Civic Intelligence

Santa Cruz Mountains Winegrowers

EIN 81-2446497 • 501(c)3 • Aptos, CA

Profile

The purpose of this corporation will be to raise funds through charitable activities for education or research related to any of the trhee counties encompassing the santa cruz mountains: santa cruz, santa clara and san mateo

335 Spreckles Drive Ste BAptos, CA 95003

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

52nd percentile

-0.9%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$11,467

Down $100 (-0.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$11,467

Down $100 (-0.9%) from 2021

Revenue

Down

$0

Down $2,512 (-100%) from 2021

Expenses

Down

$100

Down $2,165 (-96%) from 2021

Net Income

Down

-$100

Down $347 (-140%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2017: $328,422Liabilities 2017: $273,715Net Assets 2017: $54,7072017Assets 2018: $184,736Liabilities 2018: $83,968Net Assets 2018: $100,7682018Assets 2019: $252,533Liabilities 2019: $180,940Net Assets 2019: $71,5932019Assets 2020: $11,320Liabilities 2020: $500Net Assets 2020: $10,8202020Assets 2021: $11,567Liabilities 2021: $0Net Assets 2021: $11,5672021Assets 2022: $11,467Liabilities 2022: $0Net Assets 2022: $11,4672022

Highlighted filing

2022

Assets$11,467
Liabilities$0
Net Assets$11,467

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2017: $155,970Expenses 2017: $101,263Net Income 2017: $54,7072017Revenue 2018: $251,872Expenses 2018: $205,811Net Income 2018: $46,0612018Revenue 2019: $95,199Expenses 2019: $125,539Net Income 2019: -$30,3402019Revenue 2020: $7,072Expenses 2020: $67,845Net Income 2020: -$60,7732020Revenue 2021: $2,512Expenses 2021: $2,265Net Income 2021: $2472021Revenue 2022: $0Expenses 2022: $100Net Income 2022: -$1002022

Highlighted filing

2022

Revenue$0
Expenses$100
Net Income-$100

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$0
Mission and Program Overview

Mission

The purpose of this corporation will be to raise funds through charitable activities for education or research related to any of the trhee counties encompassing the santa cruz mountains: santa cruz, santa clara and san mateo

To raise funds for education and research

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,567$11,467▼ $100
Total Assets$11,567$11,467▼ $100
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,567$11,467▼ $100
Total Net Assets Fund Balance$11,567$11,467▼ $100
Total Liabilities and Net Assets / Fund Balance$11,567$11,467▼ $100
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jim CargillPresident
Bradley BrownDirector
David AmadiaDirector
Jerold ObrienDirector
Jim SchultzeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$100-$100
Total Functional Expenses$0$100$0$100
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
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, Section B, Line 11B

Line 11b explanation - the organization provides an electronic copy of the 990 to board members through email before finalizing the tax returns

Form 990, Part VI, Section B, Line 12C

All board members are required to sign an annual conflict of interest policy

Form 990, Part VI, Section C, Line 19

All governing documents, conflict of interest policy, and financial statements are available upon request directly from the organization

Filing and Contact Details

Filer

Filer Name
Santa Cruz Mountains Winegrowers
EIN
81-2446497
Phone
8316858463
Address
335 SPRECKLES DRIVE STE B, APTOS, CA 95003

Signing Officer

Name
Jim Cargill
Title
President
Phone
8316858463
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Cargill
Formed
2016
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Travis Foster CPA
Address
1362 US HWY 395 STE 102 515, GARDNERVILLE, NV 89410
Preparer
Travis Foster
Phone
8312240373
Raw XML Appendix274 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST POLICY
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