIA, founded in 2000, is a small nonprofit in the Community Improvement sector that reported $320K in total revenue in fiscal year 2024. Revenue surged 66% from the prior year, signaling strong growth momentum.

Mission

TO ATTRACT VISITORS IN ALL SEASONS; PROMOTE AND ENSURE AUTHENTIC, ENJOYABLE EXPERIENCES AND INCREASE CONSUMER AWARENESS OF THE REGION'S WORLD CLASS WINES AND WINE DESTINATION.

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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 $143,529

Program Service Revenue $163,851

Investment Income $44

Other Revenue $12,918

TOTAL REVENUE $320,342

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,747

Fundraising Expenses $0

Program Expenses $314,116

Other Expenses $287,969

TOTAL EXPENSES $331,716

Year-over-Year Comparison

	2024	2023	Change
Revenue	$320,342	$192,414	+0.7%
Expenses	$331,716	$181,639	+0.8%
Net Income	$-11,374	$10,775	-2.1%

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
MATT GOODELL	SECRETARY	N/A	Officer Director	$0	$0	$0
CHRIS LOPEZ	BOARD CHAIR	N/A	Director	$0	$0	$0
TAYLOR SIMPSON	BOARD CHAIR	N/A	Director	$0	$0	$0
KASEY WIERZBA	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVID ALBERT	TREASURER	N/A	Officer	$0	$0	$0
GEOFF HAMELIN	PRESIDENT	N/A	Officer	$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	$320,342	$331,716	$140,827	$-11,374
2023	$192,414	$181,639	$154,371	$10,775
2022	$170,318	$148,433	$145,464	$21,885
2021	$158,624	$113,037	$124,970	$45,587
2020	$110,537	$122,752	$75,119	$-12,215
2019	$305,566	$297,101	$46,782	$8,465

LEELANAU PENINSULA VINTNERS ASSOCIA