Civic Intelligence

Monterey County Vintners & Growers Foundation

990EZ • Fiscal year 2018 • EIN 31-1790962

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

83rd percentile

45%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$105,286

Up $32,764 (+45%) from 2017

Net Assets

Up

$105,286

Up $32,764 (+45%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

$36,775

Down $33,051 (-47%) from 2017

Expenses

Down

$4,011

Down $6,000 (-60%) from 2017

Net Income

Down

$32,764

Down $27,051 (-45%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2018

Assets$105,286
Liabilities-
Net Assets$105,286
Open 2018 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

2018

Revenue$36,775
Expenses$4,011
Net Income$32,764
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$36,775
Mission and Program Overview

Mission

Provide funding to qualified organizations

Program Services

DescriptionGrantsExpenses
Provide scholarship to qualified individual.$2,000-
Compensation and Service Providers
Top Officer Pay76th percentile

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--
John HolderDirector-$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
2019-11-15
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.1002

“Office Expenses $1001”

Other Expenses.1

“Scholarships $2000”

Other Expenses.2

“Attorney General $25”

Other Expenses.3

“Franchise Tax Board $10”

Other Assets.1009

“Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $5000”

Raw XML Appendix190 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/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Scott Caraccioli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Matthew Shea
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Herb Rowland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sabrine Rodems
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Vince Berry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kris Kato
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jason Dodge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Greg Ahn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Reinel Adajar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jennifer Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10John Holder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Gianni Abate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Lawrence Lohr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05000
IRS990EZ/OtherExpensesTotalAmt03036
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide funding to qualified organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide scholarship to qualified individual.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04011
IRS990EZ/TotalProgramServiceExpensesAmt02000
IRS990EZ/TotalRevenueAmt036775
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.montereywines.org/foundation
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02039
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02974
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0122555
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt075984
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
IRS990ScheduleA/PublicSupportTotal509Amt0198539
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036775
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02039
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02974
IRS990ScheduleA/Total509Grp/TotalAmt0198539
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069826
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02974
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0198539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scholarships $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Attorney General $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Franchise Tax Board $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $5000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1009
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Caraccioli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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
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/ReturnTs02019-11-15T14:37:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,286
Liabilities
-
Net assets
$105,286
Revenue
$36,775
Expenses
$4,011
Net income
$32,764
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