Civic Intelligence

Whiskey Education Foundation

EIN 85-2207354 • 501(c)3 • San Jose, CA

Profile

Public Purpose, to educate on the responsible usage of alcohol

168 Park Bolton PlSan Jose, CA 95136
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

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-50%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$26,133

Down $25,978 (-50%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$26,133

Down $25,978 (-50%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Up

$191,487

Up $30,289 (+19%) from 2023

Expenses

Up

$217,465

Up $71,969 (+49%) from 2023

Net Income

Down

-$25,978

Down $41,680 (-265%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$60K$40K$20K$0Assets 2022: $36,409Net Assets 2022: $36,4092022Assets 2023: $52,111Net Assets 2023: $52,1112023Assets 2024: $26,133Net Assets 2024: $26,1332024

Highlighted filing

2024

Assets$26,133
Liabilities-
Net Assets$26,133
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$300K$200K$100K$0-$100KRevenue 2022: $151,496Expenses 2022: $131,314Net Income 2022: $20,1822022Revenue 2023: $161,198Expenses 2023: $145,496Net Income 2023: $15,7022023Revenue 2024: $191,487Expenses 2024: $217,465Net Income 2024: -$25,9782024

Highlighted filing

2024

Revenue$191,487
Expenses$217,465
Net Income-$25,978
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$26,133
Liabilities
-
Net assets
$26,133
Revenue
$191,487
Expenses
$217,465
Net income
-$25,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.26$1.91$2.17$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.52$1.61$1.45$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.36$0.36$1.51$1.31$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 16, 2025
Return Version
2024v5.0
Gross Receipts
$191,487
Mission and Program Overview

Mission

Public Purpose, to educate on the responsible usage of alcohol

Program Services

DescriptionGrantsExpenses
Alcohol danger awareness, with appreciation of the art of distillation and responsible consumption classes. Approximately 1200 persons have attended-$217,465
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ted SlonikerSecretary, Treasurer-$0--
Douglas SmithChief Executive OfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Whiskey Education Foundation
EIN
85-2207354
Address
168 Park Bolton Pl, San Jose, CA 95136

Signing Officer

Name
Douglas Smith
Title
Director
Signed
2025-06-16
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Event production cost including venue rental, catering, Insurance, Staffing, Rentals, Supplies, Social media, travel and transportation costs”

Raw XML Appendix131 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/PersonNm0Douglas Smith
IRS990EZ/BooksInCareOfDetail/PhoneNum04082250446
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0168 Park Bolton Pl
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095136
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052111
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026133
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-25978
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052111
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026133
IRS990EZ/GrossReceiptsAmt0191487
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052111
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026133
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052111
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026133
IRS990EZ/OccupancyRentUtltsAndMaintAmt059526
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ted Sloniker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Douglas Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary, Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chief Executive Officer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0151989
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public Purpose, to educate on the responsible usage of alcohol
IRS990EZ/PrintingPublicationsPostageAmt05950
IRS990EZ/ProgramServiceRevenueAmt0191485
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Alcohol danger awareness, with appreciation of the art of distillation and responsible consumption classes. Approximately 1200 persons have attended
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0217465
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0217465
IRS990EZ/TotalProgramServiceExpensesAmt0217465
IRS990EZ/TotalRevenueAmt0191487
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0191485
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0161196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0151496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022633
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0526810
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0526810
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0191485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0161196
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0151496
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0526810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0191485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0161196
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0151496
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0526810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Event production cost including venue rental, catering, Insurance, Staffing, Rentals, Supplies, Social media, travel and transportation costs
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Did not have resources and time to finalize the accounting.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Douglas Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHISKEY EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIS
ReturnHeader/Filer/EIN0852207354
ReturnHeader/Filer/USAddress/AddressLine1Txt0168 Park Bolton Pl
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095136
ReturnHeader/ReturnTs02025-06-16T11:51:52Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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