Civic Intelligence

Rocks District Winegrowers

990 • Fiscal year 2019 • EIN 82-2150802

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

PO Box 89Walla Walla, WA 99362

(541) 419-1718

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

95th percentile

43%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

99th percentile

320%

Faster asset growth than 99% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

95%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$8,672

Up $6,608 (+320%) from 2018

Net Assets

Up

$8,672

Up $6,608 (+320%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$16,600

Up $8,100 (+95%) from 2018

Expenses

Up

$9,442

Up $2,756 (+41%) from 2018

Net Income

Up

$7,158

Up $5,344 (+295%) from 2018

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2018: $2,064Liabilities 2018: $0Net Assets 2018: $2,0642018Assets 2019: $8,672Liabilities 2019: $0Net Assets 2019: $8,6722019Assets 2020: $20,339Liabilities 2020: $0Net Assets 2020: $20,3392020Assets 2021: $32,980Liabilities 2021: $0Net Assets 2021: $32,9802021Assets 2022: $43,145Liabilities 2022: $0Net Assets 2022: $43,1452022Assets 2023: $51,148Liabilities 2023: $0Net Assets 2023: $51,1482023Assets 2024: $36,719Liabilities 2024: $0Net Assets 2024: $36,7192024

Highlighted filing

2019

Assets$8,672
Liabilities$0
Net Assets$8,672

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2018: $8,500Expenses 2018: $6,686Net Income 2018: $1,8142018Revenue 2019: $16,600Expenses 2019: $9,442Net Income 2019: $7,1582019Revenue 2020: $20,050Expenses 2020: $8,383Net Income 2020: $11,6672020Revenue 2021: $19,950Expenses 2021: $7,309Net Income 2021: $12,6412021Revenue 2022: $17,400Expenses 2022: $7,235Net Income 2022: $10,1652022Revenue 2023: $21,300Expenses 2023: $13,297Net Income 2023: $8,0032023Revenue 2024: $46,150Expenses 2024: $60,579Net Income 2024: -$14,4292024

Highlighted filing

2019

Revenue$16,600
Expenses$9,442
Net Income$7,158
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.0
Gross Receipts
$16,600
Mission and Program Overview

Mission

To promote the rocks district of milton-freewater wine growers; to engage and educate industry agencies, media, professionals, and consumers

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,064$8,672▲ $6,608
Total Assets$2,064$8,672▲ $6,608
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,064$8,672▲ $6,608
Total Net Assets Fund Balance$2,064$8,672▲ $6,608
Total Liabilities and Net Assets / Fund Balance$2,064$8,672▲ $6,608
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve RobertsonPresident
Christine ClairSecretary
Tom WaliserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,600
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$7,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,442
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
Fees for Services Accounting-$6,600-$6,600
Advertising$1,696--$1,696
Conferences and Meetings-$470-$470
Fees for Services Other-$300-$300
Fees for Services Legal-$269-$269
Office Expenses-$107-$107
Total Functional Expenses$1,696$7,746$0$9,442
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Rocks District Winegrowers
EIN
82-2150802
Phone
5414191718
Address
PO BOX 89, WALLA WALLA, WA 99362

Signing Officer

Name
Steve Robertson
Title
President
Phone
5414191718
Signed
2020-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Robertson
Formed
2017
Legal Domicile
Or
Voting Board Members
22
Independent Board Members
22
Employees
0

Preparer

Firm
Charles B Johnson CPA
Address
3761 PRANGER RD, WALLA WALLA, WA 99362-7109
Preparer
Charles B Johnson
Phone
5415718259
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

A/p reconciliation adjustment -550

Raw XML Appendix233 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROMOTE THE ROCKS DISTRICT OF MILTON-FREEWATER WINE GROWERS; TO ENGAGE AND EDUCATE INDUSTRY AGENCIES, MEDIA, PROFESSIONALS, AND CONSUMERS
IRS990/AdvertisingGrp/ProgramServicesAmt01696
IRS990/AdvertisingGrp/TotalAmt01696
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BooksInCareOfDetail/PersonNm0STEVE ROBERTSON
IRS990/BooksInCareOfDetail/PhoneNum05414191718
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 89
IRS990/BooksInCareOfDetail/USAddress/CityNm0WALLA WALLA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd099362
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02064
IRS990/CashNonInterestBearingGrp/EOYAmt08672
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0470
IRS990/ConferencesMeetingsGrp/TotalAmt0470
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt016600
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt09442
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt07158
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt09442
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016600
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0HOSTED COMMUNITY ENGAGEMENT EVENT
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06600
IRS990/FeesForServicesAccountingGrp/TotalAmt06600
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0269
IRS990/FeesForServicesLegalGrp/TotalAmt0269
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0300
IRS990/FeesForServicesOtherGrp/TotalAmt0300
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTINE CLAIR
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM WALISER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt016600
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt022
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt016600
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE THE ROCKS DISTRICT OF MILTON-FREEWATER WINE GROWERS; TO ENGAGE AND EDUCATE INDUSTRY AGENCIES, MEDIA, PROFESSIONALS, AND CONSUMERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02064
IRS990/NetAssetsOrFundBalancesEOYAmt08672
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02064
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08672
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0107
IRS990/OfficeExpensesGrp/TotalAmt0107
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-550
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STEVE ROBERTSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt08500
IRS990/PYOtherExpensesAmt06686
IRS990/PYRevenuesLessExpensesAmt01814
IRS990/PYTotalExpensesAmt06686
IRS990/PYTotalRevenueAmt08500
IRS990/ReconcilationRevenueExpnssAmt07158
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A/P RECONCILIATION ADJUSTMENT -550
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02064
IRS990/TotalAssetsEOYAmt08672
IRS990/TotalAssetsGrp/BOYAmt02064
IRS990/TotalAssetsGrp/EOYAmt08672
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016600
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07746
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01696
IRS990/TotalFunctionalExpensesGrp/TotalAmt09442
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02064
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08672
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016600
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02064
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08672
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 89
IRS990/USAddress/CityNm0WALLA WALLA
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd099362
IRS990/VotingMembersGoverningBodyCnt022
IRS990/VotingMembersIndependentCnt022
IRS990/WebsiteAddressTxt0WWW.ROCKSDISTRICT.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05414191718
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKS DISTRICT WINEGROWERS
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0822150802
ReturnHeader/Filer/PhoneNum05414191718
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 89
ReturnHeader/Filer/USAddress/CityNm0WALLA WALLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd099362
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A52D627BAF1844893829DD9350B35B15AC01BEA6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId064E6F07F709AC1FAEEDF4CDD422756474CD642F6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:06:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814648400
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES B JOHNSON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03761 PRANGER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLA WALLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0993627109
ReturnHeader/PreparerPersonGrp/PhoneNum05415718259
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES B JOHNSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-09T11:06:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings