Civic Intelligence

Santa Barbara County Vintners Association

990 • Fiscal year 2013 • EIN 77-0036374

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

597 Avenue Of The Flags93427

(805) 688-0881

Siviq Scores

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

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

34th percentile

0.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Net Margin

43rd percentile

1.5%

Higher net margin than 43% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

67th percentile

$96,057

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Asset Growth

47th percentile

3.1%

Faster asset growth than 47% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

20th percentile

-6.7%

Faster revenue growth than 20% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2011 to 2013

Assets

Up

$133,203

Up $4,007 (+3.1%) from 2012

Net Assets

Up

$126,172

Up $4,656 (+3.8%) from 2012

Liabilities

Down

$7,031

Down $649 (-8.5%) from 2012

Revenue

$311,800

No earlier filing loaded for comparison.

Expenses

Down

$307,144

Down $20,343 (-6.2%) from 2012

Net Income

$4,656

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2010: $195,914Liabilities 2010: $13,639Net Assets 2010: $182,2752010Assets 2011: $229,843Liabilities 2011: $13,718Net Assets 2011: $216,1252011Assets 2012: $129,196Liabilities 2012: $7,680Net Assets 2012: $121,5162012Assets 2013: $133,203Liabilities 2013: $7,031Net Assets 2013: $126,1722013Assets 2014: $128,393Liabilities 2014: $26,766Net Assets 2014: $101,6272014Assets 2015: $38,822Liabilities 2015: $47,972Net Assets 2015: -$9,1502015Assets 2016: $102,914Liabilities 2016: $30,211Net Assets 2016: $72,7032016Assets 2017: $262,151Liabilities 2017: $396,722Net Assets 2017: -$134,5712017Assets 2018: $112,938Liabilities 2018: $166,871Net Assets 2018: -$53,9332018Assets 2019: $249,021Liabilities 2019: $303,598Net Assets 2019: -$54,5772019Assets 2020: $169,855Liabilities 2020: $273,851Net Assets 2020: -$103,9962020Assets 2021: $606,805Liabilities 2021: $538,542Net Assets 2021: $68,2632021Assets 2022: $640,228Liabilities 2022: $549,862Net Assets 2022: $90,3662022Assets 2023: $473,887Liabilities 2023: $526,619Net Assets 2023: -$52,7322023Assets 2024: $399,693Liabilities 2024: $499,631Net Assets 2024: -$99,9382024

Highlighted filing

2013

Assets$133,203
Liabilities$7,031
Net Assets$126,172

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $316,2992010Revenue 2011: $358,412Expenses 2011: $324,562Net Income 2011: $33,8502011Expenses 2012: $327,4872012Revenue 2013: $311,800Expenses 2013: $307,144Net Income 2013: $4,6562013Revenue 2014: $340,287Expenses 2014: $364,832Net Income 2014: -$24,5452014Revenue 2015: $236,464Expenses 2015: $347,241Net Income 2015: -$110,7772015Revenue 2016: $414,165Expenses 2016: $332,312Net Income 2016: $81,8532016Revenue 2017: $552,086Expenses 2017: $547,330Net Income 2017: $4,7562017Revenue 2018: $508,699Expenses 2018: $517,746Net Income 2018: -$9,0472018Revenue 2019: $658,957Expenses 2019: $651,712Net Income 2019: $7,2452019Revenue 2020: $534,535Expenses 2020: $582,566Net Income 2020: -$48,0312020Revenue 2021: $680,254Expenses 2021: $507,995Net Income 2021: $172,2592021Revenue 2022: $817,220Expenses 2022: $795,117Net Income 2022: $22,1032022Revenue 2023: $737,765Expenses 2023: $880,863Net Income 2023: -$143,0982023Revenue 2024: $721,949Expenses 2024: $769,155Net Income 2024: -$47,2062024

Highlighted filing

2013

Revenue$311,800
Expenses$307,144
Net Income$4,656
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$546,453
Mission and Program Overview

Mission

To promote local wine industry and education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$121,516$126,172▲ $4,656
Cash and Non-Interest-Bearing Accounts$62,248$63,290▲ $1,042
Savings and Temporary Cash Investments$61,658$62,033▲ $375
Accounts Receivable$3,627$3,315▼ $312
Land, Buildings, and Equipment, Net$564$1,354▲ $790
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$129,196$133,203▲ $4,007
Other Assets Total$1,099$3,211▲ $2,112
Liabilities
Other Liabilities$6,607$6,735▲ $128
Accounts Payable and Accrued Expenses$1,073$296▼ $777
Total Liabilities$7,680$7,031▼ $649
Net Assets / Fund Balance
Total Net Assets Fund Balance$121,516$126,172▲ $4,656
Total Liabilities and Net Assets / Fund Balance$129,196$133,203▲ $4,007

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$62,689$62,689
Other Land Buildings$1,354$2,957$4,311
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Morgen MclaughlinExecutive DirecFT$88,328$7,729$96,057

Board Members and Trustees

NameTitle
Brook WilliamsPresident
Michael LarnerVice President
Chad MelvilleDirector
Matt MurphyDirector
Michael BrughelliDirector
Steve BeckmenDirector
Wes HagenDirector
Katie GrassiniSecretary
Seth KuninTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$191,619
Investment Income
$390
Other Revenue
$114,791
All Other Contributions
$5,000
Change in Net Assets
$4,656
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$187,498
Other Expenses$119,646
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$96,057
Other Salaries and Wages---$75,662
All Other Expenses---$22,905
Occupancy---$21,815
Fees for Services Accounting---$18,718
Advertising---$18,491
Payroll Taxes---$14,849
Other Expenses---$5,351
Travel---$5,049
Insurance---$4,132
Office Expenses---$2,209
Other Employee Benefits---$930
Depreciation Depletion---$805
Interest---$148
Total Functional Expenses$0$0$0$307,144
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$345,282
Fundraising Direct Expenses$233,353
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$300,521$300,521$193,738$106,783
Event 2$31,500$31,500$34,145$-2,645
Total Events$345,282$345,282$233,353$111,929
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest$4,469
Due From J. Fiolek$1,150
Credit Cards$990
Sales Tax Payable$281
Payroll Taxes Payable$-155
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
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 6: Explanation of Classes of Members or Shareholder

Members are wineries, vineyards and vineyard management companies.

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

Verbal status of committees relayed at board meetings.

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

No review was or will be conducted.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Executive committe decides at committee level.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Executive committe decides at committee level.

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

UPON REQUEST.

Filing and Contact Details

Filer

EIN
77-0036374
Phone
8056880881

Signing Officer

Name
Brook Williams
Title
President
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
10
Independent Board Members
10
Employees
3

Preparer

Preparer
Suzanne May Jakkola Ea
Phone
8056886317
Raw XML AppendixShowing 400 of 409 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.

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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0283
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0103472
IRS990/PYOtherRevenueAmt053469
IRS990/PYProgramServiceRevenueAmt0169790
IRS990/PYRevenuesLessExpensesAmt0-94609
IRS990/PYSalariesCompEmpBnftPaidAmt0224015
IRS990/PYTotalExpensesAmt0327487
IRS990/PYTotalRevenueAmt0232878
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04656
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0121516
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0126172
IRS990/SavingsAndTempCashInvstGrp/BOYAmt061658
IRS990/SavingsAndTempCashInvstGrp/EOYAmt062033
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062689
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062689
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01354
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02957
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04311
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04469
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1990
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21150
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3-155
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4281
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE FROM J. FIOLEK
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4SALES TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01354
IRS990ScheduleD/TotalLiabilityAmt06735
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0233353
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0300521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013261
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0345282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0300521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013261
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0345282
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0VINTNERS FESTIVALS
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0TOURING MAP & MAG. ADVERTISING
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0111929
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05470
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0233353
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0193738
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt034145
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ARE WINERIES, VINEYARDS AND VINEYARD MANAGEMENT COMPANIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VERBAL STATUS OF COMMITTEES RELAYED AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE COMMITTE DECIDES AT COMMITTEE LEVEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE COMMITTE DECIDES AT COMMITTEE LEVEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0129196
IRS990/TotalAssetsEOYAmt0133203
IRS990/TotalAssetsGrp/BOYAmt0129196
IRS990/TotalAssetsGrp/EOYAmt0133203
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05000
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0307144
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07680
IRS990/TotalLiabilitiesEOYAmt07031
IRS990/TotalLiabilitiesGrp/BOYAmt07680
IRS990/TotalLiabilitiesGrp/EOYAmt07031
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0121516
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0126172
IRS990/TotalOtherCompensationAmt07729
IRS990/TotalProgramServiceExpensesAmt074244
IRS990/TotalProgramServiceRevenueAmt0191619
IRS990/TotalReportableCompFromOrgAmt088328
IRS990/TotalRevenueGrp/ExclusionAmt0114791
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0192009
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0311800
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0129196
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0133203
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt05049
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0SBCOUNTYWINES.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BROOK WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10SANTA BARBARA COUNTY VINTNERS
ReturnHeader/Filer/BusinessName/BusinessNameLine20ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0770036374
ReturnHeader/Filer/PhoneNum08056880881
ReturnHeader/Filer/USAddress/AddressLine10597 AVENUE OF THE FLAGS
ReturnHeader/Filer/USAddress/City0BUELLTON
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093427
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10OWENS JAKKOLA & THORE TAX PROFESSIONALS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 397
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SANTA YNEZ

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.00$5.00$1.00$7.22$7.69$0.47
2023Detailed filing. Detailed filing data is available for this year.$4.74$5.27$0.53$7.38$8.81$1.43
2022Detailed filing. Detailed filing data is available for this year.$6.40$5.50$0.90$8.17$7.95$0.22
2021Detailed filing. Detailed filing data is available for this year.$6.07$5.39$0.68$6.80$5.08$1.72
2020Detailed filing. Detailed filing data is available for this year.$1.70$2.74$1.04$5.35$5.83$0.48
2019Detailed filing. Detailed filing data is available for this year.$2.49$3.04$0.55$6.59$6.52$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.13$1.67$0.54$5.09$5.18$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.62$3.97$1.35$5.52$5.47$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.30$0.73$4.14$3.32$0.82
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.48$0.09$2.36$3.47$1.11
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.27$1.02$3.40$3.65$0.25
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.07$1.26$3.12$3.07$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.08$1.22$3.27
2011Summary only. Only limited summary data is available for this year.$2.30$0.14$2.16$3.58$3.25$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.14$1.82$3.16