Civic Intelligence

North Willamette Vintners Association

990EZ • Fiscal year 2014 • EIN 80-0337974

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 23, 2014

Organization Profilenwvintners.org
3300 NW 185th Avenue 8097229

(503) 359-4706

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.25x

Higher debt load relative to assets than 83% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

0.10x

Higher debt load relative to revenue than 78% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

71st percentile

11%

Higher net margin than 71% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

90th percentile

54%

Faster asset growth than 90% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-37%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$13,275

Up $4,659 (+54%) from 2013

Net Assets

Up

$9,948

Up $3,937 (+65%) from 2013

Liabilities

Up

$3,327

Up $722 (+28%) from 2013

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin71st percentile

Revenue

Down

$33,700

Down $20,103 (-37%) from 2013

Expenses

Down

$29,869

Down $41,736 (-58%) from 2013

Net Income

Up

$3,831

Up $21,633 (+122%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$30K$20K$10K$0Assets 2012: $24,043Liabilities 2012: $2302012Assets 2013: $8,616Liabilities 2013: $2,605Net Assets 2013: $6,0112013Assets 2014: $13,275Liabilities 2014: $3,327Net Assets 2014: $9,9482014Assets 2015: $8,277Liabilities 2015: $67Net Assets 2015: $8,2102015Assets 2016: $16,478Liabilities 2016: $3,790Net Assets 2016: $12,6882016Assets 2017: $11,435Liabilities 2017: $428Net Assets 2017: $11,0072017Assets 2018: $16,050Liabilities 2018: $296Net Assets 2018: $15,7542018Assets 2019: $12,170Liabilities 2019: $2,0802019

Highlighted filing

2014

Assets$13,275
Liabilities$3,327
Net Assets$9,948
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $88,316Expenses 2012: $103,323Net Income 2012: -$15,0072012Revenue 2013: $53,803Expenses 2013: $71,605Net Income 2013: -$17,8022013Revenue 2014: $33,700Expenses 2014: $29,869Net Income 2014: $3,8312014Revenue 2015: $25,341Expenses 2015: $27,079Net Income 2015: -$1,7382015Revenue 2016: $21,065Expenses 2016: $16,587Net Income 2016: $4,4782016Revenue 2017: $28,494Expenses 2017: $30,175Net Income 2017: -$1,6812017Revenue 2018: $29,040Expenses 2018: $24,293Net Income 2018: $4,7472018Revenue 2019: $12,184Expenses 2019: $17,848Net Income 2019: -$5,6642019

Highlighted filing

2014

Revenue$33,700
Expenses$29,869
Net Income$3,831
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 23, 2014
Return Version
2013v3.1
Gross Receipts
$33,700
Mission and Program Overview

Mission

An association for a group of wineries located in Washington County, Oregon

Program Services

DescriptionGrantsExpenses
Promotional events for the winery industry$5,872-
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michele CarpenterPresident-$0--
Suzanne HankinsExecutive Director-$0--
Bertony FaustinSecretary-$0--
Keith WestgaarPartner Rep-$0--
Cassandra SmitVice President-$0--
Juanita LintPast President-$0--
Melinda WilsonTreasurer-$0--
Filing and Contact Details

Filer

EIN
80-0337974
Phone
5033594706

Signing Officer

Name
Michele Carpenter
Title
President
Signed
2014-10-23
Discuss with paid preparer
Yes

Preparer

Preparer
Mary Culshaw
Phone
5036708286
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2107”

Other Expenses.1002

“Office Expenses $243”

Other Expenses.1012

“Insurance $1712”

Other Expenses.1

“Promotional Event Exp's $5654”

Other Expenses.2

“Bank Charges $872”

Other Expenses.4

“Bad Debts $325”

Other Expenses.5

“Licenses and permits $190”

Other Expenses.7

“Reimbursed expenses $-7755”

Total Liabilities.1

“Accounts Payable - Beginning $2605 Accounts Payable - Ending $3327”

Raw XML Appendix134 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Sherie Pitt
IRS990EZ/BooksInCareOfDetail/PhoneNum05035023496
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101608 Elm Street
IRS990EZ/BooksInCareOfDetail/USAddress/City0Forest Grove
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode097116
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08616
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013275
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03831
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt026001
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08616
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013275
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt033700
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09671
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06011
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09948
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06011
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09948
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michele Carpenter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Suzanne Hankins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bertony Faustin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Keith Westgaar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Cassandra Smit
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Juanita Lint
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Melinda Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Partner Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0106
IRS990EZ/OtherExpensesTotalAmt03348
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0An association for a group of wineries located in Washington County, Oregon
IRS990EZ/PrintingPublicationsPostageAmt0520
IRS990EZ/ProgramServiceRevenueAmt024029
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promotional events for the winery industry
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05872
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02605
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03327
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029869
IRS990EZ/TotalProgramServiceExpensesAmt05872
IRS990EZ/TotalRevenueAmt033700
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://nwvintners.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Promotional Event Exp's $5654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Charges $872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bad Debts $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Licenses and permits $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Reimbursed expenses $-7755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable - Beginning $2605 Accounts Payable - Ending $3327
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michele Carpenter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10North Willamette Vintners Association
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0800337974
ReturnHeader/Filer/PhoneNum05033594706
ReturnHeader/Filer/USAddress/AddressLine103300 NW 185th Avenue 80
ReturnHeader/Filer/USAddress/City0Portland
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Napier and Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1015115 SW Sequoia Pkwy 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097224
ReturnHeader/PreparerPersonGrp/PhoneNum05036708286
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Culshaw
ReturnHeader/ReturnTs02014-10-23T12:18:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,275
Liabilities
$3,327
Net assets
$9,948
Revenue
$33,700
Expenses
$29,869
Net income
$3,831
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$0.12$0.02$0.12$0.18$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.29$0.24$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.28$0.30$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.04$0.13$0.21$0.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.25$0.27$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.03$0.10$0.34$0.30$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.03$0.06$0.54$0.72$0.18
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.88$1.03$0.15