WINE INSTITUTE

EIN: 940987020

SACRAMENTO, CA

Total Revenue
$26,800,269
Total Expenses
$27,534,460
Total Assets
$10,209,760
Net Assets
$4,287,746
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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
1934
Legal Domicile
CA
Principal Officer
TED K ROSE
Phone
4153567533
Tax Period
2024-07-01 to 2025-06-30

WINE INSTITUTE, founded in 1934, is a mid-sized nonprofit that reported $26.8M in total revenue in fiscal year 2024.

Mission

TO INITIATE AND ADVOCATE PUBLIC POLICY THAT ENHANCES THE ABILITY TO RESPONSIBLY PRODUCE, PROMOTE AND ENJOY WINE.

Program Service Accomplishments

Program 1

DISSEMINATED WINE INDUSTRY INFORMATION TO MEMBERS AND PUBLIC.

Program 2

PARTICIPATED IN U.S. DEPARTMENT OF AGRICULTURE PROGRAM TO DEVELOP, MAINTAIN, AND EXPAND COMMERCIAL EXPORT MARKETS FOR AGRICULTURAL PRODUCTS INCLUDING CALIFORNIA WINE.

Program 3

REPRESENTED WINE INDUSTRY IN LEGISLATIVE MATTERS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $12,694,647
Program Service Revenue $13,880,592
Investment Income $225,030
Other Revenue $0
TOTAL REVENUE $26,800,269

Expense Breakdown

Grants Paid $355,000
Salaries & Benefits $9,636,861
Fundraising Expenses $0
Other Expenses $17,542,599
TOTAL EXPENSES $27,534,460

Year-over-Year Comparison

2024 2023 Change
Revenue $26,800,269 $25,229,701 +0.1%
Expenses $27,534,460 $25,383,998 +0.1%
Net Income $-734,191 $-154,297 +3.8%
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

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Governance

Voting Members
92
Independent Members
92
Employees
38
Volunteers
97

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
8
$2,518,741
Total Directors
92
$0
Key Employees
3
$1,034,129
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BEN DOLLARD TREASURER 1.00
Officer Director
$0 $0 $0
ED MATOVCIK SECRETARY 1.00
Officer Director
$0 $0 $0
GRETCHEN RODDICK SECOND VICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
MATTHEW J GALLO CHAIRMAN 1.00
Officer Director
$0 $0 $0
ROBIN BAGGETT FIRST VICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
AMY HOOPES AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
ANTHONY TORRES AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
ANUJ GIRDHAR AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
BEN DUEMLER AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
CAROLINE COLEMAN BAILEY AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
CHERYL INDELICATO AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
CHRIS MIFSUD AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
COREY BECK AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
DANIEL J LEONARD AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
DEBRA DOMMEN AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
EMMANUEL GARIBAY AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
JANE FROYD AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
JEANNIE BREMMER AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
JEFF HUMPHREYS AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
JENNIFER EVANS AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
JOLENE YEE AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
KEITH BAUMAN AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
LAWRENCE T LOHR AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
MARIBEL DELGADO AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
MARK MERRION AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
MATT MCHARGUE AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
MATTHEW TOWERS AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
PETER N LARSON AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
ROBERT R TORKELSON AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
RODRIGO MATURANA AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
ROGER J TRINCHERO AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
RYAN BOGLE AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
SAM GLAETZER AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
STEPHANIE GALLO AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
TIFFANIE DE LIBERTY AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
WARREN BOGLE AT-LARGE DIRECTOR 1.00
Director
$0 $0 $0
ALAN RAMEY DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
ALAN VIADER DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
ANTHONY TRUCHARD DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
CAINE THOMPSON DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
CHRISTINE WENTE DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
CHRISTOPHER HALL DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
CHRISTORPHER LLOYD STRIETER DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
DARIOUSH KHALEDI DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
DAVID PHILLIPS DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
JOHN ALLBAUGH DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
JOHN KANE DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
JULIE PEDRONCELLI ST JOHN DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
KAJ AHLMANN DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
KAREN FONTANELLA DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
KATIE WETZEL MURPHY DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
KELLIE DUCKHORN DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
KYLE RAY DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
MARISSA LANGE DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
MATT LOCKLIN DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
MIKE REYNOLDS DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
NICHOLAS MILLER DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
PAM STARR DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
PAUL WOOLLS DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
PHIL BAILY DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
SCOTT SCHEID DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
STEPHEN KAHLE DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
STEVEN MILLIER DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
STEVEN W MACROSTIE DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
TOBIN GINTER DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
WILLIAM R COOPER DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
BERTRAM E SILK EX OFFICIO 1.00
Director
$0 $0 $0
CAROLYN WENTE EX OFFICIO 1.00
Director
$0 $0 $0
CHRISTOPHER D INDELICATO EX OFFICIO 1.00
Director
$0 $0 $0
DAVID B KENT EX OFFICIO 1.00
Director
$0 $0 $0
DENNIS D GROTH EX OFFICIO 1.00
Director
$0 $0 $0
DIANNE S NURY EX OFFICIO 1.00
Director
$0 $0 $0
ERIC P WENTE EX OFFICIO 1.00
Director
$0 $0 $0
GARY B HECK EX OFFICIO 1.00
Director
$0 $0 $0
GREGORY J COLEMAN EX OFFICIO 1.00
Director
$0 $0 $0
HARRY H WETZEL EX OFFICIO 1.00
Director
$0 $0 $0
JAMES H NIVEN EX OFFICIO 1.00
Director
$0 $0 $0
JASPER A INDELICATO EX OFFICIO 1.00
Director
$0 $0 $0
JEFFREY B O'NEILL EX OFFICIO 1.00
Director
$0 $0 $0
JEROME J LOHR EX OFFICIO 1.00
Director
$0 $0 $0
JOHN SUTTON EX OFFICIO 1.00
Director
$0 $0 $0
JOSEPH E GALLO EX OFFICIO 1.00
Director
$0 $0 $0
LOUIS BOB TRINCHERO EX OFFICIO 1.00
Director
$0 $0 $0
MARGIE M HEALY EX OFFICIO 1.00
Director
$0 $0 $0
PHILIP R WENTE EX OFFICIO 1.00
Director
$0 $0 $0
RANDALL LANGE EX OFFICIO 1.00
Director
$0 $0 $0
RAYMOND S CHADWICK EX OFFICIO 1.00
Director
$0 $0 $0
RICHARD L MAHER EX OFFICIO 1.00
Director
$0 $0 $0
STEVEN W LOHR EX OFFICIO 1.00
Director
$0 $0 $0
SUZANNE GROTH EX OFFICIO 1.00
Director
$0 $0 $0
THOMAS B KLEIN EX OFFICIO 1.00
Director
$0 $0 $0
WALTER T KLENZ EX OFFICIO 1.00
Director
$0 $0 $0
ROBERT P KOCH PRESIDENT & CEO 35.00
Officer
$2,003,392 $71,838 $2,075,230
TED K ROSE VP, FINANCE & ADMIN 35.00
Officer
$235,864 $46,627 $282,491
MALURI FERNANDEZ - EXEC ASSISTANT/SECR TO THE BOARD 35.00
Officer
$124,776 $36,244 $161,020
CHARLES C JEFFERSON VP, FED RELATIONS/INTL PUB 35.00
Key Emp
$352,073 $17,796 $369,869
STEVEN J GROSS VP, STATE RELATIONS 35.00
Key Emp
$319,370 $43,222 $362,592
ALLISON L JORDAN VP, ENVIRONMENTAL AFFAIRS 35.00
Key Emp
$239,058 $62,610 $301,668
HONORE L COMFORT VP, INTERNATIONAL MARKETING 35.00
Highest
$276,633 $38,909 $315,542
JUSTIN MCGUIRK GENERAL COUNSEL 35.00
Highest
$277,266 $19,638 $296,904
MICHELE LYNN FAMIGLIETTI SENIOR DIRECTOR, FEDERAL RELATIONS 35.00
Highest
$236,210 $59,996 $296,206
TIMOTHY J SCHMELZER VP, CALIFORNIA STATE RELATIONS 35.00
Highest
$250,166 $34,965 $285,131
TERRI COFER BEIRNE EASTERN COUNSEL 35.00
Highest
$239,512 $13,341 $252,853
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 $26,800,269 $27,534,460 $10,209,760 $-734,191
2024 $25,229,701 $25,383,998 $9,339,297 $-154,297
2023 $27,632,048 $27,576,097 $12,228,996 $55,951
2022 $27,631,866 $27,387,238 $9,000,312 $244,628
2021 $25,583,532 $25,543,597 $10,255,678 $39,935
2020 $24,588,843 $24,479,361 $10,415,542 $109,482
2019 $23,144,150 $22,961,806 $9,101,973 $182,344
2018 $22,398,806 $22,367,484 $10,362,071 $31,322
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