2019-05-13T13:22:43-05:00 2018-06-30 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 94105 990 2017-07-01 940987020 WINE INSTITUTE WINE 4155120151 425 MARKET STREET SUITE 1000 SAN FRANCISCO CA 94105 STEVE HAYES DIR FINANCE 4155120151 2019-04-19 1 JOAN S MCMAHON P00966494 4157834000 167.219.0.140 2019-04-19 15:07:20 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7C7C900142143A477751F5DCBD8FC1CE4949D295 2017 2019-02-21 02:37:17Z STEVE HAYES 425 MARKET STREET SUITE 1000 SAN FRANCISCO CA 94105 22398806 0 X WINEINSTITUTE.ORG X 1934 CA ADVOCATES FOR THE CALIFORNIA WINE INDUSTRY 106 106 43 0 0 21675 21453487 21089923 1223870 1230420 41079 76196 1397 2267 22719833 22398806 0 0 0 0 8880890 8390817 0 0 0 13771641 13976667 22652531 22367484 67302 31322 10578121 10362071 6065549 5818177 4512572 4543894 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 43 1 1 1 0 0 0 1 1 0 0 0 X 106 106 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 STEVEN W LOHR CHAIRMAN, DAL 1.00 X X 0 0 0 CHRISTOPHER D INDELICATO FIRST VICE CHAIR, DAL 1.00 X X 0 0 0 HARRY H WETZEL SECOND VICE CHAIR, ALT D DIR. 1.00 X X 0 0 0 JOHN SUTTON TREASURER, DAL 1.00 X X 0 0 0 SUZANNE GROTH SECRETARY, DISTRICT DIRECTOR 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 VIRGINIA CLARK 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 JAMES A O'MALLEY DIRECTOR-AT-LARGE 1.00 X 0 0 0 RICK TIGNER DIRECTOR-AT-LARGE 1.00 X 0 0 0 ROBERT R TORKELSON DIRECTOR-AT-LARGE 1.00 X 0 0 0 ROGER J TRINCHERO 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 KEN MINAMI ALTERNATE DIRECTOR 1.00 X 0 0 0 NICOLE IVERSON 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 FREDRICK IRWIN JR ALTERNATE DIRECTOR 1.00 X 0 0 0 STEPHANIE GALLO ALTERNATE DIRECTOR 1.00 X 0 0 0 MARK MATHEWSON ALTERNATE DIRECTOR 1.00 X 0 0 0 JOLENE YEE ALTERNATE DIRECTOR 1.00 X 0 0 0 THOMAS B SELFRIDGE 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 JEFF WESSELKAMPER ALTERNATE DIRECTOR 1.00 X 0 0 0 ANTHONY TORRES ALTERNATE DIRECTOR 1.00 X 0 0 0 PETER N LARSON 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 TRACEY HAWKINS 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 CARMEN CASTALDI DISTRICT DIRECTOR 1.00 X 0 0 0 KATIE WETZEL MURPHY 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 ALEX RYAN DISTRICT DIRECTOR 1.00 X 0 0 0 WILLIAM R COOPER DISTRICT DIRECTOR 1.00 X 0 0 0 SCOTT SCHEID DISTRICT DIRECTOR 1.00 X 0 0 0 GARY EBERLE DISTRICT DIRECTOR 1.00 X 0 0 0 GRETCHEN RODDICK DISTRICT DIRECTOR 1.00 X 0 0 0 STEPHEN TB MILLER DISTRICT DIRECTOR 1.00 X 0 0 0 KAREN STEINWACHS DISTRICT DIRECTOR 1.00 X 0 0 0 ALEXANDER T MCGEARY DISTRICT DIRECTOR 1.00 X 0 0 0 AIMEE SUNSERI 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 LOUIS M FOPPIANO 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 ROBIN BAGGETT ALT DISTRICT DIRECTOR 1.00 X 0 0 0 MICHAEL REYNOLDS ALT DISTRICT DIRECTOR 1.00 X 0 0 0 PAUL LEARY ALT DISTRICT DIRECTOR 1.00 X 0 0 0 ERIK ACKERMAN ALT DISTRICT DIRECTOR 1.00 X 0 0 0 MARKETTA FOURMEAUX ALT DISTRICT DIRECTOR 1.00 X 0 0 0 EARL R AULT 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 FRANK OSTINI ALT DISTRICT DIRECTOR 1.00 X 0 0 0 TARA GOMEZ ALT DISTRICT DIRECTOR 1.00 X 0 0 0 NICHOLAS 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 KATHLEEN HEITZ MYERS 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 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 MSNURY EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JEFFREY B ONEILL 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 2157014 0 52745 STEVE HAYES VP, FINANCE AND ADMINISTRA 35.00 X 188014 0 28421 NANCY LIGHT VP, COMMUNICATIONS 35.00 X 221612 0 47484 STEVE GROSS VP, STATE RELATIONS 35.00 X 264511 0 41395 TRACY GENESEN CENTRAL COUNSEL 35.00 X 252157 0 29650 CATHERINE JACOY GENERAL COUNSEL 35.00 X 216250 0 27677 TOM LAFAILLE VP, INTL PUBLIC POLICY 35.00 X 239174 0 28260 3538732 0 255632 25 0 1 0 BARG COFFIN LEWIS & TRAPP LLC 600 MONTGOMERY STREET SAN FRANCISCO CA 94111 CONSULTANT 199256 DELOITTE & TOUCHE LLP PO BOX 844708 DALLAS TX 752844708 CONSULTANT 114650 BENSON MARKETING GROUP 2700 NAPA VALLEY CORPORATE DRIVE S NAPA CA 94558 CONSULTANT 114000 3 14024320 7065603 21089923 MARKET PROGRAM FEE 900099 988770 988770 TRADE SHOWS 900099 241650 241650 1230420 76196 76196 MISCELLANEOUS 900099 2267 2267 2267 22398806 1232687 0 76196 2407652 4899265 197900 501830 384170 92060 1085262 35005 271197 929648 572261 1012992 19879 63544 53643 MARKET ACCESS PROGRAM 6789278 PUBLIC AFFAIRS & CONSUL 1902438 ENVIRONMENTAL ISSUES 501864 TAXES AND FEES 286993 360603 22367484 6526070 6752432 2656057 2630238 650885 525947 900391 675006 217530 225385 527579 228069 10578121 10362071 4610210 4039395 118973 411238 1336366 1367544 6065549 5818177 X 4512572 4543894 4512572 4543894 10578121 10362071 31322 0 X 0 1 X 0 1 1 200000 200000 200000 0 CALIFORNIA PAC 1201 J STREET SUITE 275 SACRAMENTO CA 958149813 200000 0 0 1 14024320 1941920 1941920 1925961 15959 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. 900391 675006 225385 225385 DEFERRED RENT 420585 DEFERRED COMPENSATION 453069 LINE OF CREDIT 493890 1367544 22398806 0 22398806 0 22398806 22367484 0 22367484 0 22367484 X X 1 1 X 0 0 0 ROBERT P KOCH PRESIDENT & CEO 1091085 0 1054147 0 11782 0 24000 0 28745 0 2209759 0 0 0 STEVE HAYES VP, FINANCE AND ADMINISTRA 174250 0 12224 0 1540 0 11175 0 17246 0 216435 0 0 0 NANCY LIGHT VP, COMMUNICATIONS 208478 0 10227 0 2907 0 24000 0 23484 0 269096 0 0 0 STEVE GROSS VP, STATE RELATIONS 248455 0 12227 0 3829 0 24000 0 17395 0 305906 0 0 0 TRACY GENESEN CENTRAL COUNSEL 238750 0 12227 0 1180 0 8901 0 20749 0 281807 0 0 0 CATHERINE JACOY GENERAL COUNSEL 205050 0 10206 0 994 0 10752 0 16925 0 243927 0 0 0 TOM LAFAILLE VP, INTL PUBLIC POLICY 223962 0 12227 0 2985 0 24000 0 4260 0 267434 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.