Yamhill-carlton District Winegrowers Association
Nonprofit profile at a glance
- EIN
- 205309445
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024
- Location
- Carlton, OR, USA
- Phone
- 5035502764
- Rating
- 41
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $64,753
- Expenses
- $75,692
- Assets
- $104,296
- Liabilities
- $275
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- BRIAN O'DONNELL (President)
- XIMENA ORREGO (Vice President)
People named in this filing
- KENNETH W WRIGHT (Director)
- BRIAN O'DONNELL (President)
- JOEL KIFF (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
To create and nurture a sustainable, world-class winegrowing community in the yamhill-carlton ava by: (1) promoting the distinctive attributes of the region and its wines, (2) supporting high quality viticulture and winemaking, (3) serving as a positive force within the local community.
Operating model
- Revenue model
- Membership-supported. 60% of the money available for current operations came from membership dues.
- 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 and revenue has grown recently. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 6
- Transparency & Controls: 82
- Sustainability: 38
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 10.1%; rating input score 10
- 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: -16.9%; rating input score 25; 25th percentile among comparable filings
- Total-asset coverage ratio: 1.38; rating input score 55; 55th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 33; 33rd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 5.1% per year; rating input score 100; 71st percentile among comparable filings
- Asset growth: 4% per year; rating input score 100; 54th percentile among comparable filings
Details
- Where the money goes: 10.1% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 12 filing years from 2012 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 10/100.
- High — Sustainability: Operating margin scored 25/100.
- Review — Sustainability: Total-asset coverage ratio scored 55/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 33/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.