Civic Intelligence

Sonoma County Grape Growers Foundation

990EZ • Fiscal year 2016 • EIN 41-2040096

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

400 Aviation BlvdSanta Rosa, CA 95403

(707) 522-5868

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

2912%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$55,203

Up $14,320 (+35%) from 2015

Net Assets

Up

$53,353

Up $12,470 (+31%) from 2015

Liabilities

$1,850

No earlier filing loaded for comparison.

Revenue

Up

$62,881

Up $60,793 (+2912%) from 2015

Expenses

Up

$50,411

Up $40,476 (+407%) from 2015

Net Income

Up

$12,470

Up $20,317 (+259%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2012: $68,863Liabilities 2012: $02012Assets 2013: $60,215Liabilities 2013: $02013Assets 2014: $48,730Liabilities 2014: $02014Assets 2015: $40,883Net Assets 2015: $40,8832015Assets 2016: $55,203Liabilities 2016: $1,850Net Assets 2016: $53,3532016Assets 2017: $175,821Liabilities 2017: $1,341Net Assets 2017: $174,4802017Assets 2018: $881,429Liabilities 2018: $30,050Net Assets 2018: $851,3792018Assets 2019: $695,821Liabilities 2019: $6,515Net Assets 2019: $689,3062019Assets 2020: $421,716Liabilities 2020: $66,030Net Assets 2020: $355,6862020Assets 2021: $441,390Liabilities 2021: $4,001Net Assets 2021: $437,3892021Assets 2022: $521,560Liabilities 2022: $168,944Net Assets 2022: $352,6162022Assets 2023: $353,760Liabilities 2023: $77,158Net Assets 2023: $276,6022023Assets 2024: $257,272Liabilities 2024: $36,283Net Assets 2024: $220,9892024Assets 2025: $245,874Liabilities 2025: $54,745Net Assets 2025: $191,1292025

Highlighted filing

2016

Assets$55,203
Liabilities$1,850
Net Assets$53,353

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2012: $4,580Expenses 2012: $7,576Net Income 2012: -$2,9962012Revenue 2013: $4,300Expenses 2013: $12,948Net Income 2013: -$8,6482013Revenue 2014: $6,492Expenses 2014: $17,977Net Income 2014: -$11,4852014Revenue 2015: $2,088Expenses 2015: $9,935Net Income 2015: -$7,8472015Revenue 2016: $62,881Expenses 2016: $50,411Net Income 2016: $12,4702016Revenue 2017: $176,469Expenses 2017: $55,342Net Income 2017: $121,1272017Revenue 2018: $1,075,637Expenses 2018: $398,738Net Income 2018: $676,8992018Revenue 2019: $51,891Expenses 2019: $213,964Net Income 2019: -$162,0732019Revenue 2020: $518,001Expenses 2020: $851,621Net Income 2020: -$333,6202020Revenue 2021: $225,228Expenses 2021: $143,525Net Income 2021: $81,7032021Revenue 2022: $105,679Expenses 2022: $190,452Net Income 2022: -$84,7732022Revenue 2023: $205,466Expenses 2023: $281,480Net Income 2023: -$76,0142023Revenue 2024: $153,612Expenses 2024: $209,225Net Income 2024: -$55,6132024Revenue 2025: $224,298Expenses 2025: $249,196Net Income 2025: -$24,8982025

Highlighted filing

2016

Revenue$62,881
Expenses$50,411
Net Income$12,470
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.0
Gross Receipts
$62,881
Mission and Program Overview

Mission

To support the skilled agricultural workforce and provide leadership on behalf of the agricultural community in the areas of resiliency, workforce development, leadership, empowerment, and recognition.

Community and grower education concerning grape growing practices

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE SKILLED AGRICULTURAL WORK FORCE AND PROVIDE LEADERSHIP ON BEHALF OF THE AGRICULTURAL COMMUNITY IN THE AREAS OF HEALTHCARE, AFFORDABLE HOUSING, CHILDCARE AND EDUCATION.$50,411$35,000
TO ENGAGE IN AND SUPPORT EDUCATIONAL, CHARITABLE AND RESEARCH ACTIVITIES RELATED TO WINE GRAPES IN SONOMA COUNTY, CALIFORNIA--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE DUTTONChairman-$0--
LISA WITTKE SCHAFFNERVice Chair-$0--
JOHN BALLETOTreasurer-$0--
VICKI MACHALCZYKSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sonoma County Grape Growers Foundation
EIN
41-2040096
Phone
7075225868
Address
400 AVIATION BLVD, SANTA ROSA, CA 95403

Signing Officer

Name
Joe Dutton
Title
Chairman
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
William W Lippert CPA
Address
874 GRAVENSTEIN HWY S STE 6, SEBASTOPOL, CA 95472-4555
Preparer
William W Lippert CPA
Phone
7078237471
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: ORTIZ FAMILY PLAZA | Donee's Address: 3315 AIRWAY DRIVE SANTA ROSA CA 95403 | Cash Amount Given: $35000

Other Expenses.1002

Office Expenses $60

Other Expenses.1012

Insurance $6471

Other Expenses.1

WORKER TRAINING $1735

Other Expenses.3

TAXES AND LICENSE $278

Other Assets.1005

Accounts Receivable - Beginning $0 Accounts Receivable - Ending $6000

Other Assets.1

UNDEPOSITED FUNDS - Beginning $0 UNDEPOSITED FUNDS - Ending $5000

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1850

Raw XML Appendix162 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LORI PETERSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum07075225852
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 AVIATION BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040883
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044203
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt062868
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012470
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06040
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040883
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055203
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035000
IRS990EZ/GrossReceiptsAmt062881
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040883
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053353
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040883
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053353
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE DUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA WITTKE SCHAFFNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN BALLETO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VICKI MACHALCZYK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011000
IRS990EZ/OtherExpensesTotalAmt08544
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND GROWER EDUCATION CONCERNING GRAPE GROWING PRACTICES
IRS990EZ/PrintingPublicationsPostageAmt0827
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENGAGE IN AND SUPPORT EDUCATIONAL, CHARITABLE AND RESEARCH ACTIVITIES RELATED TO WINE GRAPES IN SONOMA COUNTY, CALIFORNIA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO SUPPORT THE SKILLED AGRICULTURAL WORK FORCE AND PROVIDE LEADERSHIP ON BEHALF OF THE AGRICULTURAL COMMUNITY IN THE AREAS OF HEALTHCARE, AFFORDABLE HOUSING, CHILDCARE AND EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050411
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01850
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050411
IRS990EZ/TotalProgramServiceExpensesAmt050411
IRS990EZ/TotalRevenueAmt062881
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt080328
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt080328
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt062868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04580
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt080328
IRS990ScheduleA/TotalSupportAmt080341
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ORTIZ FAMILY PLAZA | Donee's Address: 3315 AIRWAY DRIVE SANTA ROSA CA 95403 | Cash Amount Given: $35000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $6471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WORKER TRAINING $1735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAXES AND LICENSE $278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $0 Accounts Receivable - Ending $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNDEPOSITED FUNDS - Beginning $0 UNDEPOSITED FUNDS - Ending $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1850
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE DUTTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SONOMA COUNTY GRAPE GROWERS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SONO
ReturnHeader/Filer/EIN0412040096
ReturnHeader/Filer/PhoneNum07075225868
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 AVIATION BLVD
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM W LIPPERT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0874 GRAVENSTEIN HWY S STE 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEBASTOPOL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0954724555
ReturnHeader/PreparerPersonGrp/PhoneNum07078237471
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM W LIPPERT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-11T13:00:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.25$0.05$0.19$0.22$0.25$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.04$0.22$0.15$0.21$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.08$0.28$0.21$0.28$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.17$0.35$0.11$0.19$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$0.23$0.14$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.07$0.36$0.52$0.85$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.01$0.69$0.05$0.21$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.03$0.85$1.08$0.40$0.68
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.17$0.18$0.06$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.05$0.06$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.00$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.01$0.02$0.01
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$0.00$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$0.07$0.00$0.00$0.01$0.00