ROGUE VALLEY VINTNERS

EIN: 825217761 Community Improvement

MEDFORD, OR

Total Revenue
$222,028
Total Expenses
$224,783
Total Assets
$5,119
Net Assets
$3,701
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
OR
Principal Officer
CHAD DAY
Phone
5412925680
Tax Period
2023-01-01 to 2023-12-31

ROGUE VALLEY VINTNERS, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $222K in total revenue in fiscal year 2023. Revenue surged 67% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF ROGUE VALLEY VINTNERS IS TO PROMOTE THE WINES, WINEMAKERS, AND GROWERS OF ROGUE VALLEY WINE COUNTRY, TO BRING WINE-LOVERS AND OUTDOOR ENTHUSIASTS ALIKE TO EXPERIENCE AND CONNECT WITH THE WORLD CLASS WINES AND NATURAL WONDERS OF THE AWE-INSPIRING ROGUE VALLEY.

Program Service Accomplishments

Program 1

DEVELOPED AND LAUNCHED THE ROGUE VALLEY WINE COUNTRY DISCOVERY CLUB - A REGIONAL WINE CLUB THAT OFFERS MEMBERS A TASTE OF ROGUE VALLEY WINES ACROSS ALL WINERIES WHO CHOOSE TO HAVE THEIR WINES...

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DEVELOPED AND LAUNCHED THE ROGUE VALLEY WINE COUNTRY DISCOVERY CLUB - A REGIONAL WINE CLUB THAT OFFERS MEMBERS A TASTE OF ROGUE VALLEY WINES ACROSS ALL WINERIES WHO CHOOSE TO HAVE THEIR WINES INCLUDED IN SHIPMENTS 3 TIMES A YEAR. THE CLUB OFFERS 3 MEMBERSHIP LEVELS - FROM 4 BOTTLE TO 12 BOTTLE WINE CLUB LEVELS.

Program 2

PLANNED, MARKETED, AND MANAGED WINE COUNTRY LANE WITHIN THE HEART OF THE ROGUE FESTIVAL. THIS 2-DAY INAUGURAL EVENT OFFERED MEMBER WINERIES AND OTHER WINE, BEER AND CIDER PRODUCERS (I.E., EXHIBITORS)...

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PLANNED, MARKETED, AND MANAGED WINE COUNTRY LANE WITHIN THE HEART OF THE ROGUE FESTIVAL. THIS 2-DAY INAUGURAL EVENT OFFERED MEMBER WINERIES AND OTHER WINE, BEER AND CIDER PRODUCERS (I.E., EXHIBITORS) THE OPPORTUNITY TO PROMOTE THEIR BRANDS DIRECTLY TO THE PUBLIC. THIS 21 AND OLDER OLCC PERMITTED EVENT SERVED AS A FUNDRAISER FOR RVV AS WELL AS GAVE WINE COUNTRY LANE TICKETHOLDERS AN ELEVATED FESTIVAL EXPERIENCE AND EXPOSURE TO BRANDS THEY HADN'T PREVIOUSLY DISCOVERED. SOME OF THOSE FESTIVAL GOERS HAVE SINCE VISITED PARTICIPATING EXHIBITORS' BUSINESS AND TASTING ROOMS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $205,535
Program Service Revenue $16,493
Investment Income $0
Other Revenue $0
TOTAL REVENUE $222,028

Expense Breakdown

Grants Paid $0
Salaries & Benefits $80,500
Fundraising Expenses $0
Other Expenses $144,283
TOTAL EXPENSES $224,783

Year-over-Year Comparison

2023 2022 Change
Revenue $222,028 $132,769 +0.7%
Expenses $224,783 $170,279 +0.3%
Net Income $-2,755 $-37,510 -0.9%
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

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Governance

Voting Members
11
Independent Members
11
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
4
$80,500
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROSS ALLEN PRESIDENT 2.00
Officer Director
$0 $0 $0
ASHLEY CATES VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
CHAD DAY TREASURER 5.00
Officer Director
$0 $0 $0
CRAIG CAMP DIRECTOR 1.00
Director
$0 $0 $0
KATHERINE CATO DIRECTOR 1.00
Director
$0 $0 $0
BRIAN GRUBER DIRECTOR 1.00
Director
$0 $0 $0
DIONNE IRVINE DIRECTOR 1.00
Director
$0 $0 $0
LAURA NAUMES DIRECTOR 1.00
Director
$0 $0 $0
DARIUS PRICE DIRECTOR 1.00
Director
$0 $0 $0
ERIC WEISINGER DIRECTOR 1.00
Director
$0 $0 $0
GREG SCHULTZ DIRECTOR 1.00
Director
$0 $0 $0
GINA BIANCO EXECUTIVE DIRECTOR 30.50
Officer
$80,500 $0 $80,500
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
2023 $222,028 $224,783 $5,119 $-2,755
2020 $218,935 $183,123 $76,016 $35,812
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