Civic Intelligence

Wine Tasters of Naples

EIN 38-3858399 • 501(c)7 • Naples, FL

Profile

Feature weekly happy hours at local venues to promote fun, friendships and volunteerism.

3327 Atlantic CircleNaples, FL 34119

thewinetastersofnaples.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

7th percentile

-52%

Higher net margin than 7% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

5th percentile

-100%

Faster asset growth than 5% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-34%

Faster revenue growth than 13% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Using 2021 Form 990EZ data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$41,998

Up $17,535 (+72%) from 2020

Liabilities

Up

$21,887

Up $9,705 (+80%) from 2020

Net Assets

Up

$20,111

Up $7,830 (+64%) from 2020

Operations
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Up

$44,830

Up $28,525 (+175%) from 2020

Expenses

Up

$37,000

Up $8,196 (+28%) from 2020

Net Income

Up

$7,830

Up $20,329 (+163%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $6,636Liabilities 2012: $02012Assets 2013: $38,180Liabilities 2013: $22,3742013Assets 2014: $21,687Liabilities 2014: $0Net Assets 2014: $21,6872014Assets 2015: $29,800Liabilities 2015: $0Net Assets 2015: $29,8002015Assets 2016: $35,287Liabilities 2016: $0Net Assets 2016: $35,2872016Assets 2017: $36,394Liabilities 2017: $7692017Assets 2019: $25,749Liabilities 2019: $969Net Assets 2019: $24,7802019Assets 2020: $24,463Liabilities 2020: $12,182Net Assets 2020: $12,2812020Assets 2021: $41,998Liabilities 2021: $21,887Net Assets 2021: $20,1112021

Latest loaded filing

2021

Assets$41,998
Liabilities$21,887
Net Assets$20,111
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $10,889Expenses 2012: $21,310Net Income 2012: -$10,4212012Revenue 2013: $140,764Expenses 2013: $131,594Net Income 2013: $9,1702013Revenue 2014: $10,462Expenses 2014: $11,245Net Income 2014: -$7832014Revenue 2015: $37,664Expenses 2015: $29,551Net Income 2015: $8,1132015Revenue 2016: $54,716Expenses 2016: $49,229Net Income 2016: $5,4872016Revenue 2017: $50,536Expenses 2017: $44,686Net Income 2017: $5,8502017Revenue 2019: $37,041Expenses 2019: $45,433Net Income 2019: -$8,3922019Revenue 2020: $16,305Expenses 2020: $28,804Net Income 2020: -$12,4992020Revenue 2021: $44,830Expenses 2021: $37,000Net Income 2021: $7,8302021

Latest loaded filing

2021

Revenue$44,830
Expenses$37,000
Net Income$7,830
Open 2021 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.22$0.20$0.45$0.37$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.12$0.12$0.16$0.29$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.01$0.25$0.37$0.45$0.08
2017Summary only. Only limited summary data is available for this year.$0.36$0.01$0.51$0.45$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.55$0.49$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.38$0.30$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.10$0.11$0.01
2013Summary only. Only limited summary data is available for this year.$0.38$0.22$1.41$1.32$0.09
2012Summary only. Only limited summary data is available for this year.$0.07$0.00$0.11$0.21$0.10
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 3, 2016
Return Version
2015v2.1
Gross Receipts
$37,664
Mission and Program Overview

Mission

Feature weekly happy hours at local venues to promote fun, friendships and volunteerism.

Program Services

DescriptionGrantsExpenses
WEEKLY HAPPY HOUR PROGRAM AT LOCAL RESTAURANTS$0$6,440
SPECIAL EVENTS AT LOCAL RESTAURANTS INCLUDING WINE PAIRING DINNERS$0$5,705
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRI WEIDMANPresidentPT$0--
AL BEATRICEVice PresidentPT$0--
ROSEMARIE HEINTSCHELTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Wine Tasters of Naples
EIN
38-3858399
Phone
2399611522
Address
3327 ATLANTIC CIRCLE, NAPLES, FL 34119

Signing Officer

Name
Sherri Weidman
Title
President
Phone
2399611522
Signed
2016-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Jordan Tempchin and Associates Pc
Address
8737 COLESVILLE RD SUITE 900, SILVER SPRING, MD 20910
Preparer
Rosemarie J Heintschel
Phone
3015653577
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: advertising. Amount: 2,875.”

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

“Description: events expenses. Amount: 17,234. Description: donations. Amount: 500. Description: membership costs. Amount: 3,221. Description: administrative expenses. Amount: 2,759. Description: refunds. Amount: 110. Description: travel. Amount: 227. Total to form 990-ez, line 16: 24,051.”

Raw XML Appendix114 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0ROSEMARIE HEINTSCHEL
IRS990EZ/BooksInCareOfDetail/PhoneNum02393259832
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03327 ATLANTIC CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021687
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029800
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt08113
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04700
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021687
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029800
IRS990EZ/FundraisingGrossIncomeAmt01349
IRS990EZ/GrossReceiptsAmt037664
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt018405
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021687
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029800
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021687
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERRI WEIDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AL BEATRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSEMARIE HEINTSCHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt024051
IRS990EZ/OtherRevenueTotalAmt02875
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FEATURE WEEKLY HAPPY HOURS AT LOCAL VENUES TO PROMOTE FUN, FRIENDSHIPS AND VOLUNTEERISM.
IRS990EZ/PrintingPublicationsPostageAmt0800
IRS990EZ/ProgramServiceRevenueAmt015035
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WEEKLY HAPPY HOUR PROGRAM AT LOCAL RESTAURANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPECIAL EVENTS AT LOCAL RESTAURANTS INCLUDING WINE PAIRING DINNERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06440
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15705
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt01349
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt029551
IRS990EZ/TotalProgramServiceExpensesAmt012145
IRS990EZ/TotalRevenueAmt037664
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0THEWINETASTERSOFNAPLES.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADVERTISING. AMOUNT: 2,875.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EVENTS EXPENSES. AMOUNT: 17,234. DESCRIPTION: DONATIONS. AMOUNT: 500. DESCRIPTION: MEMBERSHIP COSTS. AMOUNT: 3,221. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 2,759. DESCRIPTION: REFUNDS. AMOUNT: 110. DESCRIPTION: TRAVEL. AMOUNT: 227. TOTAL TO FORM 990-EZ, LINE 16: 24,051.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRI WEIDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02399611522
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINE TASTERS OF NAPLES
ReturnHeader/Filer/BusinessNameControlTxt0WINE
ReturnHeader/Filer/EIN0383858399
ReturnHeader/Filer/PhoneNum02399611522
ReturnHeader/Filer/USAddress/AddressLine1Txt03327 ATLANTIC CIRCLE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203526169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JORDAN TEMPCHIN AND ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08737 COLESVILLE RD SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SILVER SPRING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020910
ReturnHeader/PreparerPersonGrp/PhoneNum03015653577
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSEMARIE J HEINTSCHEL
ReturnHeader/ReturnTs02016-08-03T09:25:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)7 • <$500k nonprofits