WILLAMETTE VALLEY WINERIES ASSOCIATION (EIN 930918717) - 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

1986

Legal Domicile

Principal Officer

MORGEN MCLAUGHLIN

Phone

5032972962

Tax Period

2024-01-01 to 2024-12-31

WILLAMETTE VALLEY WINERIES ASSOCIATION, founded in 1986, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $1.8M left a modest 11% surplus.

Mission

TO PROMOTE THE WINERIES OF MEMBERS LOCATED IN WILLAMETTE VALLEY, OREGON VIA LOCAL AND NATIONAL TASTING EVENTS, VARIOUS PROMOTIONAL MATERIALS, EDUCATION, & PARTNERSHIPS WITH LOCAL BUSINESSES.

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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 $106,500

Program Service Revenue $1,873,222

Investment Income $4,779

Other Revenue $28,895

TOTAL REVENUE $2,013,396

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,433

Fundraising Expenses $0

Other Expenses $1,589,109

TOTAL EXPENSES $1,794,542

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,013,396	$1,566,103	+0.3%
Expenses	$1,794,542	$1,801,055	0.0%
Net Income	$218,854	$-234,952	-1.9%

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

$135,749

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT ALSTRIN	VICE PRESIDENT	12.00	Officer Director	$0	$0	$0
BEN CASTEEL	PRESIDENT	16.00	Officer Director	$0	$0	$0
LOIS CHO	DIRECTOR	8.00	Director	$0	$0	$0
PAGE KNUDSEN COWLES	DIRECTOR	8.00	Director	$0	$0	$0
JESSICA ENDSWORTH	DIRECTOR	8.00	Director	$0	$0	$0
MATTHEW FARVER	DIRECTOR	8.00	Director	$0	$0	$0
SHARDUL GHOGALE	DIRECTOR	8.00	Director	$0	$0	$0
MICHELLE KAUFMANN	DIRECTOR	8.00	Director	$0	$0	$0
BRYAN LAING	DIRECTOR	8.00	Director	$0	$0	$0
JEFF LEWIS	DIRECTOR	8.00	Director	$0	$0	$0
AARON LIEBERMAN	DIRECTOR	8.00	Director	$0	$0	$0
JOSH WLUDYKA	DIRECTOR	8.00	Director	$0	$0	$0
ANNA MATZINGER	SECRETARY/TREASURER	12.00	Officer Director	$0	$0	$0
JESSICA MOZEICO	DIRECTOR	8.00	Director	$0	$0	$0
KATE NORRIS	PRESIDENT EMERITUS	12.00	Director	$0	$0	$0
JB RIVAIL	DIRECTOR	8.00	Director	$0	$0	$0
MICHELLE WASNER	DIRECTOR	8.00	Director	$0	$0	$0
SCOTT SHULL	DIRECTOR	8.00	Director	$0	$0	$0
MORGEN MCLAUGHLIN	EXECUTIVE DIRECTOR	40.00	Officer	$135,749	$0	$135,749

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	$2,013,396	$1,794,542	$506,898	$218,854
2023	$1,566,103	$1,801,055	$276,365	$-234,952
2022	$1,037,016	$1,402,667	$511,317	$-365,651
2021	$1,369,528	$1,263,795	$876,968	$105,733
2020	$1,279,428	$1,303,213	$771,875	$-23,785
2019	$2,072,073	$2,237,588	$645,760	$-165,515
2018	$1,896,388	$1,819,978	$811,275	$76,410

WILLAMETTE VALLEY WINERIES ASSOCIATION