Civic Intelligence

The Oregon Wine Brotherhood

EIN 93-1249528 • 501(c)5 • Lake Oswego, OR

Revoked

Profile

The oregon wine brotherhood is organized to promote education and awareness of oregon and northwest wines.

Revocation date: May 15, 2016

PO Box 717Lake Oswego, OR 97034

www.oregonwinebrotherhood.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.01x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.01x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

91st percentile

38%

Higher net margin than 91% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

38%

Faster asset growth than 92% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

84%

Faster revenue growth than 97% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$130,996

Up $35,864 (+38%) from 2023

Liabilities

Up

$1,099

Up $63 (+6.1%) from 2023

Net Assets

$129,897

No earlier filing loaded for comparison.

Revenue

Up

$94,272

Up $42,965 (+84%) from 2023

Expenses

Up

$58,471

Up $14,012 (+32%) from 2023

Net Income

Up

$35,801

Up $28,953 (+423%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $73,589Net Assets 2010: $73,5892010Assets 2011: $78,848Net Assets 2011: $78,8482011Assets 2012: $80,700Net Assets 2012: $80,7002012Assets 2023: $95,132Liabilities 2023: $1,0362023Assets 2024: $130,996Liabilities 2024: $1,099Net Assets 2024: $129,8972024

Highlighted filing

2024

Assets$130,996
Liabilities$1,099
Net Assets$129,897

Operations Trend

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

$100K$50K$0Revenue 2010: $31,333Expenses 2010: $23,464Net Income 2010: $7,8692010Revenue 2011: $25,896Expenses 2011: $20,637Net Income 2011: $5,2592011Revenue 2012: $45,830Expenses 2012: $43,978Net Income 2012: $1,8522012Revenue 2023: $51,307Expenses 2023: $44,459Net Income 2023: $6,8482023Revenue 2024: $94,272Expenses 2024: $58,471Net Income 2024: $35,8012024

Highlighted filing

2024

Revenue$94,272
Expenses$58,471
Net Income$35,801

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 16, 2025
Return Version
2024v5.1
Gross Receipts
$181,862
Mission and Program Overview

Mission

The oregon wine brotherhood is organized to promote education and awareness of oregon and northwest wines.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION SUPPORTS VARIOUS EVENTS TO PROMOTE EDUCATION AND AWARENESS OF OREGON AND NORTHWEST WINES.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN WIGHTMANGrand Commander-$0--
JOSH BRATTMaster Vice Commander-$0--
JON LEVINEMaster Treasurer-$0--
JANET COLLIERMaster Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Barrel Tasting$89,377$89,377$1,119$88,258
Assemblage$36,890$36,890$3,331$33,559
Total Events$144,281$144,281$87,590$56,691
Filing and Contact Details

Filer

Filer Name
The Oregon Wine Brotherhood
EIN
93-1249528
Phone
5037069590
Address
PO BOX 717, LAKE OSWEGO, OR 97034

Signing Officer

Name
Jon Levine
Title
Treasurer
Phone
5034906634
Signed
2025-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
3 CENTERPOINTE DRIVE SUITE 300, LAKE OSWEGO, OR 97035-8663
Preparer
Todd D Massinger
Phone
5032205900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grant. Grantee name: ahivoy. Grantee address: po box 155 dundee, or 97115. Grantee relationship: unrelated. Property description: cash. Amount given: 5,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grant. Grantee name: hillsboro medical center foundation. Grantee address: 372 se 6th ave, suite 100 hillsboro, or 97123. Grantee relationship: unrelated. Amount given: 5,500. Total included on form 990-ez, line 10: 11,000.

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

Description: commanders coffee expenses. Amount: 2,115. Description: insurance. Amount: 2,141. Description: storage unit rentals. Amount: 4,455. Description: office supplies. Amount: 256. Description: medallions & robes. Amount: 7,326. Description: awards. Amount: 249. Description: annual meeting and membership event. Amount: 14,625. Description: bank charges. Amount: 92. Description: dues & memberships. Amount: 1,807. Description: international dues. Amount: 165. Description: other expenses. Amount: 7,381. Total to form 990-ez, line 16: 40,612.

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

Description: wine inventory. Beg. Of year amount: 18,716. End of year amount: 14,294. Description: prepaid expenses. Beg. Of year amount: 6,946. End of year amount: 96. Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 11,125.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 1,036. End of year amount: 1,099.

Raw XML Appendix148 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/BusinessName/BusinessNameLine1Txt0JON LEVINEM TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum05034906634
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 717
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE OSWEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097034
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt094096
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEN WIGHTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSH BRATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JON LEVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANET COLLIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0GRAND COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MASTER VICE COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MASTER TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MASTER SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt025515
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040612
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE OREGON WINE BROTHERHOOD IS ORGANIZED TO PROMOTE EDUCATION AND AWARENESS OF OREGON AND NORTHWEST WINES.
IRS990EZ/PrintingPublicationsPostageAmt0510
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION SUPPORTS VARIOUS EVENTS TO PROMOTE EDUCATION AND AWARENESS OF OREGON AND NORTHWEST WINES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt056691
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01099
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt058471
IRS990EZ/TotalRevenueAmt094272
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OREGONWINEBROTHERHOOD.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt087590
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BARREL TASTING
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt022901
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt010925
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt017162
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt050988
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt089377
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt089377
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04450
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01119
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03331
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04710
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt020083
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt024793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: AHIVOY. GRANTEE ADDRESS: PO BOX 155 DUNDEE, OR 97115. GRANTEE RELATIONSHIP: UNRELATED. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: HILLSBORO MEDICAL CENTER FOUNDATION. GRANTEE ADDRESS: 372 SE 6TH AVE, SUITE 100 HILLSBORO, OR 97123. GRANTEE RELATIONSHIP: UNRELATED. AMOUNT GIVEN: 5,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 11,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: COMMANDERS COFFEE EXPENSES. AMOUNT: 2,115. DESCRIPTION: INSURANCE. AMOUNT: 2,141. DESCRIPTION: STORAGE UNIT RENTALS. AMOUNT: 4,455. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 256. DESCRIPTION: MEDALLIONS & ROBES. AMOUNT: 7,326. DESCRIPTION: AWARDS. AMOUNT: 249. DESCRIPTION: ANNUAL MEETING AND MEMBERSHIP EVENT. AMOUNT: 14,625. DESCRIPTION: BANK CHARGES. AMOUNT: 92. DESCRIPTION: DUES & MEMBERSHIPS. AMOUNT: 1,807. DESCRIPTION: INTERNATIONAL DUES. AMOUNT: 165. DESCRIPTION: OTHER EXPENSES. AMOUNT: 7,381. TOTAL TO FORM 990-EZ, LINE 16: 40,612.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: WINE INVENTORY. BEG. OF YEAR AMOUNT: 18,716. END OF YEAR AMOUNT: 14,294. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 6,946. END OF YEAR AMOUNT: 96. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 11,125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,036. END OF YEAR AMOUNT: 1,099.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JON LEVINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05034906634
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OREGON WINE BROTHERHOOD
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0931249528
ReturnHeader/Filer/PhoneNum05037069590
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 717
ReturnHeader/Filer/USAddress/CityNm0LAKE OSWEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930743240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN STEWART & SCHMIDT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 CENTERPOINTE DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970358663
ReturnHeader/PreparerPersonGrp/PhoneNum05032205900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD D MASSINGER
ReturnHeader/ReturnTs02025-04-22T12:46:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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