Public & Societal Benefit
(W99)
990 on File
DE PORTOLA WINE TRAIL INC
Financial strength (30%)
59/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$86K
Total Revenue
$152K
Total Expenses
$43K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
93.5%
Fundraising Efficiency
N/A
Operating Reserve
3.43x
Liability-to-Asset
N/A
Revenue Diversification
98.0%
Compared with Peers
FY 2024
Compared with 1,513 similar organizations
(United States, Public & Societal Benefit, $100K–$1M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
93.5% | 85.7% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
3.4 mo | 8.5 mo |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
98.0% | 97.0% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-33.0% | 9.4% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
42.5% | 11.8% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-76.1% | 2.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $86K | $152K | $43K | 93.5% | — |
| 2023 | $129K | $107K | $109K | 91.0% | — |
| 2022 | $101K | $99K | $87K | 90.3% | — |
| 2021 | $112K | $72K | N/A | — | 1 |
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