Civic Intelligence

Sonoma County Grape Growers Foundation

990 • Fiscal year 2019 • EIN 41-2040096

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 20, 2020

3245 Guerneville RoadSanta Rosa, CA 95401

(707) 522-5868

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.13x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

1st percentile

-312%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

9th percentile

-21%

Faster asset growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$695,821

Down $185,608 (-21%) from 2018

Net Assets

Down

$689,306

Down $162,073 (-19%) from 2018

Liabilities

Down

$6,515

Down $23,535 (-78%) from 2018

Revenue

Down

$51,891

Down $1,023,746 (-95%) from 2018

Expenses

Down

$213,964

Down $184,774 (-46%) from 2018

Net Income

Down

-$162,073

Down $838,972 (-124%) from 2018

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

2019

Assets$695,821
Liabilities$6,515
Net Assets$689,306

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

2019

Revenue$51,891
Expenses$213,964
Net Income-$162,073
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 20, 2020
Return Version
2018v3.1
Gross Receipts
$51,891
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.

To support the skilled agricultural workforce and provide leadership on behalf of the agricultural community in the areas of recovery and resiliency, health care, affordable housing, childcare, education and workforce development

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$879,665$689,924▼ $189,741
Prepaid Expenses and Deferred Charges-$4,839-
Land, Buildings, and Equipment, Net$1,764$1,058▼ $706
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$881,429$695,821▼ $185,608
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$30,050$6,515▼ $23,535
Total Liabilities$30,050$6,515▼ $23,535
Net Assets / Fund Balance
Temporarily Rstr Net Assets$769,798$607,725▼ $162,073
Unrestricted Net Assets$81,581$81,581→ $0
Total Net Assets Fund Balance$851,379$689,306▼ $162,073
Total Liabilities and Net Assets / Fund Balance$881,429$695,821▼ $185,608

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,058$2,617$3,675
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kevin BarrChairman
Lisa Wittke SchaffnerVice Chair
Bj BertaccoBoard Member
Charles KarrenBoard Member
Duff BevillBoard Member
Joseph DuttonBoard Member
Rob RubinBoard Member
Steve SangiacomoBoard Member
TIFFANY O'NEILBoard Member
Terry LindleyBoard Member
Vicki MachalczykSecretary
John BallettoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,253
Program Service Revenue
$0
Investment Income
$1,423
Other Revenue
$215
Change in Net Assets
$-162,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$213,851
Professional Fundraising Fees$113
Total Fundraising Expense$113
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$60,000-$60,000
All Other Expenses$1,309$2,673-$3,982
Other Expenses$3,150$5,390-$3,150
Depreciation Depletion-$706-$706
Fees for Services Professional Fundraising--$113$113
Fees for Services Other-$30-$30
Total Functional Expenses$145,052$68,799$113$213,964
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$113
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Sonoma County Grape Growers Foundation
EIN
41-2040096
Phone
7075225868
Address
3245 GUERNEVILLE ROAD, SANTA ROSA, CA 95401

Signing Officer

Name
Kevin Barr
Title
Chairman
Signed
2020-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Barr
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
0

Preparer

Firm
Truong Accounting Services
Address
8911 Lakewood Drive Suite 29, Windsor, CA 95492
Preparer
Hue Truong
Phone
7075833492
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IRS990/OtherExpensesGrp/Desc3HOUSING SUPPORT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05390
IRS990/OtherExpensesGrp/ProgramServicesAmt073533
IRS990/OtherExpensesGrp/ProgramServicesAmt167060
IRS990/OtherExpensesGrp/ProgramServicesAmt23150
IRS990/OtherExpensesGrp/TotalAmt073533
IRS990/OtherExpensesGrp/TotalAmt167060
IRS990/OtherExpensesGrp/TotalAmt25390
IRS990/OtherExpensesGrp/TotalAmt33150
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0215
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0215
IRS990/OtherRevenueTotalAmt0215
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04839
IRS990/PrincipalOfficerNm0KEVIN BARR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01075100
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0537
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0390505
IRS990/PYRevenuesLessExpensesAmt0676899
IRS990/PYTotalExpensesAmt0398738
IRS990/PYTotalProfFndrsngExpnsAmt08233
IRS990/PYTotalRevenueAmt01075637
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-162073
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01075100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0176450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt062868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01366759
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01424
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0537
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01993
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.99850
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt01366759
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050253
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01075100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0176450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt062868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02088
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01366759
IRS990ScheduleA/TotalSupportAmt01368752
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01058
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02617
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03675
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01058
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0769798
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0607725
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0881429
IRS990/TotalAssetsEOYAmt0695821
IRS990/TotalAssetsGrp/BOYAmt0881429
IRS990/TotalAssetsGrp/EOYAmt0695821
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt050253
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0113
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068799
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0145052
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213964
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030050
IRS990/TotalLiabilitiesEOYAmt06515
IRS990/TotalLiabilitiesGrp/BOYAmt030050
IRS990/TotalLiabilitiesGrp/EOYAmt06515
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0851379
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0689306
IRS990/TotalProgramServiceExpensesAmt0145052
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01638
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt051891
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0881429
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0695821
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

Document Assets

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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
2019Detailed filing. Detailed filing data is available for this year.$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