Civic Intelligence

Wine Club of Sbr

EIN 84-2979275 • 501(c)7 • Oracle, AZ

Profile

WINE EDUCATION

59716 E Heron DrOracle, AZ 85623

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

49th percentile

1.8%

Higher net margin than 49% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

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.

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-32%

Faster revenue growth than 14% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$10,276

Up $990 (+11%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$10,276

Up $990 (+11%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$64,290

Down $29,823 (-32%) from 2024

Expenses

Down

$63,156

Down $35,732 (-36%) from 2024

Net Income

Up

$1,134

Up $5,909 (+124%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$15K$10K$5.0K$0Assets 2022: $9,690Liabilities 2022: $0Net Assets 2022: $9,6902022Assets 2023: $14,061Liabilities 2023: $0Net Assets 2023: $14,0612023Assets 2024: $9,286Net Assets 2024: $9,2862024Assets 2025: $10,276Net Assets 2025: $10,2762025

Highlighted filing

2025

Assets$10,276
Liabilities-
Net Assets$10,276
Open 2025 Filing

Operations Trend

Revenue Growth14th percentile

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

$150K$100K$50K$0-$50KRevenue 2022: $84,547Expenses 2022: $87,639Net Income 2022: -$3,0922022Revenue 2023: $107,134Expenses 2023: $102,763Net Income 2023: $4,3712023Revenue 2024: $94,113Expenses 2024: $98,888Net Income 2024: -$4,7752024Revenue 2025: $64,290Expenses 2025: $63,156Net Income 2025: $1,1342025

Highlighted filing

2025

Revenue$64,290
Expenses$63,156
Net Income$1,134
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,276
Liabilities
-
Net assets
$10,276
Revenue
$64,290
Expenses
$63,156
Net income
$1,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.64$0.63$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.94$0.99$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.07$1.03$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.85$0.88$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 19, 2026
Return Version
2025v4.0
Gross Receipts
$64,290
Mission and Program Overview

Mission

WINE EDUCATION

Program Services

DescriptionGrantsExpenses
Mixers (2) featuring wines paired with small bites, serving 281 members.-$14,656
Wine Dinner, food paired with wines. with a mystery dinner program. serving 90 members.-$12,229
Fine Wine Tastings (2), food and wine pairing serving 191 members.-$10,899
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA BROWNPresidentPT$0--
Terri SteinbergSecretaryPT$0--
WILLIAM WATTTreasurerPT$0--
Peggy MoroChairmanPT$0--
Jerri WounderChairmanPT$0--
Michele MusgroveChairmanPT$0--
Rob RizkChairmanPT$0--
Filing and Contact Details

Filer

Filer Name
Wine Club of SBR
EIN
84-2979275
Phone
9707495779
Address
59716 E Heron Dr, Oracle, AZ 85623

Signing Officer

Name
William Watt
Title
Treasurer
Signed
2026-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Walker Tax Firm
Address
7898 N Blue Brick Dr, Tucson, AZ 85743
Preparer
Laura Walker MBT EA
Phone
5208254080
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $522”

Other Expenses.1012

“Insurance $2117”

Other Expenses.1

“Events $54466”

Other Expenses.3

“Club Express Fees $1403”

Other Expenses.4

“Fundraising Expense $799”

Other Expenses.5

“Website Fee $716”

Other Expenses.6

“Gifts Cards $600”

Raw XML Appendix137 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/PersonNm0William Watt
IRS990EZ/BooksInCareOfDetail/PhoneNum09707495779
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt059716 E Heron Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oracle
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085623
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09286
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010276
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01134
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09286
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010276
IRS990EZ/FundraisingGrossIncomeAmt0950
IRS990EZ/GrossReceiptsAmt064290
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08618
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09286
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010276
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09286
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010276
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Terri Steinberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM WATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Peggy Moro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jerri Wounder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michele Musgrove
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Rob Rizk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-144
IRS990EZ/OtherExpensesTotalAmt060623
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WINE EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt01983
IRS990EZ/ProgramServiceRevenueAmt054722
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Mixers (2) featuring wines paired with small bites, serving 281 members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Wine Dinner, food paired with wines. with a mystery dinner program. serving 90 members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Fine Wine Tastings (2), food and wine pairing serving 191 members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014656
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112229
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210899
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0950
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063156
IRS990EZ/TotalProgramServiceExpensesAmt037784
IRS990EZ/TotalRevenueAmt064290
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Events $54466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Club Express Fees $1403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fundraising Expense $799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Website Fee $716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Gifts Cards $600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM WATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wine Club of SBR
ReturnHeader/Filer/BusinessNameControlTxt0WINE
ReturnHeader/Filer/EIN0842979275
ReturnHeader/Filer/PhoneNum09707495779
ReturnHeader/Filer/USAddress/AddressLine1Txt059716 E Heron Dr
ReturnHeader/Filer/USAddress/CityNm0Oracle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085623
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810981517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Walker Tax Firm
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07898 N Blue Brick Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085743
ReturnHeader/PreparerPersonGrp/PhoneNum05208254080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Walker MBT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-19T06:20:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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