Civic Intelligence

Monterey County Vintners & Growers Foundation

990EZ • Fiscal year 2017 • EIN 31-1790962

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

97th percentile

412%

Faster asset growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-8.0%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$72,522

Up $58,366 (+412%) from 2016

Net Assets

Up

$72,522

Up $59,815 (+471%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$69,826

Down $6,091 (-8.0%) from 2016

Expenses

Down

$10,011

Down $56,828 (-85%) from 2016

Net Income

Up

$59,815

Up $50,737 (+559%) from 2016

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

2017

Assets$72,522
Liabilities-
Net Assets$72,522

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

2017

Revenue$69,826
Expenses$10,011
Net Income$59,815
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$69,826
Mission and Program Overview

Mission

Provide funding to qualified organizations

Program Services

DescriptionGrantsExpenses
Provide scholarship to qualified individual.$1,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott CaraccioliPresident-$0--
Matthew SheaVice President-$0--
Herb RowlandDirector-$0--
Sabrine RodemsDirector-$0--
Vince BerryDirector-$0--
Kris KatoTreasurer-$0--
Jason DodgeDirector-$0--
Greg AhnSecretary-$0--
Reinel AdajarDirector-$0--
Jennifer SmithDirector-$0--
Laura LeeDirector-$0--
Gianni AbateDirector-$0--
Lawrence LohrDirector-$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
Scott Caraccioli
Title
President
Signed
2018-11-14
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.1001

Advertising and Promotion $281

Other Expenses.1002

Office Expenses $1000

Other Expenses.1

Supplies $6710

Other Expenses.2

Scholarships $1000

Other Expenses.3

Accounting Fees $975

Other Expenses.4

Attorney General $25

Other Expenses.5

Franchise Tax Board $20

Total Liabilities.1001

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

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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
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IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010011
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $6710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Scholarships $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounting Fees $975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Attorney General $25
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Caraccioli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
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/PreparerFirmEIN0462638405
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/ReturnTs02018-11-14T14:33:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings