HOWELL MOUNTAIN VINTNERS & GROWERS ASSN (EIN 542153006) - 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

2004

Legal Domicile

Principal Officer

BETTY O'SHAUGHNESSY

Phone

7079652665

Tax Period

2024-01-01 to 2024-12-31

HOWELL MOUNTAIN VINTNERS & GROWERS ASSN, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $224K in total revenue in fiscal year 2024. The organization ran a surplus of $59K, a strong 27% operating margin.

Mission

SERVICES FOR MEMBERS TO PROMOTE THE SALE OF GRAPES AND WINE FROM THE HOWELL MOUNTAIN APPELLATION.

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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 $46,698

Program Service Revenue $0

Investment Income $0

Other Revenue $177,294

TOTAL REVENUE $223,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $164,632

TOTAL EXPENSES $164,632

Year-over-Year Comparison

	2024	2023	Change
Revenue	$223,992	$223,476	+0.0%
Expenses	$164,632	$213,952	-0.2%
Net Income	$59,360	$9,524	+5.2%

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
FRANK DOTZLER	PRESIDENT	5.00	Director	$0	$0	$0
JANICE MONDAVI	VICE PRESIDENT	5.00	Director	$0	$0	$0
RON HABER	SECRETARY	5.00	Director	$0	$0	$0
BETTY O'SHAUGHNESSY	TREASURER	5.00	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	$223,992	$164,632	$202,470	$59,360
2023	$223,476	$213,952	$142,626	$9,524
2022	$1,531	$132,473	$133,102	$-130,942
2021	$124,701	$66,415	$264,044	$58,286

HOWELL MOUNTAIN VINTNERS & GROWERS ASSN