Washington Wine Institute

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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

1983

Legal Domicile

Principal Officer

Joshua McDonald

Phone

2066679463

Tax Period

2023-01-01 to 2023-12-31

Washington Wine Institute, founded in 1983, is a small nonprofit that reported $357K in total revenue in fiscal year 2023. Expenses of $331K left a modest 7% surplus.

Mission

To improve Washingtons business climate to allow Washington wineries to better promote and market their wine through legislative and member activity.

Program Service Accomplishments

Program 1

Expenses: $215,485 Revenue: $289,209

Wine promotion, protection of favorable legislation and regulatory climate

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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 $355,583

Program Service Revenue $0

Investment Income $1,347

Other Revenue $0

TOTAL REVENUE $356,930

Expense Breakdown

Grants Paid $0

Salaries & Benefits $283,489

Fundraising Expenses $0

Program Expenses $215,485

Other Expenses $47,979

TOTAL EXPENSES $331,468

Year-over-Year Comparison

	2023	2022	Change
Revenue	$356,930	$337,200	+0.1%
Expenses	$331,468	$297,039	+0.1%
Net Income	$25,462	$40,161	-0.4%

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

N/A

Employees

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
Joshua McDonald	Executive Director	040.00	Highest	$161,500	$0	$161,500
Martin Clubb	At-Large Board Member	002.00	Director	$0	$0	$0
Jess Zander	At-Large Board Member	002.00	Director	$0	$0	$0
Tom Vercillo	At-Large Board Member	002.00	Director	$0	$0	$0
Kristina van Loben Sels	At-Large Board Member	002.00	Director	$0	$0	$0
Lisa Lawrence	At-Large Board Member	002.00	Director	$0	$0	$0
Tom Dugan	At-Large Board Member	002.00	Director	$0	$0	$0
Emily Fergestrom	Vice President	002.00	Officer	$0	$0	$0
Beau Hickman	President	002.00	Officer	$0	$0	$0
Wade Wolfe	Treasurer	002.00	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	$356,930	$331,468	$356,590	$25,462
2022	$337,200	$297,039	$331,612	$40,161
2021	$336,170	$231,811	$286,432	$104,359
2020	$286,223	$265,098	$182,043	$21,125
2019	$245,577	$238,617	$172,452	$6,960
2018	$265,669	$229,248	$179,669	$36,421