Civic Intelligence

Winemakers Research Exchange Inc.

990EZ • Fiscal year 2018 • EIN 81-3129710

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 01, 2019

Organization ProfileWWW.WINEMAKERSRESEARCHEXCHANGE.COM
832 Ownesville RdCharlottesville, VA 22901

(540) 558-8686

Siviq Scores

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

Liabilities / Assets

97th percentile

2.08x

Higher debt load relative to assets than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.60x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-58%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

8.9%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$25,175

Up $2,054 (+8.9%) from 2017

Net Assets

-$27,116

No earlier filing loaded for comparison.

Liabilities

Up

$52,291

Up $52,291 from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin7th percentile

Revenue

Down

$87,115

Down $55,012 (-39%) from 2017

Expenses

Up

$137,352

Up $24,369 (+22%) from 2017

Net Income

Down

-$50,237

Down $79,381 (-272%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$150K$100K$50K$0-$50KAssets 2016: $18,977Liabilities 2016: $25,0002016Assets 2017: $23,121Liabilities 2017: $02017Assets 2018: $25,175Liabilities 2018: $52,291Net Assets 2018: -$27,1162018Assets 2019: $42,488Liabilities 2019: $36,000Net Assets 2019: $6,4882019Assets 2020: $39,755Liabilities 2020: $50,500Net Assets 2020: -$10,7452020Assets 2021: $59,738Liabilities 2021: $66,000Net Assets 2021: -$6,2622021Assets 2022: $148,154Liabilities 2022: $134,958Net Assets 2022: $13,1962022Assets 2023: $118,225Liabilities 2023: $48,487Net Assets 2023: $69,7382023Assets 2024: $128,194Liabilities 2024: $48,947Net Assets 2024: $79,2472024

Highlighted filing

2018

Assets$25,175
Liabilities$52,291
Net Assets-$27,116
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2016: $19,354Expenses 2016: $25,377Net Income 2016: -$6,0232016Revenue 2017: $142,127Expenses 2017: $112,983Net Income 2017: $29,1442017Revenue 2018: $87,115Expenses 2018: $137,352Net Income 2018: -$50,2372018Revenue 2019: $168,132Expenses 2019: $134,528Net Income 2019: $33,6042019Revenue 2020: $127,077Expenses 2020: $144,310Net Income 2020: -$17,2332020Revenue 2021: $234,710Expenses 2021: $230,227Net Income 2021: $4,4832021Revenue 2022: $436,750Expenses 2022: $417,292Net Income 2022: $19,4582022Revenue 2023: $739,539Expenses 2023: $682,997Net Income 2023: $56,5422023Revenue 2024: $567,053Expenses 2024: $557,544Net Income 2024: $9,5092024

Highlighted filing

2018

Revenue$87,115
Expenses$137,352
Net Income-$50,237
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$87,115
Mission and Program Overview

Mission

The wre helps wineries plan projects that are of interest to each individual winery to ensure acceptable levels of scientific rigor, consults with winemakers on how to successfully implement these projects, coordinates shipping of samples, organizes and funds laboratory analyses, sets up sensory sessions on experimental wines, and summarizes and presents results in a coherent, transparent, and public manner.

Program Services

DescriptionGrantsExpenses
THE PRIMARY FOCUS OF THE WRE IS ON ENHANCING WINE QUALITY AND ECONOMIC PROFITABILITY THROUGH THE EVALUATION OF DIFFERENT VINEYARD AND WINEMAKING PRACTICES ON THE CHEMICAL AND SENSORY CHARACTERISTICS OF FINISHED WINE.-$137,352
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT DWYERTreasurer-$0--
MATTHIEU FINOTPresident-$0--
KIRSTY HARMONSecretary-$0--
EMILY PELTONDirector-$0--
MICHAEL HENYDirector-$0--
STEPHEN BARNARDDirector-$0--
BEN JORDANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Winemakers Research Exchange Inc
EIN
81-3129710
Phone
5405588686
Address
832 OWNESVILLE RD, CHARLOTTESVILLE, VA 22901

Signing Officer

Name
Scott Dwyer
Title
Treasurer
Phone
5405588686
Signed
2019-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Monfalcone & Garris Pc
Address
1140 EAST MARKET STREET, CHARLOTTESVILLE, VA 22902
Preparer
Christina Monfalcone CPA
Phone
4349717255
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses travel 6,020 equipment and materials 4,421 lab analysis- projects 51,464 non-investment depreciation 365 total 62,270”

Form 990-ez, Part II, Line 24

“Grants receivable 6,720 0 2,547 2,547 less accumulated depreciation 212 576 total 9,055 1,971”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 6,291 unsecured notes and loans payable 0 46,000”

Form 990-ez, Part III

“The wre helps wineries plan projects that are of interest to each individual winery to ensure acceptable levels of scientific rigor, consults with winemakers on how to successfully implement these projects, coordinates shipping of samples, organizes and funds laboratory analyses, sets up sensory sessions on experimental wines, and summarizes and presents results in a coherent, transparent, and public manner.”

Raw XML Appendix143 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0SCOTT DWYER
IRS990EZ/BooksInCareOfDetail/PhoneNum05405588686
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01527 SE 23RD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097214
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014066
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023204
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt087115
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-50237
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt075082
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023121
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025175
IRS990EZ/GrossReceiptsAmt087115
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023121
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-27116
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023121
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-27116
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT DWYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATTHIEU FINOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIRSTY HARMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EMILY PELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL HENY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHEN BARNARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BEN JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09055
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01971
IRS990EZ/OtherExpensesTotalAmt062270
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE WRE HELPS WINERIES PLAN PROJECTS THAT ARE OF INTEREST TO EACH INDIVIDUAL WINERY TO ENSURE ACCEPTABLE LEVELS OF SCIENTIFIC RIGOR, CONSULTS WITH WINEMAKERS ON HOW TO SUCCESSFULLY IMPLEMENT THESE PROJECTS, COORDINATES SHIPPING OF SAMPLES, ORGANIZES AND FUNDS LABORATORY ANALYSES, SETS UP SENSORY SESSIONS ON EXPERIMENTAL WINES, AND SUMMARIZES AND PRESENTS RESULTS IN A COHERENT, TRANSPARENT, AND PUBLIC MANNER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PRIMARY FOCUS OF THE WRE IS ON ENHANCING WINE QUALITY AND ECONOMIC PROFITABILITY THROUGH THE EVALUATION OF DIFFERENT VINEYARD AND WINEMAKING PRACTICES ON THE CHEMICAL AND SENSORY CHARACTERISTICS OF FINISHED WINE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0137352
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt052291
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0137352
IRS990EZ/TotalProgramServiceExpensesAmt0137352
IRS990EZ/TotalRevenueAmt087115
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WINEMAKERSRESEARCHEXCHANGE.COM
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt087115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0142127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0248596
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0248596
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt087115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0142127
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019354
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0248596
IRS990ScheduleA/TotalSupportAmt0248596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL 6,020 EQUIPMENT AND MATERIALS 4,421 LAB ANALYSIS- PROJECTS 51,464 NON-INVESTMENT DEPRECIATION 365 TOTAL 62,270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS RECEIVABLE 6,720 0 2,547 2,547 LESS ACCUMULATED DEPRECIATION 212 576 TOTAL 9,055 1,971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 6,291 UNSECURED NOTES AND LOANS PAYABLE 0 46,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE WRE HELPS WINERIES PLAN PROJECTS THAT ARE OF INTEREST TO EACH INDIVIDUAL WINERY TO ENSURE ACCEPTABLE LEVELS OF SCIENTIFIC RIGOR, CONSULTS WITH WINEMAKERS ON HOW TO SUCCESSFULLY IMPLEMENT THESE PROJECTS, COORDINATES SHIPPING OF SAMPLES, ORGANIZES AND FUNDS LABORATORY ANALYSES, SETS UP SENSORY SESSIONS ON EXPERIMENTAL WINES, AND SUMMARIZES AND PRESENTS RESULTS IN A COHERENT, TRANSPARENT, AND PUBLIC MANNER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT DWYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05405588686
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINEMAKERS RESEARCH EXCHANGE INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DWYER
ReturnHeader/Filer/BusinessNameControlTxt0WINE
ReturnHeader/Filer/EIN0813129710
ReturnHeader/Filer/PhoneNum05405588686
ReturnHeader/Filer/USAddress/AddressLine1Txt0832 OWNESVILLE RD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02C64A009829DBEA1F3ECFED35C7C55AD599EE344
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025F68F0FFD5C13F312439B7CBB71B7045ACF417E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.14.118.181
ReturnHeader/FilingSecurityInformation/IPDt02019-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:28:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541742277
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONFALCONE & GARRIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01140 EAST MARKET STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022902
ReturnHeader/PreparerPersonGrp/PhoneNum04349717255
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINA MONFALCONE CPA
ReturnHeader/ReturnTs02019-10-30T14:28:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
$25,175
Liabilities
$52,291
Net assets
-$27,116
Revenue
$87,115
Expenses
$137,352
Net income
-$50,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.49$0.79$5.67$5.58$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.48$0.70$7.40$6.83$0.57
2022Detailed filing. Detailed filing data is available for this year.$1.48$1.35$0.13$4.37$4.17$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.66$0.06$2.35$2.30$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.51$0.11$1.27$1.44$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.36$0.06$1.68$1.35$0.34
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.52$0.27$0.87$1.37$0.50
2017Summary only. Only limited summary data is available for this year.$0.23$0.00$1.42$1.13$0.29
2016Summary only. Only limited summary data is available for this year.$0.19$0.25$0.19$0.25$0.06