ROCKS DISTRICT WINEGROWERS (EIN 822150802) - 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

2017

Legal Domicile

Principal Officer

STEVE ROBERTSON

Phone

5414191718

Tax Period

2023-01-01 to 2023-12-31

ROCKS DISTRICT WINEGROWERS, founded in 2017, is a micro nonprofit that reported $21K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 38% operating margin.

Mission

TO PROMOTE THE ROCKS DISTRICT OF MILTON-FREEWATER WINE GROWERS; TO ENGAGE AND EDUCATE INDUSTRY AGENCIES, MEDIA, PROFESSIONALS, AND CONSUMERS

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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 $21,300

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $21,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $13,297

TOTAL EXPENSES $13,297

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,300	$17,400	+0.2%
Expenses	$13,297	$7,235	+0.8%
Net Income	$8,003	$10,165	-0.2%

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
CARRIE ALEXANDER	SECRETARY	N/A	Officer	$0	$0	$0
STEVE ROBERTSON	PRESIDENT	N/A	Officer	$0	$0	$0
TOM WALISER	TREASURER	N/A	Officer	$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	No data	No data	No data	No data
2023	$21,300	$13,297	$51,148	$8,003
2022	$17,400	$7,235	$43,145	$10,165
2021	$19,950	$7,309	$32,980	$12,641
2020	$20,050	$8,383	$20,339	$11,667
2019	$16,600	$9,442	$8,672	$7,158
2018	$8,500	$6,686	$2,064	$1,814

ROCKS DISTRICT WINEGROWERS