Civic Intelligence

Central Coast Wine Classic

990 • Fiscal year 2015 • EIN 80-0091784

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileN/A
PO Box 790Avila Beach, CA 93424

(805) 544-1285

Siviq Scores

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

Liabilities / Assets

95th percentile

1.18x

Higher debt load relative to assets than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

95th percentile

0.86x

Higher debt load relative to revenue than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

4th percentile

-112%

Higher net margin than 4% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

94th percentile

$57,500

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 71.8% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-85%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$58,549

Down $20,664 (-26%) from 2014

Net Assets

Down

-$10,332

Down $89,545 (-113%) from 2014

Liabilities

Up

$68,881

Up $68,881 from 2014

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin4th percentile

Revenue

Down

$80,049

Down $446,677 (-85%) from 2014

Expenses

Down

$169,594

Down $444,226 (-72%) from 2014

Net Income

Down

-$89,545

Down $2,451 (-2.8%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$300K$200K$100K$0-$100KAssets 2010: $122,976Liabilities 2010: $0Net Assets 2010: $122,9762010Assets 2011: $90,075Liabilities 2011: $0Net Assets 2011: $90,0752011Assets 2012: $236,018Liabilities 2012: $0Net Assets 2012: $236,0182012Assets 2013: $166,307Liabilities 2013: $0Net Assets 2013: $166,3072013Assets 2014: $79,213Liabilities 2014: $0Net Assets 2014: $79,2132014Assets 2015: $58,549Liabilities 2015: $68,881Net Assets 2015: -$10,3322015Assets 2016: $68,261Liabilities 2016: $93,701Net Assets 2016: -$25,4402016Assets 2017: $193,037Liabilities 2017: $57,138Net Assets 2017: $135,8992017Assets 2018: $83,279Net Assets 2018: $83,2792018

Highlighted filing

2015

Assets$58,549
Liabilities$68,881
Net Assets-$10,332
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $1,133,773Expenses 2010: $1,162,272Net Income 2010: -$28,4992010Expenses 2011: $1,180,4982011Revenue 2012: $875,723Expenses 2012: $729,780Net Income 2012: $145,9432012Revenue 2013: $685,674Expenses 2013: $755,385Net Income 2013: -$69,7112013Revenue 2014: $526,726Expenses 2014: $613,820Net Income 2014: -$87,0942014Revenue 2015: $80,049Expenses 2015: $169,594Net Income 2015: -$89,5452015Revenue 2016: $569,559Expenses 2016: $584,667Net Income 2016: -$15,1082016Revenue 2017: $535,384Expenses 2017: $374,045Net Income 2017: $161,3392017Revenue 2018: $1,714Expenses 2018: $54,334Net Income 2018: -$52,6202018

Highlighted filing

2015

Revenue$80,049
Expenses$169,594
Net Income-$89,545
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Gross Receipts
$138,846
Mission and Program Overview

Mission

Statement 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$58,734$0▼ $58,734
Cash and Non-Interest-Bearing Accounts$1,811$58,289▲ $56,478
Accounts Receivable$9,750$0▼ $9,750
Savings and Temporary Cash Investments$8,918$260▼ $8,658
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$79,213$58,549▼ $20,664
Other Assets Total-$0-
Liabilities
Other Liabilities-$68,881-
Total Liabilities$0$68,881▲ $68,881
Net Assets / Fund Balance
Unrestricted Net Assets$79,213$-10,332▼ $89,545
Total Net Assets Fund Balance$79,213$-10,332▼ $89,545
Total Liabilities and Net Assets / Fund Balance$79,213$58,549▼ $20,664
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Archie McLarenEvent ChairmanFT$57,500$57,500

Board Members and Trustees

NameTitle
Bill ShopoffDirector
Jim HathawayDirector
Lisa AdamsDirector
Carissa ChappelletTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,904
Program Service Revenue
$11,841
Investment Income
$-696
Other Revenue
$0
All Other Contributions
$68,904
Change in Net Assets
$-89,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,094
Total Fundraising Expense$91,647
Salaries, Compensation, and Employee Benefits$57,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$10,000$15,000$32,500$57,500
Advertising$19,908$1,048-$20,956
Occupancy$7,463$393-$7,856
Fees for Services Other$7,244$381-$7,625
Interest-$4,801-$4,801
Insurance$3,144$165-$3,309
Office Expenses$2,555$134-$2,689
Other Expenses$2,061$108$20,000$2,169
Fees for Services Accounting$475$25-$500
All Other Expenses-$75-$75
Total Functional Expenses$55,669$22,278$91,647$169,594
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
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
Short Term Note$50,000
Bank Line of Credit$18,881
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
Yes
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, Part VI, Line 11B: Form 990 Review Process

“Governing body reviews Form 990, as well as other government forms that have been or will be filed, as necessary.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Persons having a Conflict of Interest disclose all facts and circumstances and do not participate in either discussion or voting on such matters. Policy is reviewed annually by all Board members, disclosure statements are signed and preceedings are included in Board minutes.”

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

“During compensation review, the employee or contractor is excused from the meeting during discussion and voting proceedings. All particulars are included in Board minutes.”

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

“Available through direct request to governing board of directors”

Filing and Contact Details

Filer

Filer Name
Central Coast Wine Classic
EIN
80-0091784
Phone
8055441285
Address
PO Box 790, Avila Beach, CA 93424

Signing Officer

Name
Archie McLaren
Title
Event Chairman
Signed
2016-11-15

Organization Details

Formed
2004
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
80

Preparer

Firm
Patty Gabrisch Ea
Address
5290 Orcutt Rd, San Luis Obispo, CA 93401
Preparer
Patty Gabrisch
Phone
8052345230
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - STATEMENT 1Form 990 Part 1 Summary, Line 1 : Briefly describe the organization's mission or most significant activities:Public education about culture and the healing arts through activities that further interest in fine wine and the culinary arts. Through admission fees and/or auctioning of donated wine and lifestyle offerings, net proceeds are made available as grants to benefit San Luis Obispo and Santa Barbara County 501(c)3 organizations whose missions support Studio, Healing and Performing Arts.”

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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01329
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0510
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0180465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0138891
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0125280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0155730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0612207
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01425
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01329
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0510
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05302
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99880
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt04381467
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080044
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0939291
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01072916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01142129
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01147087
IRS990ScheduleA/Total509Grp/TotalAmt04381467
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0940716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01074245
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01144162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01147597
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04386769
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018881
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Bank Line of Credit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Short Term Note
IRS990ScheduleD/TotalLiabilityAmt068881
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - STATEMENT 1Form 990 Part 1 Summary, Line 1 : Briefly describe the organization's mission or most significant activities:Public education about culture and the healing arts through activities that further interest in fine wine and the culinary arts. Through admission fees and/or auctioning of donated wine and lifestyle offerings, net proceeds are made available as grants to benefit San Luis Obispo and Santa Barbara County 501(c)3 organizations whose missions support Studio, Healing and Performing Arts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing body reviews Form 990, as well as other government forms that have been or will be filed, as necessary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Persons having a Conflict of Interest disclose all facts and circumstances and do not participate in either discussion or voting on such matters. Policy is reviewed annually by all Board members, disclosure statements are signed and preceedings are included in Board minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3During compensation review, the employee or contractor is excused from the meeting during discussion and voting proceedings. All particulars are included in Board minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available through direct request to governing board of directors
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt058549
IRS990/TotalAssetsGrp/BOYAmt079213
IRS990/TotalAssetsGrp/EOYAmt058549
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt068904
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt091647
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022278
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055669
IRS990/TotalFunctionalExpensesGrp/TotalAmt0169594
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt068881
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt068881
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt079213
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-10332
IRS990/TotalProgramServiceExpensesAmt055669
IRS990/TotalProgramServiceRevenueAmt011841
IRS990/TotalReportableCompFromOrgAmt057500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011145
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080049
IRS990/TotalVolunteersCnt080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt079213
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt058549
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt079213
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-10332
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Archie McLaren
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Event Chairman

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,549
Liabilities
$68,881
Net assets
-$10,332
Revenue
$80,049
Expenses
$169,594
Net income
-$89,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.00$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.06$0.14$0.54$0.37$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.09$0.03$0.57$0.58$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.07$0.01$0.08$0.17$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.53$0.61$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.69$0.76$0.07
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$0.88$0.73$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$1.18
2010Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$1.13$1.16$0.03