Civic Intelligence

Umpqua Valley Winegrowers

EIN 26-1148945 • 501(c)5 • Roseburg, OR

Profile

The umpqua valley winegrowers association is a non-profit member organization dedicated to promoting the wineries and vineyards located in douglas county, oregon. The association works collaboratively to produce experiences and events that demonstrate the quality and diverse variety of wines made in our appellation.

PO Box 447Roseburg, OR 97470

www.umpquavalleywineries.com

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.23x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.20x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

91st percentile

37%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

90th percentile

$53,471

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 38.6% of source-year revenue.

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

Asset Growth

92nd percentile

57%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

93rd percentile

74%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$119,355

Up $43,224 (+57%) from 2023

Liabilities

Down

$27,221

Down $7,439 (-21%) from 2023

Net Assets

Up

$92,134

Up $50,663 (+122%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin91st percentile

Revenue

Up

$138,532

Up $58,941 (+74%) from 2023

Expenses

Up

$87,869

Up $11,085 (+14%) from 2023

Net Income

Up

$50,663

Up $47,856 (+1705%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$150K$100K$50K$0Assets 2021: $122,796Liabilities 2021: $81,200Net Assets 2021: $41,5962021Assets 2022: $86,732Liabilities 2022: $48,069Net Assets 2022: $38,6632022Assets 2023: $76,131Liabilities 2023: $34,660Net Assets 2023: $41,4712023Assets 2024: $119,355Liabilities 2024: $27,221Net Assets 2024: $92,1342024

Highlighted filing

2024

Assets$119,355
Liabilities$27,221
Net Assets$92,134
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $63,627Expenses 2021: $45,704Net Income 2021: $17,9232021Revenue 2022: $55,265Expenses 2022: $58,198Net Income 2022: -$2,9332022Revenue 2023: $79,591Expenses 2023: $76,784Net Income 2023: $2,8072023Revenue 2024: $138,532Expenses 2024: $87,869Net Income 2024: $50,6632024

Highlighted filing

2024

Revenue$138,532
Expenses$87,869
Net Income$50,663
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$119,355
Liabilities
$27,221
Net assets
$92,134
Revenue
$138,532
Expenses
$87,869
Net income
$50,663
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.27$0.92$1.39$0.88$0.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.35$0.41$0.80$0.77$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.48$0.39$0.55$0.58$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.81$0.42$0.64$0.46$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 19, 2025
Return Version
2024v5.2
Gross Receipts
$193,877
Mission and Program Overview

Mission

The umpqua valley winegrowers association is a non-profit member organization dedicated to promoting the wineries and vineyards located in douglas county, oregon. The association works collaboratively to produce experiences and events that demonstrate the quality and diverse variety of wines made in our appellation.

Program Services

DescriptionGrantsExpenses
TO IMPROVE THE QUALITY OF WINE PRODUCED IN THE UMPQUA VALLEY AVA BY ENCOURAGING THE SCIENTIFIC DEVELOPMENT OF VITICULTURE IN THE UMPQUA VALLEY AVA. AND TO PROVIDE THE SCIENTIFIC SERVICES IN CONNECTION THEREWITH.--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALI RODGERSExecutive DirectorPT$53,471-$53,471
JEAN KURTZExecutive DirectorPT$926-$926
CHRIS HUDSONPresident-$0--
ROB IKOLAVice President-$0--
CHUCK KNOSTMANSecretary-$0--
SCOTT KELLEYTreasurer-$0--
TYLER BRADLEYDirector-$0--
DYSON DEMARADirector-$0--
GREG JONESDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Greatest of the Grape$64,072$64,072$10,204$53,868
Harvest Tour$10,200$10,200$8,755$1,445
Total Events$74,272$74,272$48,578$25,694
Filing and Contact Details

Filer

Filer Name
Umpqua Valley Winegrowers Association
EIN
26-1148945
Phone
5416735323
Address
PO BOX 447, ROSEBURG, OR 97470

Signing Officer

Name
Ali Rodgers
Title
Executive Director
Signed
2025-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Grayson A Bly
Address
165 COLLINS RD, WINSTON, OR 97496
Preparer
Grayson A Bly
Phone
5415370457
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Admin income: refunds $1000”

Other Expenses.1

“Advertising and marketing $25305”

Other Expenses.2

“OFFICE EXPENSES $1977”

Other Expenses.3

“INSURANCE $1351”

Other Expenses.4

“INTEREST $871”

Other Expenses.5

“MILEAGE $848”

Other Expenses.6

“MEALS $160”

Other Assets.1012

“Intangible Assets - Beginning $6767 Intangible Assets - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1375 Accounts Payable and Accrued Expenses - Ending $7229”

Total Liabilities.1

“SBDA TREASURY LOAN - Beginning $33285 SBDA TREASURY LOAN - Ending $19992”

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05416735323
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROSEBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097470
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069364
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119355
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IRS990EZ/ExcessOrDeficitForYearAmt050663
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02960
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IRS990EZ/GrossReceiptsAmt0193877
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt0842
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034941
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041471
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092134
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041471
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092134
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt053471
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1926
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALI RODGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEAN KURTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS HUDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROB IKOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHUCK KNOSTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SCOTT KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TYLER BRADLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DYSON DEMARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GREG JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06767
IRS990EZ/OtherExpensesTotalAmt030512
IRS990EZ/OtherRevenueTotalAmt01000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE UMPQUA VALLEY WINEGROWERS ASSOCIATION IS A NON-PROFIT MEMBER ORGANIZATION DEDICATED TO PROMOTING THE WINERIES AND VINEYARDS LOCATED IN DOUGLAS COUNTY, OREGON. THE ASSOCIATION WORKS COLLABORATIVELY TO PRODUCE EXPERIENCES AND EVENTS THAT DEMONSTRATE THE QUALITY AND DIVERSE VARIETY OF WINES MADE IN OUR APPELLATION.
IRS990EZ/ProgramServiceRevenueAmt014528
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO IMPROVE THE QUALITY OF WINE PRODUCED IN THE UMPQUA VALLEY AVA BY ENCOURAGING THE SCIENTIFIC DEVELOPMENT OF VITICULTURE IN THE UMPQUA VALLEY AVA. AND TO PROVIDE THE SCIENTIFIC SERVICES IN CONNECTION THEREWITH.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt054397
IRS990EZ/SaleOfAssetsGrossAmt06767
IRS990EZ/SpecialEventsDirectExpensesAmt048578
IRS990EZ/SpecialEventsNetIncomeLossAmt025694
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt034660
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt027221
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt087869
IRS990EZ/TotalRevenueAmt0138532
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UMPQUAVALLEYWINERIES.COM
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt048578
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01450
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01450
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GREATEST OF THE GRAPE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HARVEST TOUR
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014913
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt02536
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt017449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt064072
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074272
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt064072
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074272
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025694
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018959
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010204
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08755
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010720
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMIN INCOME: REFUNDS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING AND MARKETING $25305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE EXPENSES $1977
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE $1351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INTEREST $871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MILEAGE $848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEALS $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Intangible Assets - Beginning $6767 Intangible Assets - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $1375 Accounts Payable and Accrued Expenses - Ending $7229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SBDA TREASURY LOAN - Beginning $33285 SBDA TREASURY LOAN - Ending $19992
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALI RODGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Umpqua Valley Winegrowers Association
ReturnHeader/Filer/BusinessNameControlTxt0UMPQ
ReturnHeader/Filer/EIN0261148945
ReturnHeader/Filer/PhoneNum05416735323
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 447
ReturnHeader/Filer/USAddress/CityNm0ROSEBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097470
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grayson A Bly
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0165 COLLINS RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097496
ReturnHeader/PreparerPersonGrp/PhoneNum05415370457
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Grayson A Bly
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-19T15:48:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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