WINE MARKET COUNCIL

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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

1996

Legal Domicile

Principal Officer

SAM FILLER

Phone

7077388796

Tax Period

2023-07-01 to 2024-06-30

WINE MARKET COUNCIL, founded in 1996, is a small nonprofit that reported $413K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

WINE MARKET COUNCIL IS THE LEADER IN FORWARD LOOKING MARKET RESEARCH ON U.S. WINE CONSUMER BUYING HABITS, ATTITUDES AND TRENDS.

Program Service Accomplishments

Program 1

Expenses: $209,338

DIRECT RESEARCH COSTS - FEES PAID TO OUTSIDE VENDORS AND CONTRACTORS PROVIDING SERVICES INCLUDING THE FIELDING OF SURVEYS, SUPPLYING QUALIFIED RESPONDENTS TO SURVEYS, AND RELATED SUPPORT SERVICES FOR THE RESEARCH INITIATIVES CONDUCTED OR DIRECTED BY WINE MARKET COUNCIL DURING THE FISCAL YEAR INCLUDING THE DEVELOPMENT, DESIGN, ANALYSIS, AND REPORTING.

Program 2

Expenses: $97,366 Revenue: $6,036

PRESENTATION AND DISSEMINATION OF RESEARCH FINDINGS - ANNUAL PRESENTATION OF WMC RESEARCH PROJECTS AND FINDINGS TO MEMBERS AND INDUSTRY AS WELL AS CONTRACTOR WORK, SERVICES AND STAFF HOURS DEVOTED TO DISSEMINATE RESEARCH AND PRESENT THE RESEARCH PROJECTS UNDERTAKEN BY WINE MARKET COUNCIL DURING THE FISCAL YEAR. WMC CONTINUES TO PRODUCE WEBINARS, AND HELD AN IN-PERSON RESEARCH CONFERENCE AND MEMBERSHIP MEETING ON MARCH 20, 2024.

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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 $394,549

Program Service Revenue $6,036

Investment Income $12,139

Other Revenue $0

TOTAL REVENUE $412,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $126,113

Fundraising Expenses $0

Program Expenses $329,204

Other Expenses $275,785

TOTAL EXPENSES $401,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$412,724	$369,679	+0.1%
Expenses	$401,898	$357,543	+0.1%
Net Income	$10,826	$12,136	-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

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
JON BERG	BOARD MEMBER	2.00	Director	$0	$0	$0
ADAM STRUMJACKI STRUM	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAELA RODENO	BOARD MEMBER	2.00	Director	$0	$0	$0
MIKE JAEGER	BOARD MEMBER	2.00	Director	$0	$0	$0
ADAM PIZER	BOARD MEMBER	2.00	Director	$0	$0	$0
MEL DICK BARKLEY STUART	BOARD MEMBER	2.00	Director	$0	$0	$0
GINO COLANGELO	BOARD MEMBER	2.00	Director	$0	$0	$0
XAVIER BARLIER	BOARD MEMBER	2.00	Director	$0	$0	$0
HUGH TIETJEN	BOARD MEMBER	2.00	Director	$0	$0	$0
CRAIG LEDBETTER	BOARD MEMBER	2.00	Director	$0	$0	$0
GUILLERMO SANCHEZPERRIS FIORI	BOARD MEMBER	2.00	Director	$0	$0	$0
HEIDI SCHEID	BOARD MEMBER	2.00	Director	$0	$0	$0
BRENT BOLDING	BOARD MEMBER	2.00	Director	$0	$0	$0
DIRK VAN RENESSE	BOARD MEMBER	2.00	Director	$0	$0	$0
JUDD WALLENBROCK	BOARD MEMBER	2.00	Director	$0	$0	$0
HEATHER JORDAN	SECRETARY	2.00	Officer Director	$0	$0	$0
EMMA SWAIN	CHAIR	2.00	Officer Director	$0	$0	$0
SAM FILLER	TREASURER	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	No data	No data	No data	No data
2024	$412,724	$401,898	$442,872	$10,826
2023	$369,679	$357,543	$418,231	$12,136
2022	$423,880	$409,838	$405,700	$14,042
2021	$438,229	$362,698	$397,478	$75,531
2020	$358,884	$350,218	$318,701	$8,666
2019	$369,684	$364,971	$317,736	$4,713