Civic Intelligence

Applegate Valley Oregon Vintners Association

990EZ • Fiscal year 2025 • EIN 20-5495316

Jan 01, 2025 to Dec 31, 2025 • Filed on Jan 30, 2026

Organization Profileapplegatevalley.wine
PO Box 1215Jacksonville, OR 97530

(541) 414-8444

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

47th percentile

1.2%

Higher net margin than 47% of similar nonprofits.

2025 filings • 501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2025 filings • 501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

48th percentile

0.8%

Faster asset growth than 48% of similar nonprofits.

2025 filings • 501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

9.8%

Faster revenue growth than 66% of similar nonprofits.

2025 filings • 501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$128,364

Up $962 (+0.8%) from 2024

Net Assets

Up

$128,364

Up $962 (+0.8%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Up

$81,491

Up $7,248 (+9.8%) from 2024

Expenses

Up

$80,529

Up $10,991 (+16%) from 2024

Net Income

Down

$962

Down $3,743 (-80%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$150K$100K$50K$0Assets 2011: $25,392Liabilities 2011: $2,8672011Assets 2012: $30,033Liabilities 2012: $02012Assets 2013: $31,154Liabilities 2013: $02013Assets 2014: $0Liabilities 2014: $02014Assets 2015: $35,100Liabilities 2015: $02015Assets 2016: $38,105Liabilities 2016: $02016Assets 2017: $35,458Liabilities 2017: $02017Assets 2018: $38,282Liabilities 2018: $02018Assets 2019: $50,037Liabilities 2019: $02019Assets 2020: $36,356Liabilities 2020: $02020Assets 2021: $63,375Liabilities 2021: $0Net Assets 2021: $63,3752021Assets 2022: $106,717Liabilities 2022: $02022Assets 2023: $122,697Liabilities 2023: $02023Assets 2024: $127,402Net Assets 2024: $127,4022024Assets 2025: $128,364Net Assets 2025: $128,3642025

Highlighted filing

2025

Assets$128,364
Liabilities-
Net Assets$128,364
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$100K$50K$0-$50KRevenue 2011: $35,529Expenses 2011: $35,346Net Income 2011: $1832011Revenue 2012: $33,884Expenses 2012: $32,272Net Income 2012: $1,6122012Revenue 2013: $31,549Expenses 2013: $29,750Net Income 2013: $1,7992013Revenue 2014: $47,808Expenses 2014: $35,207Net Income 2014: $12,6012014Revenue 2015: $46,732Expenses 2015: $50,362Net Income 2015: -$3,6302015Revenue 2016: $52,880Expenses 2016: $49,874Net Income 2016: $3,0062016Revenue 2017: $47,357Expenses 2017: $50,066Net Income 2017: -$2,7092017Revenue 2018: $42,833Expenses 2018: $40,010Net Income 2018: $2,8232018Revenue 2019: $46,844Expenses 2019: $35,090Net Income 2019: $11,7542019Revenue 2020: $6,200Expenses 2020: $19,881Net Income 2020: -$13,6812020Revenue 2021: $42,526Expenses 2021: $15,507Net Income 2021: $27,0192021Revenue 2022: $86,788Expenses 2022: $43,446Net Income 2022: $43,3422022Revenue 2023: $80,010Expenses 2023: $64,030Net Income 2023: $15,9802023Revenue 2024: $74,243Expenses 2024: $69,538Net Income 2024: $4,7052024Revenue 2025: $81,491Expenses 2025: $80,529Net Income 2025: $9622025

Highlighted filing

2025

Revenue$81,491
Expenses$80,529
Net Income$962
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 30, 2026
Return Version
2025v4.0
Gross Receipts
$81,491
Mission and Program Overview

Mission

Mutual Benefit Corporation

Program Services

DescriptionGrantsExpenses
Uncorked Events: Fundraising events to generate money for promotion of the areas business and raise public awareness of the quality wines produced by the membership.-$4,230
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachael MartinPresident-$0--
Herb QuadyVice President-$0--
Deborah SchultzTreasurer-$0--
Linda GeeSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
November Uncorked$34,944$34,944-$34,944
May Uncorked$24,009$24,009-$24,009
Total Events$58,953$58,953-$58,953
Filing and Contact Details

Filer

Filer Name
Applegate Valley Oregon Vintners Assoc
EIN
20-5495316
Phone
5414148444
Address
PO Box 1215, Jacksonville, OR 97530

Signing Officer

Name
Deborah Schultz
Title
Treasurer
Signed
2026-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Carey Chaput Tax
Address
1388 Kubli Rd, Grants Pass, OR 97527
Preparer
Carey L Chaput
Phone
5417616457
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $19789”

Other Expenses.1002

“Office Expenses $1759”

Other Expenses.1005

“Travel $5473”

Other Expenses.1012

“Insurance $399”

Other Expenses.2

“Supplies & Materials $4230”

Other Expenses.3

“USPS PO Box $236”

Other Expenses.4

“Disposal & Waste $181”

Other Expenses.5

“Utilities $175”

Other Expenses.6

“Business License $150”

Other Assets.1

“- Beginning $951 - Ending $0”

Raw XML Appendix136 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/PersonNm0Deborah Schultz
IRS990EZ/BooksInCareOfDetail/PhoneNum05414148444
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1215
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jacksonville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097530
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126451
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0128364
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014990
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0962
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010339
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0127402
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0128364
IRS990EZ/FundraisingGrossIncomeAmt058953
IRS990EZ/GrossReceiptsAmt081491
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02248
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05300
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127402
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0128364
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0127402
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0128364
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rachael Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Herb Quady
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Deborah Schultz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Linda Gee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0951
IRS990EZ/OtherExpensesTotalAmt032392
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Mutual Benefit Corporation
IRS990EZ/PrintingPublicationsPostageAmt037798
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Uncorked Events: Fundraising events to generate money for promotion of the areas business and raise public awareness of the quality wines produced by the membership.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04230
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt058953
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt080529
IRS990EZ/TotalProgramServiceExpensesAmt04230
IRS990EZ/TotalRevenueAmt081491
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0applegatevalley.wine
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0November Uncorked
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0May Uncorked
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034944
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024009
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034944
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024009
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058953
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $19789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $5473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies & Materials $4230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5USPS PO Box $236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Disposal & Waste $181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Utilities $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Business License $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9- Beginning $951 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Deborah Schultz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Applegate Valley Oregon Vintners Assoc
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0205495316
ReturnHeader/Filer/PhoneNum05414148444
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1215
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097530
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871970380
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carey Chaput Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01388 Kubli Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grants Pass
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097527
ReturnHeader/PreparerPersonGrp/PhoneNum05417616457
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carey L Chaput
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-30T09:00:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$128,364
Liabilities
-
Net assets
$128,364
Revenue
$81,491
Expenses
$80,529
Net income
$962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.28$1.28$0.81$0.81$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$1.27$0.74$0.70$0.05
2023Summary only. Only limited summary data is available for this year.$1.23$0.00$0.80$0.64$0.16
2022Summary only. Only limited summary data is available for this year.$1.07$0.00$0.87$0.43$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$0.43$0.16$0.27
2020Summary only. Only limited summary data is available for this year.$0.36$0.00$0.06$0.20$0.14
2019Summary only. Only limited summary data is available for this year.$0.50$0.00$0.47$0.35$0.12
2018Summary only. Only limited summary data is available for this year.$0.38$0.00$0.43$0.40$0.03
2017Summary only. Only limited summary data is available for this year.$0.35$0.00$0.47$0.50$0.03
2016Summary only. Only limited summary data is available for this year.$0.38$0.00$0.53$0.50$0.03
2015Summary only. Only limited summary data is available for this year.$0.35$0.00$0.47$0.50$0.04
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.48$0.35$0.13
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.32$0.30$0.02
2012Summary only. Only limited summary data is available for this year.$0.30$0.00$0.34$0.32$0.02
2011Summary only. Only limited summary data is available for this year.$0.25$0.03$0.36$0.35$0.00