Civic Intelligence

De Portola Wine Trail Inc

EIN 45-4714702 • 501(c)3 • Temecula, CA

Profile

A group of wineries that put on group events to further wine education in the temecula valley

39870 DE Portola RoadTemecula, CA 92592

n/A

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

Score unavailable

No value available

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

Source year 2024

Net Margin

11th percentile

-76%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

17th percentile

-60%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-33%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$43,481

Down $65,709 (-60%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$43,481

Down $65,709 (-60%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Down

$86,353

Down $42,474 (-33%) from 2023

Expenses

Up

$152,062

Up $45,383 (+43%) from 2023

Net Income

Down

-$65,709

Down $87,857 (-397%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$150K$100K$50K$0Assets 2015: $11,581Net Assets 2015: $11,5812015Assets 2019: $34,114Liabilities 2019: $994Net Assets 2019: $33,1202019Assets 2020: $45,659Liabilities 2020: $994Net Assets 2020: $44,6652020Assets 2021: $85,448Liabilities 2021: $174Net Assets 2021: $85,2742021Assets 2022: $87,042Net Assets 2022: $87,0422022Assets 2023: $109,190Net Assets 2023: $109,1902023Assets 2024: $43,481Net Assets 2024: $43,4812024

Highlighted filing

2024

Assets$43,481
Liabilities-
Net Assets$43,481
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

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

$200K$100K$0-$100KRevenue 2015: $35,642Expenses 2015: $44,407Net Income 2015: -$8,7652015Revenue 2019: $111,028Expenses 2019: $79,952Net Income 2019: $31,0762019Revenue 2020: $43,513Expenses 2020: $31,968Net Income 2020: $11,5452020Revenue 2021: $112,145Expenses 2021: $71,536Net Income 2021: $40,6092021Revenue 2022: $100,917Expenses 2022: $99,149Net Income 2022: $1,7682022Revenue 2023: $128,827Expenses 2023: $106,679Net Income 2023: $22,1482023Revenue 2024: $86,353Expenses 2024: $152,062Net Income 2024: -$65,7092024

Highlighted filing

2024

Revenue$86,353
Expenses$152,062
Net Income-$65,709
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,481
Liabilities
-
Net assets
$43,481
Revenue
$86,353
Expenses
$152,062
Net income
-$65,709
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.86$1.52$0.66
2023Detailed filing. Detailed filing data is available for this year.$1.09$1.09$1.29$1.07$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.87$1.01$0.99$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.12$0.72$0.41
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.01$0.45$0.44$0.32$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.01$0.33$1.11$0.80$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.36$0.44$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 1, 2025
Return Version
2024v5.2
Gross Receipts
$86,353
Mission and Program Overview

Mission

A group of wineries that put on group events to further wine education in the temecula valley

Program Services

DescriptionGrantsExpenses
EXPENSES RELATED TO PUTTING ON GROUP EVENTS TO FURTHER WINE EDUCATION IN THE TEMECULA VALLEY-$142,197
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER BUFFINGTONPresident-$0--
RICK BUFFINGTONTreasurer-$0--
DON FRANGIPANISecretary-$0--
Filing and Contact Details

Filer

Filer Name
De Portola Wine Trail Inc
EIN
45-4714702
Address
39870 DE PORTOLA ROAD, TEMECULA, CA 92592

Signing Officer

Name
Rick Buffington
Title
Treasurer
Signed
2025-09-01
Discuss with paid preparer
Yes

Preparer

Preparer
Cindy Griganavicius
Phone
9512175561
Supplemental Narrative

Additional Explanations

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

“ADVERTISING 137,627”

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

“INSURANCE 521”

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

“ANNUAL REGISTRATION 75”

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

“BANK CHARGES 2,480”

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

“SALES TAX / OTHER 6,372”

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

“Dues and subscriptions 120”

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

“MISCELLANEOUS 259”

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

“POSTAGE 8”

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

“PROGRAM EXPENSES 4,310”

Raw XML Appendix148 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0RICK BUFFINGTON
IRS990EZ/BooksInCareOfDetail/PhoneNum09514910825
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt036522 VIA VERDE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092592
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0109190
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043481
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-65709
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0290
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt0109190
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043481
IRS990EZ/GrossReceiptsAmt086353
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01771
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0109190
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043481
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0109190
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043481
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK BUFFINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DON FRANGIPANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0151772
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A GROUP OF WINERIES THAT PUT ON GROUP EVENTS TO FURTHER WINE EDUCATION IN THE TEMECULA VALLEY
IRS990EZ/ProgramServiceRevenueAmt084582
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPENSES RELATED TO PUTTING ON GROUP EVENTS TO FURTHER WINE EDUCATION IN THE TEMECULA VALLEY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0142197
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0152062
IRS990EZ/TotalProgramServiceExpensesAmt0142197
IRS990EZ/TotalRevenueAmt086353
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01771
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01450
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt084582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0117377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0100917
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt081645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0394534
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01771
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01450
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03221
IRS990ScheduleA/InvestmentIncomeCYPct00.00680
IRS990ScheduleA/InvestmentIncomePYPct00.00290
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99320
IRS990ScheduleA/PublicSupportPY509Pct00.99710
IRS990ScheduleA/PublicSupportTotal509Amt0468534
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084582
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0127377
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0112145
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043513
IRS990ScheduleA/Total509Grp/TotalAmt0468534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0128827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0100917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0112145
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043513
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0471755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING 137,627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL REGISTRATION 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES 2,480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SALES TAX / OTHER 6,372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES AND SUBSCRIPTIONS 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS 259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7POSTAGE 8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROGRAM EXPENSES 4,310
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK BUFFINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DE PORTOLA WINE TRAIL INC
ReturnHeader/Filer/BusinessNameControlTxt0DEPO
ReturnHeader/Filer/EIN0454714702
ReturnHeader/Filer/USAddress/AddressLine1Txt039870 DE PORTOLA ROAD
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092592
ReturnHeader/PreparerPersonGrp/PhoneNum09512175561
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cindy Griganavicius
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-01T10:06:53-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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