The Symposium for Professional Wine Writers at Meadowood Napa Valley

Nonprofit profile at a glance

EIN
061761208
IRS 990-EZ coverage
2016–2024
Forms available
Form 990-EZ 2024
Location
St Helena, CA, USA
Phone
7079671216
Rating
43
Verdict
MIXED
Rating confidence
Moderate
Sector
Professional Societies, Associations

Official website

Reported finances

Revenue
$76,500
Expenses
$76,200
Assets
$47,911
Liabilities
$46,015

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • SARAH BRAY (EXECUTIVE DIRECTOR)
  • KELLI WHITE (CEO/PRESIDENT)

People named in this filing

  • SARAH BRAY (EXECUTIVE DIRECTOR)
  • ELAINE CHUKAN BROWN (VICE CHAIR)
  • AMANDA HARLAN (DIRECTOR)

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

The specific purpose of this corporation is to (i)promote the advancement of education in the field of professional wine writing and editing; (ii)provide educational and other related services to professional wine writers, editors and those emerging in the field; and (iii)carry on other charitable and educational activities associated with these goals as allowed by law.

What it reported doing in 2024

The symposium's primary activity is an annual 4-day symposium held in february for professional wine writers, editors and those emerging in the field of wine writing. The symposium draws top wine book authors and editors, wine magazine writers and critics, newspaper wine columnists, bloggers and other wine content creators to participate in lectures, panel discussions, and group and individual writing sessions to explore themes prevalent in contemporary wine writing.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 100
  • Sustainability: 39
  • Growth: 20

Detailed rating inputs

Financial Efficiency

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

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: 0.4%; rating input score 46; 46th percentile among comparable filings
  • Total-asset coverage ratio: 0.63; rating input score 35; 35th percentile among comparable filings
  • Liabilities to assets ratio: 0.96; rating input score 5; 5th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -15.5% per year; rating input score 0; 18th percentile among comparable filings
  • Asset growth: 12.6% per year; rating input score 100; 77th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 8 filing years from 2016 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 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 46/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 35/100.
  • High — Sustainability: Liabilities to assets ratio scored 5/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.