Oakville Winegrowers

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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

2025-01-01 to 2025-12-31

Oakville Winegrowers, founded in 1996, is a small nonprofit that reported $300K in total revenue in fiscal year 2025. Revenue fell 41% from the prior year — a significant decline worth monitoring.

Mission

To promote the Oakville American Viticultural Area

Program Service Accomplishments

Program 1

Expenses: $20,752 Revenue: $22,950

Premiere Napa Valley Oakville Tasting February 19, 2025This event was held in conjunction with the Napa Valley Vintners' annual Premiere Napa Valley event, where members of the trade and media visit Napa Valley to taste the new vintages about to be released. The organization hosted an Oakville Winegrowers event at Brix Restaurant for 325 members of the trade, who attended and tasted current and older vintages.

Program 2

Expenses: $7,662 Revenue: $3,186

Taste of Oakville May 5, 2025This was the organization's twenty-seventh year hosting Taste of Oakville, considered one of the top three trade events in the wine industry. Over 260 members of the...

Taste of Oakville May 5, 2025This was the organization's twenty-seventh year hosting Taste of Oakville, considered one of the top three trade events in the wine industry. Over 260 members of the trade gathered for a grand tasting of wines from 48 of our member wineries at Arch & Tower by Robert Mondavi in Napa.

Program 3

Expenses: $5,514 Revenue: $36,624

Taste of Oakville Consumer May 4, 2025For the second time, the organization hosted a tasting event for consumers at Arch & Tower in Napa. This invitation-only event was directed to the organization's consumer mailing list, as well as the lists of some member wineries. The event provided attendees with an opportunity to taste wines from Oakville. It was well attended and served as a successful marketing event promoting the Oakville AVA to wine enthusiasts.

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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 (2025)

Revenue Breakdown

Contributions & Grants $60,738

Program Service Revenue $233,826

Investment Income $5,027

Other Revenue $0

TOTAL REVENUE $299,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $181,978

Fundraising Expenses $0

Program Expenses $33,928

Other Expenses $146,283

TOTAL EXPENSES $328,261

Year-over-Year Comparison

	2025	2024	Change
Revenue	$299,591	$503,632	-0.4%
Expenses	$328,261	$499,079	-0.3%
Net Income	$-28,670	$4,553	-7.3%

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

$170,129

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joyce Stavert	Executive Dir.	40.00	Officer	$152,043	$18,086	$170,129
Barry Waitte	President	2.00	Officer Director	$0	$0	$0
Suzanne Groth	Director	2.00	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	Vice President	2.00	Officer Director	$0	$0	$0
Margaret Tench	Director	1.00	Director	$0	$0	$0
Ed Matovcik	Director	1.00	Director	$0	$0	$0
Laura Peters	Treasurer	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
2025	$299,591	$328,261	$266,053	$-28,670
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