Civic Intelligence

Monterey County Vintners & Growers Foundation

990EZ • Fiscal year 2013 • EIN 31-1790962

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 03, 2014

P O Box 179393942

(831) 375-9400

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

60th percentile

7.5%

Higher net margin than 60% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

20th percentile

-23%

Faster revenue growth than 20% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$9,583

Up $1,671 (+21%) from 2012

Net Assets

Up

$9,583

Up $1,671 (+21%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$22,201

Down $6,735 (-23%) from 2012

Expenses

Down

$20,530

Down $3,579 (-15%) from 2012

Net Income

Down

$1,671

Down $3,156 (-65%) from 2012

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$9,583
Liabilities$0
Net Assets$9,583

Operations Trend

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

2013

Revenue$22,201
Expenses$20,530
Net Income$1,671
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 3, 2014
Return Version
2013v3.0
Gross Receipts
$30,810
Mission and Program Overview

Mission

Provide funding to qualified organizations

To provide funding to qualified organizations.

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDING TO QUALIFIED ORGANIZATIONS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL JOHNSONPresident-$0--
ERIK MARTELLAVice President-$0--
MATTHEW SHEASecretary-$0--
CHRIS STEINBRUNERTreasurer-$0--
JASON SMITHDirector-$0--
CINDY PAUPDirector-$0--
ROBERT COOKDirector-$0--
SCOTT CARACCIOLIDirector-$0--
ANDY MITCHELLDirector-$0--
STEVE PESSAGNODirector-$0--
JOYCE YATESDirector-$0--
JEN SMITHDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$30,760$30,760$8,609$22,151
Total Events$30,760$30,760$8,609$22,151
Filing and Contact Details

Filer

EIN
31-1790962
Phone
8313759400

Signing Officer

Name
Scott Caraccoli
Title
Director
Phone
8313759400
Signed
2014-11-03
Discuss with paid preparer
Yes

Preparer

Preparer
Chris Steinbruner
Phone
8317831387
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: administration expense. Amount: 11,396. Description: bank charges. Amount: 134. Description: scholarships. Amount: 9,000. Total to form 990-ez, line 16: 20,530.

Raw XML Appendix211 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDING TO QUALIFIED ORGANIZATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMINISTRATION EXPENSE. AMOUNT: 11,396. DESCRIPTION: BANK CHARGES. AMOUNT: 134. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 9,000. TOTAL TO FORM 990-EZ, LINE 16: 20,530.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT CARACCOLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08313759400
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10MONTEREY COUNTY VINTNERS & GROWERS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0311790962
ReturnHeader/Filer/PhoneNum08313759400
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1793
ReturnHeader/Filer/USAddress/City0MONTEREY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093942
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743001153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PMB HELIN DONOVAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10307 MAIN STREET STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SALINAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093901
ReturnHeader/PreparerPersonGrp/PhoneNum08317831387
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS STEINBRUNER
ReturnHeader/ReturnTs02014-11-17T12:01:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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