Civic Intelligence

Central Coast Vineyard Team DBA Vineyard Team

990 • Fiscal year 2016 • EIN 77-0427965

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 26, 2017

5915 El Camino RealAtascadero, CA 93422

(805) 466-2288

Siviq Scores

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

Liabilities / Assets

65th percentile

0.13x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.09x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

11th percentile

-16%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-1.9%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$502,359

Down $96,698 (-16%) from 2015

Net Assets

Down

$434,941

Down $75,694 (-15%) from 2015

Liabilities

Down

$67,418

Down $21,004 (-24%) from 2015

Revenue

Down

$742,743

Down $14,617 (-1.9%) from 2015

Expenses

Up

$818,437

Up $89,944 (+12%) from 2015

Net Income

Down

-$75,694

Down $104,561 (-362%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $511,327Liabilities 2010: $70,103Net Assets 2010: $441,2242010Assets 2011: $545,362Liabilities 2011: $48,891Net Assets 2011: $496,4712011Assets 2012: $577,181Liabilities 2012: $88,811Net Assets 2012: $488,3702012Assets 2013: $517,446Liabilities 2013: $66,617Net Assets 2013: $450,8292013Assets 2014: $557,684Liabilities 2014: $75,916Net Assets 2014: $481,7682014Assets 2015: $599,057Liabilities 2015: $88,422Net Assets 2015: $510,6352015Assets 2016: $502,359Liabilities 2016: $67,418Net Assets 2016: $434,9412016Assets 2017: $581,445Liabilities 2017: $106,780Net Assets 2017: $474,6652017Assets 2018: $604,621Liabilities 2018: $120,321Net Assets 2018: $484,3002018Assets 2019: $643,732Liabilities 2019: $112,754Net Assets 2019: $530,9782019Assets 2020: $773,538Liabilities 2020: $177,717Net Assets 2020: $595,8212020Assets 2021: $806,949Liabilities 2021: $102,986Net Assets 2021: $703,9632021Assets 2022: $998,347Liabilities 2022: $142,381Net Assets 2022: $855,9662022Assets 2023: $1,241,814Liabilities 2023: $233,283Net Assets 2023: $1,008,5312023Assets 2024: $1,498,031Liabilities 2024: $371,138Net Assets 2024: $1,126,8932024

Highlighted filing

2016

Assets$502,359
Liabilities$67,418
Net Assets$434,941

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $552,610Expenses 2010: $563,703Net Income 2010: -$11,0932010Expenses 2011: $423,1672011Expenses 2012: $426,9002012Revenue 2013: $511,756Expenses 2013: $549,297Net Income 2013: -$37,5412013Revenue 2014: $617,790Expenses 2014: $586,851Net Income 2014: $30,9392014Revenue 2015: $757,360Expenses 2015: $728,493Net Income 2015: $28,8672015Revenue 2016: $742,743Expenses 2016: $818,437Net Income 2016: -$75,6942016Revenue 2017: $809,250Expenses 2017: $769,526Net Income 2017: $39,7242017Revenue 2018: $817,765Expenses 2018: $808,130Net Income 2018: $9,6352018Revenue 2019: $902,444Expenses 2019: $855,766Net Income 2019: $46,6782019Revenue 2020: $683,077Expenses 2020: $618,234Net Income 2020: $64,8432020Revenue 2021: $783,217Expenses 2021: $675,075Net Income 2021: $108,1422021Revenue 2022: $708,570Expenses 2022: $556,567Net Income 2022: $152,0032022Revenue 2023: $774,044Expenses 2023: $621,478Net Income 2023: $152,5662023Revenue 2024: $770,374Expenses 2024: $652,012Net Income 2024: $118,3622024

Highlighted filing

2016

Revenue$742,743
Expenses$818,437
Net Income-$75,694
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 26, 2017
Return Version
2016v3.0
Gross Receipts
$742,743
Mission and Program Overview

Mission

Through research, demonstration, education, and outreach, the Vineyard Team promotes the most environmentally safe, viticulturally, and economically sustainable farming methods.

Through research, demonstration, education and outreach, the vineyard team promotes the most environmentally safe, viticulturally and economically sustainable farming methods.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$353,827$304,306▼ $49,521
Investments Program Related$149,285$152,307▲ $3,022
Cash and Non-Interest-Bearing Accounts$56,286$37,903▼ $18,383
Accounts Receivable$33,454--
Prepaid Expenses and Deferred Charges$2,920$4,843▲ $1,923
Total Assets$599,057$502,359▼ $96,698
Other Assets Total$3,285$3,000▼ $285
Liabilities
Deferred Revenue$68,290$59,881▼ $8,409
Accounts Payable and Accrued Expenses$20,132$7,537▼ $12,595
Total Liabilities$88,422$67,418▼ $21,004
Net Assets / Fund Balance
Unrestricted Net Assets$510,635$434,941▼ $75,694
Total Net Assets Fund Balance$510,635$434,941▼ $75,694
Total Liabilities and Net Assets / Fund Balance$599,057$502,359▼ $96,698

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$16,823$16,823
Investment Program Related Org$152,307--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy FreemanPresident
Brecon JacksonDirector
Chrissy WitmannDirector
Grant CremersDirector
Jim StollbergDirector
John PieriniDirector
Julian MaloneDirector
Kevin MerrillDirector
Molly ScottDirector
Ryan ScottDirector
Shawn VeyseySecretary
Bart HaycraftTreasurer
Paul CroutTreasurer
Erin AmaralVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$24,085
Program Service Revenue
$715,156
Investment Income
$3,502
Other Revenue
$0
All Other Contributions
$16,400
Change in Net Assets
$-75,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$430,444
Salaries, Compensation, and Employee Benefits$377,993
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$304,700$13,028-$317,728
Conferences and Meetings$92,144--$92,144
Advertising$88,074--$88,074
Fees for Services Management$84,385--$84,385
Office Expenses$29,655$11,841-$41,496
Fees for Services Accounting$14,106$26,197-$40,303
Other Employee Benefits$28,310--$28,310
Occupancy$8,654$16,072-$24,726
Payroll Taxes$23,227$968-$24,195
Travel$18,091--$18,091
Information Technology$14,639--$14,639
Grants to Domestic Individuals$10,000--$10,000
Pension Plan Contributions$7,450$310-$7,760
Insurance$4,639$2,119-$6,758
Fees for Services Legal$2,355--$2,355
Payments to Affiliates$1,378--$1,378
Other Expenses$1,178--$1,178
Total Functional Expenses$747,902$70,535$0$818,437
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Molly scott ryan scott director director married couple

Form 990, Page 6, Part VI, Line 11B

The team's financial manager, executive director and board members review the tax return prior to filing.

Form 990, Page 6, Part VI, Line 12C

Reviewed annually at a board meeting.

Form 990, Page 6, Part VI, Line 19

A public disclosure copy of the organization's bylaws and policies are available upon request.

Filing and Contact Details

Filer

Filer Name
Central Coast Vineyard Team
EIN
77-0427965
Phone
8054662288
Address
5915 EL CAMINO REAL, ATASCADERO, CA 93422
Doing Business As
Vineyard Team

Signing Officer

Name
Bart Haycraft
Title
Treasurer
Phone
8054662288
Signed
2017-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Amaral
Formed
1994
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
5
Volunteers
50

Preparer

Firm
Radakovich Shaw & Blythe Llp
Address
3220 S HIGUERA ST STE 201, SAN LUIS OBISPO, CA 93401
Preparer
Charleen Fariselli CPA
Phone
8055441557
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IRS990/OtherExpensesGrp/ProgramServicesAmt11900
IRS990/OtherExpensesGrp/ProgramServicesAmt21178
IRS990/OtherExpensesGrp/TotalAmt013017
IRS990/OtherExpensesGrp/TotalAmt11900
IRS990/OtherExpensesGrp/TotalAmt21178
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013028
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0304700
IRS990/OtherSalariesAndWagesGrp/TotalAmt0317728
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt01378
IRS990/PaymentsToAffiliatesGrp/TotalAmt01378
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0968
IRS990/PayrollTaxesGrp/ProgramServicesAmt023227
IRS990/PayrollTaxesGrp/TotalAmt024195
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0310
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07450
IRS990/PensionPlanContributionsGrp/TotalAmt07760
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02920
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04843
IRS990/PrincipalOfficerNm0ERIN AMARAL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/Desc1ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0300098
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1297118
IRS990/ProgramServiceRevenueGrp/ExclusionAmt2117940
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0300098
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1297118
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2117940
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0110735
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt010000
IRS990/PYInvestmentIncomeAmt03604
IRS990/PYOtherExpensesAmt0403966
IRS990/PYProgramServiceRevenueAmt0643021
IRS990/PYRevenuesLessExpensesAmt028867
IRS990/PYSalariesCompEmpBnftPaidAmt0314527
IRS990/PYTotalExpensesAmt0728493
IRS990/PYTotalRevenueAmt0757360
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-75694
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt0597216
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0353827
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0304306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0742743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0231320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0157571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0143925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0144934
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01420493
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03604
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03547
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03670
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03649
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017972
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0715156
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0715156
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65960
IRS990ScheduleA/PublicSupportPY170Pct00.97970
IRS990ScheduleA/PublicSupportTotal170Amt01420493
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0742743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0231320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0157571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0143925
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0144934
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01420493
IRS990ScheduleA/TotalSupportAmt02153621
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/ScheduleBRequiredInd0true
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0152307
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0FARM CREDIT WEST STOCK
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016823
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016823
IRS990ScheduleD/TotalBookValueProgramRltdAmt0152307
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MOLLY SCOTT RYAN SCOTT DIRECTOR DIRECTOR MARRIED COUPLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TEAM'S FINANCIAL MANAGER, EXECUTIVE DIRECTOR AND BOARD MEMBERS REVIEW THE TAX RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED ANNUALLY AT A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A PUBLIC DISCLOSURE COPY OF THE ORGANIZATION'S BYLAWS AND POLICIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0599057
IRS990/TotalAssetsEOYAmt0502359
IRS990/TotalAssetsGrp/BOYAmt0599057
IRS990/TotalAssetsGrp/EOYAmt0502359
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024085
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt070535
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0747902
IRS990/TotalFunctionalExpensesGrp/TotalAmt0818437
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt088422
IRS990/TotalLiabilitiesEOYAmt067418
IRS990/TotalLiabilitiesGrp/BOYAmt088422
IRS990/TotalLiabilitiesGrp/EOYAmt067418
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0510635
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0434941
IRS990/TotalProgramServiceExpensesAmt0747902
IRS990/TotalProgramServiceRevenueAmt0715156
IRS990/TotalRevenueGrp/ExclusionAmt0718658
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0742743
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0599057
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0502359
IRS990/TravelGrp/ProgramServicesAmt018091
IRS990/TravelGrp/TotalAmt018091
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.37$1.13$0.77$0.65$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.23$1.01$0.77$0.62$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.14$0.86$0.71$0.56$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.10$0.70$0.78$0.68$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.18$0.60$0.68$0.62$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.11$0.53$0.90$0.86$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.12$0.48$0.82$0.81$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.11$0.47$0.81$0.77$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.07$0.43$0.74$0.82$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.09$0.51$0.76$0.73$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.08$0.48$0.62$0.59$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.07$0.45$0.51$0.55$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.09$0.49$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.05$0.50$0.42
2010Summary only. Only limited summary data is available for this year.$0.51$0.07$0.44$0.55$0.56$0.01