Civic Intelligence

Central Coast Wine Classic

990 • Fiscal year 2016 • EIN 80-0091784

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

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

96th percentile

1.37x

Higher debt load relative to assets than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.16x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

34th percentile

-2.7%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

81st percentile

$139,375

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 24.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

612%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$68,261

Up $9,712 (+17%) from 2015

Net Assets

Down

-$25,440

Down $15,108 (-146%) from 2015

Liabilities

Up

$93,701

Up $24,820 (+36%) from 2015

Revenue

Up

$569,559

Up $489,510 (+612%) from 2015

Expenses

Up

$584,667

Up $415,073 (+245%) from 2015

Net Income

Up

-$15,108

Up $74,437 (+83%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$68,261
Liabilities$93,701
Net Assets-$25,440

Operations Trend

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

2016

Revenue$569,559
Expenses$584,667
Net Income-$15,108
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,016,442
Mission and Program Overview

Mission

Statement 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$58,289$66,145▲ $7,856
Pledges and Grants Receivable-$2,000-
Savings and Temporary Cash Investments$260$116▼ $144
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$58,549$68,261▲ $9,712
Other Assets Total-$0-
Liabilities
Other Liabilities$68,881$93,701▲ $24,820
Total Liabilities$68,881$93,701▲ $24,820
Net Assets / Fund Balance
Unrestricted Net Assets$-10,332$-25,440▼ $15,108
Total Net Assets Fund Balance$-10,332$-25,440▼ $15,108
Total Liabilities and Net Assets / Fund Balance$58,549$68,261▲ $9,712
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Archie McLarenEvent ChairmanFT$139,375$139,375

Board Members and Trustees

NameTitle
Bill ShopoffDirector
Jim HathawayDirector
Lisa AdamsDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$421,372
Program Service Revenue
$174,924
Investment Income
$0
Other Revenue
$-26,737
All Other Contributions
$421,372
Change in Net Assets
$-15,108

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table99$380,955ComparableSale
Total Noncash Contributions99$380,955-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$292,101
Grants and Similar Amounts Paid$153,191
Salaries, Compensation, and Employee Benefits$139,375
Total Fundraising Expense$92,125
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$153,191--$153,191
Current Officers, Directors, Trustees, and Key Employees$26,250$21,000$92,125$139,375
Advertising$38,916$2,048-$40,964
Fees for Services Other$21,305$1,800-$23,105
Interest-$6,814-$6,814
Occupancy$4,701$247-$4,948
Insurance$4,408$232-$4,640
Other Expenses$2,641$139-$2,780
Fees for Services Accounting$641$34-$675
Office Expenses$223$12-$235
All Other Expenses-$95-$95
Total Functional Expenses$459,159$33,383$92,125$584,667
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Barbara Education FoundSanta Barbara, CA-The Leni Bland Performing Arts Fund$69,191
Hearst Preservation FoundatioSan Simeon, CA-Studio Arts$39,000
Friends of Hearst Castle FounSan Simeon, CA-Performing Arts$25,000
North SLOCo Boys & Girls ClubPaso Robles, CA-Studio Arts$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$446,883
Fundraising Gross Income$420,146
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2016 Ccwc$420,146$420,146$387,274$32,872
Total Events$420,146$420,146$446,883$-26,737
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
Credit Cards Payable$88,701
Short Term Note$5,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Archie McLaren
Formed
2004
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
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/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01425
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01329
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02033
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04792
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0174924
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0180465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0138891
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0125280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0631401
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01425
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01329
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04792
IRS990ScheduleA/InvestmentIncomeCYPct00.00110
IRS990ScheduleA/InvestmentIncomePYPct00.00120
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportPY509Pct00.99880
IRS990ScheduleA/PublicSupportTotal509Amt04250822
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01016442
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080044
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0939291
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01072916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01142129
IRS990ScheduleA/Total509Grp/TotalAmt04250822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01016442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0940716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01074245
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01144162
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04255614
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt088701
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Cards Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Short Term Note
IRS990ScheduleD/TotalLiabilityAmt093701
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0446883
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm02016 CCWC
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt011418
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0420146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0420146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0420146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0420146
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-26737
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0387274
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0387274
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt048191
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt048191
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt139000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/CashGrantAmt369191
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Performing Arts
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Studio Arts
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Studio Arts
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3The Leni Bland Performing Arts Fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Friends of Hearst Castle Foun
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Hearst Preservation Foundatio
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2North SLOCo Boys & Girls Club
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Santa Barbara Education Found
IRS990ScheduleI/RecipientTable/RecipientEIN0770068533
IRS990ScheduleI/RecipientTable/RecipientEIN1770310765
IRS990ScheduleI/RecipientTable/RecipientEIN2770270924
IRS990ScheduleI/RecipientTable/RecipientEIN3770071544
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0700 Hearst Castle Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1700 Hearst Castle Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22631 Spring St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31330 State St Ste 201
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Simeon
IRS990ScheduleI/RecipientTable/USAddress/CityNm1San Simeon
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Paso Robles
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Santa Barbara
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093452
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193452
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293446
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd393101
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The grant recipients provide reports to the board of directors regarding the benefit and use of grant funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt04
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt099
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc01
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0ComparableSale
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0380955
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
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

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