Civic Intelligence

Vintners Club

EIN 94-2222024 • 501(c)3 • Tiburon, CA

Profile

Conducting wine tastings and wine-related education, including, but not limited to, conducting tastings of rare and exceptional wines in "blind" conditions, providing scholarships to students for said tastings, publishing the results of said tastings, and conducting wine-related education with field trips to various viticultural regions, both domestic and international, for enhanced learning about terroir, viticulture and enology.

36 Southridge WestTiburon, CA 94920

www.vintnersclub.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

17th percentile

-37%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

19th percentile

-43%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-38%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $20,445 (-100%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $20,445 (-100%) from 2023

Revenue

Down

$26,066

Down $38,505 (-60%) from 2023

Expenses

Down

$46,511

Down $17,839 (-28%) from 2023

Net Income

Down

-$20,445

Down $20,666 (-9351%) from 2023

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $53,725Liabilities 2011: $02011Assets 2012: $82,440Liabilities 2012: $02012Assets 2013: $82,519Liabilities 2013: $02013Assets 2014: $48,899Liabilities 2014: $02014Assets 2015: $57,637Liabilities 2015: $02015Assets 2016: $61,396Liabilities 2016: $02016Assets 2017: $72,773Liabilities 2017: $02017Assets 2018: $54,292Liabilities 2018: $02018Assets 2019: $49,966Liabilities 2019: $02019Assets 2020: $33,349Liabilities 2020: $02020Assets 2021: $35,749Net Assets 2021: $35,7492021Assets 2022: $20,224Net Assets 2022: $20,2242022Assets 2023: $20,445Net Assets 2023: $20,4452023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $127,146Expenses 2011: $124,751Net Income 2011: $2,3952011Revenue 2012: $155,412Expenses 2012: $126,697Net Income 2012: $28,7152012Revenue 2013: $89,062Expenses 2013: $88,983Net Income 2013: $792013Revenue 2014: $114,889Expenses 2014: $126,395Net Income 2014: -$11,5062014Revenue 2015: $134,821Expenses 2015: $127,828Net Income 2015: $6,9932015Revenue 2016: $107,349Expenses 2016: $105,740Net Income 2016: $1,6092016Revenue 2017: $139,416Expenses 2017: $140,089Net Income 2017: -$6732017Revenue 2018: $81,284Expenses 2018: $103,215Net Income 2018: -$21,9312018Revenue 2019: $144,596Expenses 2019: $125,585Net Income 2019: $19,0112019Revenue 2020: $62,906Expenses 2020: $77,423Net Income 2020: -$14,5172020Revenue 2021: $67,576Expenses 2021: $64,816Net Income 2021: $2,7602021Revenue 2022: $42,135Expenses 2022: $57,660Net Income 2022: -$15,5252022Revenue 2023: $64,571Expenses 2023: $64,350Net Income 2023: $2212023Revenue 2024: $26,066Expenses 2024: $46,511Net Income 2024: -$20,4452024

Highlighted filing

2024

Revenue$26,066
Expenses$46,511
Net Income-$20,445

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 4, 2025
Return Version
2024v5.0
Gross Receipts
$26,066
Mission and Program Overview

Mission

Conducting wine tastings and wine-related education, including, but not limited to, conducting tastings of rare and exceptional wines in "blind" conditions, providing scholarships to students for said tastings, publishing the results of said tastings, and conducting wine-related education with field trips to various viticultural regions, both domestic and international, for enhanced learning about terroir, viticulture, and enology.

Conducting wine tastings and wine-related education, including, but not limited to, conducting tastings of rare and exceptional wines in "blind" conditions, providing scholarships to students for said tastings, publishing the results of said tastings, and conducting wine-related education with field trips to various viticultural regions, both domestic and international, for enhanced learning about terroir, viticulture and enology.

Program Services

DescriptionGrantsExpenses
CONDUCTING WINE TASTINGS AND PUBLISHING THE RESULTS. DURING YEAR 2024 WE HELD 2 IN-PERSON TASTINGS OF RARE AND EXCEPTIONAL WINES. ALL OF THESE TASTINGS FOCUSED ON SOME OF THE MOST RARE AND EXCEPTIONAL WINES IN THE WORLD.-$46,511
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK T WATERMANPresidentPT$0--
LALITA H WATERMANVice PresidePT$0--
JACK O MILLSSecretaryPT$0--
MURIEL WILSONDirector-$0--
STEVEN SACKSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Vintners Club
EIN
94-2222024
Phone
4153814467
Address
36 SOUTHRIDGE WEST, TIBURON, CA 94920

Signing Officer

Name
Lalita H Waterman
Title
Vice President
Phone
4153814467
Signed
2025-02-04

Preparer

Firm
Jannisse & Hull Cpas
Address
7599 REDWOOD BLVD SUITE 210, NOVATO, CA 94945
Preparer
Tamara S Hull
Phone
4158985300
Supplemental Narrative

Additional Explanations

Form 990-ez

For the period january 1 through december 31, 2024, the organization paid 2,556 per month to its vice-president for rental of: - one furnished executive office space, including utilities; - one unfurnished executive office space, including utilities; - multiple rooms for storage of thousands of wine glasses, stemware racks, wine-tasting and bottle-opening equipment, linens needed for conducting sit-down wine tastings, storage cabinets, large hand-trucks, and numerous boxes of the organizations's historical records, files, treatises and books. These items were donated to the salvation army and to goodwill in november-december 2024. In 2024, the organization's vice-president received a total of 30,680for rents.

Form 990-ez, Part I, Line 16

Expenses office expenses & supplies 478 4,163 board meetings 1,044 telephone 295 event expenses 3,314 business promotion 647 automobile expenses 157 tolls 35 bank & credit card charge 13 annual fees & taxes 50 equipment repairs 802 donation of inventory 2,800 total 13,798

Form 990-ez, Part II, Line 24

Inventories for sale or use 2,700 0 machinery & equipment 20,030 0 less accumulated depreciation 20,030 0 total 2,700 0

Form 990-ez, Part III

Conducting wine tastings and wine-related education, including, but not limited to, conducting tastings of rare and exceptional wines in "blind" conditions, providing scholarships to students for said tastings, publishing the results of said tastings, and conducting wine-related education with field trips to various viticultural regions, both domestic and international, for enhanced learning about terroir, viticulture and enology.

Form 990-ez, Part III, Line 28

Conducting wine tastings and publishing the results. During year 2024 we held 2 in-person tastings of rare and exceptional wines. All of these tastings focused on some of the most rare and exceptional wines in the world.

Raw XML Appendix174 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOR THE PERIOD JANUARY 1 THROUGH DECEMBER 31, 2024, THE ORGANIZATION PAID 2,556 PER MONTH TO ITS VICE-PRESIDENT FOR RENTAL OF: - ONE FURNISHED EXECUTIVE OFFICE SPACE, INCLUDING UTILITIES; - ONE UNFURNISHED EXECUTIVE OFFICE SPACE, INCLUDING UTILITIES; - MULTIPLE ROOMS FOR STORAGE OF THOUSANDS OF WINE GLASSES, STEMWARE RACKS, WINE-TASTING AND BOTTLE-OPENING EQUIPMENT, LINENS NEEDED FOR CONDUCTING SIT-DOWN WINE TASTINGS, STORAGE CABINETS, LARGE HAND-TRUCKS, AND NUMEROUS BOXES OF THE ORGANIZATIONS'S HISTORICAL RECORDS, FILES, TREATISES AND BOOKS. THESE ITEMS WERE DONATED TO THE SALVATION ARMY AND TO GOODWILL IN NOVEMBER-DECEMBER 2024. IN 2024, THE ORGANIZATION'S VICE-PRESIDENT RECEIVED A TOTAL OF 30,680FOR RENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES & SUPPLIES 478 4,163 BOARD MEETINGS 1,044 TELEPHONE 295 EVENT EXPENSES 3,314 BUSINESS PROMOTION 647 AUTOMOBILE EXPENSES 157 TOLLS 35 BANK & CREDIT CARD CHARGE 13 ANNUAL FEES & TAXES 50 EQUIPMENT REPAIRS 802 DONATION OF INVENTORY 2,800 TOTAL 13,798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 2,700 0 MACHINERY & EQUIPMENT 20,030 0 LESS ACCUMULATED DEPRECIATION 20,030 0 TOTAL 2,700 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONDUCTING WINE TASTINGS AND WINE-RELATED EDUCATION, INCLUDING, BUT NOT LIMITED TO, CONDUCTING TASTINGS OF RARE AND EXCEPTIONAL WINES IN "BLIND" CONDITIONS, PROVIDING SCHOLARSHIPS TO STUDENTS FOR SAID TASTINGS, PUBLISHING THE RESULTS OF SAID TASTINGS, AND CONDUCTING WINE-RELATED EDUCATION WITH FIELD TRIPS TO VARIOUS VITICULTURAL REGIONS, BOTH DOMESTIC AND INTERNATIONAL, FOR ENHANCED LEARNING ABOUT TERROIR, VITICULTURE AND ENOLOGY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONDUCTING WINE TASTINGS AND PUBLISHING THE RESULTS. DURING YEAR 2024 WE HELD 2 IN-PERSON TASTINGS OF RARE AND EXCEPTIONAL WINES. ALL OF THESE TASTINGS FOCUSED ON SOME OF THE MOST RARE AND EXCEPTIONAL WINES IN THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LALITA H WATERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04153814467
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-04
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ReturnHeader/Filer/PhoneNum04153814467
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-04
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ReturnHeader/ReturnTs02025-02-11T11:48:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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