Civic Intelligence

Glancy Wine Education Foundation

990EZ • Fiscal year 2023 • EIN 85-2516009

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

127 S Rose StreetLodi, CA 95240

(510) 304-6303

Siviq Scores

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

Liabilities / Assets

77th percentile

0.06x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.19x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

6th percentile

-112%

Higher net margin than 6% 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

19th percentile

-27%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

8th percentile

-65%

Faster revenue growth than 8% of similar nonprofits.

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

Assets

Down

$110,912

Down $40,795 (-27%) from 2022

Net Assets

Down

$103,832

Down $40,782 (-28%) from 2022

Liabilities

Down

$7,080

Down $13 (-0.2%) from 2022

Revenue

Down

$36,546

Down $67,288 (-65%) from 2022

Expenses

Down

$77,328

Down $2,511 (-3.1%) from 2022

Net Income

Down

-$40,782

Down $64,777 (-270%) from 2022

Historical Trend

Balance Sheet Trend

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: $144,6142022Assets 2023: $110,912Liabilities 2023: $7,080Net Assets 2023: $103,8322023

Highlighted filing

2023

Assets$110,912
Liabilities$7,080
Net Assets$103,832

Operations Trend

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

$200K$100K$0-$100KRevenue 2020: $167,257Expenses 2020: $48,514Net Income 2020: $118,7432020Revenue 2022: $103,834Expenses 2022: $79,839Net Income 2022: $23,9952022Revenue 2023: $36,546Expenses 2023: $77,328Net Income 2023: -$40,7822023

Highlighted filing

2023

Revenue$36,546
Expenses$77,328
Net Income-$40,782
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Gross Receipts
$37,824
Mission and Program Overview

Mission

Charitable giving and benevolent assistance

Program Services

DescriptionGrantsExpenses
The organization provides scholarships to the underserved communities so that they can further their education and achieve higher income potential$67,692$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ana KellerPresidentPT$0--
Alder YarrowVice-President-$0--
Martin RedmondTreasurer-$0--
Janie WooDirector-$0--
Kimberly CharlesDirector-$0--
Cheryl HalloranDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
SFWS Anniversary Gala$24,718$24,718$1,278$23,440
Total Events$24,718$24,718$1,278$23,440
Filing and Contact Details

Filer

Filer Name
Glancy Wine Education Foundation
EIN
85-2516009
Phone
5103046303
Address
127 S Rose Street, Lodi, CA 95240

Signing Officer

Name
Martin Redmond
Title
Treasurer
Phone
5103046303
Signed
2024-05-09
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Scholarship Awards

Form 990-EZ, Part I, Line 16

Description;Amount^Software;1749|Insurance;701|Membership Dues;500|Bank Fees;250|Amortization Expense;2333^Total;5533^

Form 990-EZ, Part II, Line 24

Prepaid Expenses

Form 990-EZ, Part II, Line 26

Accounts Payable

Raw XML Appendix218 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/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Software;1749|Insurance;701|Membership Dues;500|Bank Fees;250|Amortization Expense;2333^Total;5533^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prepaid Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
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ReturnHeader/Filer/BusinessNameControlTxt0GLAN
ReturnHeader/Filer/EIN0852516009
ReturnHeader/Filer/PhoneNum05103046303
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ReturnHeader/ReturnTs02024-05-09T16:23:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Martin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Redmond
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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