New Wine Development Corporation (EIN 721425139) - 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

1998

Legal Domicile

Principal Officer

Neil Bernard

Phone

9856530008

Tax Period

2024-01-01 to 2024-12-31

New Wine Development Corporation, founded in 1998, is a small nonprofit in the Human Services sector that reported $907K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $222K, a strong 24% operating margin.

Mission

The Corporation is dedicated to providing an environment for before and after-care to those in need. The Corporations primary focus is to promote a safe environment

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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 $562,945

Program Service Revenue $343,766

Investment Income $0

Other Revenue $0

TOTAL REVENUE $906,711

Expense Breakdown

Grants Paid $0

Salaries & Benefits $272,721

Fundraising Expenses $0

Program Expenses $611,795

Other Expenses $411,880

TOTAL EXPENSES $684,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$906,711	$1,245,566	-0.3%
Expenses	$684,601	$904,320	-0.2%
Net Income	$222,110	$341,246	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Neil Justin Bernard	President	20.00	Officer Key Emp	$0	$0	$0
Dr Tameka Jordan	Vice President	20.00	Officer	$0	$0	$0
Karina Portillo	Tresurer	20.00	Officer	$0	$0	$0
Gwen Banks	Treasurer	10.00	Director	$0	$0	$0
Grace Mamou	Trustee	10.00	Director	$0	$0	$0
Kyle Anderson	Trustee	10.00	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	$906,711	$684,601	$1,166,527	$222,110
2023	$1,245,566	$904,320	$934,315	$341,246
2022	$987,795	$1,031,087	$589,716	$-43,292
2021	$619,482	$277,478	$691,764	$342,004
2020	$187,771	$167,429	$370,225	$20,342
2019	$367,207	$304,343	$395,753	$62,864
2018	$336,541	$299,173	$388,973	$37,368

New Wine Development Corporation