Wisconsin Vintners Association

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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

1978

Legal Domicile

Tax Period

2019-06-01 to 2020-05-31

Wisconsin Vintners Association, founded in 1978, is a micro nonprofit that reported $23K in total revenue in fiscal year 2019. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $60K represent 31 months of operating reserves.

Mission

To aid and encourage the legal production and use of wine in the home.

Program Service Accomplishments

Program 1

Expenses: $19,726 Revenue: $22,869

Members dinners and picnic provide networking and fellowship to members and the opportunity to share techniques and experiences.

Program 2

Expenses: $1,691 Revenue: $55

Education programs offered to members to improve their wine making skills.

Program 3

Expenses: $875

Group Purchasing Program

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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 (2019)

Revenue Breakdown

Contributions & Grants $22,924

Program Service Revenue $0

Investment Income $376

Other Revenue $0

TOTAL REVENUE $23,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,292

Other Expenses $23,288

TOTAL EXPENSES $23,288

Year-over-Year Comparison

	2019	2018	Change
Revenue	$23,300	$31,013	-0.2%
Expenses	$23,288	$23,230	+0.0%
Net Income	$12	$7,783	-1.0%

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
Linda Wirtz	Director of Membership	1.00	Director	$0	$0	$0
RICK HOEG	Trustee	1.00	Director	$0	$0	$0
VALERIE ARMSTRONG	Trustee	1.00	Director	$0	$0	$0
Dale Labecki	Member at Large	1.00	Director	$0	$0	$0
Brook Bross	Member at Large	1.00	Director	$0	$0	$0
CHRISTINE BAIN	Member at Large	0.00	Director	$0	$0	$0
Chuck Klimek	Member at Large	1.00	Director	$0	$0	$0
GREG PACZKOWSKI	Past President	1.00	Director	$0	$0	$0
JOHN SCHEEL	President	1.00	Officer	$0	$0	$0
BRAD HARTFORD	Vice President	1.00	Officer	$0	$0	$0
MIKE WENDT	Recording Secretary	1.00	Officer	$0	$0	$0
Stephen Franzoi	Corresponding Secreatary	1.00	Officer	$0	$0	$0
Cindy Daugherty	Treasurer	1.00	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
2020	$23,300	$23,288	$59,649	$12
2019	$31,013	$27,634	$59,637	$3,379