Civic Intelligence

Laguna Woods Wine Lovers Club

EIN 83-3800620 • 501(c)7 • Laguna Woods, CA

NTEE N50

Profile

Organization operates as a social and recreation club where its members can come together and engage in wine tastings to promote the understanding and appreciation of wine and social activities.

919 Avenida Majorca Unit NLaguna Woods, CA 92637

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

14th percentile

-17%

Higher net margin than 14% of similar nonprofits.

NTEE N50 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE N50 • <$500k nonprofits • Source year 2024

Asset Growth

8th percentile

-49%

Faster asset growth than 8% of similar nonprofits.

NTEE N50 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

1.5%

Faster revenue growth than 48% of similar nonprofits.

NTEE N50 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,715

Down $11,272 (-49%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$11,715

Down $11,272 (-49%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Up

$66,528

Up $1,010 (+1.5%) from 2023

Expenses

Up

$77,800

Up $23,946 (+44%) from 2023

Net Income

Down

-$11,272

Down $22,936 (-197%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$30K$20K$10K$0Assets 2023: $22,987Net Assets 2023: $22,9872023Assets 2024: $11,715Net Assets 2024: $11,7152024

Highlighted filing

2024

Assets$11,715
Liabilities-
Net Assets$11,715
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

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

$100K$50K$0-$50KRevenue 2023: $65,518Expenses 2023: $53,854Net Income 2023: $11,6642023Revenue 2024: $66,528Expenses 2024: $77,800Net Income 2024: -$11,2722024

Highlighted filing

2024

Revenue$66,528
Expenses$77,800
Net Income-$11,272
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,715
Liabilities
-
Net assets
$11,715
Revenue
$66,528
Expenses
$77,800
Net income
-$11,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.7$11.7$66.5$77.8$11.3
2023Detailed filing. Detailed filing data is available for this year.$23.0$23.0$65.5$53.9$11.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Gross Receipts
$66,528
Mission and Program Overview

Mission

Organization operates as a social and recreation club where its members can come together and engage in wine tastings to promote the understanding and appreciation of wine and social activities.

Program Services

DescriptionGrantsExpenses
Our accomplishments for 2024 include:- 11 meetings, dinner, wine tasting and entertainment- 2 bus trips for lunch and wine tasting- 1 harbor catamaran wine and cheese event- 1 pre-cruise info meeting wine and snacks; 1 wine lovers cruise where club paid for 2 club meet and greets-$63,710
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judith OkonskiPresident, Director-$0--
Don SmithSecretary, Director-$0--
Kathy GaskinsTreasurer, Director-$0--
Filing and Contact Details

Filer

Filer Name
Laguna Woods Wine Lovers Club
EIN
83-3800620
Phone
9494335575
Address
919 Avenida Majorca Unit N, Laguna Woods, CA 92637

Signing Officer

Name
Judith Okonski
Title
President, Director
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Floyd Green Jr CPA PC
Address
3114 Mercer University Drive Suite, Atlanta, GA 30341
Preparer
Floyd Green Jr CPA
Phone
7704572550
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2126”

Other Expenses.1002

“Office Expenses $713”

Other Expenses.1012

“Insurance $4059”

Other Expenses.1

“Program Supplies $30090”

Other Expenses.2

“Fundraising Expenses $4752”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $1650 Prepaid Expenses and Deferred Charges - Ending $0”

Raw XML Appendix117 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/PersonNm0Kathy Gaskins
IRS990EZ/BooksInCareOfDetail/PhoneNum09494335575
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0919 Avenida Majorca Unit N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Laguna Woods
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092637
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021337
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011715
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11272
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt032119
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022987
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011715
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt066528
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07377
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022987
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011715
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022987
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011715
IRS990EZ/OccupancyRentUtltsAndMaintAmt01501
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Judith Okonski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Don Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kathy Gaskins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President, Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary, Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer, Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01650
IRS990EZ/OtherExpensesTotalAmt041740
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Organization operates as a social and recreation club where its members can come together and engage in wine tastings to promote the understanding and appreciation of wine and social activities.
IRS990EZ/PrintingPublicationsPostageAmt02440
IRS990EZ/ProgramServiceRevenueAmt059151
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our accomplishments for 2024 include:- 11 meetings, dinner, wine tasting and entertainment- 2 bus trips for lunch and wine tasting- 1 harbor catamaran wine and cheese event- 1 pre-cruise info meeting wine and snacks; 1 wine lovers cruise where club paid for 2 club meet and greets
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063710
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt077800
IRS990EZ/TotalProgramServiceExpensesAmt063710
IRS990EZ/TotalRevenueAmt066528
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $4059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Supplies $30090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fundraising Expenses $4752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Prepaid Expenses and Deferred Charges - Beginning $1650 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1011
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judith Okonski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President, Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Laguna Woods Wine Lovers Club
ReturnHeader/Filer/BusinessNameControlTxt0LAGU
ReturnHeader/Filer/EIN0833800620
ReturnHeader/Filer/PhoneNum09494335575
ReturnHeader/Filer/USAddress/AddressLine1Txt0919 Avenida Majorca Unit N
ReturnHeader/Filer/USAddress/CityNm0Laguna Woods
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092637
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550842444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Floyd Green Jr CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03114 Mercer University Drive Suite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030341
ReturnHeader/PreparerPersonGrp/PhoneNum07704572550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Floyd Green Jr CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-25T07:22:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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