Civic Intelligence

Chautauqua Wine Trail Association Inc

990EZ • Fiscal year 2013 • EIN 01-0712729

Jan 01, 2013 to Dec 31, 2013 • Filed on May 02, 2014

Organization ProfileN/A
PO Box 44Westfield, NY 14787-0044

(716) 965-4800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2013 filings • NTEE S41 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2013 filings • NTEE S41 • <$500k nonprofits • Source year 2013

Net Margin

60th percentile

8.8%

Higher net margin than 60% of similar nonprofits.

2013 filings • NTEE S41 • <$500k nonprofits • Source year 2013

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2013 filings • NTEE S41 • <$500k nonprofits • Source year 2013

Asset Growth

86th percentile

52%

Faster asset growth than 86% of similar nonprofits.

2013 filings • NTEE S41 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

36th percentile

-3.5%

Faster revenue growth than 36% of similar nonprofits.

2013 filings • NTEE S41 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$30,578

Up $10,488 (+52%) from 2012

Net Assets

Up

$30,314

Up $10,505 (+53%) from 2012

Liabilities

Down

$264

Down $17 (-6.0%) from 2012

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin60th percentile

Revenue

Down

$119,402

Down $4,289 (-3.5%) from 2012

Expenses

Down

$108,897

Down $21,524 (-17%) from 2012

Net Income

Up

$10,505

Up $17,235 (+256%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0-$50KAssets 2010: $14,075Net Assets 2010: $14,0752010Assets 2011: $26,539Net Assets 2011: $26,5392011Assets 2012: $20,090Liabilities 2012: $281Net Assets 2012: $19,8092012Assets 2013: $30,578Liabilities 2013: $264Net Assets 2013: $30,3142013Assets 2014: $44,226Liabilities 2014: $379Net Assets 2014: $43,8472014Assets 2015: $48,293Liabilities 2015: $435Net Assets 2015: $47,8582015Assets 2016: $40,141Liabilities 2016: $149Net Assets 2016: $39,9922016Assets 2017: $51,590Liabilities 2017: $527Net Assets 2017: $51,0632017Assets 2018: $53,202Liabilities 2018: $162Net Assets 2018: $53,0402018Assets 2019: $1,597Liabilities 2019: $146Net Assets 2019: $1,4512019Assets 2020: $4,980Liabilities 2020: $6,013Net Assets 2020: -$1,0332020Assets 2021: $87,423Liabilities 2021: $382Net Assets 2021: $87,0412021Assets 2022: $99,689Liabilities 2022: $244Net Assets 2022: $99,4452022Assets 2023: $93,839Liabilities 2023: $283Net Assets 2023: $93,5562023Assets 2024: $113,596Liabilities 2024: $291Net Assets 2024: $113,3052024

Highlighted filing

2013

Assets$30,578
Liabilities$264
Net Assets$30,314
Open 2013 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $71,062Expenses 2010: $94,075Net Income 2010: -$23,0132010Revenue 2011: $108,315Expenses 2011: $95,852Net Income 2011: $12,4632011Revenue 2012: $123,691Expenses 2012: $130,421Net Income 2012: -$6,7302012Revenue 2013: $119,402Expenses 2013: $108,897Net Income 2013: $10,5052013Revenue 2014: $145,676Expenses 2014: $132,143Net Income 2014: $13,5332014Revenue 2015: $142,197Expenses 2015: $138,186Net Income 2015: $4,0112015Revenue 2016: $138,933Expenses 2016: $146,799Net Income 2016: -$7,8662016Revenue 2017: $191,080Expenses 2017: $180,009Net Income 2017: $11,0712017Revenue 2018: $146,219Expenses 2018: $144,242Net Income 2018: $1,9772018Revenue 2019: $179,647Expenses 2019: $231,252Net Income 2019: -$51,6052019Revenue 2020: $83,781Expenses 2020: $86,265Net Income 2020: -$2,4842020Revenue 2021: $122,938Expenses 2021: $34,864Net Income 2021: $88,0742021Revenue 2022: $122,052Expenses 2022: $110,989Net Income 2022: $11,0632022Revenue 2023: $126,904Expenses 2023: $132,793Net Income 2023: -$5,8892023Revenue 2024: $175,962Expenses 2024: $156,213Net Income 2024: $19,7492024

Highlighted filing

2013

Revenue$119,402
Expenses$108,897
Net Income$10,505
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 2, 2014
Return Version
2013v3.1
Gross Receipts
$179,473
Mission and Program Overview

Mission

Promote regional economic development

Program Services

DescriptionGrantsExpenses
WINERY TOURS WERE ORGANIZED AND CARRIED OUT IN AN EFFORT TO INCREASE PUBLIC AWARENESS OF THE WINE INDUSTRY--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED JOHNSONTreasurer-$0--
ROBERT MAZZAPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$66,891$66,891$36,088$30,803
Event 2$25,311$25,311$12,694$12,617
Total Events$122,889$122,889$60,071$62,818
Filing and Contact Details

Filer

EIN
01-0712729
Phone
7169654800

Signing Officer

Name
Fred Johnson
Title
Treasurer
Phone
7169654800
Signed
2014-05-02

Preparer

Preparer
Sham Dean Bahgat CPA
Phone
7166731891
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Merchandise sales 1848. Misc income 417. Sale of visit visas 8243.”

Form 990EZ, Part I, Line 16

“General advertising- radio & web other advertising displays signage ticket coupons credit card fees 180. Bank fees 3962. Paypal fees office supplies 156. Travel expense 1168. Past due sales tax (not collected) prior year adj constant contact 1114.”

Raw XML Appendix114 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/BusinessName/BusinessNameLine10FRED JOHNSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07169654800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 44
IRS990EZ/BooksInCareOfDetail/USAddress/City0WESTFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0147870044
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020090
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030578
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013651
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010505
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt047317
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020090
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030578
IRS990EZ/FundraisingGrossIncomeAmt0122889
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0179473
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt025
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020675
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019809
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030314
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019809
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030314
IRS990EZ/OccupancyRentUtltsAndMaintAmt02381
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRED JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT MAZZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06580
IRS990EZ/OtherRevenueTotalAmt010508
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE REGIONAL ECONOMIC DEVELOPMENT
IRS990EZ/PrintingPublicationsPostageAmt052619
IRS990EZ/ProgramServiceRevenueAmt011725
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WINERY TOURS WERE ORGANIZED AND CARRIED OUT IN AN EFFORT TO INCREASE PUBLIC AWARENESS OF THE WINE INDUSTRY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt060071
IRS990EZ/SpecialEventsNetIncomeLossAmt062818
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0281
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0264
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0108897
IRS990EZ/TotalRevenueAmt0119402
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt060071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066891
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025311
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt030687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0122889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt066891
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025311
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt030687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0122889
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0HARVEST WINE WEEKENDS
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0WINE & CHESE EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt062818
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011289
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt060071
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt036088
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MERCHANDISE SALES 1848. MISC INCOME 417. SALE OF VISIT VISAS 8243.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GENERAL ADVERTISING- RADIO & WEB OTHER ADVERTISING DISPLAYS SIGNAGE TICKET COUPONS CREDIT CARD FEES 180. BANK FEES 3962. PAYPAL FEES OFFICE SUPPLIES 156. TRAVEL EXPENSE 1168. PAST DUE SALES TAX (NOT COLLECTED) PRIOR YEAR ADJ CONSTANT CONTACT 1114.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07169654800
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHAUTAUQUA WINE TRAIL ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAU
ReturnHeader/Filer/EIN0010712729
ReturnHeader/Filer/PhoneNum07169654800
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 44
ReturnHeader/Filer/USAddress/City0WESTFIELD
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0147870044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BAHGAT & LAURITO-BAHGAT CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1016 WEST MAIN ST SUITE ONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FREDONIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode014063
ReturnHeader/PreparerPersonGrp/PhoneNum07166731891
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAM DEAN BAHGAT CPA
ReturnHeader/ReturnTs02014-05-12T07:57:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,578
Liabilities
$264
Net assets
$30,314
Revenue
$119,402
Expenses
$108,897
Net income
$10,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.13$1.76$1.56$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.27$1.33$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$0.99$1.22$1.11$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.23$0.35$0.88
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.06$0.01$0.84$0.86$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.01$1.80$2.31$0.52
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.46$1.44$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$1.91$1.80$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.39$1.47$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.42$1.38$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.46$1.32$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.30$1.19$1.09$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$1.24$1.30$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$1.08$0.96$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.14$0.71$0.94$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • NTEE S41 • <$500k nonprofits