Civic Intelligence

Wine Unify

990EZ • Fiscal year 2023 • EIN 85-1636182

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

PO Box 2554Napa, CA 94558

(919) 260-6805

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

70th percentile

16%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$278,066

Up $37,872 (+16%) from 2022

Net Assets

Up

$275,836

Up $37,872 (+16%) from 2022

Liabilities

Flat

$2,230

Flat from 2022

Revenue

Up

$197,510

Up $29,140 (+17%) from 2022

Expenses

Up

$159,638

Up $82,631 (+107%) from 2022

Net Income

Down

$37,872

Down $53,491 (-59%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2020: $88,438Liabilities 2020: $2,230Net Assets 2020: $86,2082020Assets 2021: $148,831Liabilities 2021: $2,230Net Assets 2021: $146,6012021Assets 2022: $240,194Liabilities 2022: $2,230Net Assets 2022: $237,9642022Assets 2023: $278,066Liabilities 2023: $2,230Net Assets 2023: $275,8362023Assets 2024: $331,526Liabilities 2024: $2,230Net Assets 2024: $329,2962024

Highlighted filing

2023

Assets$278,066
Liabilities$2,230
Net Assets$275,836

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2020: $102,670Expenses 2020: $16,462Net Income 2020: $86,2082020Revenue 2021: $99,814Expenses 2021: $39,421Net Income 2021: $60,3932021Revenue 2022: $168,370Expenses 2022: $77,007Net Income 2022: $91,3632022Revenue 2023: $197,510Expenses 2023: $159,638Net Income 2023: $37,8722023Revenue 2024: $195,120Expenses 2024: $141,191Net Income 2024: $53,9292024

Highlighted filing

2023

Revenue$197,510
Expenses$159,638
Net Income$37,872
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.0
Gross Receipts
$197,510
Mission and Program Overview

Mission

Enhance and champion diversity within the wine industry

Program Services

DescriptionGrantsExpenses
ENCHANCE AND CHAMPION DIVERSITY WITHIN THE WINE INDUSTRY. WE DO THIS BY OUTREACH TO UNDERREPRESENTED MINORITIES, PROVIDE AWARDS THAT GIVE FUNDING AND ACCESS TO WINE EDUCATION FOR MINORITIES, AND PROVIDE A MENTORING PROGRAM TO PROVIDE ENGOURAGEMENT, AND THROUGH INSPIRED CONTENT HIGHLIGHTING MINORITY PROFESSIONALS WITHIN THE WINE INDUSTRY.$45,654$116,221
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARRELL L PROCTORPresident-$0--
PRIYANKA FRENCHSecretary-$0--
MARY MARGARET MCCAMICTreasurerPT$0--
ALICIA TOWNS FRANKENMemberPT$0--
GARY OBLIGACIONMember-$0--
ANNETTE ALVAREZ-PETERSMember-$0--
Filing and Contact Details

Filer

Filer Name
Wine Unify
EIN
85-1636182
Phone
9192606805
Address
PO BOX 2554, NAPA, CA 94558

Signing Officer

Name
Mary Margaret Mccamic
Title
Treasurer
Phone
9192606805
Signed
2024-11-07

Preparer

Firm
Robert L Withrow CPA
Address
843 BROADWAY, SONOMA, CA 95476-7012
Preparer
Robert L Withrow CPA
Phone
7079961101
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

Awards for education - 53 recipients - total = 45,654

Form 990-ez, Part I, Line 10

Cash contribution: 26,779 noncash contribution: 18,875 description of property: education cred relationship: none

Form 990-ez, Part I, Line 16

Expenses advertising & marketing 6,747 office supplies 3,891 travel 5,916 insurance 1,528 bank charges & cc fees 3,320 other business expenses 303 premits & fees 75 education & training 1,750 fundraising costs 34,379 total 57,909

Form 990-ez, Part II, Line 24

Organization costs 1,580 1,580 less accumulated amortization 254 359 trademark 225 225 total 1,551 1,446

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,230 2,230

Form 990-ez, Part III, Line 28

Enchance and champion diversity within the wine industry. We do this by outreach to underrepresented minorities, provide awards that give funding and access to wine education for minorities, and provide a mentoring program to provide engouragement, and through inspired content highlighting minority professionals within the wine industry.

Raw XML Appendix151 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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IRS990EZ/BooksInCareOfDetail/PhoneNum09192606805
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094559
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DARRELL L PROCTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PRIYANKA FRENCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY MARGARET MCCAMIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALICIA TOWNS FRANKEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt057909
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0176
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045654
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AWARDS FOR EDUCATION - 53 RECIPIENTS - TOTAL = 45,654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 26,779 NONCASH CONTRIBUTION: 18,875 DESCRIPTION OF PROPERTY: EDUCATION CRED RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING & MARKETING 6,747 OFFICE SUPPLIES 3,891 TRAVEL 5,916 INSURANCE 1,528 BANK CHARGES & CC FEES 3,320 OTHER BUSINESS EXPENSES 303 PREMITS & FEES 75 EDUCATION & TRAINING 1,750 FUNDRAISING COSTS 34,379 TOTAL 57,909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION COSTS 1,580 1,580 LESS ACCUMULATED AMORTIZATION 254 359 TRADEMARK 225 225 TOTAL 1,551 1,446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,230 2,230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ENCHANCE AND CHAMPION DIVERSITY WITHIN THE WINE INDUSTRY. WE DO THIS BY OUTREACH TO UNDERREPRESENTED MINORITIES, PROVIDE AWARDS THAT GIVE FUNDING AND ACCESS TO WINE EDUCATION FOR MINORITIES, AND PROVIDE A MENTORING PROGRAM TO PROVIDE ENGOURAGEMENT, AND THROUGH INSPIRED CONTENT HIGHLIGHTING MINORITY PROFESSIONALS WITHIN THE WINE INDUSTRY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY MARGARET MCCAMIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09192606805
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINE UNIFY
ReturnHeader/Filer/BusinessNameControlTxt0WINE
ReturnHeader/Filer/EIN0851636182
ReturnHeader/Filer/PhoneNum09192606805
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2554
ReturnHeader/Filer/USAddress/CityNm0NAPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094558
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680111144
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT L WITHROW CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0843 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SONOMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0954767012
ReturnHeader/PreparerPersonGrp/PhoneNum07079961101
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L WITHROW CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-12T10:27:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings