LM VINTNERS INC (EIN 471493425) - 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

2014

Legal Domicile

Principal Officer

CHUCK PHILIP

Phone

2699278190

Tax Period

2024-07-01 to 2025-06-30

LM VINTNERS INC, founded in 2014, is a small nonprofit in the Education sector that reported $127K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $60K, a strong 47% operating margin.

Mission

NOT FOR PROFIT ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN THE MEANING OF 501(C)(3) OF THE INTERNAL REVENUE CODE AND LIMITED TO ACTIVITIES INVOLVING THE ADVANCEMENT OF EDUCATIONAL SUPPORT TO LAKE MICHIGAN COLLEGE THROUGH OPERATION OF A WINERY AND VITICULTURE BUSINESS.

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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 $42,711

Program Service Revenue $83,889

Investment Income $0

Other Revenue $0

TOTAL REVENUE $126,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,000

Other Expenses $67,036

TOTAL EXPENSES $67,036

Year-over-Year Comparison

	2024	2023	Change
Revenue	$126,600	$169,500	-0.3%
Expenses	$67,036	$86,648	-0.2%
Net Income	$59,564	$82,852	-0.3%

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
PAT MOODY	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHUCK PHILIP	TREASURER	1.00	Officer Director	$0	$0	$0
LISA WELCH	SECRETARY	1.00	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	$126,600	$67,036	$475,820	$59,564
2024	$169,500	$86,648	$416,256	$82,852
2023	$195,500	$72,531	$333,404	$122,969
2022	$116,500	$89,637	$210,435	$26,863
2021	No data	$93,199	$183,572	No data
2020	$237,641	$422,162	$276,771	$-184,521
2019	$175,156	$232,384	$461,292	$-57,228
2018	$241,844	$194,042	$518,520	$47,802

LM VINTNERS INC