WINE INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WINE INSTITUTE (EIN 94-0987020)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-23
- IRS object ID
- 202441149349302304
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-23T18:30:16-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2882 PROSPECT PARK DR STE 300 | AddressLine1Txt |
| City | RANCHO CORDOVA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 940987020 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINE | BusinessNameControlTxt |
| Phone | 4153567538 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 L STREET 1190 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TED ROSE | PersonNm |
| Person Title | VP, FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 4153567533 | PhoneNum |
| Signature | 2024-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TED | PersonFirstNm |
| Person Last | ROSE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 9165038100 | PhoneNum |
| Preparation | 2024-04-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | TED ROSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 L STREET 1190 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,632,048 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WINEINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | ADVOCATE PUBLIC POLICY THAT ENHANCES THE ABILITY TO RESPONSIBLY PRODUCE, PROMOTE AND ENJOY WINE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 69 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 69 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 116 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,543,784 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,201,714 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,084,385 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,313,554 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,697 | PYInvestmentIncomeAmt |
| CY Investment Income | $116,780 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $27,631,866 | PYTotalRevenueAmt |
| CY Total Revenue | $27,632,048 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,262,692 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,782,350 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,124,546 | PYOtherExpensesAmt |
| CY Other Expenses | $17,793,747 | CYOtherExpensesAmt |
| PY Total Expenses | $27,387,238 | PYTotalExpensesAmt |
| CY Total Expenses | $27,576,097 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $244,628 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $55,951 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,000,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,228,996 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,880,029 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,052,762 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,120,283 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,176,234 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INITIATE AND ADVOCATE PUBLIC POLICY THAT ENHANCES THE ABILITY TO RESPONSIBLY PRODUCE, PROMOTE AND ENJOY WINE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | DISSEMINATED WINE INDUSTRY INFORMATION TO MEMBERS AND PUBLIC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTICIPATED IN U.S. DEPARTMENT OF AGRICULTURE PROGRAM TO DEVELOP, MAINTAIN, AND EXPAND COMMERCIAL EXPORT MARKETS FOR AGRICULTURAL PRODUCTS INCLUDING CALIFORNIA WINE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REPRESENTED WINE INDUSTRY IN LEGISLATIVE MATTERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 94 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 69 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 69 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE TRONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153567538 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 L STREET SUITE 1190 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (114 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT P KOCH | |||||||||
| PRESIDENT & CEO | 35.00 | 0.00 | Yes (X) | $1,910,597 | $0 | $64,296 | |||
| TRACY GENESEN | |||||||||
| GENERAL COUNSEL | 35.00 | 0.00 | $347,782 | $0 | $35,175 | Yes (X) | |||
| STEVE GROSS | |||||||||
| VP, STATE RELATIONS | 35.00 | 0.00 | $300,721 | $0 | $39,875 | Yes (X) | |||
| CHARLES JEFFERSON | |||||||||
| VP, FED RELATIONS/INTL PUB | 35.00 | 0.00 | $317,719 | $0 | $18,249 | Yes (X) | |||
| MICHELE FAMIGLIETTI | |||||||||
| SENIOR DIR./FED RELATIONS | 35.00 | 0.00 | $225,938 | $0 | $55,506 | Yes (X) | |||
| HONORE COMFORT | |||||||||
| VP, INTERNATIONAL MARKETING | 35.00 | 0.00 | $240,404 | $0 | $33,992 | Yes (X) | |||
| NATALIE WYMER | |||||||||
| VP, COMMUNICATIONS | 35.00 | 0.00 | $246,599 | $0 | $22,210 | Yes (X) | |||
| CAROL MARTEL | |||||||||
| NORTHEASTERN COUNSEL | 35.00 | 0.00 | $231,008 | $0 | $36,906 | Yes (X) | |||
| TED ROSE | |||||||||
| VP, FINANCE & ADMINISTRATION | 35.00 | 1.00 | Yes (X) | $220,058 | $0 | $45,983 | |||
| TIMOTHY SCHMELZER | |||||||||
| VP, CALIFORNIA STATE RELATIONS | 35.00 | 1.00 | $235,487 | $0 | $19,074 | Yes (X) | |||
| MALURI FERNANDEZ - EXECUTIVE | |||||||||
| ASSISTANT/ASST SECR TO THE BOARD | 35.00 | 0.00 | Yes (X) | $118,731 | $0 | $31,924 | |||
| KAJ AHLMANN | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN ALBAUGH | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBIN BAGGETT | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DENNIS CAKEBREAD | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| AMELIA MORAN CEJA | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| TOBIN GINTER | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JULIE PEDRONCELLI ST JOHN | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHEN KAHLE | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RANDALL LANGE | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PAUL LEARY | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN W MACROSTIE | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| NICHOLAS MILLER | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN MILLER | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KATIE WETZEL MURPHY | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MAEVE PESQUERA | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ALAN RAMEY | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MIKE REYNOLDS | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| GRETCHEN RODDICK | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SCOTT SCHEID | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CAINE THOMPSON | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRISTINE WENTE | |||||||||
| DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| GIANCARLO BIANCHETTI | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RYAN BOGLE | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES E COLEMAN | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MATT DEEGAN | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BEN DOLLARD | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DEBRA DOMMEN | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL DROBNICK | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JEFFREY DUBIEL | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MATTHEW J GALLO | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| AMY HOOPES | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CHERYL INDELICATO | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PETER N LARSON | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DANIEL J LEONARD | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LAWRENCE T LOHR | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ED MATOVCIK | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ALEX RYAN | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| VIVIANN STAPP | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RICK TIGNER | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT R TORKELSON | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOLENE YEE | |||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL BALDACCI | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CLARENCE CHIA | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM R COOPER | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KAREN FONTANELLA | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LOUIS M FOPPIANO | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRIS HALL | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN KANE | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LINDA MCWILLIAMS | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SCOTT MEADOWS | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LORENZO MUSLIA | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES PERRY | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID PHILLIPS | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KYLE RAY | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRISTOPHER LLOYD STRIETER | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DELIA VIADER | |||||||||
| ALT DISTRICT DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KEITH BAUMAN | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| WARREN BOGLE | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JEANNIE BREMMER | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BEN DUEMLER | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JANE FROYD | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHANIE GALLO | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SAM GLAETZER | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JEFF HUMPHREYS | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KATIE JACKSON | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| TIFFANIE DE LIBERTY | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KATHLEEN MAYHEW | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MARK MERRION | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRIS MIFSUD | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIK OLSEN | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SEAN SULLIVAN | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ANTHONY TORRES | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MATTHEW TOWERS | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROGER J TRINCHERO | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CAROLYN WASEM | |||||||||
| ALTERNATE DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RAYMOND S CHADWICK | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| GREGORY J COLEMAN | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH E GALLO | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT J GALLO | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DENNIS D GROTH | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SUZANNE GROTH | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MARGIE M HEALY | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| GARY B HECK | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PAUL E DOLAN III | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRISTOPHER D INDELICATO | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JASPER A INDELICATO | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID B KENT | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS B KLEIN | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| WALTER T KLENZ | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JEROME J LOHR | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN W LOHR | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD L MAHER | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES H NIVEN | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DIANNE S NURY | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MS NURY | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JEFFREY B O'NEIL | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BERTRAM E SILK | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN SUTTON | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LOUIS BOB TRINCHERO | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CAROLYN WENTE | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIC P WENTE | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PHILIP R WENTE | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| HARRY H WETZEL | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,395,044 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $403,190 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|
| FULL CIRCLE WINE SOLUTIONS | ||||||||||
| 633 QUARRY ROAD SUITE F | SAN CARLOS | CA | 94402 | INT'L MARKETING | $775,199 | |||||
| AEGIS MARKETING INTERNATIONAL LLC | ||||||||||
| 53 ELROD AVENUE | OAKLAND | CA | 94618 | INT'L MARKETING | $616,079 | |||||
| JACKMAN MCGOVERN LLP | ||||||||||
| INT'L MARKETING | $615,597 | 14 PRINCE OF WALES | LONDON | UK | SW11 4GB | |||||
| 360 L'AGENCE | ||||||||||
| INT'L MARKETING | $532,138 | 4723 HOCHELAGA STREET | MONTREAL | CA | H1V 1E2 | QUEBEC | ||||
| BRYANT CHRISTIE INC | ||||||||||
| 2005 I STREET | SACRAMENTO | CA | 95811 | GRANT MANAGEMENT | $390,837 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $12,201,714 | GovernmentGrantsAmt |
| Total Contributions | $12,201,714 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $14,250,952 | $14,250,952 |
| MARKET PROGRAM FEE | 900099 | $1,062,602 | $1,062,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,313,554 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116,780 | TotalRevenueColumnAmt |
| Exclusion | $116,780 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,632,048 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,313,554 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $116,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,390,361 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,320,926 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,735 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,135 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,193 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,638 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,096,161 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,762,344 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,308 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,326 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,527,528 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,619 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,901 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,892 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,652 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MISCELLANEOUS EXPENSE | $222,570 |
| EXCISE TAX EXPENSE | $188,808 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,576,097 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,941,341 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,466,119 | BOYAmt |
| EOY | $4,320,536 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,414,824 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,429,323 | BOYAmt |
| EOY | $843,929 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $39,478 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $960,213 | BOYAmt |
| EOY | $836,211 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,049,806 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $945,543 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,657 | BOYAmt |
| EOY | $104,263 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $728,414 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,000,312 | BOYAmt |
| EOY | $12,228,996 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,974,907 | BOYAmt |
| EOY | $3,255,364 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,919,586 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $713,044 | BOYAmt |
| EOY | $1,048,805 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,078 | BOYAmt |
| EOY | $829,007 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,880,029 | BOYAmt |
| EOY | $7,052,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,120,283 | BOYAmt |
| EOY | $5,176,234 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,120,283 | BOYAmt |
| EOY | $5,176,234 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,000,312 | BOYAmt |
| EOY | $12,228,996 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $55,951 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $0 | InternalFundsContributedAmt |
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINE INSTITUTE CALIFORNIA PAC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 L STREET SUITE 1190 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710985580 | EIN |
| Paid Internal Funds | $0 | PaidInternalFundsAmt |
| Contributions Rcvd Dlvr | $200,000 | ContributionsRcvdDlvrAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $14,250,952 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,424,567 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $1,424,567 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,425,095 | AggregateReportedDuesNtcAmt |
| Taxable | -$528 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CALIFORNIA PAC - TAXPAYER MAKES CONTRIBUTION EACH YEAR. FUND IS ADMINISTERED BY A LEGAL FIRM IN SACRAMENTO, CA. PAC FUNDS CONTRIBUTE TO CANDIDATES OF BOTH PARTIES THAT ARE IN A POSITION TO AFFECT A POSITIVE INFLUENCE ON THE CALIFORNIA WINE INDUSTRY. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $278,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $232,246 | DepreciationAmt |
| Book Value | $45,927 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $771,633 | OtherCostOrOtherBasisAmt |
| Depreciation | $713,297 | DepreciationAmt |
| Book Value | $58,336 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $104,263 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE ASSETS | Desc |
| Book Value | $728,414 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $728,414 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $829,007 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $829,007 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,632,048 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,632,048 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,632,048 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,576,097 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,576,097 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,576,097 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS; HOWEVER, IT IS SUBJECT TO FEDERAL INCOME TAX WITH RESPECT TO ANY NONEXEMPT ACTIVITIES. U.S. GAAP PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN THE INSTITUTE'S FEDERAL, AND STATE EXEMPT ORGANIZATION AND BUSINESS INCOME RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 1 | 3 | PROGRAM SERVICES | MARKETING - TASTINGS, SHOWS, SEMINARS, PRODUCT EDUCATION, ETC. | $3,409,822 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 4 | PROGRAM SERVICES | MARKETING - TASTINGS, SHOWS, SEMINARS, PRODUCT EDUCATION, ETC. | $3,752,456 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | MARKETING - TASTINGS, SHOWS, SEMINARS, PRODUCT EDUCATION, ETC. | $114,713 |
| NORTH AMERICA | 0 | 3 | PROGRAM SERVICES | MARKETING - TASTINGS, SHOWS, SEMINARS, PRODUCT EDUCATION, ETC. | $2,228,925 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | MARKETING - TASTINGS, SHOWS, SEMINARS, PRODUCT EDUCATION, ETC. | $272,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 10 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Subtotal Spent | $9,778,668 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,778,668 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | ACCRUAL METHOD |
| PART III ACCOUNTING METHOD: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT P KOCH | ||||||||||||||
| PRESIDENT & CEO | $1,236,487 | $0 | $654,623 | $0 | $19,487 | $0 | $13,725 | $0 | $50,571 | $0 | $1,974,893 | $0 | $1,974,893 | $0 |
| TRACY GENESEN | ||||||||||||||
| GENERAL COUNSEL | $331,585 | $0 | $13,000 | $0 | $3,197 | $0 | $0 | $0 | $35,175 | $0 | $382,957 | $0 | $382,957 | $0 |
| STEVE GROSS | ||||||||||||||
| VP, STATE RELATIONS | $284,130 | $0 | $12,500 | $0 | $4,091 | $0 | $13,500 | $0 | $26,375 | $0 | $340,596 | $0 | $340,596 | $0 |
| CHARLES JEFFERSON | ||||||||||||||
| VP, FED RELATIONS/INTL PUB | $300,277 | $0 | $15,500 | $0 | $1,942 | $0 | $14,307 | $0 | $3,942 | $0 | $335,968 | $0 | $335,968 | $0 |
| MICHELE FAMIGLIETTI | ||||||||||||||
| SENIOR DIR./FED RELATIONS | $217,519 | $0 | $7,000 | $0 | $1,419 | $0 | $10,891 | $0 | $44,615 | $0 | $281,444 | $0 | $281,444 | $0 |
| HONORE COMFORT | ||||||||||||||
| VP, INTERNATIONAL MARKETING | $225,835 | $0 | $12,500 | $0 | $2,069 | $0 | $10,964 | $0 | $23,028 | $0 | $274,396 | $0 | $274,396 | $0 |
| NATALIE WYMER | ||||||||||||||
| VP, COMMUNICATIONS | $230,852 | $0 | $12,500 | $0 | $3,247 | $0 | $11,068 | $0 | $11,142 | $0 | $268,809 | $0 | $268,809 | $0 |
| CAROL MARTEL | ||||||||||||||
| NORTHEASTERN COUNSEL | $213,191 | $0 | $8,500 | $0 | $9,317 | $0 | $10,131 | $0 | $26,775 | $0 | $267,914 | $0 | $267,914 | $0 |
| TED ROSE | ||||||||||||||
| VP, FINANCE & ADMINISTRATION | $206,874 | $0 | $12,500 | $0 | $684 | $0 | $10,479 | $0 | $35,504 | $0 | $266,041 | $0 | $266,041 | $0 |
| TIMOTHY SCHMELZER | ||||||||||||||
| VP, CALIFORNIA STATE RELATIONS | $218,870 | $0 | $15,500 | $0 | $1,117 | $0 | $2,795 | $0 | $16,279 | $0 | $254,561 | $0 | $254,561 | $0 |
| MALURI FERNANDEZ - EXECUTIVE | ||||||||||||||
| ASSISTANT/ASST SECR TO THE BOARD | $112,705 | $0 | $5,500 | $0 | $526 | $0 | $5,738 | $0 | $26,186 | $0 | $150,655 | $0 | $150,655 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | ALTERNATE DISTRICT DIRECTORS ARE ELIGIBLE TO VOTE IN PRIORITY ORDER BASED ON VOTES RECEIVED ONLY FOR THOSE SEATS IN THEIR DISTRICT THAT ARE NOT REPRESENTED BY A DISTRICT DIRECTOR. AT-LARGE ALTERNATE DIRECTORS ARE ELIGIBLE TO VOTE IN PRIORITY BASED ON VOTES UP TO AT-LARGE DIRECTORS NOT PRESENT AT THE MEETING. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING DIRECTORS HAVE FAMILY RELATIONSHIPS WITH OTHER DIRECTORS: - MATTHEW GALLO, STEPHANIE GALLO, JOSEPH GALLO, AND ROBERT GALLO - CAROLYN WENTE, PHILIP R. WENTE, CHRISTINE WENTE, AND ERIC P. WENTE - DIANNE S. NURY AND M.S. NURY - JAMES E. COLEMAN AND GREGORY J. COLEMAN - LAWRENCE T. LOHR, JEROME J. LOHR, AND STEVEN W. LOHR - BOB TRINCHERO AND ROGER J. TRINCHERO - DENNIS D. GROTH AND SUZANNE GROTH - JASPER A. INDELICATO, CHERYL INDELICATO, AND CHRISTOPHER D. INDELICATO |
| FORM 990, PART VI, SECTION A, LINE 6 | WINE INSTITUTE IS COMPRISED OF TWO CLASSES OF MEMBERS: ACTIVE MEMBERS AND ASSOCIATE MEMBERS. ACTIVE MEMBERS ARE ENGAGED IN THE PRODUCTION AND/OR SALE OF WINES WITHIN THE STATE OF CALIFORNIA AND ASSOCIATE MEMBERS ARE ENGAGED IN PROVIDING GOODS AND/OR SERVICES TO THE WINE INDUSTRY. |
| FORM 990, PART VI, SECTION A, LINE 7A | DISTRICT DIRECTORS, AT-LARGE DIRECTORS, AND DISTRICT DIRECTOR ALTERNATES ARE ELECTED BY THE ACTIVE MEMBERS IN GOOD STANDING. AT-LARGE DIRECTOR ALTERNATES ARE APPOINTED BY EACH AT-LARGE DIRECTOR. |
| FORM 990, PART VI, SECTION A, LINE 7B | AMENDMENTS TO THE GOVERNING DOCUMENTS REQUIRE TWO-THIRDS VOTE OF THE ENTIRE VOTING POWER OF THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS UPON REQUEST. THE FORM IS REVIEWED BY THE SENIOR ACCOUNTING MANAGER WHO IS A CPA, AND THE VICE PRESIDENT OF FINANCE UPON SIGNING OFF ON THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY TWO YEARS, AN INDEPENDENT COMPENSATION STUDY IS CONDUCTED BY THE BOARD TO DETERMINE THE CEO'S COMPENSATION. COMPENSATION FOR THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES IS REVIEWED DURING THE ANNUAL BUDGETING PROCESS AND IS PRESENTED TO THE FINANCE AND ADMINISTRATION COMMITTEE FOR REVIEW. UPON REVIEW AND APPROVAL BY THE COMMITTEE, IT IS THEN SENT TO THE BOARD TO BE APPROVED DURING THE ANNUAL JUNE BOARD MEETING. THE BOARD APPROVES THE BUDGET THAT GOES INTO EFFECT STARTING JULY 1 OF EACH YEAR. COMPENSATION IS REVISITED EACH JUNE OF THE FOLLOWING YEAR AND RAISES AND BONUSES ARE REVIEWED AND APPROVED BY THE CEO AND THE VICE PRESIDENT OF FINANCE & ADMINISTRATION. THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE CHAIRMAN OF THE BOARD. THIS PROCESS WAS COMPLETED FOR THE YEAR ENDED JUNE 30, 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | WINE INSTITUTE PROVIDES COPIES OF BYLAWS AND TAX RETURNS TO THE PUBLIC UPON REQUEST. WINE INSTITUTE'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC REVIEW AT THE FEDERAL DATA COLLECTIONS WEBSITE. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES - AGRICULTURAL PROMOTION 2,728,039. PROFESSIONAL FEES - MARKET ACCESS PROGRAM 9,017,762. PROFESSIONAL FEES - PUBLIC AFFAIRS & CONSUL 666,543. PROFESSIONAL FEES - ENVIRONMENTAL ISSUES 350,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINE INSTITUTE CALIFORNIA PAC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 L STREET SUITE 1190 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710985580 | EIN |
| Primary Activities | POLITICAL CONTRIBUTIONS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 527 | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINE INSTITUTE CALIFORNIA PAC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $200,000 | InvolvedAmt |
| Method Of Amount Determination | CASH TRANSFERRED | MethodOfAmountDeterminationTxt |