Civic Intelligence

Southern Oregon Winery Association

EIN 93-1314278 • 501(c)6 • Medford, OR

Profile

To promote the wineries of southern oregon on behalf of the members.

PO Box 1476Medford, OR 97501

www.sorwa.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

81st percentile

20%

Higher net margin than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-9.3%

Faster asset growth than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$14,360

Down $1,472 (-9.3%) from 2015

Liabilities

Down

$0

Down $5,900 (-100%) from 2015

Net Assets

Up

$14,360

Up $4,428 (+45%) from 2015

Revenue

Down

$22,100

Down $5,465 (-20%) from 2015

Expenses

Down

$17,672

Down $5,277 (-23%) from 2015

Net Income

Down

$4,428

Down $188 (-4.1%) from 2015

Trend Graphs

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $12,099Liabilities 2011: $02011Assets 2012: $12,810Liabilities 2012: $9,833Net Assets 2012: $2,9772012Assets 2013: $18,280Liabilities 2013: $17,674Net Assets 2013: $6062013Assets 2014: $15,000Liabilities 2014: $9,684Net Assets 2014: $5,3162014Assets 2015: $15,832Liabilities 2015: $5,900Net Assets 2015: $9,9322015Assets 2016: $14,360Liabilities 2016: $0Net Assets 2016: $14,3602016

Highlighted filing

2016

Assets$14,360
Liabilities$0
Net Assets$14,360

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $49,159Expenses 2011: $63,201Net Income 2011: -$14,0422011Revenue 2012: $62,745Expenses 2012: $71,867Net Income 2012: -$9,1222012Revenue 2013: $56,076Expenses 2013: $58,447Net Income 2013: -$2,3712013Revenue 2014: $34,362Expenses 2014: $29,652Net Income 2014: $4,7102014Revenue 2015: $27,565Expenses 2015: $22,949Net Income 2015: $4,6162015Revenue 2016: $22,100Expenses 2016: $17,672Net Income 2016: $4,4282016

Highlighted filing

2016

Revenue$22,100
Expenses$17,672
Net Income$4,428

Filings

Latest Detailed Filing

The latest 2016 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$34,362
Mission and Program Overview

Mission

The southern oregon winery association is dedicated to advancing the wine industry throughout the southern oregon region. The organization's footprint encompasses all of the southern oregon ava (american viticultural area), including the umpqua, rogue, illinois, and applegate valleys.

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION WORKS WITH TRAVEL OREGON (THE OREGON TOURISM COMMISSION) FOR THE SUCCESS OF ANNUAL REGIONAL PROMOTIONAL TOURS TO MEMBER WINERIES DURING WHICH CUSTOMERS CAN ENJOY WINETASTINGS, DINNERS, ETC.$0$0
THE ASSOCIATION ORGANIZES OR SUPPORTS VARIOUS TRADE EVENTS AND PROMOTIONS FOR THE BENEFIT OF ITS MEMBERS SUCH AS THE MEDFORD TRADE TASTING EVENT & WORLD OF WINE FESTIVAL.$0$0
THE ASSOCIATION SUPPORTS RESEARCH ON VARIOUS MARKETING INITIATIVES WITH THE GOAL OF BETTER DEFINING AND PROMOTING THE SOUTHERN OREGON WINE INDUSTRY.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH GARVINPresidentPT$0--
KIM KINDERMANMember-$0--
ROB FOLINMember-$0--
EARL JONESMember-$0--
PAT SPANGLERMember-$0--
FRED LABRASSEURMember-$0--
SCOTT STEINGRABERMember-$0--
LES MARTINTreasurerPT$0--
MARK WISNOVSKYMember-$0--
MICHAEL DONOVANMember-$0--
TIM VEVODAMember-$0--
CHAD DAYMember-$0--
Filing and Contact Details

Filer

Filer Name
Southern Oregon Winery Association
EIN
93-1314278
Phone
5418460601
Address
PO BOX 1476, MEDFORD, OR 97501

Signing Officer

Name
Les Martin
Title
Treasurer
Phone
5418460601
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
IRVINE & COMPANY CPA'S LLC
Address
345 NE 102ND AVE, PORTLAND, OR 97220-4108
Preparer
Paul Opperman
Phone
5032528449
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous. Amount: 8.

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

Description: advertising and promotional events. Amount: 19,140. Description: marketing research. Amount: 10,000. Description: office expense. Amount: 512. Total to form 990-ez, line 16: 29,652.

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

Description: accounts receivable. Beg. Of year amount: 8,771. End of year amount: 2,354.

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

Description: accounts payable. Beg. Of year amount: 17,674. End of year amount: 9,684.

Raw XML Appendix177 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/PersonNm0RUTH GARVIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROB FOLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EARL JONES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARK WISNOVSKY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CHAD DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OtherRevenueTotalAmt08
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IRS990EZ/PrimaryExemptPurposeTxt0THE SOUTHERN OREGON WINERY ASSOCIATION IS DEDICATED TO ADVANCING THE WINE INDUSTRY THROUGHOUT THE SOUTHERN OREGON REGION. THE ORGANIZATION'S FOOTPRINT ENCOMPASSES ALL OF THE SOUTHERN OREGON AVA (AMERICAN VITICULTURAL AREA), INCLUDING THE UMPQUA, ROGUE, ILLINOIS, AND APPLEGATE VALLEYS.
IRS990EZ/ProgramServiceRevenueAmt02254
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION WORKS WITH TRAVEL OREGON (THE OREGON TOURISM COMMISSION) FOR THE SUCCESS OF ANNUAL REGIONAL PROMOTIONAL TOURS TO MEMBER WINERIES DURING WHICH CUSTOMERS CAN ENJOY WINETASTINGS, DINNERS, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ASSOCIATION ORGANIZES OR SUPPORTS VARIOUS TRADE EVENTS AND PROMOTIONS FOR THE BENEFIT OF ITS MEMBERS SUCH AS THE MEDFORD TRADE TASTING EVENT & WORLD OF WINE FESTIVAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ASSOCIATION SUPPORTS RESEARCH ON VARIOUS MARKETING INITIATIVES WITH THE GOAL OF BETTER DEFINING AND PROMOTING THE SOUTHERN OREGON WINE INDUSTRY.
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IRS990EZ/WebsiteAddressTxt0WWW.SOUTHERNOREGONWINES.ORG
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS. AMOUNT: 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING AND PROMOTIONAL EVENTS. AMOUNT: 19,140. DESCRIPTION: MARKETING RESEARCH. AMOUNT: 10,000. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 512. TOTAL TO FORM 990-EZ, LINE 16: 29,652.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 8,771. END OF YEAR AMOUNT: 2,354.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 17,674. END OF YEAR AMOUNT: 9,684.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LES MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05418460601
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN OREGON WINERY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0931314278
ReturnHeader/Filer/PhoneNum05418460601
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1476
ReturnHeader/Filer/USAddress/CityNm0MEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931304312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IRVINE & COMPANY CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0345 NE 102ND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972204108
ReturnHeader/PreparerPersonGrp/PhoneNum05032528449
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL OPPERMAN
ReturnHeader/ReturnTs02015-11-12T13:06:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits