BROTHERHOOD OF THE KNIGHTS OF THE … - 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

1977

Legal Domicile

Phone

7038613789

Tax Period

2024-01-01 to 2024-12-31

BROTHERHOOD OF THE KNIGHTS OF THE VINE GROUP RETURN, founded in 1977, is a small nonprofit that reported $238K in total revenue in fiscal year 2024.

Mission

EDUCATE MEMBERS AND PUBLIC TO THE VIRTUES OF WINE

Program Service Accomplishments

Program 1

WINE EDUCATION EVENTS AND PROVIDE SCHOLARSHIPS THROUGH UNIVERSITIES FOR WINE EDUCATION

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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 $0

Program Service Revenue $237,735

Investment Income $0

Other Revenue $0

TOTAL REVENUE $237,735

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $254,688

TOTAL EXPENSES $254,688

Year-over-Year Comparison

	2024	2023	Change
Revenue	$237,735	$231,597	+0.0%
Expenses	$254,688	$210,891	+0.2%
Net Income	$-16,953	$20,706	-1.8%

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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY GATLIN	Director	1.00	Director	$0	$0	$0
BUDDY HAGNER	President & CEO	8.00	Officer Director	$0	$0	$0
CLAIRE CUCCIO	Treasurer	8.00	Officer Director	$0	$0	$0
JEFF PRICE	Director	1.00	Director	$0	$0	$0
RICHARD KEHOE	Director	1.00	Director	$0	$0	$0
TOM WEBB	Secretary	1.00	Officer Director	$0	$0	$0
KEN HAAPALA	Director	1.00	Director	$0	$0	$0
PAT PINGITORE	Director	1.00	Director	$0	$0	$0
GORDON MACKAY	Vice President	1.00	Officer Director	$0	$0	$0
TRISH HAGNER	Executive Dir.	8.00	Officer	$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	No data	No data	No data	No data
2024	$237,735	$254,688	$118,836	$-16,953
2023	$231,597	$210,891	$135,789	$20,706
2022	$211,025	$200,586	$115,083	$10,439
2021	$160,565	$165,130	$104,644	$-4,565
2020	$111,953	$97,879	$109,209	$14,074
2019	$309,628	$326,130	$95,135	$-16,502
2018	$259,388	$271,458	$111,637	$-12,070

BROTHERHOOD OF THE KNIGHTS OF THE VINE GROUP RETURN