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WINE INSTITUTE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WINE INSTITUTE (EIN 94-0987020)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-13
IRS object ID
201931339349304803
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2019-05-13T13:22:43-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 MISSION STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN940987020EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WINE INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWINEBusinessNameControlTxt
Phone4155120151PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 MARKET STREET SUITE 1000AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE HAYESPersonNm
Person TitleDIR FINANCEPersonTitleTxt
Phone4155120151PhoneNum
Signature2019-04-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOAN S MCMAHONPreparerPersonNm
PTINP00966494PTIN
Phone4157834000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.219.0.140IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-19IPDt
IP Tm15:07:20IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id7C7C900142143A477751F5DCBD8FC1CE4949D295AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVE HAYESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 MARKET STREET SUITE 1000AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$22,398,806GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWINEINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1934FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionADVOCATES FOR THE CALIFORNIA WINE INDUSTRYActivityOrMissionDesc
Voting Members Governing Body106VotingMembersGoverningBodyCnt
Voting Members Independent106VotingMembersIndependentCnt
Total Employee43TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$21,675NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$21,453,487PYContributionsGrantsAmt
CY Contributions Grants$21,089,923CYContributionsGrantsAmt
PY Program Service Revenue$1,223,870PYProgramServiceRevenueAmt
CY Program Service Revenue$1,230,420CYProgramServiceRevenueAmt
PY Investment Income$41,079PYInvestmentIncomeAmt
CY Investment Income$76,196CYInvestmentIncomeAmt
PY Other Revenue$1,397PYOtherRevenueAmt
CY Other Revenue$2,267CYOtherRevenueAmt
PY Total Revenue$22,719,833PYTotalRevenueAmt
CY Total Revenue$22,398,806CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,880,890PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,390,817CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$13,771,641PYOtherExpensesAmt
CY Other Expenses$13,976,667CYOtherExpensesAmt
PY Total Expenses$22,652,531PYTotalExpensesAmt
CY Total Expenses$22,367,484CYTotalExpensesAmt
PY Revenues Less Expenses$67,302PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$31,322CYRevenuesLessExpensesAmt
Total Assets BOY$10,578,121TotalAssetsBOYAmt
Total Assets EOY$10,362,071TotalAssetsEOYAmt
Total Liabilities BOY$6,065,549TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,818,177TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,512,572NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,543,894NetAssetsOrFundBalancesEOYAmt
MissionDISSEMINATION OF WINE INDUSTRY INFORMATION TO MEMBERS AND PUBLIC. REPRESENTATION OF INDUSTRY IN LEGISLATIVE MATTERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescDISSEMINATED WINE INDUSTRY INFORMATION TO MEMBERS AND PUBLIC.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPARTICIPATED 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

FieldValueIRS element (for citing)
DescREPRESENTED WINE INDUSTRY IN LEGISLATIVE MATTERS.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document113IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee43EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members106GoverningBodyVotingMembersCnt
Independent Voting Member106IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MR STEVE HAYESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4155120151PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1WINE INSTITUTE425 MARKET STAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (113 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
STEVEN W LOHR
CHAIRMAN, DAL1.00Yes (X)Yes (X)$0$0$0
CHRISTOPHER D INDELICATO
FIRST VICE CHAIR, DAL1.00Yes (X)Yes (X)$0$0$0
HARRY H WETZEL
SECOND VICE CHAIR, ALT D DIR.1.00Yes (X)Yes (X)$0$0$0
JOHN SUTTON
TREASURER, DAL1.00Yes (X)Yes (X)$0$0$0
SUZANNE GROTH
SECRETARY, DISTRICT DIRECTOR1.00Yes (X)Yes (X)$0$0$0
COREY BECK
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
GIANCARLO BIANCHETTI
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
VIRGINIA CLARK
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
JAMES E COLEMAN
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
CINDY L DEVRIES
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
MICHAEL DROBNICK
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
JOHN G FRANZIA
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
JOSEPH S FRANZIA
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
MATTHEW J GALLO
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
TOBIN A GINTER
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
JAMES A O'MALLEY
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
RICK TIGNER
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
ROBERT R TORKELSON
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
ROGER J TRINCHERO
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
BRIAN J VOS
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
MICHAEL WALKER
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
CHRISTINE WENTE
DIRECTOR-AT-LARGE1.00Yes (X)$0$0$0
KEN MINAMI
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
NICOLE IVERSON
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
NICHOLE MALEC
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
RODRIGO MATURANA
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
MATTHEW TOWERS
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
DANIEL J LEONARD
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
FREDRICK IRWIN JR
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
STEPHANIE GALLO
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
MARK MATHEWSON
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
JOLENE YEE
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
THOMAS B SELFRIDGE
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
DAVID PERATA
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
KEITH BAUMAN
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
JEFF WESSELKAMPER
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
ANTHONY TORRES
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
PETER N LARSON
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
JEFFREY DUBIEL
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
TIFFANIE DE LIBERTY
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
AMY HOOPES
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
TRACEY HAWKINS
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
JULIE PEDRONCELLI ST JOHN
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
STEVEN MACROSTIE
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
CARMEN CASTALDI
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
KATIE WETZEL MURPHY
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
HUGH DAVIES
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
DENNIS CAKEBREAD
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
DELIA VIADER
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
ALEX RYAN
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
WILLIAM R COOPER
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
SCOTT SCHEID
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
GARY EBERLE
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
GRETCHEN RODDICK
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
STEPHEN TB MILLER
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
KAREN STEINWACHS
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
ALEXANDER T MCGEARY
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
AIMEE SUNSERI
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
DAVID PHILLIPS
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
STEVEN SCHAFER
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
LOUIS M FOPPIANO
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
JAMES DEBONIS
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
DEBRA MATHY
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
ROBIN BAGGETT
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
MICHAEL REYNOLDS
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
PAUL LEARY
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
ERIK ACKERMAN
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
MARKETTA FOURMEAUX
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
EARL R AULT
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
LAWRENCE LOHR
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
LAURA BOORAS
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
FRANK OSTINI
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
TARA GOMEZ
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
NICHOLAS MILLER
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
LINDA MCWILLIAMS
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
STEVE MILLIER
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
RANDALL LANGE
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
WILLIAM J NAKATA
ALT DISTRICT DIRECTOR1.00Yes (X)$0$0$0
RAYMOND S CHADWICK
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
ARTHUR A CIOCCA
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
GREGORY J COLEMAN
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
PAUL E DOLAN III
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
MARGARET L DUCKHORN
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
FRED T FRANZIA
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
JOSEPH E GALLO
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
ROBERT J GALLO
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
JOHN G GIUMARRA JR
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
DENNIS D GROTH
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
MARGIE M HEALY
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
GARY B HECK
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
KATHLEEN HEITZ MYERS
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
JASPER A INDELICATO
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
DAVID B KENT
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
THOMAS B KLEIN
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
WALTER T KLENZ
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
JEROME J LOHR
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
RICHARD L MAHER
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
JAMES H NIVEN
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
DIANNE S NURY
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
MSNURY
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
JEFFREY B ONEILL
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
BERTRAM E SILK
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
LOUIS BOB TRINCHERO
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
CAROLYN WENTE
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
ERIC P WENTE
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
PHILIP R WENTE
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
ROBERT P KOCH
PRESIDENT & CEO35.00Yes (X)$2,157,014$0$52,745
STEVE HAYES
VP, FINANCE AND ADMINISTRA35.00Yes (X)$188,014$0$28,421
NANCY LIGHT
VP, COMMUNICATIONS35.00$221,612$0$47,484Yes (X)
STEVE GROSS
VP, STATE RELATIONS35.00$264,511$0$41,395Yes (X)
TRACY GENESEN
CENTRAL COUNSEL35.00$252,157$0$29,650Yes (X)
CATHERINE JACOY
GENERAL COUNSEL35.00$216,250$0$27,677Yes (X)
TOM LAFAILLE
VP, INTL PUBLIC POLICY35.00$239,174$0$28,260Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,538,732TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$255,632TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K25IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BARG COFFIN LEWIS & TRAPP LLC
600 MONTGOMERY STREETSAN FRANCISCOCA94111CONSULTANT$199,256
DELOITTE & TOUCHE LLP
PO BOX 844708DALLASTX752844708CONSULTANT$114,650
BENSON MARKETING GROUP
2700 NAPA VALLEY CORPORATE DRIVE SNAPACA94558CONSULTANT$114,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Membership Dues$14,024,320MembershipDuesAmt
Government Grants$7,065,603GovernmentGrantsAmt
Total Contributions$21,089,923TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MARKET PROGRAM FEE900099$988,770$988,770
TRADE SHOWS900099$241,650$241,650
FieldValueIRS element (for citing)
Total Program Service Revenue$1,230,420TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,196TotalRevenueColumnAmt
Exclusion$76,196ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$2,267TotalRevenueColumnAmt
Related Or Exempt Func Income$2,267RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,267OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,398,806TotalRevenueColumnAmt
Related Or Exempt Func Income$1,232,687RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$76,196ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,407,652TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,899,265TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$197,900TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$501,830TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$384,170TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$92,060TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,085,262TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$35,005TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$271,197TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$929,648TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$572,261TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,012,992TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$19,879TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$63,544TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$53,643TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MARKET ACCESS PROGRAM$6,789,278
PUBLIC AFFAIRS & CONSUL$1,902,438
ENVIRONMENTAL ISSUES$501,864
TAXES AND FEES$286,993

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$360,603TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,367,484TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,526,070BOYAmt
EOY$6,752,432EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,656,057BOYAmt
EOY$2,630,238EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$650,885BOYAmt
EOY$525,947EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$900,391LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$675,006LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$217,530BOYAmt
EOY$225,385EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$527,579BOYAmt
EOY$228,069EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,578,121BOYAmt
EOY$10,362,071EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,610,210BOYAmt
EOY$4,039,395EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$118,973BOYAmt
EOY$411,238EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,336,366BOYAmt
EOY$1,367,544EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,065,549BOYAmt
EOY$5,818,177EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,512,572BOYAmt
EOY$4,543,894EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,512,572BOYAmt
EOY$4,543,894EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,578,121BOYAmt
EOY$10,362,071EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$31,322ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$200,000PoliticalExpendituresAmt
Internal Funds Contributed$200,000InternalFundsContributedAmt
Total Exempt Function Expend$200,000TotalExemptFunctionExpendAmt
Form1120 POL Filed0Form1120POLFiledInd

Section527 Political Org Section527PoliticalOrgGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA PACBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 J STREET SUITE 275AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP958149813ZIPCd
FieldValueIRS element (for citing)
Paid Internal Funds$200,000PaidInternalFundsAmt
FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$14,024,320DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$1,941,920NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$1,941,920NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$1,925,961AggregateReportedDuesNtcAmt
Carried Over$15,959CarriedOverAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I-A, LINE 1:FormAndLineReferenceDesc
ExplanationCALIFORNIA 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

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$900,391InvestmentCostOrOtherBasisAmt
Depreciation$675,006DepreciationAmt
Book Value$225,385BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$225,385TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED RENT$420,585
DEFERRED COMPENSATION$453,069
LINE OF CREDIT$493,890
FieldValueIRS element (for citing)
Total Liability$1,367,544TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$22,398,806TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$22,398,806RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$22,398,806TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$22,367,484TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$22,367,484ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$22,367,484TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROBERT P KOCH
PRESIDENT & CEO$1,091,085$0$1,054,147$0$11,782$0$24,000$0$28,745$0$2,209,759$0$0$0
STEVE HAYES
VP, FINANCE AND ADMINISTRA$174,250$0$12,224$0$1,540$0$11,175$0$17,246$0$216,435$0$0$0
NANCY LIGHT
VP, COMMUNICATIONS$208,478$0$10,227$0$2,907$0$24,000$0$23,484$0$269,096$0$0$0
STEVE GROSS
VP, STATE RELATIONS$248,455$0$12,227$0$3,829$0$24,000$0$17,395$0$305,906$0$0$0
TRACY GENESEN
CENTRAL COUNSEL$238,750$0$12,227$0$1,180$0$8,901$0$20,749$0$281,807$0$0$0
CATHERINE JACOY
GENERAL COUNSEL$205,050$0$10,206$0$994$0$10,752$0$16,925$0$243,927$0$0$0
TOM LAFAILLE
VP, INTL PUBLIC POLICY$223,962$0$12,227$0$2,985$0$24,000$0$4,260$0$267,434$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE 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 6WINE INSTITUTE IS COMPRISED OF MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7AWINE INSTITUTE HAS MEMBERS WHO MAY ELECT ONE OF MORE MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7BDECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BA 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 12NO CONFLICT OF INTEREST POLICY IS IN PLACE.
FORM 990, PART VI, SECTION B, LINE 15IN 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 19WINE INSTITUTE PROVIDES COPIES OF BY LAWS AND TAX RETURNS TO THE PUBLIC UPON REQUEST.
TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTSSECTION 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.