Civic Intelligence

Wineries of Santa Clara Valley

EIN 26-1763530 • 501(c)3 • San Martin, CA

Profile

Educate people about wine and wineries, and grape growing using sustainable agricultural winemaking and production practices.

PO Box 562San Martin, CA 95046

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

19th percentile

-30%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-24%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

-5.8%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$66,432

Down $20,439 (-24%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$66,432

Down $20,439 (-24%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$68,186

Down $4,212 (-5.8%) from 2023

Expenses

Up

$88,625

Up $12,561 (+17%) from 2023

Net Income

Down

-$20,439

Down $16,773 (-458%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$100K$50K$0Assets 2014: $22,561Liabilities 2014: $5,525Net Assets 2014: $17,0362014Assets 2015: $58,020Liabilities 2015: $21,885Net Assets 2015: $36,1352015Assets 2016: $78,330Liabilities 2016: $26,342Net Assets 2016: $51,9882016Assets 2017: $59,307Liabilities 2017: $15,050Net Assets 2017: $44,2572017Assets 2018: $67,715Liabilities 2018: $10,720Net Assets 2018: $56,9952018Assets 2019: $28,850Net Assets 2019: $28,8502019Assets 2020: $13,298Net Assets 2020: $13,2982020Assets 2021: $39,571Net Assets 2021: $39,5712021Assets 2022: $90,537Net Assets 2022: $90,5372022Assets 2023: $86,871Net Assets 2023: $86,8712023Assets 2024: $66,432Net Assets 2024: $66,4322024

Highlighted filing

2024

Assets$66,432
Liabilities-
Net Assets$66,432
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $52,117Expenses 2014: $49,958Net Income 2014: $2,1592014Revenue 2015: $50,979Expenses 2015: $31,880Net Income 2015: $19,0992015Revenue 2016: $53,310Expenses 2016: $37,457Net Income 2016: $15,8532016Revenue 2017: $60,883Expenses 2017: $68,614Net Income 2017: -$7,7312017Revenue 2018: $85,518Expenses 2018: $72,780Net Income 2018: $12,7382018Revenue 2019: $75,849Expenses 2019: $103,994Net Income 2019: -$28,1452019Revenue 2020: $46,370Expenses 2020: $61,922Net Income 2020: -$15,5522020Revenue 2021: $68,501Expenses 2021: $42,228Net Income 2021: $26,2732021Revenue 2022: $110,685Expenses 2022: $59,719Net Income 2022: $50,9662022Revenue 2023: $72,398Expenses 2023: $76,064Net Income 2023: -$3,6662023Revenue 2024: $68,186Expenses 2024: $88,625Net Income 2024: -$20,4392024

Highlighted filing

2024

Revenue$68,186
Expenses$88,625
Net Income-$20,439
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$66,432
Liabilities
-
Net assets
$66,432
Revenue
$68,186
Expenses
$88,625
Net income
-$20,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.68$0.89$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.72$0.76$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.11$0.60$0.51
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.69$0.42$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.46$0.62$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.76$1.04$0.28
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.11$0.57$0.86$0.73$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.15$0.44$0.61$0.69$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.26$0.52$0.53$0.37$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.22$0.36$0.51$0.32$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.06$0.17$0.52$0.50$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 25, 2025
Return Version
2024v5.0
Gross Receipts
$89,497
Mission and Program Overview

Mission

Educate people about wine and wineries, and grape growing using sustainable agricultural winemaking and production practices.

Program Services

DescriptionGrantsExpenses
EDUCATE PEOPLE ABOUT WINE AND WINERIES, AND GRAPE GROWING USING SUSTAINABLE AGRICULTURAL WINEMAKING AND PRODUCTION PRACTICES.-$22,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM ENGELHARDTPresident-$0--
JAMES FAHEYVice President-$0--
DON BARNESTreasurer-$0--
MANDY IMASSecretary-$0--
BERTHA VALENZUELABoard Member-$0--
FRAN BADERBoard Member-$0--
JULIE VANNIBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Vine to Wine$25,016$25,016$16,653$8,363
Wine Trail Pass$15,730$15,730$4,658$11,072
Total Events$40,746$40,746$21,311$19,435
Filing and Contact Details

Filer

Filer Name
Wineries of Santa Clara Valley
EIN
26-1763530
Address
PO BOX 562, SAN MARTIN, CA 95046

Signing Officer

Name
Don Barnes
Title
Treasurer
Signed
2025-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Blaettler Accountancy
Address
7881 Church Street Suite B, Gilroy, CA 95020
Preparer
John Blaettler
Phone
4088482730
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $22000”

Other Expenses.1002

“Office Expenses $120”

Other Expenses.1003

“Information Technology $126”

Other Expenses.1008

“Interest $195”

Other Expenses.1012

“Insurance $1950”

Other Expenses.1

“Contracted services $27150”

Other Expenses.2

“MISSION EXPENSE $22000”

Other Expenses.3

“DUES $4777”

Other Expenses.4

“ASSOCIATION EVENTS $2836”

Other Expenses.6

“Bank service charges $860”

Other Expenses.7

“RENT EXPENSE $590”

Other Expenses.8

“TELEPHONE $330”

Other Expenses.9

“Business and licensing $180”

Other Expenses.10

“CREDIT CARD FEES $39”

Other Expenses.11

“MERCHANDISE $36”

Other Expenses.12

“PENALTIES $21”

Other Expenses.13

“MISC EXPENSE $4”

Other Assets.1005

“Accounts Receivable - Beginning $42340 Accounts Receivable - Ending $42010”

Raw XML Appendix205 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.

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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt083214
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IRS990EZ/PrintingPublicationsPostageAmt01231
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINE TRAIL PASS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025016
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $22000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $120
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DON BARNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINERIES OF SANTA CLARA VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0WINE
ReturnHeader/Filer/EIN0261763530
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 562
ReturnHeader/Filer/USAddress/CityNm0SAN MARTIN
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ReturnHeader/Filer/USAddress/ZIPCd095046
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07881 Church Street Suite B
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095020
ReturnHeader/PreparerPersonGrp/PhoneNum04088482730
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BLAETTLER
ReturnHeader/ReturnTs02025-02-25T15:41:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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