HOWELL MOUNTAIN WINE AUCTION

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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

2009

Legal Domicile

Principal Officer

BETTY O'SHAUGHNESSY

Phone

7079652665

Tax Period

2023-01-01 to 2023-12-31

HOWELL MOUNTAIN WINE AUCTION, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $218K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $283K exceeded revenue, resulting in a 30% operating deficit.

Mission

THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO IMPROVE THE QUALITY OF LIFE OF THOSE IN NEED BY SUPPORTING EDUCATION AND OTHER VITAL COMMUNITY SERVICES BENEFITING THE HOWELL MOUNTAIN.

Program Service Accomplishments

Program 1

Expenses: $283,490 Revenue: $217,507

PROCEEDS FROM THE ANNUAL WINE AUCTION WERE GRANTED TO THE HOWELL MOUNTAIN EDUCATION FOUNDATION OR OTHER CHARITIES.THE HOWELL MOUNTAIN WINE AUCTION ORGANIZATION HOLDS AN ANNUAL EVENT CALLED TASTE OF HOWELL MOUNTAIN. IT IS A WINE TASTING ACCOMPANIED BY A SILENT AND LIVE AUCTION. MEMBERS OF THE HMVGA POUR THEIR WINE FOR EVENT GUESTS. DURING THE WINE TASTING A SILENT AUCTION IS HELD. FOLLOWING THE WINE TASTING, A LIVE AUCTION IS HELD. NET PROCEEDS OF THE AUCTION BENEFIT THE HOWELL MOUNTAIN EDUCATION FOUNDATION AND OTHER LOCAL CHARITIES.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $217,507

TOTAL REVENUE $217,507

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $283,490

Other Expenses $248,490

TOTAL EXPENSES $283,490

Year-over-Year Comparison

	2023	2022	Change
Revenue	$217,507	$322,300	-0.3%
Expenses	$283,490	$190,343	+0.5%
Net Income	$-65,983	$131,957	-1.5%

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
FRANK DOTZLER	PRESIDENT	5.00	Director	$0	$0	$0
JANICE MONDAVI	VICE PRESIDENT	5.00	Director	$0	$0	$0
RON HABER	SECRETARY	5.00	Director	$0	$0	$0
BETTY O'SHAUGHNESSY	TREASURER	5.00	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	$217,507	$283,490	$139,524	$-65,983
2022	$322,300	$190,343	$205,507	$131,957
2021	$53,487	$64,053	$92,337	$-10,566