WILLAMETTE VALLEY WINE FOUNDATION

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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

2021

Legal Domicile

Principal Officer

JULIE DALRYMPLE

Phone

5034795503

Tax Period

2024-01-01 to 2024-12-31

WILLAMETTE VALLEY WINE FOUNDATION, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $276K in total revenue in fiscal year 2024. Revenue surged 197% from the prior year, signaling strong growth momentum. The organization ran a surplus of $71K, a strong 26% operating margin.

Mission

THE WILLAMETTE VALLEY WINE FOUNDATION WILL ENHANCE THE WELLBEING OF WINEGROWING COMMUNITIES IN THE WILLAMETTE VALLEY THROUGH THE COLLABORATIVE SUPPORT OF AFFORDABLE HOUSING COMMUNITIES ENRICHED WITH EARLY CHILDHOOD EDUCATION AND CARE, HEALTH SERVICES, AND PERSONAL DEVELOPMENT OPPORTUNITIES.

Program Service Accomplishments

Program 1

Expenses: $25,000

PRIMEROS PASOS EARLY CHILDHOOD EDUCATION AND CARE:THE FOUNDATION'S PRIMEROS PASOS PARTNERSHIP IS CREATING BEST-IN-CLASS EARLY CHILDHOOD EDUCATION AND CARE FOR LATINO FAMILIES IN THE MID-WILLAMETTE...

PRIMEROS PASOS EARLY CHILDHOOD EDUCATION AND CARE:THE FOUNDATION'S PRIMEROS PASOS PARTNERSHIP IS CREATING BEST-IN-CLASS EARLY CHILDHOOD EDUCATION AND CARE FOR LATINO FAMILIES IN THE MID-WILLAMETTE VALLEY. IMPACTS IN 2024 INCLUDE: SEEDING JUSTICE CAPACITY BUILDING GRANT (SECOND YEAR); BUSINESS TRAINING FOR CHILD CARE PROVIDERS; LEARNING RESOURCES FOR EARLY CHILDHOOD EDUCATORS; CLACKAMAS COMMUNITY COLLEGE DEGREE PROGRAM; DEVELOPMENT OF AN EARLY CHILDHOOD EDUCATOR APPRENTICESHIP PROGRAM; TRAINING AND LICENSING OF FAMILY CHILD CARE HOME EDUCATORS (17 COMPLETE + 10 IN PROGRESS).

Program 2

Expenses: $5,000

STRATUS VILLAGE AFFORDABLE APARTMENT COMMUNITY: THE HOUSING AUTHORITY OF YAMHILL COUNTY BEGAN CONSTRUCTION OF STRATUS VILLAGE, A 175 AFFORDABLE APARTMENT COMMUNITY, IN MCMINNVILLE. FACILITATED ACCESS TO $6.2 MILLION OF AGRICULTURAL WORKFORCE HOUSING TAX CREDITS AND AFFORDABLE APARTMENTS SET ASIDE FOR SIXTEEN AGRICULTURAL WORKERS.

Program 3

PUBLIC RELATIONS AND COMMUNICATIONS: THE FOUNDATION COMPLETED A PUBLIC RELATIONS AND COMMUNICATIONS INITIATIVE THAT DEFINED THE FOUNDATION'S BRANDING STRATEGY, DEVELOPED AN OVERALL COMMUNICATION AND...

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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 (2024)

Revenue Breakdown

Contributions & Grants $276,069

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $276,069

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $175,069

TOTAL EXPENSES $205,069

Year-over-Year Comparison

	2024	2023	Change
Revenue	$276,069	$92,950	+2.0%
Expenses	$205,069	$59,221	+2.5%
Net Income	$71,000	$33,729	+1.1%

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
KIM BELLINGAR	VICE CHAIR	3.00	Officer Director	$0	$0	$0
ROSIE ANDALON	DIRECTOR	1.50	Director	$0	$0	$0
TOM HELLIE	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MCNALLY	SECRETARY	6.00	Officer Director	$0	$0	$0
BILL SWEAT	TREASURER	3.00	Officer Director	$0	$0	$0
LEDA GARSIDE	DIRECTOR	1.00	Director	$0	$0	$0
MARIA FERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
GERARDO PARTIDA	CHAIR	3.00	Officer Director	$0	$0	$0
ANNIE SHULL	DIRECTOR	3.00	Director	$0	$0	$0
PAGE KNUDSEN COWLES	DIRECTOR	2.00	Director	$0	$0	$0
KATHIE BYERS	DIRECTOR	1.00	Director	$0	$0	$0
IAN LOMBARD	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA PRUITT	DIRECTOR	2.50	Director	$0	$0	$0
JAMES A THOMMES MD	DIRECTOR	3.00	Director	$0	$0	$0
MIGUEL LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
MORGEN MCLAUGHLIN	EXECUTIVE DIRECTOR	2.00	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	$276,069	$205,069	$144,493	$71,000