2020-07-14T13:27:14-05:00 2019-06-30 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 94105 990 2018-07-01 940987020 WINE INSTITUTE WINE 4155120151 425 MARKET STREET SUITE 1000 SAN FRANCISCO CA 94105 STEVE HAYES DIR FINANCE 4155120151 2020-07-13 1 JOAN S MCMAHON P00966494 4157834000 139.167.37.34 2020-07-13 21:40:29 US P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D824A66D7664B16AB8234CF70CA46A94CF352B2A 2018 2020-09-22 18:59:49Z STEVE HAYES 425 MARKET STREET SUITE 1000 SAN FRANCISCO CA 94105 23144150 0 X WINEINSTITUTE.ORG X 1934 CA ADVOCATES FOR THE CALIFORNIA WINE INDUSTRY 107 107 46 0 0 0 21089923 20997395 1230420 2041922 76196 103774 2267 1059 22398806 23144150 0 0 0 0 8390817 8474262 0 0 0 13976667 14487544 22367484 22961806 31322 182344 10362071 9101973 5818177 4375735 4543894 4726238 DISSEMINATION OF WINE INDUSTRY INFORMATION TO MEMBERS AND PUBLIC. REPRESENTATION OF INDUSTRY IN LEGISLATIVE MATTERS. 0 0 DISSEMINATED WINE INDUSTRY INFORMATION TO MEMBERS AND PUBLIC. PARTICIPATED IN US DEPARTMENT OF AGRICULTURE PROGRAM TO DEVELOP, MAINTAIN AND EXPAND COMMERCIAL EXPORT MARKETS FOR AGRICULTURAL PRODUCTS INCLUDING CALIFORNIA WINE. REPRESENTED WINE INDUSTRY IN LEGISLATIVE MATTERS. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 113 0 1 46 1 0 0 0 0 1 1 0 0 0 0 0 X 107 107 1 0 0 0 1 1 1 1 1 0 0 0 0 0 0 1 1 0 CA DC X MR STEVE HAYES 4155120151 WINE INSTITUTE425 MARKET ST SAN FRANCISCO CA 94105 CHRISTOPHER D INDELICATO CHAIRMAN, DIRECTOR-AT-LARGE 1.00 X X 0 0 0 HARRY H WETZEL FIRST VICE CHAIRMAN, DIST. DIRECTOR 1.00 X X 0 0 0 JOHN SUTTON SECOND VICE CHAIRMAN, DAL 1.00 X X 0 0 0 SUZANNE GROTH TREASURER, DISTRICT DIRECTOR 1.00 X X 0 0 0 RICK TIGNER SECRETARY, DIRECTOR-AT-LARGE 1.00 X X 0 0 0 COREY BECK DIRECTOR-AT-LARGE 1.00 X 0 0 0 GIANCARLO BIANCHETTI DIRECTOR-AT-LARGE 1.00 X 0 0 0 JAMES E COLEMAN DIRECTOR-AT-LARGE 1.00 X 0 0 0 CINDY L DEVRIES DIRECTOR-AT-LARGE 1.00 X 0 0 0 MICHAEL DROBNICK DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOHN G FRANZIA DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOSEPH S FRANZIA DIRECTOR-AT-LARGE 1.00 X 0 0 0 MATTHEW J GALLO DIRECTOR-AT-LARGE 1.00 X 0 0 0 TOBIN A GINTER DIRECTOR-AT-LARGE 1.00 X 0 0 0 SAM GLAETZER DIRECTOR-AT-LARGE 1.00 X 0 0 0 PETER N LARSON DIRECTOR-AT-LARGE 1.00 X 0 0 0 JAMES A O'MALLEY DIRECTOR-AT-LARGE 1.00 X 0 0 0 ROBERT R TORKELSON DIRECTOR-AT-LARGE 1.00 X 0 0 0 BRIAN J VOS DIRECTOR-AT-LARGE 1.00 X 0 0 0 MICHAEL WALKER DIRECTOR-AT-LARGE 1.00 X 0 0 0 CHRISTINE WENTE DIRECTOR-AT-LARGE 1.00 X 0 0 0 JEFF WESSELKAMPER DIRECTOR-AT-LARGE 1.00 X 0 0 0 KEN MINAMI ALTERNATE DIRECTOR 1.00 X 0 0 0 STEVEN CHEN ALTERNATE DIRECTOR 1.00 X 0 0 0 NICHOLE MALEC ALTERNATE DIRECTOR 1.00 X 0 0 0 RODRIGO MATURANA ALTERNATE DIRECTOR 1.00 X 0 0 0 MATTHEW TOWERS ALTERNATE DIRECTOR 1.00 X 0 0 0 DANIEL J LEONARD ALTERNATE DIRECTOR 1.00 X 0 0 0 STEPHANIE GALLO ALTERNATE DIRECTOR 1.00 X 0 0 0 CHRIS MIFSUD ALTERNATE DIRECTOR 1.00 X 0 0 0 JOLENE YEE ALTERNATE DIRECTOR 1.00 X 0 0 0 TIMOTHY BURGESS ALTERNATE DIRECTOR 1.00 X 0 0 0 DAVID PERATA ALTERNATE DIRECTOR 1.00 X 0 0 0 KEITH BAUMAN ALTERNATE DIRECTOR 1.00 X 0 0 0 ROGER J TRINCHERO ALTERNATE DIRECTOR 1.00 X 0 0 0 ANTHONY TORRES ALTERNATE DIRECTOR 1.00 X 0 0 0 KATIE JACKSON ALTERNATE DIRECTOR 1.00 X 0 0 0 JEFFREY DUBIEL ALTERNATE DIRECTOR 1.00 X 0 0 0 TIFFANIE DE LIBERTY ALTERNATE DIRECTOR 1.00 X 0 0 0 AMY HOOPES ALTERNATE DIRECTOR 1.00 X 0 0 0 CAROLYN WASEM ALTERNATE DIRECTOR 1.00 X 0 0 0 KAJ AHLMANN DISTRICT DIRECTOR 1.00 X 0 0 0 KATIE WETZEL MURPHY DISTRICT DIRECTOR 1.00 X 0 0 0 JULIE PEDRONCELLI ST JOHN DISTRICT DIRECTOR 1.00 X 0 0 0 STEVEN MACROSTIE DISTRICT DIRECTOR 1.00 X 0 0 0 HUGH DAVIES DISTRICT DIRECTOR 1.00 X 0 0 0 DENNIS CAKEBREAD DISTRICT DIRECTOR 1.00 X 0 0 0 DELIA VIADER DISTRICT DIRECTOR 1.00 X 0 0 0 ROBIN BAGGETT DISTRICT DIRECTOR 1.00 X 0 0 0 EARL R AULT DISTRICT DIRECTOR 1.00 X 0 0 0 SCOTT SCHEID DISTRICT DIRECTOR 1.00 X 0 0 0 FRANK OSTINI DISTRICT DIRECTOR 1.00 X 0 0 0 GARY EBERLE DISTRICT DIRECTOR 1.00 X 0 0 0 NICHOLAS MILLER DISTRICT DIRECTOR 1.00 X 0 0 0 TARA GOMEZ DISTRICT DIRECTOR 1.00 X 0 0 0 ALEXANDER T MCGEARY DISTRICT DIRECTOR 1.00 X 0 0 0 ELISHEVA GUR-ARIEH DISTRICT DIRECTOR 1.00 X 0 0 0 DAVID PHILLIPS DISTRICT DIRECTOR 1.00 X 0 0 0 STEVEN SCHAFER DISTRICT DIRECTOR 1.00 X 0 0 0 TRACEY HAWKINS ALT DISTRICT DIRECTOR 1.00 X 0 0 0 LOUIS M FOPPIANO ALT DISTRICT DIRECTOR 1.00 X 0 0 0 CARMEN CASTALDI ALT DISTRICT DIRECTOR 1.00 X 0 0 0 JAMES DEBONIS ALT DISTRICT DIRECTOR 1.00 X 0 0 0 DEBRA MATHY ALT DISTRICT DIRECTOR 1.00 X 0 0 0 MICHAEL REYNOLDS ALT DISTRICT DIRECTOR 1.00 X 0 0 0 MICHAEL MAHER ALT DISTRICT DIRECTOR 1.00 X 0 0 0 MICHAEL HONIG ALT DISTRICT DIRECTOR 1.00 X 0 0 0 PAUL LEARY ALT DISTRICT DIRECTOR 1.00 X 0 0 0 MARKETTA FOURMEAUX ALT DISTRICT DIRECTOR 1.00 X 0 0 0 WILLIAM R COOPER ALT DISTRICT DIRECTOR 1.00 X 0 0 0 LAWRENCE LOHR ALT DISTRICT DIRECTOR 1.00 X 0 0 0 LAURA BOORAS ALT DISTRICT DIRECTOR 1.00 X 0 0 0 GRETCHEN RODDICK ALT DISTRICT DIRECTOR 1.00 X 0 0 0 KAREN STEINWACHS ALT DISTRICT DIRECTOR 1.00 X 0 0 0 STEPHEN TB MILLER ALT DISTRICT DIRECTOR 1.00 X 0 0 0 LINDA MCWILLIAMS ALT DISTRICT DIRECTOR 1.00 X 0 0 0 STEVE MILLIER ALT DISTRICT DIRECTOR 1.00 X 0 0 0 RANDALL LANGE ALT DISTRICT DIRECTOR 1.00 X 0 0 0 WILLIAM J NAKATA ALT DISTRICT DIRECTOR 1.00 X 0 0 0 RAYMOND S CHADWICK EX-OFFICIO DIRECTOR 1.00 X 0 0 0 ARTHUR A CIOCCA EX-OFFICIO DIRECTOR 1.00 X 0 0 0 GREGORY J COLEMAN EX-OFFICIO DIRECTOR 1.00 X 0 0 0 PAUL E DOLAN III EX-OFFICIO DIRECTOR 1.00 X 0 0 0 MARGARET L DUCKHORN EX-OFFICIO DIRECTOR 1.00 X 0 0 0 FRED T FRANZIA EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JOSEPH E GALLO EX-OFFICIO DIRECTOR 1.00 X 0 0 0 ROBERT J GALLO EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JOHN G GIUMARRA JR EX-OFFICIO DIRECTOR 1.00 X 0 0 0 DENNIS D GROTH EX-OFFICIO DIRECTOR 1.00 X 0 0 0 MARGIE M HEALY EX-OFFICIO DIRECTOR 1.00 X 0 0 0 GARY B HECK EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JASPER A INDELICATO EX-OFFICIO DIRECTOR 1.00 X 0 0 0 DAVID B KENT EX-OFFICIO DIRECTOR 1.00 X 0 0 0 THOMAS B KLEIN EX-OFFICIO DIRECTOR 1.00 X 0 0 0 WALTER T KLENZ EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JEROME J LOHR EX-OFFICIO DIRECTOR 1.00 X 0 0 0 STEVEN W LOHR EX-OFFICIO DIRECTOR 1.00 X 0 0 0 RICHARD L MAHER EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JAMES H NIVEN EX-OFFICIO DIRECTOR 1.00 X 0 0 0 DIANNE S NURY EX-OFFICIO DIRECTOR 1.00 X 0 0 0 MS NURY EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JEFFREY B O'NEIL EX-OFFICIO DIRECTOR 1.00 X 0 0 0 BERTRAM E SILK EX-OFFICIO DIRECTOR 1.00 X 0 0 0 LOUIS BOB TRINCHERO EX-OFFICIO DIRECTOR 1.00 X 0 0 0 CAROLYN WENTE EX-OFFICIO DIRECTOR 1.00 X 0 0 0 ERIC P WENTE EX-OFFICIO DIRECTOR 1.00 X 0 0 0 PHILIP R WENTE EX-OFFICIO DIRECTOR 1.00 X 0 0 0 ROBERT P KOCH PRESIDENT & CEO 35.00 X 1801004 0 57932 STEVE HAYES VP, FINANCE AND ADMINISTRA 35.00 X 197350 0 28999 NANCY LIGHT VP, COMMUNICATIONS 35.00 X 229205 0 41052 STEVE GROSS VP, STATE RELATIONS 35.00 X 275240 0 32604 TRACY GENESEN CENTRAL COUNSEL 35.00 X 262013 0 30001 CHARLES JEFFERSON VP FED RELATIONS/INTL PUBLIC POLICY 35.00 X 283750 0 48708 LINSEY GALLAGHER VP INTERNATIONAL MARKETING 35.00 X 242829 0 16303 3291391 0 255599 25 0 1 0 CALIFORNIANS FOR ACCOUNTABILITY AND TRAN 2350 KERNER BLVD SAN RAFAEL CA 94901 CONSULTANT 150000 JENNIFER BARRY DESIGN 229 TAMALPAIS ROAD FAIRFAX CA 94930 CONSULTANT 135457 BENSON MARKETING GROUP 2700 NAPA VALLEY CORPORATE DRIVE S NAPA CA 94558 CONSULTANT 130625 BGR GOVERNMENT AFFAIRS LLC PO BOX 14416 WASHINGTON DC 200444416 CONSULTANT 120000 BARG COFFIN LEWIS & TRAPP LLC 600 MONTGOMERY STREET STE 525 SF CA 94111 CONSULTANT 108505 5 14232355 6765040 20997395 TRADE SHOWS 900099 1056472 1056472 MARKET PROGRAM FEE 900099 985450 985450 2041922 103774 103774 MISCELLANEOUS 900099 1059 1059 1059 23144150 2042981 0 103774 2053804 5296637 212346 536191 375284 96735 1146544 34599 301170 1029664 644617 1636111 33841 70519 61492 MARKET ACCESS PROGRAM 6485218 PUBLIC AFFAIRS & CONSUL 2129462 ENVIRONMENTAL ISSUES 396909 MISCELLEANEOUS 193083 227580 22961806 6752432 6358849 2630238 1863788 525947 407910 843910 603069 225385 240841 228069 230585 10362071 9101973 4039395 2833656 411238 419906 1367544 1122173 5818177 4375735 X 4543894 4726238 4543894 4726238 10362071 9101973 182344 0 X 0 1 X 0 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 249388 249388 249388 0 CALIFORNIA PAC 1201 J STREET SUITE 275 SACRAMENTO CA 958149813 249388 0 0 1 14232355 1873908 15959 1889867 1993412 -103545 PART I-A, LINE 1: 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. 843910 603069 240841 240841 DEFERRED RENT 413227 DEFERRED COMPENSATION 455585 LINE OF CREDIT 253361 1122173 23144150 0 23144150 0 23144150 22961805 0 22961805 0 22961805 X X 1 1 X 0 0 0 ROBERT P KOCH PRESIDENT & CEO 1123817 0 665127 0 12060 0 12375 0 45557 0 1858936 0 0 0 STEVE HAYES VP, FINANCE AND ADMINISTRA 183500 0 12214 0 1636 0 8797 0 20202 0 226349 0 0 0 NANCY LIGHT VP, COMMUNICATIONS 214978 0 11217 0 3010 0 10169 0 30883 0 270257 0 0 0 STEVE GROSS VP, STATE RELATIONS 259602 0 13217 0 2421 0 12267 0 20337 0 307844 0 0 0 TRACY GENESEN CENTRAL COUNSEL 247500 0 12217 0 2296 0 0 0 30001 0 292014 0 0 0 CHARLES JEFFERSON VP FED RELATIONS/INTL PUBLIC POLICY 266438 0 15723 0 1589 0 12375 0 36333 0 332458 0 0 0 LINSEY GALLAGHER VP INTERNATIONAL MARKETING 231867 0 10217 0 745 0 10884 0 5419 0 259132 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING DIRECTORS HAVE FAMILY RELATIONSHIPS WITH OTHER DIRECTORS: JOHN FRANZIA, JOSEPH FRANZIA AND FRED FRANZIA ARE RELATED. 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 AND CHRISTOPHER INDELICATO ARE RELATED. STEPHEN MILLER AND NICHOLAS MILLER 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 TWO SEPARATE CONSULTING FIRMS TO COMPARE RELATED DATA IN SIMILAR ORGANIZATIONS. OFFICERS ARE NOT COMPENSATED. 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.