IWFS Phoenix Inc

Nonprofit profile at a glance

EIN
994318469
IRS 990-EZ coverage
2024–2025
Forms available
Form 990-EZ 2025
Location
Phoenix, AZ, USA
Rating
39
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$123,494
Expenses
$95,502
Assets
$255,424

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Dr Jose Menendez MD (President)

People named in this filing

  • Dr Jose Menendez MD (President)
  • Rod Granberry (Treasurer)
  • Jim Saunders (Event Planner)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The society is an organization dedicated to the education of its members in enology as well as the appreciation knowledge and proper understanding of wine. The society currently has 22 members who meet 6 times per year to sample specific wines and discuss their history geography cultivation and flavor profiles.

What it reported doing in 2025

Exposed all members to various wines and their appurtenant geographical importance.

Operating model

Revenue model
Membership-supported. 100% of the money available for current operations came from membership dues.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

REVIEW - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 68
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 22.7%; rating input score 74; 74th percentile among comparable filings
  • Total-asset coverage ratio: 2.67; rating input score 86; 86th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 34.9% per year; rating input score 100; 92nd percentile among comparable filings
  • Asset growth: 10.7% per year; rating input score 100; 61st percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.