Civic Intelligence

Vital Wines

EIN 81-4293805 • 501(c)3 • Walla Walla, WA

Pub. 78 Eligible990-N Coverage

Profile

Vital wines improves equity in access to healthcare for vineyard workers and their families through education, advocacy, and direct services.

17 North Second Street AveWalla Walla, WA 99362

www.vitalwinery.com

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

Up

$513,207

Up $164,453 (+47%) from 2022

Liabilities

Down

$24,311

Down $23,728 (-49%) from 2022

Net Assets

Up

$488,896

Up $188,181 (+63%) from 2022

Revenue

Up

$445,354

Up $88,257 (+25%) from 2022

Expenses

Up

$257,173

Up $16,563 (+6.9%) from 2022

Net Income

Up

$188,181

Up $71,694 (+62%) from 2022

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2018: $10Liabilities 2018: $0Net Assets 2018: $102018Assets 2020: $140,051Liabilities 2020: $3,2672020Assets 2021: $193,325Liabilities 2021: $9,097Net Assets 2021: $184,2282021Assets 2022: $348,754Liabilities 2022: $48,039Net Assets 2022: $300,7152022Assets 2023: $513,207Liabilities 2023: $24,311Net Assets 2023: $488,8962023

Highlighted filing

2023

Assets$513,207
Liabilities$24,311
Net Assets$488,896

Operations Trend

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

$600K$400K$200K$0Revenue 2018: $10Expenses 2018: $0Net Income 2018: $102018Revenue 2020: $160,022Expenses 2020: $65,216Net Income 2020: $94,8062020Revenue 2021: $184,628Expenses 2021: $138,400Net Income 2021: $46,2282021Revenue 2022: $357,097Expenses 2022: $240,610Net Income 2022: $116,4872022Revenue 2023: $445,354Expenses 2023: $257,173Net Income 2023: $188,1812023

Highlighted filing

2023

Revenue$445,354
Expenses$257,173
Net Income$188,181

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$609,115
Mission and Program Overview

Mission

Vital wines improves equity in access to healthcare for vineyard workers and their families through education, advocacy, and direct services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$171,788$300,283▲ $128,495
Inventories for Sale or Use$96,357$109,958▲ $13,601
Pledges and Grants Receivable$30,000$62,386▲ $32,386
Accounts Receivable$44,658$31,143▼ $13,515
Land, Buildings, and Equipment, Net$2,955$4,135▲ $1,180
Prepaid Expenses and Deferred Charges$1,996$1,996→ $0
Total Assets$348,754$513,207▲ $164,453
Other Assets Total$1,000$3,306▲ $2,306
Liabilities
Deferred Revenue$40,000$20,000▼ $20,000
Accounts Payable and Accrued Expenses$7,369$4,311▼ $3,058
Other Liabilities$670$0▼ $670
Total Liabilities$48,039$24,311▼ $23,728
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$300,715$488,896▲ $188,181
Total Net Assets Fund Balance$300,715$488,896▲ $188,181
Total Liabilities and Net Assets / Fund Balance$348,754$513,207▲ $164,453

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,134$9,933$12,067
Other Land Buildings$2,001$1,000$3,001
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Maddie RichardsExecutive DirectorFT$73,800$73,800

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$329,923
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$115,431
All Other Contributions
$329,923
Change in Net Assets
$188,181

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$67,724Cost
Total Noncash Contributions1$67,724-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,130
Salaries, Compensation, and Employee Benefits$86,043
Grants and Similar Amounts Paid$7,000
Total Fundraising Expense$62
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$80,883--$80,883
Current Officers, Directors, Trustees, and Key Employees$73,800--$73,800
Office Expenses$20,804$3,016$62$23,882
Occupancy$17,883--$17,883
Information Technology-$15,082-$15,082
Fees for Services Accounting-$7,603-$7,603
Grants to Domestic Orgs$7,000--$7,000
Payroll Taxes$6,370--$6,370
Other Salaries and Wages$5,873--$5,873
Fees for Services Other$5,613--$5,613
Depreciation Depletion$5,023--$5,023
Advertising$4,553--$4,553
Insurance-$2,683-$2,683
Travel$925--$925
Total Functional Expenses$228,727$28,384$62$257,173
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sos Health ServicesCollege Place, WA501(c)3Support General Operations$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$20,184
Fundraising Gross Income$10,338
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

We have only filed once before. The executive director, president and treasurer would review prior to filing. All other board members will have access to view the filed990 by way of a link to a shared drive, or will be provided a copy of the filing via email.

Form 990, Part VI, Section B, Line 12C

Keeping in close contact with and in regular communication with all board members and staff.

Form 990, Part VI, Section B, Line 15

After identifying a need to increase the organization's capacity, the board of directors researched compensation for comparable positions in the local area. This process was last undertaken for the executive director in 2021 and the tasting room & volunteer development manager in 2022.

Form 990, Part VI, Section C, Line 18

UPON REQUEST

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Vital Wines
EIN
81-4293805
Phone
5095402323
Address
17 NORTH SECOND STREET AVE, WALLA WALLA, WA 99362

Signing Officer

Name
Ashley Trout
Title
President and Founder
Phone
5095402323
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Trout
Formed
2017
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
39

Preparer

Firm
Mcdonald Jacobs Pc
Address
121 SW SALMON ST STE 1100, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
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IRS990/ProgSrvcAccomActy2Grp/Desc0IN PARTNERSHIP WITH PROVIDENCE ST. MARY POPULATION HEALTH, VITAL CO-FUNDS A PROMOTORA DE SALUD/COMMUNITY HEALTH WORKER DEDICATED TO THE LATINX COMMUNITY, WITH A FOCUS ON VINEYARD WORKERS AND THEIR FAMILIES. IN 2023, HER EFFORTS REACHED OVER PEOPLE THROUGH RESOURCE FAIRS AND HEALTH WORKSHOPS. ADDITIONALLY, SHE REACHED 325 PEOPLE WITH OUR SPANISH TEXTING PROGRAM. TEXT MESSAGES WERE SENT TO RECIPIENTS DISSEMINATING, HEALTH-RELATED INFORMATION AND DETAILS FOR UPCOMING HEALTHCARE EVENTS TO SHARE WITH OTHER HOUSEHOLD MEMBERS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0VITAL'S TASTING ROOM IN THE COMMUNITY THAT WE SERVE EDUCATES WINE CONSUMERS ABOUT THE INEQUITIES OF THE INDUSTRY AND EMPOWERS THEM TO MAKE CHANGE. GUESTS ARE ENCOURAGED TO SUPPORT OUR MISSION BY DONATING, JOINING THE WINE CLUB, OR PURCHASING BOTTLES OF WHICH NET PROFITS FUND OUR PROGRAMS.
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0188181
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0329923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0228642
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0120855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0101470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0813433
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0661916
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0711509
IRS990ScheduleA/SubstantialContributorsTotAmt0101924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0329923
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0228642
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0120855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0101470
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032543
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0813433
IRS990ScheduleA/TotalSupportAmt0813433
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02134
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt09933
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt012067
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02001
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03001
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04135
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOS HEALTH SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0731626280
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01200 SE 12TH ST SUITE 4
IRS990ScheduleI/RecipientTable/USAddress/CityNm0COLLEGE PLACE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd099324
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0WINE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0COST
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt067724
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WE HAVE ONLY FILED ONCE BEFORE. THE EXECUTIVE DIRECTOR, PRESIDENT AND TREASURER WOULD REVIEW PRIOR TO FILING. ALL OTHER BOARD MEMBERS WILL HAVE ACCESS TO VIEW THE FILED990 BY WAY OF A LINK TO A SHARED DRIVE, OR WILL BE PROVIDED A COPY OF THE FILING VIA EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KEEPING IN CLOSE CONTACT WITH AND IN REGULAR COMMUNICATION WITH ALL BOARD MEMBERS AND STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFTER IDENTIFYING A NEED TO INCREASE THE ORGANIZATION'S CAPACITY, THE BOARD OF DIRECTORS RESEARCHED COMPENSATION FOR COMPARABLE POSITIONS IN THE LOCAL AREA. THIS PROCESS WAS LAST UNDERTAKEN FOR THE EXECUTIVE DIRECTOR IN 2021 AND THE TASTING ROOM & VOLUNTEER DEVELOPMENT MANAGER IN 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/StatesWhereCopyOfReturnIsFldCd1WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0348754
IRS990/TotalAssetsEOYAmt0513207
IRS990/TotalAssetsGrp/BOYAmt0348754
IRS990/TotalAssetsGrp/EOYAmt0513207
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0329923
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt062
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028384
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0228727
IRS990/TotalFunctionalExpensesGrp/TotalAmt0257173
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt048039
IRS990/TotalLiabilitiesEOYAmt024311
IRS990/TotalLiabilitiesGrp/BOYAmt048039
IRS990/TotalLiabilitiesGrp/EOYAmt024311
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0300715
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0488896
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0197231
IRS990/TotalOtherProgSrvcRevenueAmt0125277
IRS990/TotalProgramServiceExpensesAmt0228727
IRS990/TotalReportableCompFromOrgAmt073800
IRS990/TotalRevenueGrp/ExclusionAmt0-9846
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0125277
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0445354
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt039
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0348754
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0513207
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0925
IRS990/TravelGrp/TotalAmt0925
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt017 NORTH SECOND STREET AVE
IRS990/USAddress/CityNm0WALLA WALLA
IRS990/USAddress/StateAbbreviationCd0WA

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