Civic Intelligence

Lake County Wine Alliance

990EZ • Fiscal year 2020 • EIN 68-0447622

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization Profilewww.winealliance.org
PO Box 530Kelseyville, CA 95451

(707) 279-9463

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

75th percentile

36%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

147%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$96,381

Up $25,311 (+36%) from 2019

Net Assets

Up

$96,381

Up $25,311 (+36%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$25,311

Up $15,058 (+147%) from 2019

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$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

2020

Assets$96,381
Liabilities-
Net Assets$96,381
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$25,311
Expenses-
Net Income-
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Gross Receipts
$40,806
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDS TO SCHOOLS, ARTS, SENIOR CENTERS AND VARIOUS CHARITABLE ORGANIZATION IN LAKE COUNTY CALIFORNIA.$15,495-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAJ AHLMANPresident-$0--
SHARON ZOLLERSecretary-$0--
ROBERT ROUMIGUIERETreasurer-$0--
MARIE BERRYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Auction$40,800$40,800$14,785$26,015
Total Events$40,800$40,800$15,495$25,305
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
2021-05-10
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Recipients of funds raised.”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT ROUMIGUIERE
IRS990EZ/BooksInCareOfDetail/PhoneNum07072457733
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 530
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KELSEYVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095451
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071070
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt096381
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025311
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071070
IRS990EZ/Form990TotalAssetsGrp/EOYAmt096381
IRS990EZ/FundraisingGrossIncomeAmt040800
IRS990EZ/GrossReceiptsAmt040806
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071070
IRS990EZ/NetAssetsOrFundBalancesEOYAmt096381
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071070
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt096381
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/PersonNm0KAJ AHLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHARON ZOLLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT ROUMIGUIERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIE BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS THAT FOSTER THE ARTS, HEALTHCARE, SENIOR SERVICES, AND THAT OTERWISE ENGAGE IN CHARITABLE ACTIVITIES IN LAKE COUNTY, CALIFORNIA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FUNDS TO SCHOOLS, ARTS, SENIOR CENTERS AND VARIOUS CHARITABLE ORGANIZATION IN LAKE COUNTY CALIFORNIA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015495
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015495
IRS990EZ/SpecialEventsNetIncomeLossAmt025305
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalProgramServiceExpensesAmt015495
IRS990EZ/TotalRevenueAmt025311
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.winealliance.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0159744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0169594
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0169594
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0159744
IRS990ScheduleA/Total509Grp/TotalAmt0169594
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0159744
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0169594
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015495
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0150
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0150
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0560
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040800
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025305
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014785
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RECIPIENTS OF FUNDS RAISED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc001. List of grants and similar amounts paid (Part I, line 10)
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ROUMIGUIERE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE COUNTY WINE ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0680447622
ReturnHeader/Filer/PhoneNum07072799463
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 530
ReturnHeader/Filer/USAddress/CityNm0KELSEYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095451
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811481689
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOMKINS TAX CONSULTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUCERNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095458
ReturnHeader/PreparerPersonGrp/PhoneNum07072741843
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane T Plante
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-10T16:45:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROUMIGUIERE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,381
Liabilities
-
Net assets
$96,381
Revenue
$25,311
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$1.99$2.10$0.11
2023Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$2.13$2.12$0.01
2022Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$2.94$3.00$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$3.03$3.73$0.69
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.71$0.10$1.34$1.24
2018Detailed filing. Detailed filing data is available for this year.$1.95$1.95$1.20$2.57$1.37
2017Summary only. Only limited summary data is available for this year.$3.32$0.00$1.01$2.49$1.48
2016Summary only. Only limited summary data is available for this year.$4.81$0.00$4.81$4.55$5.74$1.20
2012Summary only. Only limited summary data is available for this year.$0.05$0.00$0.97$0.96$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.64$0.65$0.01