Civic Intelligence

Santa Barbara Vintners Foundation

990 • Fiscal year 2018 • EIN 91-2132001

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

597 Avenue Of The FlagsBuellton, CA 93427

(805) 688-0881

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

65th percentile

9.6%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

2nd percentile

-46%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

6591%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$185,265

Down $158,799 (-46%) from 2017

Net Assets

Up

$182,969

Up $100,005 (+121%) from 2017

Liabilities

Down

$2,296

Down $258,804 (-99%) from 2017

Revenue

Up

$1,041,445

Up $1,025,880 (+6591%) from 2017

Expenses

Up

$941,440

Up $901,622 (+2264%) from 2017

Net Income

Up

$100,005

Up $124,258 (+512%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $55,415Liabilities 2010: $105Net Assets 2010: $55,3102010Assets 2011: $123,753Liabilities 2011: $75,203Net Assets 2011: $48,5502011Assets 2012: $61,557Liabilities 2012: $53Net Assets 2012: $61,5042012Assets 2013: $113,132Liabilities 2013: $45,522Net Assets 2013: $67,6102013Assets 2014: $104,499Liabilities 2014: $11,062Net Assets 2014: $93,4372014Assets 2015: $315,428Liabilities 2015: $237,386Net Assets 2015: $78,0422015Assets 2016: $117,745Liabilities 2016: $10,528Net Assets 2016: $107,2172016Assets 2017: $344,064Liabilities 2017: $261,100Net Assets 2017: $82,9642017Assets 2018: $185,265Liabilities 2018: $2,296Net Assets 2018: $182,9692018Assets 2019: $213,133Liabilities 2019: $59,431Net Assets 2019: $153,7022019Assets 2020: $368,347Liabilities 2020: $1,700Net Assets 2020: $366,6472020Assets 2021: $372,435Liabilities 2021: $11,319Net Assets 2021: $361,1162021Assets 2022: $314,225Liabilities 2022: $22,728Net Assets 2022: $291,4972022Assets 2023: $264,325Liabilities 2023: $2,407Net Assets 2023: $261,9182023Assets 2024: $690,858Liabilities 2024: $25,701Net Assets 2024: $665,1572024

Highlighted filing

2018

Assets$185,265
Liabilities$2,296
Net Assets$182,969

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $247,5472010Expenses 2011: $31,7242011Expenses 2012: $572,3522012Revenue 2013: $23,467Expenses 2013: $17,361Net Income 2013: $6,1062013Revenue 2014: $934,977Expenses 2014: $909,150Net Income 2014: $25,8272014Revenue 2015: $21,823Expenses 2015: $37,218Net Income 2015: -$15,3952015Revenue 2016: $995,502Expenses 2016: $966,327Net Income 2016: $29,1752016Revenue 2017: $15,565Expenses 2017: $39,818Net Income 2017: -$24,2532017Revenue 2018: $1,041,445Expenses 2018: $941,440Net Income 2018: $100,0052018Revenue 2019: $40,418Expenses 2019: $69,685Net Income 2019: -$29,2672019Revenue 2020: $312,945Expenses 2020: $100,000Net Income 2020: $212,9452020Revenue 2021: $14,728Expenses 2021: $19,258Net Income 2021: -$4,5302021Revenue 2022: $330,270Expenses 2022: $399,889Net Income 2022: -$69,6192022Revenue 2023: $43,627Expenses 2023: $74,433Net Income 2023: -$30,8062023Revenue 2024: $763,924Expenses 2024: $360,685Net Income 2024: $403,2392024

Highlighted filing

2018

Revenue$1,041,445
Expenses$941,440
Net Income$100,005
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$1,275,300
Mission and Program Overview

Mission

Foster communication and public relations through charitable grants and outreach activities related to the local wine and wine grape industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$82,964$182,969▲ $100,005
Cash and Non-Interest-Bearing Accounts$116,498$155,630▲ $39,132
Savings and Temporary Cash Investments$27,478$26,385▼ $1,093
Prepaid Expenses and Deferred Charges$114,088$1,800▼ $112,288
Accounts Receivable$86,000$1,450▼ $84,550
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$344,064$185,265▼ $158,799
Other Assets Total-$0-
Liabilities
Deferred Revenue$255,850--
Accounts Payable and Accrued Expenses$5,250$2,296▼ $2,954
Total Liabilities$261,100$2,296▼ $258,804
Net Assets / Fund Balance
Total Net Assets Fund Balance$82,964$182,969▲ $100,005
Total Liabilities and Net Assets / Fund Balance$344,064$185,265▼ $158,799

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,486$1,486
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jessica GascaPresident
Tymari LoreVice President
Alison LaslettDirector
Chemayne SimasDirector
Kali KopleyDirector
Shelby SimDirector
Stephen JanesDirector
Megan ShumerSecretary
Aj FairbanksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$427,666
Program Service Revenue
$0
Investment Income
$-785
Other Revenue
$614,564
All Other Contributions
$8,866
Change in Net Assets
$100,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$907,544
Other Expenses$33,896
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$906,544--$906,544
Fees for Services Accounting-$13,873-$13,873
Fees for Services Other-$12,080-$12,080
Fees for Services Legal-$4,013-$4,013
Grants to Domestic Individuals$1,000--$1,000
Conferences and Meetings-$930-$930
All Other Expenses-$714-$714
Other Expenses-$323-$323
Office Expenses-$156-$156
Interest-$40-$40
Total Functional Expenses$907,544$33,896$0$941,440
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Direct ReliefGoleta, CA--$876,045
Sbiff FoundationSanta Barbara, CA--$10,000
Syv Community Aquatics FndSanta Ynez, CA--$8,499
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$848,419
Fundraising Direct Expenses$233,855
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dri Benefit Dinner$1,229,387$814,587$135,808$678,779
5 Miler$29,688$25,688$18,420$7,268
Total Events$1,267,219$848,419$233,855$614,564
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Santa Barbara Vintners Foundation
EIN
91-2132001
Phone
8056880881
Address
597 AVENUE OF THE FLAGS, BUELLTON, CA 93427

Signing Officer

Name
Megan Shumer
Title
Secretary
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
40

Preparer

Firm
Suzanne May Jakkola EA Inc
Address
2445 Alamo Pintado Ave Ste 203, Los Olivos, CA 93441
Preparer
Suzanne May Jakkola EA
Phone
8056865313
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0114088
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01800
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS PURSUING STUDIES AT 2 OR 4 YEAR COLLEGES IN CALIFORNIA AGRICULTURE, AGRICULTURAL BUSINESS, WINE MARKETING, OR A RELATED FIELD
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt018000
IRS990/PYInvestmentIncomeAmt02866
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt021818
IRS990/PYOtherRevenueAmt012699
IRS990/PYRevenuesLessExpensesAmt0-24253
IRS990/PYTotalExpensesAmt039818
IRS990/PYTotalRevenueAmt015565
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0100005
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt082964
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0182969
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027478
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026385
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08866
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0299792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01248792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt040668
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01135768
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02733886
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02733886
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08866
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0299792
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01248792
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt040668
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01135768
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02733886
IRS990ScheduleA/TotalSupportAmt02733886
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01486
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01486
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0418800
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0414800
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0233855
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DRI BENEFIT DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05 MILER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt01229387
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08144
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt01267219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0814587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08144
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0848419
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0614564
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02645
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0156873
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0135808
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018420
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt076502
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0480
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt076982
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0876045
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt28499
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DIRECT RELIEF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SBIFF FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SYV COMMUNITY AQUATICS FND
IRS990ScheduleI/RecipientTable/RecipientEIN0951831116
IRS990ScheduleI/RecipientTable/RecipientEIN1472264034
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt027 S LA PATERA LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11528 CHAPALA STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 1617
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GOLETA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SANTA YNEZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093117
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293460
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0344064
IRS990/TotalAssetsEOYAmt0185265
IRS990/TotalAssetsGrp/BOYAmt0344064
IRS990/TotalAssetsGrp/EOYAmt0185265
IRS990/TotalCompGreaterThan150KInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.03$0.67$0.76$0.36$0.40
2023Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$0.04$0.07$0.03
2022Summary only. Only limited summary data is available for this year.$0.31$0.02$0.29$0.33$0.40$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.01$0.36$0.01$0.02$0.00
2020Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$0.31$0.10$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.06$0.15$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.18$1.04$0.94$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.26$0.08$0.02$0.04$0.02
2016Summary only. Only limited summary data is available for this year.$0.12$0.01$0.11$1.00$0.97$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.24$0.08$0.02$0.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.01$0.09$0.93$0.91$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.11$0.05$0.07$0.02$0.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.08$0.05$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.25