Civic Intelligence

Brcohn Charity Events

EIN 68-0457953 • 501(c)3 • Sonoma, CA

Profile

B.r. Cohn charity events is a non-profit 501(c)3 organization dedicated to enriching the livelihood of disadvantaged children and united states military veterans through its annual fall music festival and other fundraising endeavors.

414 First Street East Suite 1Sonoma, CA 95476

www.brcohn.com

Siviq Scores

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

Liabilities / Assets

100th percentile

14.98x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

100th percentile

158%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

44th percentile

$25,000

Higher top officer pay than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

2nd percentile

-79%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Assets

Down

$12,018

Down $46,599 (-79%) from 2013

Liabilities

Up

$180,066

Up $180,066 from 2013

Net Assets

Down

-$168,048

Down $226,665 (-387%) from 2013

Revenue

Down

-$143,821

Down $371,472 (-163%) from 2013

Expenses

Down

$82,844

Down $171,934 (-67%) from 2013

Net Income

Down

-$226,665

Down $199,538 (-736%) from 2013

Trend Graphs

Balance Sheet Trend

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

$400K$200K$0-$200KAssets 2010: $316,447Liabilities 2010: $218,182Net Assets 2010: $98,2652010Assets 2011: $80,060Liabilities 2011: $0Net Assets 2011: $80,0602011Assets 2012: $86,194Liabilities 2012: $450Net Assets 2012: $85,7442012Assets 2013: $58,617Liabilities 2013: $0Net Assets 2013: $58,6172013Assets 2014: $12,018Liabilities 2014: $180,066Net Assets 2014: -$168,0482014

Highlighted filing

2014

Assets$12,018
Liabilities$180,066
Net Assets-$168,048

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $297,5322010Revenue 2011: $443,825Expenses 2011: $462,030Net Income 2011: -$18,2052011Revenue 2012: $317,128Expenses 2012: $311,444Net Income 2012: $5,6842012Revenue 2013: $227,651Expenses 2013: $254,778Net Income 2013: -$27,1272013Revenue 2014: -$143,821Expenses 2014: $82,844Net Income 2014: -$226,6652014

Highlighted filing

2014

Revenue-$143,821
Expenses$82,844
Net Income-$226,665

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Oct 15, 2015
Return Version
2013v4.0
Gross Receipts
$1,124,709
Mission and Program Overview

Mission

B.r. Cohn charity events is a non-profit 501(c)3 organization dedicated to enriching the livelihood of disadvantaged children and united states military veterans through its annual fall music festival and other fundraising endeavors.

Raising money for recognized children's charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$56,778$0▼ $56,778
Accounts Receivable-$10,914-
Land, Buildings, and Equipment, Net$1,839$1,104▼ $735
Cash and Non-Interest-Bearing Accounts-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$58,617$-168,048▼ $226,665
Total Assets$58,617$12,018▼ $46,599
Liabilities
Other Liabilities$0$102,591▲ $102,591
Accounts Payable and Accrued Expenses-$77,475-
Total Liabilities$0$180,066▲ $180,066
Net Assets / Fund Balance
Total Net Assets Fund Balance$58,617$-168,048▼ $226,665
Total Liabilities and Net Assets / Fund Balance$58,617$12,018▼ $46,599

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,104$2,573$3,677
Other Land Buildings$0--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Bruce R CohnPresident/CEO$25,000$25,000
Alisha WhitfieldSecretary$20,000$20,000

Board Members and Trustees

NameTitle
Ken MolinaroVice President/CFO
Bob SkegrudBoard Member
Dan RoselandBoard Member
Peter FlaxmanBoard Member
Sal ZagariBoard Member
Walter J Herbert JrBoard Member
William FriedmanBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$248,897
Program Service Revenue
$0
Investment Income
$49
Other Revenue
$-392,767
Change in Net Assets
$-226,665

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table27$31,265Selling Price
Other Non Cash Contri Table10$21,618Selling Price
Other Non Cash Contri Table30$17,192Selling Price
Other Non Cash Contri Table2$2,800Selling Price
Other Non Cash Contri Table2$1,535Selling Price
Other Non Cash Contri Table1$700Selling Price
Total Noncash Contributions72$75,110-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$52,500
Total Fundraising Expense$26,704
Other Expenses$19,054
Grants and Similar Amounts Paid$11,290
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$26,250$26,250$52,500
Grants to Domestic Orgs$11,290--$11,290
Office Expenses-$2,092-$2,092
Depreciation Depletion-$332$403$735
Other Expenses-$186-$186
All Other Expenses-$51$51$102
Total Functional Expenses$11,290$44,850$26,704$82,844
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
68-0279152-501(c)(3)General Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,268,530
Fundraising Gross Income$875,763
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$1,124,660$875,763$713,360$162,403
Total Events$1,124,660$875,763$1,268,530$-392,767
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Bruce R CohnPresident/ceoTHE ORGANIZATION PURCHASED WINE FOR RESALE DURING THE FALL MUSIC FESTIVAL'S ACTIVITIES FROM B.R. COHN WINERY, INC., WHICH IS 100% OWNED BY BRUCE R. COHN.No$42,288
Bruce R CohnPresident/ceoTHE ORGANIZATION PAID B.R. COHN WINERY, INC., WHICH IS 100% OWNED BY BRUCE R. COHN, RENT FOR USE OF THE WINERY GROUNDS FOR THE FALL MUSIC FESTIVAL.No$25,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bank Overdraft$99,680
Credit Cards$2,911
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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 A, Line 2

Bruce cohn is the president of b.r. Cohn winery, inc.

Form 990, Part VI, Section A, Line 8B

There are no committees that act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11

The form 990 is reviewed by the board chairman.

Form 990, Part VI, Section C, Line 19

All documents are available upon request. Additionally, as with all california nonprofit organizations, form 990 may be viewed on the california attorney general's website.

Filing and Contact Details

Filer

EIN
68-0457953
Phone
7079384064

Signing Officer

Name
Bruce R Cohn
Title
President/CEO
Phone
7079384064
Signed
2015-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce R Cohn
Formed
2000
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
1
Volunteers
240

Preparer

Preparer
Timothy R Moratto
Phone
7075423343
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01124660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01261667
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01307683
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01492138
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01103831
IRS990ScheduleA/Total509Grp/TotalAmt06289979
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01124709
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01261838
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01308096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01492862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01104758
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06292263
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/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt01104
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02573
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03677
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02911
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt199680
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BANK OVERDRAFT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01104
IRS990ScheduleD/TotalLiabilityAmt0102591
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0ASSISTS ON-STAGE AUCTION AT CONCERT
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1SOLICITS AND COLLECTS DONATIONS FOR AUCTION DINNER
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd11
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt10
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-40000
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt1-27453
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine10COATES PUBLIC RELATIONS
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine11AUCTION & EVENTS
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt040000
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt127453
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine10735 3RD STREET WEST
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1120800 BURNDALE ROAD
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/City0SONOMA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/City1SONOMA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/State0CA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/State1CA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCode095476
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCode195476
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0248897
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0248897
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01268530
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0344500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0344500
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0210670
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0210670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt01124660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt01124660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0875763
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0875763
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FALL MUSIC FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-392767
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0713360
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0713360
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalNetToOrganizationAmt0-67453
IRS990ScheduleG/TotalRetainedByContractorsAmt067453
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10SONOMA VALLEY EDUCATION FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0680279152
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 493
IRS990ScheduleI/RecipientTable/USAddress/City0SONOMA
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode095476
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0B.R. COHN CHARITY EVENTS CHOOSES TO ONLY CONTRIBUTE TO REPUTABLE ORGANIZATIONS WITH A HISTORY OF ETHICAL ACTIVITY. B.R. COHN CHARITY EVENTS INVESTIGATES THE FINANCIAL INFORMATION AVAILABLE AND THE WORK THE OTHER ORGANIZATONS DO.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0BRUCE R COHN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1BRUCE R COHN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PRESIDENT/CEO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1PRESIDENT/CEO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt025000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt142288
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0THE ORGANIZATION PAID B.R. COHN WINERY, INC., WHICH IS 100% OWNED BY BRUCE R. COHN, RENT FOR USE OF THE WINERY GROUNDS FOR THE FALL MUSIC FESTIVAL.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1THE ORGANIZATION PURCHASED WINE FOR RESALE DURING THE FALL MUSIC FESTIVAL'S ACTIVITIES FROM B.R. COHN WINERY, INC., WHICH IS 100% OWNED BY BRUCE R. COHN.
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt027
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt110
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt230
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt32
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt42
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt51
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0MISCELLANEOUS
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1HOTEL NIGHT/C
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2WINE, BEER, L
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc3ARTWORK, JEWE
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc4MUSICAL INSTR
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc5GOLF
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0SELLING PRICE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1SELLING PRICE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2SELLING PRICE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt3SELLING PRICE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt4SELLING PRICE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt5SELLING PRICE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd2X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd3X

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