Civic Intelligence

North Willamette Vintners Association

990EZ • Fiscal year 2016 • EIN 80-0337974

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 14, 2016

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

82nd percentile

0.23x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.18x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

85th percentile

21%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

96th percentile

99%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$16,478

Up $8,201 (+99%) from 2015

Net Assets

Up

$12,688

Up $4,478 (+55%) from 2015

Liabilities

Up

$3,790

Up $3,723 (+5557%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin85th percentile

Revenue

Down

$21,065

Down $4,276 (-17%) from 2015

Expenses

Down

$16,587

Down $10,492 (-39%) from 2015

Net Income

Up

$4,478

Up $6,216 (+358%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2016

Assets$16,478
Liabilities$3,790
Net Assets$12,688
Open 2016 Filing

Operations Trend

Revenue Growth19th 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

2016

Revenue$21,065
Expenses$16,587
Net Income$4,478
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 14, 2016
Return Version
2015v2.0
Gross Receipts
$21,065
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$4,529-
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David SnyderTreasurer-$0--
Keith WestgaardPast President-$0--
Shantel ShakeSecretary-$0--
Dana BlizzardPresident-$0--
Kim KolbVice President-$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
Dana Blizzard
Title
President
Signed
2016-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Culshaw 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 $250”

Other Expenses.1002

“Office Expenses $2219”

Other Expenses.1003

“Information Technology $3597”

Other Expenses.1012

“Insurance $449”

Other Expenses.1

“Promotional Event Exp's $1000”

Other Expenses.3

“Bank Charges $712”

Other Expenses.4

“Equipment rental $394”

Other Expenses.6

“Licenses and permits $50”

Other Assets.1

“Prepaid expenses - Beginning $0 Prepaid expenses - Ending $810”

Total Liabilities.1

“Accounts Payable - Beginning $67 Accounts Payable - Ending $490”

Total Liabilities.2

“Customer Prepaid - Beginning $0 Customer Prepaid - Ending $3300”

Raw XML Appendix131 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/BOYAmt08277
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015668
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04478
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06860
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08277
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016478
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt021065
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07560
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08210
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012688
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08210
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012688
IRS990EZ/OccupancyRentUtltsAndMaintAmt0111
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Snyder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Keith Westgaard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shantel Shake
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dana Blizzard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kim Kolb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0810
IRS990EZ/OtherExpensesTotalAmt08671
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0An association for a group of wineries located in Washington County, Oregon
IRS990EZ/PrintingPublicationsPostageAmt0945
IRS990EZ/ProgramServiceRevenueAmt013505
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promotional events for the winery industry
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04529
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt067
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03790
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016587
IRS990EZ/TotalProgramServiceExpensesAmt04529
IRS990EZ/TotalRevenueAmt021065
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://nwvintners.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $3597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Promotional Event Exp's $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges $712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Equipment rental $394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Licenses and permits $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Prepaid expenses - Beginning $0 Prepaid expenses - Ending $810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable - Beginning $67 Accounts Payable - Ending $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Customer Prepaid - Beginning $0 Customer Prepaid - Ending $3300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dana Blizzard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-14
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/BusinessNameLine1Txt0Culshaw 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/ReturnTs02016-09-14T11:06:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,478
Liabilities
$3,790
Net assets
$12,688
Revenue
$21,065
Expenses
$16,587
Net income
$4,478
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