WINEMAKERS RESEARCH EXCHANGE INC (EIN 813129710) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

EMILY HODSON

Phone

5404568000

Tax Period

2024-01-01 to 2024-12-31

WINEMAKERS RESEARCH EXCHANGE INC, founded in 2016, is a small nonprofit in the Community Improvement sector that reported $235K in total revenue in fiscal year 2021.

Mission

THE PRIMARY FOCUS OF THE WRE IS ON ENHANCING WINE QUALITY AND ECONOMIC PROFITABILITY THROUGH THE EVALUATION OF DIFFERENT VINEYARD AND WINEMAKING PRACTICES ON THE CHEMICAL AND SENSORY CHARACTERISTICS OF FINISHED WINE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $567,053

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $567,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $174,028

Fundraising Expenses $6,839

Program Expenses $545,799

Other Expenses $383,516

TOTAL EXPENSES $557,544

Year-over-Year Comparison

	2024	2023	Change
Revenue	$567,053	$739,539	-0.2%
Expenses	$557,544	$682,997	-0.2%
Net Income	$9,509	$56,542	-0.8%

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

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
MATTHIEU FINOT	PRESIDENT	5.00	Officer Director	$0	$0	$0
KIRSTY HARMON	SECRETARY	5.00	Officer Director	$0	$0	$0
LEE HARTMAN	DIRECTOR	5.00	Officer Director	$0	$0	$0
EMILY HODSON	TREASURER	5.00	Officer Director	$0	$0	$0
BEN JORDAN	DIRECTOR	5.00	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	$567,053	$557,544	$128,194	$9,509
2023	$739,539	$682,997	$118,225	$56,542
2022	$436,750	$417,292	$148,154	$19,458
2021	$234,710	$230,227	$59,738	$4,483

WINEMAKERS RESEARCH EXCHANGE INC