Civic Intelligence

Monterey County Vintners & Growers Foundation

EIN 31-1790962 • 501(c)3 • Monterey, CA

Profile

Provide funding to qualified organizations

PO Box 1793Monterey, CA 93942

www.montereywines.org/foundation

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

40th percentile

-2.7%

Higher net margin than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

-0.6%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$68,864

Down $383 (-0.6%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$68,864

Down $383 (-0.6%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Up

$14,355

Up $29,493 (+195%) from 2019

Expenses

Down

$14,738

Down $6,163 (-29%) from 2019

Net Income

Up

-$383

Up $35,656 (+99%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$150K$100K$50K$0Assets 2012: $7,912Liabilities 2012: $0Net Assets 2012: $7,9122012Assets 2013: $9,583Liabilities 2013: $0Net Assets 2013: $9,5832013Assets 2014: $5,601Net Assets 2014: $5,6012014Assets 2015: $5,078Liabilities 2015: $1,449Net Assets 2015: $3,6292015Assets 2016: $14,156Liabilities 2016: $1,449Net Assets 2016: $12,7072016Assets 2017: $72,522Net Assets 2017: $72,5222017Assets 2018: $105,286Net Assets 2018: $105,2862018Assets 2019: $69,247Net Assets 2019: $69,2472019Assets 2020: $68,864Net Assets 2020: $68,8642020

Highlighted filing

2020

Assets$68,864
Liabilities-
Net Assets$68,864
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2012: $28,936Expenses 2012: $24,109Net Income 2012: $4,8272012Revenue 2013: $22,201Expenses 2013: $20,530Net Income 2013: $1,6712013Revenue 2014: $2,018Expenses 2014: $6,000Net Income 2014: -$3,9822014Revenue 2015: $1,038Expenses 2015: $3,010Net Income 2015: -$1,9722015Revenue 2016: $75,917Expenses 2016: $66,839Net Income 2016: $9,0782016Revenue 2017: $69,826Expenses 2017: $10,011Net Income 2017: $59,8152017Revenue 2018: $36,775Expenses 2018: $4,011Net Income 2018: $32,7642018Revenue 2019: -$15,138Expenses 2019: $20,901Net Income 2019: -$36,0392019Revenue 2020: $14,355Expenses 2020: $14,738Net Income 2020: -$3832020

Highlighted filing

2020

Revenue$14,355
Expenses$14,738
Net Income-$383
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,864
Liabilities
-
Net assets
$68,864
Revenue
$14,355
Expenses
$14,738
Net income
-$383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.14$0.15$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.15$0.21$0.36
2018Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.37$0.04$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.70$0.10$0.60
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.01$0.13$0.76$0.67$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.01$0.04$0.01$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.02$0.06$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.22$0.21$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.29$0.24$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$26,355
Mission and Program Overview

Mission

Provide funding to qualified organizations

Program Services

DescriptionGrantsExpenses
Provide scholarship to qualified individuals.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott CaraccioliPast President-$0--
Justin MurphyDirector-$0--
Herb RowlandDirector-$0--
Cesca DenticeDirector-$0--
Vince BerryDirector-$0--
Greg AhnTreasurer-$0--
Kris KatoPresident-$0--
John HolderSecretary-$0--
Lawrence LohrDirector-$0--
Deanna PerryDirector-$0--
Greg FreemanDirector-$0--
Filing and Contact Details

Filer

Filer Name
Monterey County Vintners
EIN
31-1790962
Phone
8313759400
Address
PO Box 1793, Monterey, CA 93942

Signing Officer

Name
Kris Kato
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Steinbruner Hill CPAs
Address
100 Clock Tower Pl Ste 130, Carmel, CA 93923
Preparer
Chris Steinbruner
Phone
8312226111
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $7924”

Other Expenses.1002

“Office Expenses $2200”

Other Expenses.1012

“Insurance $882”

Other Assets.1009

“Notes and Loans Receivable - Beginning $5000 Notes and Loans Receivable - Ending $5000”

Raw XML Appendix187 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/USAddress/CityNm0Monterey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093942
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01950
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt08001
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Scott Caraccioli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Justin Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Herb Rowland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cesca Dentice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Vince Berry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Greg Ahn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kris Kato
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7John Holder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Lawrence Lohr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Deanna Perry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Greg Freeman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05000
IRS990EZ/OtherExpensesTotalAmt011006
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide funding to qualified organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide scholarship to qualified individuals.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012000
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3999
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014738
IRS990EZ/TotalRevenueAmt014355
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.montereywines.org/foundation
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02604
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt069826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0138501
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt075984
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt075984
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018355
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $7924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Notes and Loans Receivable - Beginning $5000 Notes and Loans Receivable - Ending $5000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1009
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kris Kato
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monterey County Vintners
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& Growers Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0311790962
ReturnHeader/Filer/PhoneNum08313759400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1793
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093942
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462638405
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Clock Tower Pl Ste 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carmel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum08312226111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris Steinbruner
ReturnHeader/ReturnTs02021-11-15T14:39:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kris
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kato
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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