Civic Intelligence

Lake County Wine Alliance

EIN 68-0447622 • 501(c)3 • Kelseyville, CA

Profile

To provide financial support to charitable organizations that foster the arts, healthcare, senior services, and that oterwise engage in charitable activities in lake county, california.

PO Box 530Kelseyville, CA 95451

www.winealliance.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

36th percentile

-5.3%

Higher net margin than 36% 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

20th percentile

-48%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

45th percentile

-6.5%

Faster revenue growth than 45% of similar nonprofits.

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

Assets

Down

$11,872

Down $10,933 (-48%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$11,872

Down $10,933 (-48%) from 2023

Revenue

Down

$199,425

Down $13,876 (-6.5%) from 2023

Expenses

Down

$210,000

Down $2,000 (-0.9%) from 2023

Net Income

Down

-$10,575

Down $11,876 (-913%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $3,629Net Assets 2011: $3,6292011Assets 2012: $4,630Liabilities 2012: $02012Assets 2016: $480,627Liabilities 2016: $0Net Assets 2016: $480,6272016Assets 2017: $332,159Liabilities 2017: $02017Assets 2018: $195,203Net Assets 2018: $195,2032018Assets 2019: $71,070Net Assets 2019: $71,0702019Assets 2020: $96,381Net Assets 2020: $96,3812020Assets 2021: $27,006Liabilities 2021: $0Net Assets 2021: $27,0062021Assets 2022: $21,504Liabilities 2022: $0Net Assets 2022: $21,5042022Assets 2023: $22,805Liabilities 2023: $0Net Assets 2023: $22,8052023Assets 2024: $11,872Liabilities 2024: $0Net Assets 2024: $11,8722024

Highlighted filing

2024

Assets$11,872
Liabilities$0
Net Assets$11,872

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $64,138Expenses 2011: $65,000Net Income 2011: -$8622011Revenue 2012: $97,001Expenses 2012: $96,000Net Income 2012: $1,0012012Revenue 2016: $454,727Expenses 2016: $574,270Net Income 2016: -$119,5432016Revenue 2017: $100,840Expenses 2017: $249,308Net Income 2017: -$148,4682017Revenue 2018: $120,421Expenses 2018: $257,377Net Income 2018: -$136,9562018Revenue 2019: $10,253Expenses 2019: $134,386Net Income 2019: -$124,1332019Revenue 2020: $25,3112020Revenue 2021: $303,125Expenses 2021: $372,500Net Income 2021: -$69,3752021Revenue 2022: $294,498Expenses 2022: $300,000Net Income 2022: -$5,5022022Revenue 2023: $213,301Expenses 2023: $212,000Net Income 2023: $1,3012023Revenue 2024: $199,425Expenses 2024: $210,000Net Income 2024: -$10,5752024

Highlighted filing

2024

Revenue$199,425
Expenses$210,000
Net Income-$10,575

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 20, 2025
Return Version
2024v5.1
Gross Receipts
$316,495
Mission and Program Overview

Mission

To provide financial support to charitable organizations that foster the arts, healthcare, senior services, and that otherwise engage in charitable activities in lake county, california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$22,805$11,872▼ $10,933
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$22,805$11,872▼ $10,933
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,805$11,872▼ $10,933
Total Net Assets Fund Balance$22,805$11,872▼ $10,933
Total Liabilities and Net Assets / Fund Balance$22,805$11,872▼ $10,933
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kaj AhlmanPresident
Marie BerryVice President
Angie ShannonDirector
Michele CarsonDirector
Weston SeifertDirector
Beth HarvillaSecretary
Robert RoumiguiereTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$199,425
Change in Net Assets
$-10,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$210,000
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$210,000--$210,000
Total Functional Expenses$210,000$0$0$210,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kelseyville High SchoolKelseyville, CA-Ffa / Arts$17,250
Lowerlake High SchoolLower Lake, CA-Ffa/arts$14,750
Middletown High SchoolMiddletown, CA-Ffa/arts$14,750
Upper Lake High SchoolUpper Lake, CA-Ffa/arts$14,750
Clearlake High SchoolLakeport, CA-Arts$14,500
Jacks Lavender FarmClearlake Oaks, CA-Health/community$8,500
4-h Lake CountyLakeport, CA-Health/community$7,500
Operation Tango MikeKelseyville, CA-Health / Community$7,500
Lake Family Resource CenterLakeport, CA-Health / Community$6,500
Woodland Community CulinaryClearlake, CA-Health / Community$6,500
Middletown Mountain Bike TeamMiddletown, CA-Health/community$6,000
World Wide Healing HandsCobb, CA-Health / Community$6,000
Lc Young LifeLakeport, CA-Health / Community$5,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$316,495
Fundraising Direct Expenses$117,070
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Auction$316,495$316,495$25,023$291,472
Total Events$316,495$316,495$117,070$199,425
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

IRS WEBSITE

Filing and Contact Details

Filer

Filer Name
Lake County Wine Alliance
EIN
68-0447622
Phone
7072799463
Address
PO BOX 530, KELSEYVILLE, CA 95451

Signing Officer

Name
Robert Roumiguiere
Title
Treasurer
Signed
2025-05-20
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Tomkins Tax Consultants
Address
PO Box 1140, LUCERNE, CA 95458
Preparer
Diane T Plante
Phone
7072741843
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Balance adjustment = -$358

01. List of grants and similar amounts paid (Part I, line 10)

Recipients of funds raised.

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IRS990ScheduleI/RecipientTable/CashGrantAmt46500
IRS990ScheduleI/RecipientTable/CashGrantAmt55500
IRS990ScheduleI/RecipientTable/CashGrantAmt614750
IRS990ScheduleI/RecipientTable/CashGrantAmt714750
IRS990ScheduleI/RecipientTable/CashGrantAmt86000
IRS990ScheduleI/RecipientTable/CashGrantAmt97500
IRS990ScheduleI/RecipientTable/CashGrantAmt1014750
IRS990ScheduleI/RecipientTable/CashGrantAmt116500
IRS990ScheduleI/RecipientTable/CashGrantAmt126000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt120
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HEALTH/COMMUNITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ARTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2HEALTH/COMMUNITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FFA / ARTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4HEALTH / COMMUNITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5HEALTH / COMMUNITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6FFA/ARTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7FFA/ARTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8HEALTH/COMMUNITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9HEALTH / COMMUNITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10FFA/ARTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11HEALTH / COMMUNITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12HEALTH / COMMUNITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt04-H LAKE COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CLEARLAKE HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2JACKS LAVENDER FARM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3KELSEYVILLE HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4LAKE FAMILY RESOURCE CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5LC YOUNG LIFE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6LOWERLAKE HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7MIDDLETOWN HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8MIDDLETOWN MOUNTAIN BIKE TEAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9OPERATION TANGO MIKE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10UPPER LAKE HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11WOODLAND COMMUNITY CULINARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12WORLD WIDE HEALING HANDS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01152 S MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1350 LANGE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2NEW LONG VALLEY ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt35480 MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4896 LAKEPORT BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt56302 13TH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt69430 LAKE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt720932 BIG CANYON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt820932 BIG CANYON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt95216 PINER COURT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10675 CLOVER DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1115880 DAM ROAD EXTENSION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1215647 CA-175
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAKEPORT
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LAKEPORT
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CLEARLAKE OAKS
IRS990ScheduleI/RecipientTable/USAddress/CityNm3KELSEYVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4LAKEPORT
IRS990ScheduleI/RecipientTable/USAddress/CityNm5LAKEPORT
IRS990ScheduleI/RecipientTable/USAddress/CityNm6LOWER LAKE
IRS990ScheduleI/RecipientTable/USAddress/CityNm7MIDDLETOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm8MIDDLETOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm9KELSEYVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm10UPPER LAKE
IRS990ScheduleI/RecipientTable/USAddress/CityNm11CLEARLAKE
IRS990ScheduleI/RecipientTable/USAddress/CityNm12COBB
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd12CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095453
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195453
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd295423
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd395451
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd495453
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd595453
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd695457
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd795461
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd895461
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd995451
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1095485
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1195422
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1295461
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt013
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IRS WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BALANCE ADJUSTMENT = -$358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECIPIENTS OF FUNDS RAISED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc301. List of grants and similar amounts paid (Part I, line 10)
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false

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