Civic Intelligence

Central Coast Wine Classic

990 • Fiscal year 2017 • EIN 80-0091784

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

77th percentile

0.30x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.11x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$72,250

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

97th percentile

183%

Faster asset growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-6.0%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$193,037

Up $124,776 (+183%) from 2016

Net Assets

Up

$135,899

Up $161,339 (+634%) from 2016

Liabilities

Down

$57,138

Down $36,563 (-39%) from 2016

Revenue

Down

$535,384

Down $34,175 (-6.0%) from 2016

Expenses

Down

$374,045

Down $210,622 (-36%) from 2016

Net Income

Up

$161,339

Up $176,447 (+1168%) from 2016

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

2017

Assets$193,037
Liabilities$57,138
Net Assets$135,899

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

2017

Revenue$535,384
Expenses$374,045
Net Income$161,339
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$773,030
Mission and Program Overview

Mission

Statement 1

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$66,145$183,816▲ $117,671
Savings and Temporary Cash Investments$116$9,221▲ $9,105
Pledges and Grants Receivable$2,000$0▼ $2,000
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$68,261$193,037▲ $124,776
Other Assets Total-$0-
Liabilities
Grants Payable-$25,000-
Other Liabilities$93,701$18,856▼ $74,845
Accounts Payable and Accrued Expenses-$13,282-
Total Liabilities$93,701$57,138▼ $36,563
Net Assets / Fund Balance
Unrestricted Net Assets$-25,440$135,899▲ $161,339
Total Net Assets Fund Balance$-25,440$135,899▲ $161,339
Total Liabilities and Net Assets / Fund Balance$68,261$193,037▲ $124,776
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Archie McLarenEvent ChairmanFT$72,250$72,250

Board Members and Trustees

NameTitle
Bill ShopoffDirector
Jim HathawayDirector
Lisa AdamsDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$392,115
Program Service Revenue
$59,420
Investment Income
$28
Other Revenue
$83,821
All Other Contributions
$392,115
Change in Net Assets
$161,339

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 Table194$364,615ComparableSale
Total Noncash Contributions194$364,615-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$188,782
Other Expenses$111,334
Salaries, Compensation, and Employee Benefits$73,929
Total Fundraising Expense$39,531
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$188,782--$188,782
Current Officers, Directors, Trustees, and Key Employees$11,719$21,000$39,531$72,250
Fees for Services Other$14,600$3,650-$18,250
Fees for Services Accounting$8,529$449-$8,978
Insurance$5,994$315-$6,309
Interest$2,491$3,579-$6,070
Advertising$5,726$301-$6,027
Occupancy$2,556$134-$2,690
Payroll Taxes$1,595$84-$1,679
Other Expenses$665$526-$526
Office Expenses$124$6-$130
Total Functional Expenses$303,892$30,622$39,531$374,045
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation of SLOSan Luis Obispo, CA-Healing Arts$138,782
Friends of Hearst Castle FounSan Simeon, CA-Performing Arts$25,000
Santa Barbara Ctr Perf ArtsSanta Barbara, CA-Performing Arts$25,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$321,467
Fundraising Direct Expenses$237,646
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2017 Ccwc$321,467$321,467$184,981$136,486
Total Events$321,467$321,467$237,646$83,821
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$13,856
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
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
Lisa Adams
Title
CFO
Signed
2018-11-14

Organization Details

Principal Officer
Bill Shopoff
Formed
2004
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
80

Preparer

Firm
Patty Gabrisch Ea
Address
5290 Orcutt Rd, San Luis Obispo, CA 93401
Preparer
Patty Gabrisch
Phone
8052345230
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt09221
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0713582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0841518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt068203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0758826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0934025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03316154
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01425
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01329
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02787
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059420
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0174924
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0180465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0138891
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0565541
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01425
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01329
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02787
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00110
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99890
IRS990ScheduleA/PublicSupportTotal509Amt03881695
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0773002
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01016442
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt080044
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0939291
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01072916
IRS990ScheduleA/Total509Grp/TotalAmt03881695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0773030
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01016442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt080049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0940716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01074245
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03884482
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013856
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Cards Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Short Term Note
IRS990ScheduleD/TotalLiabilityAmt018856
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0237646
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm02017 CCWC
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt015184
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt015184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0321467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0321467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0321467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0321467
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt083821
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0184981
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0184981
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt037481
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt037481
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0138782
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Healing Arts
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Performing Arts
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Performing Arts
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Community Foundation of SLO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Friends of Hearst Castle Foun
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Santa Barbara Ctr Perf Arts
IRS990ScheduleI/RecipientTable/RecipientEIN0770496500
IRS990ScheduleI/RecipientTable/RecipientEIN1770068533
IRS990ScheduleI/RecipientTable/RecipientEIN2953847102
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0550 Dana St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1700 Hearst Castle Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21330 State St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Luis Obispo
IRS990ScheduleI/RecipientTable/USAddress/CityNm1San Simeon
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Santa Barbara
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193452
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293101
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/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0194
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc01
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0ComparableSale
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0364615
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Governing body reviews Form 990, as well as other government forms that have been or will be filed, as necessary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Persons 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/ExplanationTxt2During 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/ExplanationTxt3Available through direct request to governing board of directors
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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