TEXAS WINE SCHOOL FOUNDATION (EIN 833218808) - 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

2018

Legal Domicile

Principal Officer

Elizabeth Palmer

Phone

7138287767

Tax Period

2023-01-01 to 2023-12-31

TEXAS WINE SCHOOL FOUNDATION, founded in 2018, is a small nonprofit in the Education sector that reported $733K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

The Texas Wine School seeks to advance wine education by offering wine classes, providing scholarships, hosting guest speakers and supporting tasting groups

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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 $3,358

Program Service Revenue $729,382

Investment Income $0

Other Revenue $0

TOTAL REVENUE $732,740

Expense Breakdown

Grants Paid $6,768

Salaries & Benefits $0

Fundraising Expenses $12,411

Program Expenses $679,711

Other Expenses $724,631

TOTAL EXPENSES $731,399

Year-over-Year Comparison

	2023	2022	Change
Revenue	$732,740	$619,824	+0.2%
Expenses	$731,399	$624,111	+0.2%
Net Income	$1,341	$-4,287	-1.3%

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

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

$3,850

Total Directors

$3,850

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Giorgio Caflisch	Secretary	3	Officer Director	$3,850	$0	$3,850
Elizabeth Palmer	Board President	25	Officer Director	$0	$0	$0
Guy Stout	Board Member	0	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$732,740	$731,399	$60,940	$1,341
2022	$619,824	$624,111	$45,996	$-4,287
2021	$576,527	$572,560	$71,310	$3,967
2020	$463,396	$455,776	$75,639	$7,620

TEXAS WINE SCHOOL FOUNDATION