Charlotte Wine & Food Weekend Inc (EIN 561937731) - 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

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.

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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 $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

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

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

$186,450

Total Directors

Key Employees

Highest Compensated

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

Charlotte Wine & Food Weekend Inc