Oakville Winegrowers (EIN 911755479) - 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

1996

Legal Domicile

Principal Officer

Barry Waitte

Phone

7074793278

Tax Period

2024-01-01 to 2024-12-31

Oakville Winegrowers, founded in 1996, is a small nonprofit that reported $504K in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum.

Mission

To promote the Oakville American Viticultural Area

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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 $89,961

Program Service Revenue $397,594

Investment Income $5,527

Other Revenue $10,550

TOTAL REVENUE $503,632

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,701

Fundraising Expenses $0

Program Expenses $212,295

Other Expenses $316,378

TOTAL EXPENSES $499,079

Year-over-Year Comparison

	2024	2023	Change
Revenue	$503,632	$302,282	+0.7%
Expenses	$499,079	$414,406	+0.2%
Net Income	$4,553	$-112,124	-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

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

$170,782

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joyce Stavert	Executive Dir.	40.00	Officer	$152,674	$18,108	$170,782
Barry Waitte	President	2.00	Officer Director	$0	$0	$0
Suzanne Groth	Treasurer	2.00	Officer Director	$0	$0	$0
Justin Dragoo	Director	1.00	Director	$0	$0	$0
Tom Garrett	Director	1.00	Director	$0	$0	$0
Valerie Kelleher-Herzog	Director	1.00	Director	$0	$0	$0
Ren Harris	Director	2.00	Director	$0	$0	$0
Chris Lynch	Director	1.00	Director	$0	$0	$0
Kate McManus	Director	1.00	Director	$0	$0	$0
Maya Dalla Valle	Director	2.00	Director	$0	$0	$0
Margaret Tench	Director	1.00	Director	$0	$0	$0
Philip Hansell	Director	1.00	Director	$0	$0	$0
Laura Peters	Secretary	2.00	Officer Director	$0	$0	$0
Morgan Hoxsey	Director	1.00	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
2024	$503,632	$499,079	$291,720	$4,553
2023	$302,282	$414,406	$286,485	$-112,124
2022	$375,192	$403,457	$418,046	$-28,265
2021	$315,087	$246,183	$426,394	$68,904
2020	$220,988	$233,296	$357,018	$-12,308
2019	$287,708	$272,718	$370,003	$14,990
2018	$370,834	$346,801	$354,336	$24,033

Oakville Winegrowers