Civic Intelligence

North Willamette Vintners Association

990EZ • Fiscal year 2018 • EIN 80-0337974

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 01, 2018

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

59th percentile

0.02x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.01x

Higher debt load relative to revenue than 57% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

16%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

88th percentile

40%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

1.9%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$16,050

Up $4,615 (+40%) from 2017

Net Assets

Up

$15,754

Up $4,747 (+43%) from 2017

Liabilities

Down

$296

Down $132 (-31%) from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin79th percentile

Revenue

Up

$29,040

Up $546 (+1.9%) from 2017

Expenses

Down

$24,293

Down $5,882 (-19%) from 2017

Net Income

Up

$4,747

Up $6,428 (+382%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2018

Assets$16,050
Liabilities$296
Net Assets$15,754
Open 2018 Filing

Operations Trend

Revenue Growth53rd 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

2018

Revenue$29,040
Expenses$24,293
Net Income$4,747
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 1, 2018
Return Version
2017v2.2
Gross Receipts
$29,040
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$6,434-
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David SnyderTreasurer-$0--
Heather RhoadeDirector-$0--
Alesha SiebeDirector-$0--
Zach ManceVice President-$0--
Shantel ShakeSecretary-$0--
Dana BlizzardPast President-$0--
Kim KolbPresident-$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
David Snyder
Title
Treasurer
Signed
2018-10-01
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $429”

Other Expenses.1002

“Office Expenses $3271”

Other Expenses.1003

“Information Technology $2056”

Other Expenses.1012

“Insurance $1790”

Other Expenses.1

“Promotional Event Exp's $1621”

Other Expenses.2

“Bank Charges $942”

Other Expenses.3

“Bad Debts $850”

Other Expenses.4

“Equipment rental $700”

Other Expenses.7

“Dues and Subscriptions $169”

Other Expenses.8

“Licenses and permits $50”

Other Expenses.9

“Meals $49”

Other Assets.1

“Prepaid expenses - Beginning $1390 Prepaid expenses - Ending $844”

Total Liabilities.1

“Accounts Payable - Beginning $428 Accounts Payable - Ending $296”

Raw XML Appendix146 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/BOYAmt010045
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015206
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0875
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04747
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011032
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011435
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016050
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt029040
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07450
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011007
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015754
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011007
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015754
IRS990EZ/OccupancyRentUtltsAndMaintAmt0940
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Snyder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Rhoade
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alesha Siebe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Zach Mance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Shantel Shake
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dana Blizzard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kim Kolb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01390
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0844
IRS990EZ/OtherExpensesTotalAmt011927
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0An association for a group of wineries located in Washington County, Oregon
IRS990EZ/PrintingPublicationsPostageAmt0394
IRS990EZ/ProgramServiceRevenueAmt020715
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promotional events for the winery industry
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06434
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0428
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0296
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024293
IRS990EZ/TotalProgramServiceExpensesAmt06434
IRS990EZ/TotalRevenueAmt029040
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://nwvintners.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $2056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Promotional Event Exp's $1621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges $942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bad Debts $850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Equipment rental $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues and Subscriptions $169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Licenses and permits $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Meals $49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prepaid expenses - Beginning $1390 Prepaid expenses - Ending $844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable - Beginning $428 Accounts Payable - Ending $296
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.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Snyder
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-01
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/PreparerFirmEIN0270630379
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 CPAPFS CFP
ReturnHeader/ReturnTs02018-10-01T15:13:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,050
Liabilities
$296
Net assets
$15,754
Revenue
$29,040
Expenses
$24,293
Net income
$4,747
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