WINE INSTITUTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WINE INSTITUTE (EIN 94-0987020)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-21
- IRS object ID
- 202300809349300700
- Schema version
- 2021v4.2
- 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 | 2023-03-21T06:01:42-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 TOWN CENTER DRIVE SUITE 1000 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | 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 | 4153567533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 MARKET STREET SUITE 1000 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TED ROSE | PersonNm |
| Person Title | VP OF FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 4153567533 | PhoneNum |
| Signature | 2023-03-20 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA KARANTONIS | PreparerPersonNm |
| PTIN | P00969387 | PTIN |
| Phone | 7144367100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TED ROSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 MARKET STREET SUITE 1000 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,631,866 | 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 | ADVOCATES FOR THE CALIFORNIA WINE INDUSTRY | ActivityOrMissionDesc |
| Voting Members Governing Body | 103 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 103 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,563,473 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,543,784 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,015,625 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,084,385 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,965 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,697 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,469 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $25,583,532 | PYTotalRevenueAmt |
| CY Total Revenue | $27,631,866 | 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 | $9,036,137 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,262,692 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,507,460 | PYOtherExpensesAmt |
| CY Other Expenses | $18,124,546 | CYOtherExpensesAmt |
| PY Total Expenses | $25,543,597 | PYTotalExpensesAmt |
| CY Total Expenses | $27,387,238 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $39,935 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $244,628 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,255,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,000,312 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,380,023 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,880,029 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,875,655 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,120,283 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DISSEMINATION OF WINE INDUSTRY INFORMATION TO MEMBERS AND PUBLIC. REPRESENTATION OF INDUSTRY IN LEGISLATIVE MATTERS. | 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 US 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 45 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 103 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 103 | 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 | MR TED ROSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155120151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WINE INSTITUTE 425 MARKET ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (116 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT P KOCH | ||||||||
| PRESIDENT & CEO | 35.00 | Yes (X) | $1,939,972 | $0 | $66,537 | |||
| TRACY GENESEN | ||||||||
| GENERAL COUNSEL | 35.00 | $344,507 | $0 | $40,728 | Yes (X) | |||
| CHARLES JEFFERSON | ||||||||
| VP, FED RELATIONS/INTL PUBL | 35.00 | $306,032 | $0 | $33,649 | Yes (X) | |||
| STEVE GROSS | ||||||||
| VP, STATE RELATIONS | 35.00 | $293,848 | $0 | $39,151 | Yes (X) | |||
| CATHERINE JACOY | ||||||||
| WESTERN COUNSEL | 35.00 | $260,637 | $0 | $39,589 | Yes (X) | |||
| MICHELE FAMIGLIETTI | ||||||||
| SENIOR DIRECTOR, FED RELAT | 35.00 | $233,700 | $0 | $54,494 | Yes (X) | |||
| JORDAN ALLISON | ||||||||
| VP, ENVIRONMENTAL AFFAIRS | 35.00 | $234,524 | $0 | $51,423 | Yes (X) | |||
| TIMOTHY SCHMELZER | ||||||||
| VP CALIFORNIA STATE RELATI | 35.00 | $238,687 | $0 | $30,047 | Yes (X) | |||
| HONORE COMFORT | ||||||||
| VP, INTERNATIONAL MARKETIN | 35.00 | $228,575 | $0 | $34,852 | Yes (X) | |||
| CAROL MARTEL | ||||||||
| NORTHEASTERN COUNSEL | 35.00 | $224,443 | $0 | $36,923 | Yes (X) | |||
| TED ROSE | ||||||||
| VP, FINANCE & ADMINISTRATI | 35.00 | Yes (X) | $215,507 | $0 | $45,541 | |||
| TERRI COFER BEIRNE | ||||||||
| EASTERN COUNSEL | 35.00 | $218,500 | $0 | $13,067 | Yes (X) | |||
| MALURI FERNANDEZ | ||||||||
| EXECUTIVE ASSISTANT | 35.00 | Yes (X) | $123,847 | $0 | $31,082 | |||
| BEN DOLLARD | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| GIANCARLO BIANCHETTI | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MATT DEEGAN | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CATE HARDY | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DEBRA DOMMEN | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL DROBNICK | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ALEX RYAN | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MATT STANTON | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JOLENE YEE | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| PETER N LARSON | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| VIVIANN STAPP | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT R TORKELSON | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES E COLEMAN | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRISTINE WENTE | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CHERYL INDELICATO | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DANIEL J LEONARD | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JEFFREY DUBIEL | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| RICK TIGNER | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MATTHEW J GALLO | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| LAWRENCE T LOHR | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BEN DUEMLER | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JANE FROYD | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KEITH BAUMAN | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ROGER J TRINCHERO | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| AMY HOOPES | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ANTHONY TORRES | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARK MERRION | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CAROLYN WASEM | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JEFF HUMPHREYS | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SEAN SULLIVAN | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KATTHLEEN MAYHEW | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIK OLSEN | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRIS MIFSUD | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MATTHEW TOWERS | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KATIE JACKSON | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SAM GLAETZER | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ALY WENTE | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHANIE GALLO | ||||||||
| ALTERNATE DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KATIE WETZEL MURPHY | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN W MACROSTIE | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JULIE PEDRONCELLI ST JOHN | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| AMANDA KENT | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DENNIS CAKEBREAD | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KYLE RAY | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| HUGH DAVIES | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBIN BAGGETT | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SCOTT SCHEID | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MIKE REYNOLDS | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| GARY EBERLE | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| GRETCHEN RODDICK | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| NICHOLAS MILLER | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MAEVE PESQUERA | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHEN KAHLE | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| TOBIN GINTER | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| HUGH DAVIES | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SUZANNE GROTH | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| RANDALL LANGE | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KAJ AHLMANN | ||||||||
| DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ALAN RAMEY | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRISTORPHER LLOYD STRIETER | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES PERRY | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| AMELIA MORAN CEJA | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CLARENCE CHIA | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| PAUL LEARY | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN ALBAUGH | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DELIA VIADER | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRIS HALL | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID PHILLIPS | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| LINDA MCWILLIAMS | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM R COOPER | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN KANE | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KAREN STEINWACHS | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ANA KELLER | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| STUART MAST | ||||||||
| ALT DISTRICT DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIC P WENTE | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MS NURY | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JEFFREY B O'NEIL | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BERTRAM E SILK | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| LOUIS BOB TRINCHERO | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID B KENT | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH E GALLO | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| PHILIP R WENTE | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DIANNE S NURY | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JASPER A INDELICATO | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DENNIS D GROTH | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| GARY B HECK | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRISTOPHER D INDELICATO | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| HARRY H WETZEL | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| GREGORY J COLEMAN | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| PAUL E DOLAN III | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARGARET L DUCKHORN | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| RAYMOND S CHADWICK | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES H NIVEN | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT J GALLO | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CAROLYN WENTE | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARGIE M HEALY | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| FRED T FRANZIA | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN W LOHR | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN SUTTON | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD L MAHER | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| WALTER T KLENZ | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS B KLEIN | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JEROME J LOHR | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,862,779 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $517,083 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | 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 |
|---|---|---|---|---|---|
| BENSON MARKETING GROUP | |||||
| 2700 NAPA VALLEY CORPORATE DRIVE S | NAPA | CA | 94558 | CONSULTANT | $325,873 |
| DEWINTER GROUP INC | |||||
| 1919 S BASCOM AVE STE 250 | CAMPBELL | CA | 95008 | RECRUITER | $176,250 |
| CALIFORNIA POMEGRANATE CO | |||||
| 303 CALIFORNIA | MADERA | CA | 93637 | CONSULTANT | $125,666 |
| DELOITTE & TOUCHE LLP | |||||
| PO BOX 844708 | DALLAS | TX | 752844708 | AUDIT & TAX CONSULTANT | $105,193 |
| JEANNE SULLIVAN BILLECI | |||||
| 2443 FILLMORE STREET 380-1425 | SAN FRANCISCO | CA | 94115 | CONSULTANT | $102,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $13,689,732 | MembershipDuesAmt |
| Government Grants | $12,854,052 | GovernmentGrantsAmt |
| Total Contributions | $26,543,784 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET PROGRAM FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,084,385 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,084,385 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,084,385 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,697 | TotalRevenueColumnAmt |
| Exclusion | $3,697 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,631,866 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,084,385 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,697 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,659,184 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,583,692 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,979 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,116 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,721 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,661 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,792 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,377 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,027 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,629 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,640 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,142 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,858 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,582 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,277 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| AGRICULTURAL PROMOTION | $6,431,772 |
| MARKET ACCESS PROGRAM | $6,041,373 |
| PUBLIC AFFAIRS & CONSUL | $1,525,356 |
| ENVIRONMENTAL ISSUES | $365,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,060 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,387,238 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,528,570 | BOYAmt |
| EOY | $6,466,119 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,338,079 | BOYAmt |
| EOY | $1,429,323 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,505 | BOYAmt |
| EOY | $960,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $993,308 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $848,651 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,415 | BOYAmt |
| EOY | $144,657 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,109 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,255,678 | BOYAmt |
| EOY | $9,000,312 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,107,425 | BOYAmt |
| EOY | $2,974,907 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,266 | BOYAmt |
| EOY | $713,044 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $837,332 | BOYAmt |
| EOY | $192,078 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,380,023 | BOYAmt |
| EOY | $3,880,029 | 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 | $4,875,655 | BOYAmt |
| EOY | $5,120,283 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,875,655 | BOYAmt |
| EOY | $5,120,283 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,255,678 | BOYAmt |
| EOY | $9,000,312 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $244,628 | 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 | 0 | 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 | $225,000 | PoliticalExpendituresAmt |
| Internal Funds Contributed | $225,000 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $225,000 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA PAC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 J STREET SUITE 275 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958149813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Paid Internal Funds | $225,000 | PaidInternalFundsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $13,689,732 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,403,866 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $1,403,866 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,529,855 | AggregateReportedDuesNtcAmt |
| Taxable | -$125,989 | 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) |
|---|---|---|
| Investment Cost Or Other Basis | $278,173 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $278,173 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $715,135 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $570,478 | DepreciationAmt |
| Book Value | $144,657 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $144,657 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $192,078 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $192,078 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $27,631,866 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,631,866 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,631,866 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,387,238 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,387,238 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,387,238 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 | $1,201,068 | $0 | $726,164 | $0 | $12,740 | $0 | $13,050 | $0 | $53,487 | $0 | $2,006,509 | $0 | $226,113 | $0 |
| TRACY GENESEN | ||||||||||||||
| GENERAL COUNSEL | $329,875 | $0 | $12,551 | $0 | $2,081 | $0 | $0 | $0 | $40,728 | $0 | $385,235 | $0 | $0 | $0 |
| CHARLES JEFFERSON | ||||||||||||||
| VP, FED RELATIONS/INTL PUBL | $289,626 | $0 | $15,053 | $0 | $1,353 | $0 | $13,048 | $0 | $20,601 | $0 | $339,681 | $0 | $0 | $0 |
| STEVE GROSS | ||||||||||||||
| VP, STATE RELATIONS | $279,135 | $0 | $12,051 | $0 | $2,662 | $0 | $13,048 | $0 | $26,103 | $0 | $332,999 | $0 | $0 | $0 |
| CATHERINE JACOY | ||||||||||||||
| WESTERN COUNSEL | $251,228 | $0 | $8,051 | $0 | $1,358 | $0 | $9,721 | $0 | $29,868 | $0 | $300,226 | $0 | $0 | $0 |
| MICHELE FAMIGLIETTI | ||||||||||||||
| SENIOR DIRECTOR, FED RELAT | $227,908 | $0 | $5,051 | $0 | $741 | $0 | $10,089 | $0 | $44,405 | $0 | $288,194 | $0 | $0 | $0 |
| JORDAN ALLISON | ||||||||||||||
| VP, ENVIRONMENTAL AFFAIRS | $221,755 | $0 | $12,051 | $0 | $718 | $0 | $10,519 | $0 | $40,904 | $0 | $285,947 | $0 | $0 | $0 |
| TIMOTHY SCHMELZER | ||||||||||||||
| VP CALIFORNIA STATE RELATI | $222,916 | $0 | $15,051 | $0 | $720 | $0 | $2,677 | $0 | $27,370 | $0 | $268,734 | $0 | $0 | $0 |
| HONORE COMFORT | ||||||||||||||
| VP, INTERNATIONAL MARKETIN | $215,250 | $0 | $12,051 | $0 | $1,274 | $0 | $7,548 | $0 | $27,304 | $0 | $263,427 | $0 | $0 | $0 |
| CAROL MARTEL | ||||||||||||||
| NORTHEASTERN COUNSEL | $210,334 | $0 | $8,051 | $0 | $6,058 | $0 | $9,825 | $0 | $27,098 | $0 | $261,366 | $0 | $0 | $0 |
| TED ROSE | ||||||||||||||
| VP, FINANCE & ADMINISTRATI | $215,000 | $0 | $51 | $0 | $456 | $0 | $9,675 | $0 | $35,866 | $0 | $261,048 | $0 | $0 | $0 |
| TERRI COFER BEIRNE | ||||||||||||||
| EASTERN COUNSEL | $209,192 | $0 | $8,051 | $0 | $1,257 | $0 | $9,468 | $0 | $3,599 | $0 | $231,567 | $0 | $0 | $0 |
| MALURI FERNANDEZ | ||||||||||||||
| EXECUTIVE ASSISTANT | $118,451 | $0 | $5,055 | $0 | $341 | $0 | $5,555 | $0 | $25,527 | $0 | $154,929 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ARE RELATED. CAROLYN WENTE, PHILIP WENTE, CHRISTINE WENTE, AND ERIC WENTE ARE RELATED. DIANNE NURY AND M.S. NURY ARE RELATED. JAMES COLEMAN AND GREGORY COLEMAN ARE RELATED. LAWRENCE LOHR, JEROME LOHR AND STEVEN LOHR ARE RELATED. BOB TRINCHERO AND ROGER TRINCHERO ARE RELATED. DENNIS GROTH AND SUZANNE GROTH ARE RELATED. JASPER INDELICATO, CHERYL INDELICATO AND CHRISTOPHER INDELICATO ARE RELATED. |
| FORM 990, PART VI, SECTION A, LINE 6 | WINE INSTITUTE IS COMPRISED OF MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | WINE INSTITUTE HAS MEMBERS WHO MAY ELECT ONE OF MORE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 WAS NOT PROVIDED TO THE GOVERNING BODY BEFORE IT WAS FILED. COPIES ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12 | NO CONFLICT OF INTEREST POLICY IS IN PLACE. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN ORDER TO DETERMINE COMPENSATION FOR THE CEO AND OTHER KEY EMPLOYEES, TAXPAYER ENGAGED A CONSULTING FIRM TO COMPARE RELATED DATA IN SIMILAR ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | WINE INSTITUTE PROVIDES COPIES OF BY LAWS AND TAX RETURNS TO THE PUBLIC UPON REQUEST. |
| TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTS | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION TAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. SECTION 1.263(A)-3(N) CAPITALIZATION ELECTION TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. |