Civic Intelligence

Monterey County Vintners & Growers Foundation

990EZ • Fiscal year 2019 • EIN 31-1790962

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

100th percentile

238%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

Asset Growth

14th percentile

-34%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

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

Annualized from 2018 to 2019

Assets

Down

$69,247

Down $36,039 (-34%) from 2018

Net Assets

Down

$69,247

Down $36,039 (-34%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

-$15,138

Down $51,913 (-141%) from 2018

Expenses

Up

$20,901

Up $16,890 (+421%) from 2018

Net Income

Down

-$36,039

Down $68,803 (-210%) from 2018

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

2019

Assets$69,247
Liabilities-
Net Assets$69,247

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

2019

Revenue-$15,138
Expenses$20,901
Net Income-$36,039
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$10,718
Mission and Program Overview

Mission

Provide funding to qualified organizations

Program Services

DescriptionGrantsExpenses
Provide scholarship to qualified individuals.$11,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott CaraccioliDirector-$0--
Matthew SheaVice President-$0--
Justin MurphyDirector-$0--
Herb RowlandDirector-$0--
Cesca DenticeDirector-$0--
Vince BerryDirector-$0--
Greg AhnTreasurer-$0--
Gianni AbateDirector-$0--
Kris KatoPresident-$0--
Jason DodgeDirector-$0--
John HolderSecretary-$0--
Lawrence LohrDirector-$0--
Deanna PerryDirector-$0--
Reinel AdajarDirector-$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
2020-11-13
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

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: Community Foundation Sonoma Cty | Donee's Address: 120 Stony Point Rd #220 Santa Rosa CA 95401 | Relationship of Donee: None | Cash Amount Given: $8000

Other Expenses.1012

Insurance $881

Other Expenses.1

Scholarships $11000

Other Expenses.2

Department of Justice $20

Other Assets.1009

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

Raw XML Appendix196 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/TitleTxt4Director
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Community Foundation Sonoma Cty | Donee's Address: 120 Stony Point Rd #220 Santa Rosa CA 95401 | Relationship of Donee: None | Cash Amount Given: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Scholarships $11000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Department of Justice $20
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Kris Kato
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monterey County Vintners
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& Growers Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0311790962
ReturnHeader/Filer/PhoneNum08313759400
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carmel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093923
ReturnHeader/PreparerPersonGrp/PhoneNum08312226111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris Steinbruner
ReturnHeader/ReturnTs02020-11-13T08:49:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings