WINE EDUCATION COUNCIL INC (EIN 472067201) - 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

2015

Legal Domicile

Principal Officer

PAUL HARRIS

Phone

2145339833

Tax Period

2023-01-01 to 2023-12-31

WINE EDUCATION COUNCIL INC, founded in 2015, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 751% from the prior year, signaling strong growth momentum. Expenses of $2.5M left a modest 8% surplus.

Mission

TO CONDUCT PROGRAMS AND ACTIVITIES RELATED TO THE EDUCATION OF ALL PEOPLES ON THE MULTIFACETED IMPACT WINE HAS HAD ON OUR CULTURE AND ECONOMY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,995,310

Program Service Revenue $0

Investment Income $237,600

Other Revenue $507,594

TOTAL REVENUE $2,740,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,000

Fundraising Expenses $0

Program Expenses $196,282

Other Expenses $2,485,670

TOTAL EXPENSES $2,533,670

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,740,504	$322,011	+7.5%
Expenses	$2,533,670	$1,890,311	+0.3%
Net Income	$206,834	$-1,568,300	-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

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

$48,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL HARRIS	PRESIDENT	3.00	Officer	$38,400	$0	$38,400
KATHY STONE	SECRETARY	4.00	Officer	$9,600	$0	$9,600
LON MCCAIN	DIRECTOR	1.00	Director	$0	$0	$0
LIONEL DE RAVEL	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS BARZELAY	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$2,740,504	$2,533,670	$6,968,077	$206,834
2023	$2,941,391	$2,603,905	$7,182,215	$337,486
2022	$322,011	$1,890,311	$5,060,686	$-1,568,300
2021	$550,690	$1,432,332	$9,893,598	$-881,642
2020	$337,388	$1,177,968	$9,796,773	$-840,580
2019	$1,997,782	$869,806	$9,967,884	$1,127,976
2018	$1,557,267	$1,927,421	$8,199,539	$-370,154

WINE EDUCATION COUNCIL INC