LODI GRAPE FESTIVAL & NATIONAL WIN… - Form 990 Financial Data

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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

1936

Legal Domicile

Phone

2093692771

Tax Period

2023-01-01 to 2023-12-31

LODI GRAPE FESTIVAL & NATIONAL WINE SHOW ASSOCIATION INC, founded in 1936, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $2.6M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $675K, a strong 26% operating margin.

Mission

TO ANNUALLY ORGANIZE AND CONDUCT AN AGRICULTURAL FAIR INCLUDING RELATED EVENTS; TO RENDER SERVICE TO THE PUBLIC BY MAKING THE FACULTIES AVAILABLE TO COMMUNITY ORGANIZATIONS AND INDIVIDUALS IN ACCORDANCE WITH A FEE SCHEDULE; TO EDUCATE THE PUBLIC ON THE AGRICULTURE OF THE REGION.

Program Service Accomplishments

Program 1

LODI GRAPE FESTIVAL AND HARVEST FAIR: THE LODI GRAPE FESTIVAL AND HARVEST FAIR HAS BEEN IN OPERATION SINCE 1937 AND FEATURES WINES FROM THE LODI WINE COUNTRY, AS WELL AS PROVIDES ENTERTAINMENT...

LODI GRAPE FESTIVAL AND HARVEST FAIR: THE LODI GRAPE FESTIVAL AND HARVEST FAIR HAS BEEN IN OPERATION SINCE 1937 AND FEATURES WINES FROM THE LODI WINE COUNTRY, AS WELL AS PROVIDES ENTERTAINMENT, EXHIBITS AND CARNIVAL RIDES.

Program 2

INTERIM EVENTS: THE ASSOCIATION OFFERS ITS GROUNDS AND FACILITIES FOR RENTAL BY VARIOUS GROUPS THROUGHOUT THE YEAR.

Program 3

LODI BEER FEST & STATE BBQ CHAMPIONSHIP: LODI BEER FEST & STATE BBQ CHAMPIONSHIP WAS ESTABLISHED IN 2016 AND FEATURES BEER FROM LOCAL AND NATIONAL BREWERIES, ALONG WITH ENTERTAINMENT.

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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 $436,142

Program Service Revenue $2,135,914

Investment Income $18,170

Other Revenue $0

TOTAL REVENUE $2,590,226

Expense Breakdown

Grants Paid $5,157

Salaries & Benefits $567,594

Fundraising Expenses $0

Other Expenses $1,342,837

TOTAL EXPENSES $1,915,588

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,590,226	$1,892,842	+0.4%
Expenses	$1,915,588	$1,808,029	+0.1%
Net Income	$674,638	$84,813	+7.0%

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

$227,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODRIGO ACOSTA JR	DIRECTOR	0.40	Director	$0	$0	$0
JENNELLE BAKER	DIRECTOR	0.40	Director	$0	$0	$0
KEN BAUMBACH	DIRECTOR	0.40	Director	$0	$0	$0
DANA BROWN	DIRECTOR	0.40	Director	$0	$0	$0
JEREMY BROWN	DIRECTOR	0.40	Director	$0	$0	$0
ASHLY CASTELANELLI	DIRECTOR	0.40	Director	$0	$0	$0
JULIE CHESNUTT	DIRECTOR	0.40	Director	$0	$0	$0
TRENT DIEHL	DIRECTOR	0.40	Director	$0	$0	$0
MARY JANE EAST	DIRECTOR	0.40	Director	$0	$0	$0
NANCY HENNEFER	PAST PRESIDENT	0.40	Officer Director	$0	$0	$0
TOM HOFFMAN	DIRECTOR	0.40	Director	$0	$0	$0
DOUG HOLCK	DIRECTOR	0.40	Director	$0	$0	$0
DAVID HOOVER	DIRECTOR	0.40	Director	$0	$0	$0
KATIE HUIPE	DIRECTOR	0.40	Director	$0	$0	$0
HAZEL JACKSON	DIRECTOR	0.40	Director	$0	$0	$0
DAN LEWIS	DIRECTOR	0.40	Director	$0	$0	$0
MIKE MANNA	DIRECTOR	0.40	Director	$0	$0	$0
MIKE MCCAY	DIRECTOR	0.40	Director	$0	$0	$0
BARBARA MEIDINGER	DIRECTOR	0.40	Director	$0	$0	$0
DANIEL MEZA	2ND VICE PRESIDENT	0.40	Officer Director	$0	$0	$0
JEREMY MYERS	DIRECTOR	0.40	Director	$0	$0	$0
MICHELE MYERS	1ST VICE PRESIDENT	0.40	Officer Director	$0	$0	$0
JEAN RAUSER	DIRECTOR	0.40	Director	$0	$0	$0
MELISSA STROUD	DIRECTOR	0.40	Director	$0	$0	$0
DONN THOMPSON	DIRECTOR	0.40	Director	$0	$0	$0
JOE VALENTE	PRESIDENT	0.40	Officer Director	$0	$0	$0
DENISE WARMERDAM	DIRECTOR	0.40	Director	$0	$0	$0
MARK ARMSTRONG	SECRETARY/MANAGER	40.00	Officer	$194,400	$32,725	$227,125

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	$2,590,226	$1,915,588	$3,234,477	$674,638
2022	$1,892,842	$1,808,029	$2,555,710	$84,813
2021	$2,190,114	$1,326,344	$2,446,930	$863,770
2020	$469,168	$687,477	$1,679,023	$-218,309
2019	$1,307,798	$1,424,261	$1,835,017	$-116,463
2018	$1,274,694	$1,374,350	$1,949,492	$-99,656

LODI GRAPE FESTIVAL & NATIONAL WINE SHOW ASSOCIATION INC