Charlotte Wine & Food Weekend Inc

EIN: 561937731 501(c)(3) Philanthropy & Grantmaking

Charlotte, NC

Total Revenue
$669,221
Total Expenses
$780,554
Total Assets
$342,753
Net Assets
$334,258
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Tax Period
2024-01-01 to 2024-12-31

Charlotte Wine & Food Weekend Inc is a small nonprofit in the Philanthropy & Grantmaking sector that reported $669K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $781K exceeded revenue, resulting in a 17% operating deficit.

Mission

To raise money for charitable organizations in Charlotte.

Program Service Accomplishments

Program 1
Expenses: $541,290

Charlotte Wine & Food brings together leading wine industry experts from around the world and pairs them with Charlottes top chefs to celebrate and advance public knowledge of and appreciation for...

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Charlotte Wine & Food brings together leading wine industry experts from around the world and pairs them with Charlottes top chefs to celebrate and advance public knowledge of and appreciation for fine wine and food, while making significant contributions to charitable organizations that benefit children and their families in the Charlotte community.In 1989, a group of civic-minded wine and food enthusiasts had a vision of creating a series of events to raise money for charity. Out of this vision, Charlotte Wine & Food was born and has proudly contributed over $7.5 million to the community over the last 37 years. With time and care, the organization has grown in stature and evolved but remains one of Charlottes premier cultural institutions attracting winemakers, vintners, and sommeliers from around the world while celebrating the best of Charlottes culinary landscape. What started as a Weekend of events taking place bi-annually is now a year-round series of events that culminate in a multi-day wine and food experience each April. From intimate vintner dinners and tastings to large gala dinners and live auctions, Charlotte Wine & Food has something for anyone interested in wine, food, fun, and fundraising! Charlotte Wine & Food is a non-profit 501(c)3 directed by a fellowship of wine and food connoisseurs that make up its volunteer board of directors. All events benefit strategically-selected charity partners that support children in the local community.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $518,485
Program Service Revenue $0
Investment Income $11,513
Other Revenue $139,223
TOTAL REVENUE $669,221

Expense Breakdown

Grants Paid $402,000
Salaries & Benefits $278,580
Fundraising Expenses $0
Program Expenses $541,290
Other Expenses $99,974
TOTAL EXPENSES $780,554

Year-over-Year Comparison

2024 2023 Change
Revenue $669,221 $1,093,053 -0.4%
Expenses $780,554 $958,941 -0.2%
Net Income $-111,333 $134,112 -1.8%
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

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Liquidity & Cash Position

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Governance

Voting Members
38
Independent Members
38
Employees
4
Volunteers
80

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
6
$186,450
Total Directors
38
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lauren Deese Executive Dir. 40.00
Officer
$181,650 $4,800 $186,450
Steve Balzer Board Member 1.00
Director
$0 $0 $0
Ariail Siggins Barker Chairman 4.00
Officer Director
$0 $0 $0
Tom Bohrer Board member 1.00
Director
$0 $0 $0
Bill Bounds Board Member 1.00
Director
$0 $0 $0
Cat Carter Board Member 1.00
Director
$0 $0 $0
Melissa Collins Brannan Board Member 1.00
Director
$0 $0 $0
Don Cleven Board Member 1.00
Director
$0 $0 $0
Jeff Conway Board Member 1.00
Director
$0 $0 $0
Craig Selimotic Danforth Board Member 1.00
Director
$0 $0 $0
Richard De Sousa Board Member 1.00
Director
$0 $0 $0
Jim Deupree Board Member 1.00
Director
$0 $0 $0
Jamie Gerrard Board Member 1.00
Director
$0 $0 $0
Dr Stephen Hannon Board Member 1.00
Director
$0 $0 $0
Lon Huber Board Member 1.00
Director
$0 $0 $0
Terrell Johnson Board Member 1.00
Director
$0 $0 $0
Bonnie Kelly Exec. Board Mem 2.00
Officer Director
$0 $0 $0
Paul Kush Board Member 1.00
Director
$0 $0 $0
Max Krumdieck Board Member 1.00
Director
$0 $0 $0
Mark Maier Board Member 1.00
Director
$0 $0 $0
Paul Miller Board Member 1.00
Director
$0 $0 $0
Jessica Murphy Board Member 1.00
Director
$0 $0 $0
Jim Nason Board Member 1.00
Director
$0 $0 $0
Kathryn Pearson Board Member 1.00
Director
$0 $0 $0
Jon Perry Exec. Board Mem 2.00
Officer Director
$0 $0 $0
John Reid Exec. Board Mem 2.00
Officer Director
$0 $0 $0
Leslie Schlernitzauer Chair Emeritus 1.00
Director
$0 $0 $0
David Secrest Board Member 1.00
Director
$0 $0 $0
Phil Smith Chair Emeritus 1.00
Director
$0 $0 $0
Marty Snider Board Member 1.00
Director
$0 $0 $0
Palmer Steel Chair Emeritus 1.00
Director
$0 $0 $0
Paul Stein Board Member 1.00
Director
$0 $0 $0
Larry Sullivan Board Member 1.00
Director
$0 $0 $0
Alison Summerville Chair Emeritus 1.00
Director
$0 $0 $0
Jim Tietjen Board Member 1.00
Director
$0 $0 $0
Taryn Thompson Board Member 1.00
Director
$0 $0 $0
Jill Trainor Board Member 1.00
Director
$0 $0 $0
Samantha Unger Board Member 1.00
Director
$0 $0 $0
J William Will Whitley Exec. Board Mem 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
2024 No data No data No data No data
2024 $669,221 $780,554 $342,753 $-111,333
2023 $1,093,053 $958,941 $463,014 $134,112
2022 $650,621 $591,356 $330,497 $59,265
2021 $611,845 $484,710 $260,806 $127,135
2020 $379,246 $320,065 $167,455 $59,181
2019 $389,903 $432,056 $79,178 $-42,153
2018 $466,518 $465,129 $118,934 $1,389
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