COLO ASSN FOR VITICULTURE & ENOLOGY (EIN 841067987) - 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

1987

Legal Domicile

Principal Officer

CASSIDEE SHULL

Tax Period

2023-01-01 to 2023-12-31

COLO ASSN FOR VITICULTURE & ENOLOGY, founded in 1987, is a small nonprofit that reported $338K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

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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 $23,900

Program Service Revenue $90,760

Investment Income $50

Other Revenue $223,530

TOTAL REVENUE $338,240

Expense Breakdown

Grants Paid $24,995

Salaries & Benefits $144,138

Fundraising Expenses $2,600

Program Expenses $267,074

Other Expenses $162,704

TOTAL EXPENSES $331,837

Year-over-Year Comparison

	2023	2022	Change
Revenue	$338,240	$275,456	+0.2%
Expenses	$331,837	$260,420	+0.3%
Net Income	$6,403	$15,036	-0.6%

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

350

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
CHARLES TALBOTT	PRESIDENT	1.00	Director	$0	$0	$0
LAURA BLACK	DIRECTOR	1.00	Director	$0	$0	$0
PHILLIP PATTON	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN WEBBER	DIRECTOR	1.00	Director	$0	$0	$0
BRET NEAL	DIRECTOR	1.00	Director	$0	$0	$0
JENNE BALDWIN-EATON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JULIANN ADAMS	TREASURER	1.00	Officer Director	$0	$0	$0
JAMES BLANCHARD	DIRECTOR	1.00	Officer Director	$0	$0	$0
SCOTT SMITH	DIRECTOR	1.00	Officer Director	$0	$0	$0
CASSIDEE SHULL	EXECUTIVE DIRECTOR	40.00	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
2024	No data	No data	No data	No data
2023	$338,240	$331,837	$632,975	$6,403
2022	$275,456	$260,420	$624,775	$15,036
2021	$559,592	$201,922	$608,581	$357,670
2020	$56,017	$203,039	$250,659	$-147,022
2019	$94,663	$144,656	$395,475	$-49,993
2018	$283,717	$194,208	$446,719	$89,509

COLO ASSN FOR VITICULTURE & ENOLOGY