CHESAPEAKE BAY WINE CLASSIC FOUNDATION (EIN 541831607) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

JENNIE S CAPPS

Phone

7572009463

Tax Period

2024-07-01 to 2025-06-30

CHESAPEAKE BAY WINE CLASSIC FOUNDATION, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $611K in total revenue in fiscal year 2017.

Mission

TO PROVIDE FUNDS TO ORGANIZATIONS DEDICATED TO THE SUPPORT AND ADVANCED EDUCATION OF OUR YOUTH;TO PROMOTE VITICULTURE AND OENOLOGY IN HAMPTON ROADS; TO PROMOTE MEDICAL RESEARCH.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,395,831

Program Service Revenue $0

Investment Income $151,223

Other Revenue $1,258,463

TOTAL REVENUE $2,805,517

Expense Breakdown

Grants Paid $1,763,510

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,763,510

Other Expenses $182,040

TOTAL EXPENSES $1,945,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,805,517	$2,233,552	+0.3%
Expenses	$1,945,550	$1,467,302	+0.3%
Net Income	$859,967	$766,250	+0.1%

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

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
STEVE BURKE	DIRECTOR	2.00	Director	$0	$0	$0
JENNIE CAPPS	SECRETARY	40.00	Officer Director	$0	$0	$0
MARK NELSON	DIRECTOR	2.00	Director	$0	$0	$0
LINDA CHURCH	DIRECTOR	2.00	Director	$0	$0	$0
TAYLOR FRANKLIN	CHAIRMAN, PRESIDENT	8.00	Officer Director	$0	$0	$0
DAVID JESTER	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS ELMER	DIRECTOR	2.00	Director	$0	$0	$0
TOM RICH	DIRECTOR	2.00	Director	$0	$0	$0
CYNTHIA RICKMAN	DIRECTOR	2.00	Director	$0	$0	$0
RODNEY DUCKWORTH	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LISA EURE	DIRECTOR	2.00	Officer Director	$0	$0	$0
LAURA MORRISON	DIRECTOR	2.00	Director	$0	$0	$0
ALEX MITCHUM	DIRECTOR	2.00	Director	$0	$0	$0
DAG ZAPATERO	DIRECTOR	2.00	Director	$0	$0	$0
LINDSAY HAUGHT	VICE PRESIDENT	2.00	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	$2,805,517	$1,945,550	$2,030,251	$859,967
2024	No data	No data	No data	No data
2023	$1,572,187	$1,456,640	$404,034	$115,547
2022	$1,481,367	$1,436,824	$288,487	$44,543
2021	$294,497	$174,728	$243,944	$119,769
2020	$530,961	$515,245	$124,175	$15,716
2019	$491,097	$516,148	$108,459	$-25,051
2018	$611,237	$597,583	$133,510	$13,654

CHESAPEAKE BAY WINE CLASSIC FOUNDATION