Civic Intelligence

Monterey County Vintners & Growers Foundation

990EZ • Fiscal year 2015 • EIN 31-1790962

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profilewww.montereywines.org/foundation
PO Box 1793Monterey, CA 93942

(831) 375-9400

Siviq Scores

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

Liabilities / Assets

85th percentile

0.29x

Higher debt load relative to assets than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

1.40x

Higher debt load relative to revenue than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

3rd percentile

-190%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

29th percentile

-9.3%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-49%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$5,078

Down $523 (-9.3%) from 2014

Net Assets

Down

$3,629

Down $1,972 (-35%) from 2014

Liabilities

$1,449

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin3rd percentile

Revenue

Down

$1,038

Down $980 (-49%) from 2014

Expenses

Down

$3,010

Down $2,990 (-50%) from 2014

Net Income

Up

-$1,972

Up $2,010 (+50%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

2015

Assets$5,078
Liabilities$1,449
Net Assets$3,629
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

2015

Revenue$1,038
Expenses$3,010
Net Income-$1,972
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Gross Receipts
$2,487
Mission and Program Overview

Mission

Provide funding to qualified organizations

Program Services

DescriptionGrantsExpenses
Provide funding to qualified organizations$1,449-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott CaraccioliDirector-$0--
Matthew SheaPresident-$0--
Joyce YatesTreasurer-$0--
Sabrine RodemsSecretary-$0--
Vince BerryDirector-$0--
Kris KatoDirector-$0--
Anna RussellDirector-$0--
Steve SmitDirector-$0--
David CoventryDirector-$0--
Mark ManzoniDirector-$0--
Jennifer SmithDirector-$0--
Robert CookDirector-$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
Matthew Shea
Title
President
Signed
2016-11-14
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.1

“Scholarships $3000”

Other Expenses.2

“Franchise Tax Board $10”

Other Assets.1009

“Notes and Loans Receivable - Beginning $3000 Notes and Loans Receivable - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1449”

Raw XML Appendix186 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/BooksInCareOfDetail/USAddress/CityNm0Monterey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093942
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Scott Caraccioli
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Steve Smit
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8David Coventry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Mark Manzoni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jennifer Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Robert Cook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03000
IRS990EZ/OtherExpensesTotalAmt03010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide funding to qualified organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide funding to qualified organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01449
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01449
IRS990EZ/SpecialEventsNetIncomeLossAmt0590
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01449
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03010
IRS990EZ/TotalProgramServiceExpensesAmt01449
IRS990EZ/TotalRevenueAmt01038
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.montereywines.org/foundation
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02039
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02974
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07835
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt024027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt091260
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026799
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt099095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Franchise Tax Board $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Notes and Loans Receivable - Beginning $3000 Notes and Loans Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1449
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew Shea
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
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/PreparerFirmName/BusinessNameLine1Txt0Steinbruner Hill CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Clock Tower Pl Ste 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carmel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093923
ReturnHeader/PreparerPersonGrp/PhoneNum08312226111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris Steinbruner
ReturnHeader/ReturnTs02016-11-14T11:46:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,078
Liabilities
$1,449
Net assets
$3,629
Revenue
$1,038
Expenses
$3,010
Net income
-$1,972
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