Civic Intelligence

Glancy Wine Education Foundation

990EZ • Fiscal year 2020 • EIN 85-2516009

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 31, 2022

Organization Profilehttps//www.glancywineeducationfoundation.org
481 N Santa Cruz Avenue Room 227Los Gatos, CA 95030

(408) 806-3757

Siviq Scores

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

Liabilities / Assets

84th percentile

0.33x

Higher debt load relative to assets than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

0.34x

Higher debt load relative to revenue than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets84th percentile

Assets

$176,014

No earlier filing loaded for comparison.

Net Assets

$118,743

No earlier filing loaded for comparison.

Liabilities

$57,271

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin94th percentile

Revenue

$167,257

No earlier filing loaded for comparison.

Expenses

$48,514

No earlier filing loaded for comparison.

Net Income

$118,743

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2020: $176,014Liabilities 2020: $57,271Net Assets 2020: $118,7432020Assets 2022: $151,707Liabilities 2022: $7,093Net Assets 2022: $144,6142022

Highlighted filing

2020

Assets$176,014
Liabilities$57,271
Net Assets$118,743
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0Revenue 2020: $167,257Expenses 2020: $48,514Net Income 2020: $118,7432020Revenue 2022: $103,834Expenses 2022: $79,839Net Income 2022: $23,9952022

Highlighted filing

2020

Revenue$167,257
Expenses$48,514
Net Income$118,743
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 31, 2022
Return Version
2020v4.2
Gross Receipts
$168,373
Mission and Program Overview

Mission

Charitable giving and benevolent assistance

Charitable Giving Benevolent Assistance

Program Services

DescriptionGrantsExpenses
The organization provides scholarships to the underserves so that they can further their education and acheive higher income potentials$46,255$46,255
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janie WooDirector-$0--
Kimberly CharlesDirector-$0--
Christie LawlerDirector-$0--
Vincent MorrowDirector-$0--
Mahesh TruppatturDirector-$0--
Christine RidoutTreasurerPT$0--
Alder YarrowVice PresidentPT$0--
Cheryl HalloranPresidentPT$0--
Peggy CramerSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
SFWS Dinner$36,277$36,277$1,116$35,161
Total Events$36,277$36,277$1,116$35,161
Filing and Contact Details

Filer

Filer Name
Glancy Wine Education Foundation
EIN
85-2516009
Phone
4088063757
Address
481 N Santa Cruz Avenue Room 227, Los Gatos, CA 95030

Signing Officer

Name
Cheryl Halloran
Title
President
Signed
2022-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Group Inc
Address
2451 Atrium Way Suite 300, Nashville, TN 37214
Preparer
Andrew D Payne
Phone
6153619445
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 50”

Form 990-EZ, Part I, Line 16, Other Expenses

“Telephone 533”

Form 990-EZ, Part I, Line 16, Other Expenses

“Licenses, Fees Dues 797”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Service Charges 60”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 419”

Form 990-EZ, Part I, Line 16, Other Expenses

“IT - Software 400”

Form 990-EZ, Part II, Line 24, Other Assets

“Pledges Receivables Beginning of year 0, End of year 15,805”

Form 990-EZ, Part II, Line 24, Other Assets

“Prepaid Expenses Beginning of year 0, End of year 800”

Form 990-EZ, Part II, Line 26, Liabilities

“Accounts Payable Beginning of year 0, End of year 11,016”

Form 990-EZ, Part II, Line 26, Liabilities

“Grants and Allocations Payable Beginning of year 0, End of year 46,255”

Raw XML Appendix176 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/PersonNm0Martin Redmond
IRS990EZ/BooksInCareOfDetail/PhoneNum04088063757
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0481 N Santa Cruz Avenue 227
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Los Gatos
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095030
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0159409
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0132096
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0118743
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0176014
IRS990EZ/FundraisingGrossIncomeAmt036277
IRS990EZ/GrantsAndSimilarAmountsPaidAmt046255
IRS990EZ/GrossReceiptsAmt0168373
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0118743
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0118743
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Janie Woo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kimberly Charles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christie Lawler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Vincent Morrow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mahesh Truppattur
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Christine Ridout
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Alder Yarrow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Cheryl Halloran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Peggy Cramer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016605
IRS990EZ/OtherExpensesTotalAmt02259
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable Giving Benevolent Assistance
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization provides scholarships to the underserves so that they can further their education and acheive higher income potentials
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt046255
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046255
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01116
IRS990EZ/SpecialEventsNetIncomeLossAmt035161
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/StatesWhereCopyOfReturnIsFldCd1DE
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt057271
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt048514
IRS990EZ/TotalProgramServiceExpensesAmt046255
IRS990EZ/TotalRevenueAmt0167257
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https//www.glancywineeducationfoundation.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0168373
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0168373
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0168373
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0168373
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0168373
IRS990ScheduleA/TotalSupportAmt0168373
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01116
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SFWS Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036277
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035161
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01116
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Telephone 533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Licenses, Fees Dues 797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Service Charges 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IT - Software 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Pledges Receivables Beginning of year 0, End of year 15,805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Prepaid Expenses Beginning of year 0, End of year 800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable Beginning of year 0, End of year 11,016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Grants and Allocations Payable Beginning of year 0, End of year 46,255
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cheryl Halloran
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Glancy Wine Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GLAN
ReturnHeader/Filer/EIN0852516009
ReturnHeader/Filer/PhoneNum04088063757
ReturnHeader/Filer/USAddress/AddressLine1Txt0481 N Santa Cruz Avenue Room 227
ReturnHeader/Filer/USAddress/CityNm0Los Gatos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095030
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02451 Atrium Way Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037214
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew D Payne
ReturnHeader/ReturnTs02022-08-31T09:08:58-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cheryl
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Halloran
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,014
Liabilities
$57,271
Net assets
$118,743
Revenue
$167,257
Expenses
$48,514
Net income
$118,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.07$1.45$1.04$0.80$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.57$1.19$1.67$0.49$1.19