Civic Intelligence

Southern Oregon Winery Association

990EZ • Fiscal year 2012 • EIN 93-1314278

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 22, 2013

Organization ProfileWWW.SOUTHERNOREGONWINES.ORG
PO Box 147697501
Siviq Scores

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

Liabilities / Assets

94th percentile

0.77x

Higher debt load relative to assets than 94% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

83rd percentile

0.16x

Higher debt load relative to revenue than 83% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

57th percentile

5.9%

Faster asset growth than 57% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

84th percentile

28%

Faster revenue growth than 84% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$12,810

Up $711 (+5.9%) from 2011

Net Assets

$2,977

No earlier filing loaded for comparison.

Liabilities

Up

$9,833

Up $9,833 from 2011

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin17th percentile

Revenue

Up

$62,745

Up $13,586 (+28%) from 2011

Expenses

Up

$71,867

Up $8,666 (+14%) from 2011

Net Income

Up

-$9,122

Up $4,920 (+35%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$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

2012

Assets$12,810
Liabilities$9,833
Net Assets$2,977
Open 2012 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue$62,745
Expenses$71,867
Net Income-$9,122
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 22, 2013
Return Version
2012v2.1
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.

Filing and Contact Details

Filer

EIN
93-1314278
Raw XML Appendix172 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
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IRS990EZ/CashSavingsAndInvestments/EOY0506
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IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-9122
IRS990EZ/ForeignFinancialAccount00
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IRS990EZ/GrossReceipts062745
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0CHRIS MARTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1MARK WISNOVSKY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2MARGARET LYON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3ROB FOLIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4EARL JONES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5CAL SCHMIDT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6DICK CALAFATO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7RUTH GARVIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8FRED LABRASSEUR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9KIM KINDERMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10LES MARTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10TREASURER
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY01225
IRS990EZ/OtherAssetsTotal/EOY012304
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal070716
IRS990EZ/OtherRevenueTotal0840
IRS990EZ/PrimaryExemptPurpose0TO PROMOTE THE WINERIES OF SOUTHERN OREGON
IRS990EZ/PrintingPublicationsPostage01151
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0THE ASSOCIATION SELLS PROMOTIONAL WINE BOTTLE BAGS TO MEMBERS FOR THEIR TASTING ROOM SALES
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1THE ASSOCIATION ORGANIZES PROMOTIONAL EVENTS AND CHARGES PARTICIPATION FEES TO MEMBERS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations10
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IRS990EZ/ProgramServiceRevenue036742
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY09833
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1011777 HWY 238
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0JACKSONVILLE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0975309605
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10LES MARTIN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05418460601
IRS990EZ/TotalAssets/BOY012099
IRS990EZ/TotalAssets/EOY012810
IRS990EZ/TotalExpenses071867
IRS990EZ/TotalRevenue062745
IRS990EZ/WebSite0WWW.SORWA.ORG
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION: OTHER INCOME. AMOUNT: 840.
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: ADVERTISING AND PROMOTIONAL EVENTS. AMOUNT: 47,406. DESCRIPTION: MARKETING RESEARCH. AMOUNT: 23,170. DESCRIPTION: MISCELLANEOUS. AMOUNT: 140. TOTAL TO FORM 990-EZ, LINE 16: 70,716.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,225. END OF YEAR AMOUNT: 12,304.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 9,833.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 26
TransferPrsnlBnftContractsDecl/Declaration0THE 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/Filer/EIN0931314278
ReturnHeader/Filer/Name/BusinessNameLine10SOUTHERN OREGON WINERY ASSOCIATION
ReturnHeader/Filer/NameControl0SOUT
ReturnHeader/Filer/Phone05418460601
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1476
ReturnHeader/Filer/USAddress/City0MEDFORD
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097501
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-10-22
ReturnHeader/Officer/Name0LES MARTIN
ReturnHeader/Officer/Phone05418460601
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0931304312
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10IRVINE & COMPANY CPA'S LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10345 NE 102ND AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PORTLAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0972204108
ReturnHeader/Preparer/Name0PAUL OPPERMAN
ReturnHeader/Preparer/Phone05032528449
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T13:21:35-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$12,810
Liabilities
$9,833
Net assets
$2,977
Revenue
$62,745
Expenses
$71,867
Net income
-$9,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.00$14.4$22.1$17.7$4.43
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$5.90$9.93$27.6$22.9$4.62
2014Detailed filing. Detailed filing data is available for this year.$15.0$9.68$5.32$34.4$29.7$4.71
2013Detailed filing. Detailed filing data is available for this year.$18.3$17.7$0.61$56.1$58.4$2.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$9.83$2.98$62.7$71.9$9.12
2011Summary only. Only limited summary data is available for this year.$12.1$0.00$49.2$63.2$14.0