Civic Intelligence

Southwest Michigan Wine Trail Inc

EIN 36-4565021 • 501(c)6 • Baroda, MI

Profile

Promoting local wineries in s.w. Mi in a united front.

PO Box 295Baroda, MI 49101

miwinetrail.com

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

16th percentile

-33%

Higher net margin than 16% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

27th percentile

-19%

Faster asset growth than 27% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-29%

Faster revenue growth than 20% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$50,373

Down $55,836 (-53%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$50,373

Down $55,836 (-53%) from 2022

Revenue

Down

$36,250

Down $68,221 (-65%) from 2022

Expenses

Down

$48,167

Down $12,756 (-21%) from 2022

Net Income

Down

-$11,917

Down $55,465 (-127%) from 2022

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $71,296Net Assets 2013: $71,2962013Assets 2014: $63,818Net Assets 2014: $63,8182014Assets 2015: $41,234Net Assets 2015: $41,2342015Assets 2016: $58,521Net Assets 2016: $58,5212016Assets 2017: $15,363Net Assets 2017: $15,3632017Assets 2018: $52,506Liabilities 2018: $0Net Assets 2018: $52,5062018Assets 2019: $11,706Liabilities 2019: $0Net Assets 2019: $11,7062019Assets 2021: $62,661Liabilities 2021: $0Net Assets 2021: $62,6612021Assets 2022: $106,209Liabilities 2022: $0Net Assets 2022: $106,2092022Assets 2025: $50,373Liabilities 2025: $0Net Assets 2025: $50,3732025

Highlighted filing

2025

Assets$50,373
Liabilities$0
Net Assets$50,373

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $76,287Expenses 2013: $102,194Net Income 2013: -$25,9072013Revenue 2014: $78,047Expenses 2014: $85,525Net Income 2014: -$7,4782014Revenue 2015: $92,102Expenses 2015: $114,686Net Income 2015: -$22,5842015Revenue 2016: $116,022Expenses 2016: $98,735Net Income 2016: $17,2872016Revenue 2017: $88,465Expenses 2017: $131,623Net Income 2017: -$43,1582017Revenue 2018: $105,470Expenses 2018: $68,327Net Income 2018: $37,1432018Revenue 2019: $37,455Expenses 2019: $78,255Net Income 2019: -$40,8002019Revenue 2021: $71,206Expenses 2021: $42,568Net Income 2021: $28,6382021Revenue 2022: $104,471Expenses 2022: $60,923Net Income 2022: $43,5482022Revenue 2025: $36,250Expenses 2025: $48,167Net Income 2025: -$11,9172025

Highlighted filing

2025

Revenue$36,250
Expenses$48,167
Net Income-$11,917

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 23, 2026
Return Version
2025v4.0
Gross Receipts
$36,250
Mission and Program Overview

Mission

Promoting local wineries in s.w. Mi in a united front.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$62,290$50,373▼ $11,917
Total Assets$62,290$50,373▼ $11,917
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$62,290$50,373▼ $11,917
Total Net Assets Fund Balance$62,290$50,373▼ $11,917
Total Liabilities and Net Assets / Fund Balance$62,290$50,373▼ $11,917
Compensation and Service Providers

Board Members and Trustees

NameTitle
Claire KlissPresident
Analisa LeppanenSecretary
Gunnar OlsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,250
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-11,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,167
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$23,621
Advertising---$19,307
Office Expenses---$3,389
Insurance---$1,495
Fees for Services Accounting---$325
Travel---$30
Total Functional Expenses$0$0$0$48,167
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Southwest Michigan Wine Trail Inc
EIN
36-4565021
Phone
2693259691
Address
PO BOX 295, BARODA, MI 49101

Signing Officer

Name
Gunnar Olson
Title
Treasurer
Phone
2693259691
Signed
2026-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Claire Kliss
Voting Board Members
14
Independent Board Members
0
Employees
0

Preparer

Firm
Red Arrow Accounting
Address
106 W MAIN ST, HARTFORD, MI 49057
Preparer
Eric Gustafson
Phone
2696213389
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Promote the ag tourism aspects of southwest michigan. Educate tourists of the strengths and diversity of the industry with its unique location to lake michigan. Also, to organize a festival where all participating wineries can meet at one location to showcase there wines. Finally, offering exciting fun filled weekends for tourists etc.to follow a concise map leading them to unique wineries located in s.w. Mi to promote & educate the growing winery businesses in s.w. Mi.

Raw XML Appendix213 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.

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IRS990/BooksInCareOfDetail/PersonNm0GUNNAR OLSON
IRS990/BooksInCareOfDetail/PhoneNum02694265222
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 295
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt08963 HILLS ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BARODA
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt036250
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt01495
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt036250
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt050373
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/TotalAmt023621
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt051000
IRS990/PYOtherExpensesAmt088276
IRS990/PYRevenuesLessExpensesAmt0-37276
IRS990/PYTotalExpensesAmt088276
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IRS990/ReconcilationRevenueExpnssAmt0-11917
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990/SchoolOperatingInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02026-02-03T07:38:35-05:00
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ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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