Civic Intelligence

Keuka Lake Wine Trail Ltd

EIN 16-1563929 • 501(c)6 • Penn Yan, NY

Profile

To promote nys wine industry and local tourism primarily in the keuka lake area.

2375 Route 14APenn Yan, NY 14527

www.keukawinetrail.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2024

Net Margin

61st percentile

14%

Higher net margin than 61% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE S • <$500k nonprofits • Source year 2024

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

NTEE S • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

73%

Faster revenue growth than 85% of similar nonprofits.

NTEE S • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$77,258

Up $15,315 (+25%) from 2023

Liabilities

Up

$2,166

Up $721 (+50%) from 2023

Net Assets

$75,092

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue70th percentileNet Margin61st percentile

Revenue

Up

$103,581

Up $43,685 (+73%) from 2023

Expenses

Up

$88,987

Up $32,046 (+56%) from 2023

Net Income

Up

$14,594

Up $11,639 (+394%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $91,900Liabilities 2011: $2,6112011Assets 2012: $78,443Liabilities 2012: $2,6732012Assets 2013: $78,309Liabilities 2013: $2,7822013Assets 2014: $78,259Liabilities 2014: $2,711Net Assets 2014: $75,5482014Assets 2015: $94,690Liabilities 2015: $2,269Net Assets 2015: $92,4212015Assets 2016: $120,546Liabilities 2016: $6,965Net Assets 2016: $113,5812016Assets 2017: $127,437Liabilities 2017: $3,936Net Assets 2017: $123,5012017Assets 2018: $36,633Liabilities 2018: $2,508Net Assets 2018: $34,1252018Assets 2019: $85,130Liabilities 2019: $265Net Assets 2019: $84,8652019Assets 2020: $27,343Liabilities 2020: $0Net Assets 2020: $27,3432020Assets 2021: $49,841Liabilities 2021: $1,046Net Assets 2021: $48,7952021Assets 2022: $58,248Liabilities 2022: $705Net Assets 2022: $57,5432022Assets 2023: $61,943Liabilities 2023: $1,4452023Assets 2024: $77,258Liabilities 2024: $2,166Net Assets 2024: $75,0922024

Highlighted filing

2024

Assets$77,258
Liabilities$2,166
Net Assets$75,092
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $193,914Expenses 2011: $199,605Net Income 2011: -$5,6912011Revenue 2012: $168,195Expenses 2012: $184,183Net Income 2012: -$15,9882012Revenue 2013: $186,819Expenses 2013: $187,625Net Income 2013: -$8062013Revenue 2014: $202,336Expenses 2014: $202,315Net Income 2014: $212014Revenue 2015: $213,881Expenses 2015: $197,008Net Income 2015: $16,8732015Revenue 2016: $227,228Expenses 2016: $203,515Net Income 2016: $23,7132016Revenue 2017: $223,004Expenses 2017: $216,906Net Income 2017: $6,0982017Revenue 2018: $178,276Expenses 2018: $257,860Net Income 2018: -$79,5842018Revenue 2019: $171,860Expenses 2019: $119,852Net Income 2019: $52,0082019Revenue 2020: $59,940Expenses 2020: $117,464Net Income 2020: -$57,5242020Revenue 2021: $50,931Expenses 2021: $29,479Net Income 2021: $21,4522021Revenue 2022: $44,065Expenses 2022: $35,317Net Income 2022: $8,7482022Revenue 2023: $59,896Expenses 2023: $56,941Net Income 2023: $2,9552023Revenue 2024: $103,581Expenses 2024: $88,987Net Income 2024: $14,5942024

Highlighted filing

2024

Revenue$103,581
Expenses$88,987
Net Income$14,594
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$77,258
Liabilities
$2,166
Net assets
$75,092
Revenue
$103,581
Expenses
$88,987
Net income
$14,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.02$0.75$1.04$0.89$0.15
2023Summary only. Only limited summary data is available for this year.$0.62$0.01$0.60$0.57$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.01$0.58$0.44$0.35$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$0.51$0.29$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.60$1.17$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$1.72$1.20$0.52
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.03$0.34$1.78$2.58$0.80
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.04$1.24$2.23$2.17$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.07$1.14$2.27$2.04$0.24
2015Summary only. Only limited summary data is available for this year.$0.95$0.02$0.92$2.14$1.97$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.03$0.76$2.02$2.02$0.00
2013Summary only. Only limited summary data is available for this year.$0.78$0.03$1.87$1.88$0.01
2012Summary only. Only limited summary data is available for this year.$0.78$0.03$1.68$1.84$0.16
2011Summary only. Only limited summary data is available for this year.$0.92$0.03$1.94$2.00$0.06
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.2
Gross Receipts
$50,931
Mission and Program Overview

Mission

To promote the Keuka Lake wine industry

Program Services

DescriptionGrantsExpenses
Organize and promote special events at member wineries to encourage participation and general tourism to the area$15,000$11,827
Publish and distribute printed material promoting the wineries surrounding Keuka Lake-$1,648
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeanne WiltbergerPresident-$0--
Jeremiah SpragueVice President-$0--
Tessa OlsenSecetary-$0--
Nicole FoltsTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Keuka Lake Wine Trail LTD
EIN
16-1563929
Address
2375 Route 14A, Penn Yan, NY 14527

Signing Officer

Name
Jeanne Wiltberger
Title
President
Phone
3155363147
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Thomas A Podsiadlo CPA
Address
350 Elm St, Penn Yan, NY 14527
Preparer
James R Carey CPA
Phone
3155363335
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMiscellaneous 254Brochure Advertising 3,478”

List of grants and similar amounts paid Part I line 10

“Activity Tourism Grant Grantee Finger Lakes Wine Country Street 1 W. Market Street, Ste. 203 City, State, Zip Corning, NY 14830Amount 3,000”

Description of other expenses Part I line 16

“Description AmountAdvertising 9,294Event Expenses 1,648Credit Card Fees 357On-Line Ticket Fees 1,237Dues & Subscriptions 3,233Telephone 714Insurance 1,732Office 311Web Site 950”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearSales Tax Collectes 0 1,046”

Raw XML Appendix128 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Nicole Folts
IRS990EZ/BooksInCareOfDetail/PhoneNum03155363111
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02375 Route 14A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Penn Yan
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014527
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027343
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049841
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016200
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021452
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06263
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027343
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049841
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt050931
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07750
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027343
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048795
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027343
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048795
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeanne Wiltberger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeremiah Sprague
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tessa Olsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nicole Folts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secetary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019476
IRS990EZ/OtherRevenueTotalAmt03732
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the Keuka Lake wine industry
IRS990EZ/PrintingPublicationsPostageAmt0740
IRS990EZ/ProgramServiceRevenueAmt023249
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Publish and distribute printed material promoting the wineries surrounding Keuka Lake
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Organize and promote special events at member wineries to encourage participation and general tourism to the area
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01648
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111827
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01046
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029479
IRS990EZ/TotalProgramServiceExpensesAmt013475
IRS990EZ/TotalRevenueAmt050931
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.keukawinetrail.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMiscellaneous 254Brochure Advertising 3,478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Tourism Grant Grantee Finger Lakes Wine Country Street 1 W. Market Street, Ste. 203 City, State, Zip Corning, NY 14830Amount 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountAdvertising 9,294Event Expenses 1,648Credit Card Fees 357On-Line Ticket Fees 1,237Dues & Subscriptions 3,233Telephone 714Insurance 1,732Office 311Web Site 950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearSales Tax Collectes 0 1,046
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeanne Wiltberger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03155363147
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Keuka Lake Wine Trail LTD
ReturnHeader/Filer/BusinessNameControlTxt0KEUK
ReturnHeader/Filer/EIN0161563929
ReturnHeader/Filer/USAddress/AddressLine1Txt02375 Route 14A
ReturnHeader/Filer/USAddress/CityNm0Penn Yan
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014527
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271539356
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas A Podsiadlo CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 Elm St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Penn Yan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014527
ReturnHeader/PreparerPersonGrp/PhoneNum03155363335
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James R Carey CPA
ReturnHeader/ReturnTs02022-05-16T09:26:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeanne
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wiltberger
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits