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WINE INSTITUTE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WINE INSTITUTE (EIN 94-0987020)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-14
IRS object ID
201841349349303189
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T12:52:23-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2018-04-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOAN S MCMAHONPreparerPersonNm
PTINP00966494PTIN
Phone4157834000PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$22,719,833GrossReceiptsAmt
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 Body100VotingMembersGoverningBodyCnt
Voting Members Independent100VotingMembersIndependentCnt
Total Employee49TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$21,030,673PYContributionsGrantsAmt
CY Contributions Grants$21,453,487CYContributionsGrantsAmt
PY Program Service Revenue$1,261,790PYProgramServiceRevenueAmt
CY Program Service Revenue$1,223,870CYProgramServiceRevenueAmt
PY Investment Income$16,482PYInvestmentIncomeAmt
CY Investment Income$41,079CYInvestmentIncomeAmt
PY Other Revenue$18,456PYOtherRevenueAmt
CY Other Revenue$1,397CYOtherRevenueAmt
PY Total Revenue$22,327,401PYTotalRevenueAmt
CY Total Revenue$22,719,833CYTotalRevenueAmt
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$7,929,414PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,880,890CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$13,215,083PYOtherExpensesAmt
CY Other Expenses$13,771,641CYOtherExpensesAmt
PY Total Expenses$21,144,497PYTotalExpensesAmt
CY Total Expenses$22,652,531CYTotalExpensesAmt
PY Revenues Less Expenses$1,182,904PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$67,302CYRevenuesLessExpensesAmt
Total Assets BOY$9,219,871TotalAssetsBOYAmt
Total Assets EOY$10,578,121TotalAssetsEOYAmt
Total Liabilities BOY$5,301,779TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,065,549TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,918,092NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,512,572NetAssetsOrFundBalancesEOYAmt
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 Document98IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee49EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
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 Members100GoverningBodyVotingMembersCnt
Independent Voting Member100IndependentVotingMemberCnt
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 (107 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Gregory J Coleman
Chairman, Ex-Officio Dir2.00Yes (X)Yes (X)$0$0$0
margaret m Healy
First Vice Chair, DAL1.00Yes (X)Yes (X)$0$0$0
steven W Lohr
Second Vice Chair, DAL1.00Yes (X)Yes (X)$0$0$0
CHRISTOpher D indelicato
treasurer, DAL1.00Yes (X)Yes (X)$0$0$0
HARRY H WETZEL
Secretary, Alt DAL1.00Yes (X)Yes (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
John Sutton
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
Holly Killion
AlTERNATE DIRECTOR1.00Yes (X)$0$0$0
Jorge Lyng
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
Daniel C Baker
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
Donald W McClellan Jr
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
Carmen Castaldi
distRICT DIRECTOR1.00Yes (X)$0$0$0
Louis M Foppiano
DISTrict DIRECTOR1.00Yes (X)$0$0$0
Steven MacRostie
DISTrict DIRECTOR1.00Yes (X)$0$0$0
Julie Pedroncelli St John
distRICT DIRECTOR1.00Yes (X)$0$0$0
Robin Baggett
distRICT DIRECTOR1.00Yes (X)$0$0$0
Dennis Cakebread
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
Suzanne Groth
distRICT DIRECTOR1.00Yes (X)$0$0$0
Alex Ryan
distRICT DIRECTOR1.00Yes (X)$0$0$0
Delia Viader
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
Justin Baldwin
distRICT DIRECTOR1.00Yes (X)$0$0$0
Gary Eberle
distRICT DIRECTOR1.00Yes (X)$0$0$0
Frank Ostini
distRICT DIRECTOR1.00Yes (X)$0$0$0
Gretchen Roddick
distRICT DIRECTOR1.00Yes (X)$0$0$0
Alexander T McGeary
distRICT DIRECTOR1.00Yes (X)$0$0$0
Steve Millier
distRICT DIRECTOR1.00Yes (X)$0$0$0
David Phillips
distRICT DIRECTOR1.00Yes (X)$0$0$0
Michael Blaylock
distRICT DIRECTOR1.00Yes (X)$0$0$0
Kaj Ahlmann
alternate distRICT DIRECTOR1.00Yes (X)$0$0$0
Debra Mathy
alternate distRICT DIRECTOR1.00Yes (X)$0$0$0
David Oliver
alternate distRICT DIRECTOR1.00Yes (X)$0$0$0
Marketta Fourmeaux
alternate distRICT DIRECTOR1.00Yes (X)$0$0$0
Michael Reynolds
alternate distRICT DIRECTOR1.00Yes (X)$0$0$0
Paul Leary
alternate distRICT DIRECTOR1.00Yes (X)$0$0$0
Erik Ackerman
alternate distRICT DIRECTOR1.00Yes (X)$0$0$0
Earl R Ault
alternate distRICT DIRECTOR1.00Yes (X)$0$0$0
Laura Booras
alternate distRICT DIRECTOR1.00Yes (X)$0$0$0
Tara Gomez
alternate distRICT DIRECTOR1.00Yes (X)$0$0$0
Nicholas Miller
alternate distRICT DIRECTOR1.00Yes (X)$0$0$0
Stephen T B Miller
alternate distRICT DIRECTOR1.00Yes (X)$0$0$0
Randall Lange
alternate distRICT DIRECTOR1.00Yes (X)$0$0$0
William J Nakata
alternate 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
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
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
M S Nury
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)$1,488,454$0$54,250
STEVE HAYES
VP, Finance and Administra35.00Yes (X)$175,437$0$26,435
nancy light
VP, Communications35.00$213,263$0$45,789Yes (X)
STEVE GROSS
Vp, State Relations35.00$251,411$0$40,289Yes (X)
Tracy Genesen
CENTRAL COUNSEL35.00$231,388$0$18,293Yes (X)
Catherine Jacoy
GENERAL COUNSEL35.00$207,166$0$26,199Yes (X)
Tom LaFaille
VP, Intl Public Policy35.00$218,225$0$28,132Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,785,344TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$239,387TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K23IndivRcvdGreaterThan100KCnt
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
MALM COMMUNICATIONS
PO BOX 4097YOUNTVILLECA94599CONSULTANT$126,155
benson marketing group
2700 NAPA VALLEY CORPORATE DRIVE SNAPACA94558cONSULTANT$107,906
Deloitte & Touche LLP
PO BOX 844708DALLASTX752844708CONSULTANT$103,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Membership Dues$14,107,411MembershipDuesAmt
Government Grants$7,346,076GovernmentGrantsAmt
Total Contributions$21,453,487TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MARKET PROGRAM FEE900099$969,910$969,910
TRADE SHOWS900099$253,960$253,960
FieldValueIRS element (for citing)
Total Program Service Revenue$1,223,870TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,079TotalRevenueColumnAmt
Exclusion$41,079ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$1,397TotalRevenueColumnAmt
Related Or Exempt Func Income$1,397RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,397OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,719,833TotalRevenueColumnAmt
Related Or Exempt Func Income$1,225,267RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$41,079ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,868,126TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$413,754TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,525,179TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$220,757TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$486,679TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$366,395TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$91,486TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$935,461TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$24,650TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$337,541TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$975,854TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$581,337TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,067,592TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$17,120TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$63,980TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$55,554TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MARKET ACCESS PROGRAM$7,022,939
PUBLIC AFFAIRS & CONSUL$1,699,605
ENVIRONMENTAL ISSUES$406,023
MISCELLEANEOUS$303,107

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$189,392TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,652,531TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,706,603BOYAmt
EOY$6,526,070EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,350,634BOYAmt
EOY$2,656,057EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$719,912BOYAmt
EOY$650,885EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$842,493LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$624,963LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$217,271BOYAmt
EOY$217,530EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$225,451BOYAmt
EOY$527,579EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,219,871BOYAmt
EOY$10,578,121EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,711,623BOYAmt
EOY$4,610,210EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$422,527BOYAmt
EOY$118,973EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$209,698BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$957,931BOYAmt
EOY$1,336,366EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,301,779BOYAmt
EOY$6,065,549EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,918,092BOYAmt
EOY$4,512,572EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,918,092BOYAmt
EOY$4,512,572EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,219,871BOYAmt
EOY$10,578,121EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$67,302ReconcilationRevenueExpnssAmt
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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

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 Ste 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$14,107,411DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$1,777,174NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$1,777,174NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$1,975,038AggregateReportedDuesNtcAmt
Taxable-$197,864TaxableAmt

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$842,493InvestmentCostOrOtherBasisAmt
Depreciation$624,963DepreciationAmt
Book Value$217,530BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$217,530TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED RENT$433,787
DEFERRED COMPENSATION$902,579
FieldValueIRS element (for citing)
Total Liability$1,336,366TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$22,719,833TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$22,719,833RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$22,719,833TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$22,125,354TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$22,125,354ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$22,125,354TotalExpensesPerForm990Amt

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$1,059,305$0$417,695$0$11,454$0$24,000$0$30,250$0$1,542,704$0$0$0
STEVE HAYES
VP, Finance and Administra$165,760$0$8,224$0$1,453$0$10,426$0$16,009$0$201,872$0$0$0
nancy light
VP, Communications$202,228$0$8,227$0$2,808$0$24,000$0$21,789$0$259,052$0$0$0
STEVE GROSS
Vp, State Relations$240,955$0$8,227$0$2,229$0$24,000$0$16,289$0$291,700$0$0$0
Tracy Genesen
CENTRAL COUNSEL$226,098$0$4,227$0$1,063$0$0$0$18,293$0$249,681$0$0$0
Catherine Jacoy
GENERAL COUNSEL$199,000$0$7,206$0$960$0$10,300$0$15,899$0$233,365$0$0$0
Tom LaFaille
VP, Intl Public Policy$207,114$0$8,227$0$2,884$0$24,000$0$4,132$0$246,357$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. 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 STEVE 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