Keuka Lake Wine Trail LTD
Nonprofit profile at a glance
- EIN
- 161563929
- IRS 990-EZ coverage
- 2020–2024
- Forms available
- Form 990 2019, Form 990-EZ 2024
- Location
- Penn Yan, NY, USA
- Phone
- 3155363111
- Rating
- 45
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Boards of Trade
Reported finances
- Revenue
- $103,581
- Expenses
- $88,987
- Assets
- $77,258
- Liabilities
- $2,166
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Ashlee Weiss (Vice President)
- Nicole Folts (President)
People named in this filing
- Jessie Gorcica (Treasurer)
- Ashlee Weiss (Vice President)
- Tessa Olsen (Secetary)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote the Keuka Lake wine industry
What it reported doing in 2024
Organize and promote special events at member wineries to encourage participation and general tourism to the area
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 1
- Transparency & Controls: 100
- Sustainability: 58
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 1%; rating input score 1
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 14.1%; rating input score 65; 65th percentile among comparable filings
- Total-asset coverage ratio: 0.87; rating input score 55; 55th percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 35; 35th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 78.3% per year; rating input score 100; 96th percentile among comparable filings
- Revenue growth: -13.8% per year; rating input score 0; 3rd percentile among comparable filings
- Asset growth: -6% per year; rating input score 0; 15th percentile among comparable filings
Details
- Where the money goes: 1% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 5 filing years from 2020 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- 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 1/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 55/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 35/100.