Civic Intelligence

Bucks County Wine Trail Ltd

EIN 20-0750083 • 501(c)6 • Buckingham, PA

Profile

Promotion of Bucks County wines and wineries

PO Box 375Buckingham, PA 18912

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

92nd percentile

37%

Higher net margin than 92% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$12,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 24.7% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

99th percentile

349%

Faster asset growth than 99% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

181%

Faster revenue growth than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,302

Up $18,113 (+349%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$23,302

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Up

$48,569

Up $31,314 (+181%) from 2023

Expenses

Down

$30,456

Down $281 (-0.9%) from 2023

Net Income

Up

$18,113

Up $31,595 (+234%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$60K$40K$20K$0Assets 2011: $12,665Liabilities 2011: $02011Assets 2012: $25,264Liabilities 2012: $02012Assets 2013: $32,933Liabilities 2013: $02013Assets 2014: $28,525Liabilities 2014: $02014Assets 2015: $45,621Liabilities 2015: $02015Assets 2016: $39,247Liabilities 2016: $02016Assets 2017: $25,162Liabilities 2017: $02017Assets 2018: $35,258Liabilities 2018: $02018Assets 2019: $32,924Liabilities 2019: $02019Assets 2020: $12,867Liabilities 2020: $02020Assets 2021: $20,134Net Assets 2021: $20,1342021Assets 2022: $18,671Net Assets 2022: $18,6712022Assets 2023: $5,189Liabilities 2023: $02023Assets 2024: $23,302Net Assets 2024: $23,3022024

Highlighted filing

2024

Assets$23,302
Liabilities-
Net Assets$23,302
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50KRevenue 2011: $36,490Expenses 2011: $47,592Net Income 2011: -$11,1022011Revenue 2012: $26,279Expenses 2012: $13,680Net Income 2012: $12,5992012Revenue 2013: $33,336Expenses 2013: $25,667Net Income 2013: $7,6692013Revenue 2014: $26,666Expenses 2014: $31,074Net Income 2014: -$4,4082014Revenue 2015: $37,349Expenses 2015: $20,253Net Income 2015: $17,0962015Revenue 2016: $30,995Expenses 2016: $37,369Net Income 2016: -$6,3742016Revenue 2017: $50,736Expenses 2017: $64,821Net Income 2017: -$14,0852017Revenue 2018: $78,973Expenses 2018: $68,877Net Income 2018: $10,0962018Revenue 2019: $45,148Expenses 2019: $47,482Net Income 2019: -$2,3342019Revenue 2020: $22,578Expenses 2020: $42,635Net Income 2020: -$20,0572020Revenue 2021: $28,910Expenses 2021: $21,643Net Income 2021: $7,2672021Revenue 2022: $39,699Expenses 2022: $41,162Net Income 2022: -$1,4632022Revenue 2023: $17,255Expenses 2023: $30,737Net Income 2023: -$13,4822023Revenue 2024: $48,569Expenses 2024: $30,456Net Income 2024: $18,1132024

Highlighted filing

2024

Revenue$48,569
Expenses$30,456
Net Income$18,113
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,302
Liabilities
-
Net assets
$23,302
Revenue
$48,569
Expenses
$30,456
Net income
$18,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.3$23.3$48.6$30.5$18.1
2023Summary only. Only limited summary data is available for this year.$5.19$0.00$17.3$30.7$13.5
2022Detailed filing. Detailed filing data is available for this year.$18.7$18.7$39.7$41.2$1.46
2021Detailed filing. Detailed filing data is available for this year.$20.1$20.1$28.9$21.6$7.27
2020Summary only. Only limited summary data is available for this year.$12.9$0.00$22.6$42.6$20.1
2019Summary only. Only limited summary data is available for this year.$32.9$0.00$45.1$47.5$2.33
2018Summary only. Only limited summary data is available for this year.$35.3$0.00$79.0$68.9$10.1
2017Summary only. Only limited summary data is available for this year.$25.2$0.00$50.7$64.8$14.1
2016Summary only. Only limited summary data is available for this year.$39.2$0.00$31.0$37.4$6.37
2015Summary only. Only limited summary data is available for this year.$45.6$0.00$37.3$20.3$17.1
2014Summary only. Only limited summary data is available for this year.$28.5$0.00$26.7$31.1$4.41
2013Summary only. Only limited summary data is available for this year.$32.9$0.00$33.3$25.7$7.67
2012Summary only. Only limited summary data is available for this year.$25.3$0.00$26.3$13.7$12.6
2011Summary only. Only limited summary data is available for this year.$12.7$0.00$36.5$47.6$11.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 31, 2025
Return Version
2024v5.2
Gross Receipts
$48,569
Mission and Program Overview

Mission

Promotion of Bucks County wines and wineries

Program Services

DescriptionGrantsExpenses
Annual wine tour of member wineries to promote andeducate participants of Bucks County wines andwineries-$30,456
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESA KATALINASSecretary-$12,000-$12,000
THOMAS CARROLLPresident-$0--
CINDY BISHOPVice President-$0--
DENISE CALAFATITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Bucks County Wine Trail Ltd
EIN
20-0750083
Phone
2156300697
Address
PO BOX 375, BUCKINGHAM, PA 18912

Signing Officer

Name
Denise Calafati
Title
Treasurer
Phone
2156300697
Signed
2025-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Cornerstone Financial Services
Address
3100 ALPIN DR, DRESHER, PA 19025
Preparer
Bret a Johnson
Phone
2158303001
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“ADVERTISING 11113.”

Form 990EZ, Part I, Line 16

“INSURANCE 621.”

Form 990EZ, Part I, Line 16

“PROGRAM SERVICES 16626.”

Form 990EZ, Part I, Line 16

“WEBSITE 1516.”

Form 990EZ, Part II, Line 24

“GRANTS RECEIVABLE”

Raw XML Appendix121 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/PersonNm0DENISE CALAFATI
IRS990EZ/BooksInCareOfDetail/PhoneNum02156300697
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 375
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BUCKINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018912
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05189
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023302
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024330
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018113
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0580
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05189
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023302
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt048569
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011651
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05189
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023302
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05189
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023302
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt212000
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/PersonNm0THOMAS CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CINDY BISHOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THERESA KATALINAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENISE CALAFATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029876
IRS990EZ/PrimaryExemptPurposeTxt0Promotion of Bucks County wines and wineries
IRS990EZ/ProgramServiceRevenueAmt012588
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Annual wine tour of member wineries to promote andeducate participants of Bucks County wines andwineries
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030456
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030456
IRS990EZ/TotalProgramServiceExpensesAmt030456
IRS990EZ/TotalRevenueAmt048569
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING 11113.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 621.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM SERVICES 16626.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEBSITE 1516.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRANTS RECEIVABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE CALAFATI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02156300697
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUCKS COUNTY WINE TRAIL LTD
ReturnHeader/Filer/BusinessNameControlTxt0BUCK
ReturnHeader/Filer/EIN0200750083
ReturnHeader/Filer/PhoneNum02156300697
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 375
ReturnHeader/Filer/USAddress/CityNm0BUCKINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018912
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0233097898
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORNERSTONE FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03100 ALPIN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DRESHER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019025
ReturnHeader/PreparerPersonGrp/PhoneNum02158303001
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRET A JOHNSON
ReturnHeader/ReturnTs02025-08-07T10:33:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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