Civic Intelligence

Bucks County Wine Trail Ltd

990EZ • Fiscal year 2021 • EIN 20-0750083

Jan 01, 2021 to Dec 31, 2021 • Filed on May 14, 2022

PO Box 150Rushland, PA 18956

(215) 675-2800

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

75th percentile

25%

Higher net margin than 75% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

89th percentile

56%

Faster asset growth than 89% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

28%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$20,134

Up $7,267 (+56%) from 2020

Net Assets

$20,134

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$28,910

Up $6,332 (+28%) from 2020

Expenses

Down

$21,643

Down $20,992 (-49%) from 2020

Net Income

Up

$7,267

Up $27,324 (+136%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$20,134
Liabilities-
Net Assets$20,134

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$28,910
Expenses$21,643
Net Income$7,267
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 14, 2022
Return Version
2021v4.1
Gross Receipts
$28,910
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$0$21,643
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHAD SLETTENPresident-$0--
CINDY BISHOPVice President-$0--
COURTNEY FORSBERGSecretary-$0--
ED ULLMANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Bucks County Wine Trail Ltd
EIN
20-0750083
Phone
2156752800
Address
PO BOX 150, RUSHLAND, PA 18956

Signing Officer

Name
Ed Ullman
Title
Treasurer
Phone
2156752800
Signed
2022-05-14

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 571.

Form 990EZ, Part I, Line 16

BROCHURES 516.

Form 990EZ, Part I, Line 16

DUES 1051.

Form 990EZ, Part I, Line 16

INSURANCE 800.

Form 990EZ, Part I, Line 16

PROGRAM SERVICES 14616.

Form 990EZ, Part I, Line 16

POSTAGE 8.

Form 990EZ, Part I, Line 16

WEBSITE 3651.

Form 990EZ, Part II, Line 24

GRANTS RECEIVABLE 0.

Raw XML Appendix133 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/PersonNm0ED ULLMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02156752800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RUSHLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018956
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012867
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020134
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07267
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0430
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012867
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020134
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt028910
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03000
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012867
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020134
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012867
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020134
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/PersonNm0CHAD SLETTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CINDY BISHOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COURTNEY FORSBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ED ULLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherExpensesTotalAmt021213
IRS990EZ/PrimaryExemptPurposeTxt0Promotion of Bucks County wines and wineries
IRS990EZ/ProgramServiceRevenueAmt08410
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Annual wine tour of member wineries to promote andeducate participants of Bucks County wines andwineries
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021643
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021643
IRS990EZ/TotalProgramServiceExpensesAmt021643
IRS990EZ/TotalRevenueAmt028910
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING 571.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BROCHURES 516.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES 1051.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM SERVICES 14616.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POSTAGE 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE 3651.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GRANTS RECEIVABLE 0.
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 I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ED ULLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02156752800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUCKS COUNTY WINE TRAIL LTD
ReturnHeader/Filer/BusinessNameControlTxt0BUCK
ReturnHeader/Filer/EIN0200750083
ReturnHeader/Filer/PhoneNum02156752800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 150
ReturnHeader/Filer/USAddress/CityNm0RUSHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018956
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/PreparationDt02022-05-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRET A JOHNSON
ReturnHeader/ReturnTs02022-05-26T09:55:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ULLMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)6 • <$500k nonprofits