Civic Intelligence

North Willamette Vintners Association

990EZ • Fiscal year 2015 • EIN 80-0337974

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 23, 2015

Organization Profilenwvintners.org
3300 NW 185th Avenue 80Portland, OR 97229

(503) 359-4706

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.01x

Higher debt load relative to assets than 53% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

50th percentile

0.00x

Higher debt load relative to revenue than 50% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

26th percentile

-6.9%

Higher net margin than 26% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

8th percentile

-38%

Faster asset growth than 8% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$8,277

Down $4,998 (-38%) from 2014

Net Assets

Down

$8,210

Down $1,738 (-17%) from 2014

Liabilities

Down

$67

Down $3,260 (-98%) from 2014

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin26th percentile

Revenue

Down

$25,341

Down $8,359 (-25%) from 2014

Expenses

Down

$27,079

Down $2,790 (-9.3%) from 2014

Net Income

Down

-$1,738

Down $5,569 (-145%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2015

Assets$8,277
Liabilities$67
Net Assets$8,210
Open 2015 Filing

Operations Trend

Revenue Growth13th 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

2015

Revenue$25,341
Expenses$27,079
Net Income-$1,738
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 23, 2015
Return Version
2014v5.0
Gross Receipts
$25,341
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$6,580-
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michele CarpenterVice President-$0--
Suzanne HankinsExecutive Director-$0--
Keith WestgaardPresident-$0--
Juanita LintPast President-$0--
Dana BlizzardSecretary-$0--
Kevin JohnsonTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
North Willamette Vintners Association
EIN
80-0337974
Phone
5033594706
Address
3300 NW 185th Avenue 80, Portland, OR 97229

Signing Officer

Name
Keith Westgaard
Title
President
Signed
2015-11-23
Discuss with paid preparer
Yes

Preparer

Firm
Napier and Company LLC
Address
15115 SW Sequoia Pkwy 170, Portland, OR 97224
Preparer
Mary Culshaw
Phone
5036708286
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $4575”

Other Expenses.1012

“Insurance $1210”

Other Expenses.1

“Promotional Event Exp's $2710”

Other Expenses.2

“Bad Debts $2050”

Other Expenses.4

“Bank Charges $793”

Other Expenses.6

“Licenses and permits $100”

Total Liabilities.1

“Accounts Payable - Beginning $3327 Accounts Payable - Ending $67”

Raw XML Appendix125 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/AddressLine1Txt01608 Elm Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Forest Grove
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097116
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013275
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08277
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1738
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014515
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013275
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08277
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt025341
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09850
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09948
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08210
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09948
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michele Carpenter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Suzanne Hankins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Keith Westgaard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Juanita Lint
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dana Blizzard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kevin Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011438
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0An association for a group of wineries located in Washington County, Oregon
IRS990EZ/PrintingPublicationsPostageAmt01126
IRS990EZ/ProgramServiceRevenueAmt015491
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promotional events for the winery industry
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06580
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03327
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt067
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027079
IRS990EZ/TotalProgramServiceExpensesAmt06580
IRS990EZ/TotalRevenueAmt025341
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://nwvintners.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $4575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Promotional Event Exp's $2710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bad Debts $2050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Charges $793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Licenses and permits $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable - Beginning $3327 Accounts Payable - Ending $67
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Keith Westgaard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0North Willamette Vintners Association
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0800337974
ReturnHeader/Filer/PhoneNum05033594706
ReturnHeader/Filer/USAddress/AddressLine1Txt03300 NW 185th Avenue 80
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Napier and Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015115 SW Sequoia Pkwy 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097224
ReturnHeader/PreparerPersonGrp/PhoneNum05036708286
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Culshaw
ReturnHeader/ReturnTs02015-11-23T16:35:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,277
Liabilities
$67
Net assets
$8,210
Revenue
$25,341
Expenses
$27,079
Net income
-$1,738
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)6 • <$500k nonprofits