TEXAS WINE & GRAPE GROWERS ASSOCIA… - Form 990 Financial Data

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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

1995

Legal Domicile

Principal Officer

JULIE HERBORT

Phone

8174213201

Tax Period

2023-01-01 to 2023-12-31

TEXAS WINE & GRAPE GROWERS ASSOCIATION, founded in 1995, is a small nonprofit that reported $612K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 19% operating margin.

Mission

PROMOTION AND EDUCATION OF FINE WINES THROUGH EDUCATIONAL SEMINARS,COMPETITIONS AND TASTINGS.

Program Service Accomplishments

Program 1

THE PROMOTION AND EDUCATION OF FINE WINES FROM THROUGHOUT THE STATE OF TEXAS, THROUGH EDUCATIONAL SEMINARS, SYMPOSIUMS, COMPETITIONS AND TASTINGs. THESE ARE AVAILABLE TO MEMBERS AND OPEN TO THE...

THE PROMOTION AND EDUCATION OF FINE WINES FROM THROUGHOUT THE STATE OF TEXAS, THROUGH EDUCATIONAL SEMINARS, SYMPOSIUMS, COMPETITIONS AND TASTINGs. THESE ARE AVAILABLE TO MEMBERS AND OPEN TO THE PUBLIC. THE GOAL IS TO IMPROVE THE OVERALL QUALITY AND MARKET FOR THE FINE TEXAS WINES.

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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 $186,433

Program Service Revenue $425,840

Investment Income $71

Other Revenue $0

TOTAL REVENUE $612,344

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $494,900

TOTAL EXPENSES $494,900

Year-over-Year Comparison

	2023	2022	Change
Revenue	$612,344	$486,708	+0.3%
Expenses	$494,900	$562,812	-0.1%
Net Income	$117,444	$-76,104	-2.5%

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
GLENA YATES	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
MONTY DIXON	PRESIDENT	4.00	Officer Director	$0	$0	$0
JOHN MATTHEWS	PRESIDENT ELECT	4.00	Officer Director	$0	$0	$0
JULIE HERBORT	TREASURER	4.00	Officer Director	$0	$0	$0
KAREN BONARRIGO	SECRETARY	4.00	Officer Director	$0	$0	$0
ROXANNE MYERS	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
KIMBERLY HUTCHINS	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
TY WILMETH	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
JIM IRWIN	DIRECTOR	1.00	Director	$0	$0	$0
MARK ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
FRED CUMMINGS	DIRECTOR	1.00	Director	$0	$0	$0
DIANE LYN ZIMMERMAN	DIRECTOR	1.00	Director	$0	$0	$0
RICARDO RUBIANO	DIRECTOR	1.00	Director	$0	$0	$0
KALYN HODGES	DIRECTOR	1.00	Director	$0	$0	$0
BART NEFF	DIRECTOR	1.00	Director	$0	$0	$0
JASON ENGLERT	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA LECUONA	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$612,344	$494,900	$321,588	$117,444
2022	$486,708	$562,812	$219,269	$-76,104
2021	$382,610	$326,590	$116,259	$56,020
2020	$443,515	$381,722	$59,060	$61,793
2019	$561,586	$658,236	$109,063	$-96,650
2018	$492,221	$528,501	$195,596	$-36,280

TEXAS WINE & GRAPE GROWERS ASSOCIATION