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WINE INSTITUTE: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WINE INSTITUTE (EIN 94-0987020)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-11
IRS object ID
201523159349303967
Schema version
2014v5.0
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)
Return2015-11-11T16:51:55-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

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
Signature2015-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOAN S MCMAHONPreparerPersonNm
PTINP00966494PTIN
Phone4157834000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

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$20,918,112GrossReceiptsAmt
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 Body98VotingMembersGoverningBodyCnt
Voting Members Independent98VotingMembersIndependentCnt
Total Employee45TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$19,740,428PYContributionsGrantsAmt
CY Contributions Grants$19,692,060CYContributionsGrantsAmt
PY Program Service Revenue$1,179,888PYProgramServiceRevenueAmt
CY Program Service Revenue$1,198,555CYProgramServiceRevenueAmt
PY Investment Income$5,551PYInvestmentIncomeAmt
CY Investment Income$6,480CYInvestmentIncomeAmt
PY Other Revenue$17,233PYOtherRevenueAmt
CY Other Revenue$21,017CYOtherRevenueAmt
PY Total Revenue$20,943,100PYTotalRevenueAmt
CY Total Revenue$20,918,112CYTotalRevenueAmt
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$7,236,910PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,581,390CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$13,427,571PYOtherExpensesAmt
CY Other Expenses$13,465,408CYOtherExpensesAmt
PY Total Expenses$20,664,481PYTotalExpensesAmt
CY Total Expenses$21,046,798CYTotalExpensesAmt
PY Revenues Less Expenses$278,619PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$128,686CYRevenuesLessExpensesAmt
Total Assets BOY$6,770,887TotalAssetsBOYAmt
Total Assets EOY$7,810,000TotalAssetsEOYAmt
Total Liabilities BOY$3,907,013TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,074,812TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,863,874NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,735,188NetAssetsOrFundBalancesEOYAmt
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 Document99IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee45EmployeeCnt
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 Members98GoverningBodyVotingMembersCnt
Independent Voting Member98IndependentVotingMemberCnt
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
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (105 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CAROLYN WENTE
CHAIRMAN, DIRECTOR-AT-LARGE2.00Yes (X)Yes (X)$0$0$0
GREGORY J COLEMAN
FIRST VICE CHAIR, ALTERNATE DIRECTOR1.00Yes (X)Yes (X)$0$0$0
MARGARET M HEALY
SECOND VICE CHAIR, DIRECTOR-AT-LARGE1.00Yes (X)Yes (X)$0$0$0
STEVEN W LOHR
TREASURER, DIRECTOR-AT-LARGE1.00Yes (X)Yes (X)$0$0$0
CHRISTOPHER D INDELICATO
SECRETARY, DIRECTOR-AT-LARGE1.00Yes (X)Yes (X)$0$0$0
GIANCARLO BIANCHETTI
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
JOHN G FRANZIA JR
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
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
JAY WRIGHT
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
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
CARMEN CASTALDI
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 BSELFRIDGE
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
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
KEN R MINAMI
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
CHRISTINE WENTE
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
VIRGINIA CLARK
ALTERNATE DIRECTOR1.00Yes (X)$0$0$0
KAJ AHLMANN
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
JULIE PEDRONCELLI ST JOHN
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
LOUIS M FOPPIANO
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
HANK WETZEL
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
STEVE MACROSTIE
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
DENNIS CAKEBREAD
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
MICHAEL REYNOLDS
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
DELIA VIADER
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
SUZANNE GROTH
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
EARL R AULT
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
STEPHEN T B MILLER
DISTRICT DIRECTOR1.00Yes (X)$0$0$0
MICHAEL HARTMANN
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 MILLER
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
TRACEY HAWKINS
ALTERNATE DISTRICT DIRECTOR1.00Yes (X)$0$0$0
ANNE MOLLER-RACKE
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
HAILEY TREFETHEN
ALTERNATE DISTRICT DIRECTOR1.00Yes (X)$0$0$0
ROBIN BAGGETT
ALTERNATE DISTRICT DIRECTOR1.00Yes (X)$0$0$0
MARKETTA FOURMEAUX
ALTERNATE DISTRICT DIRECTOR1.00Yes (X)$0$0$0
ALEX RYAN
ALTERNATE DISTRICT DIRECTOR1.00Yes (X)$0$0$0
ROBERT ROFFEY
ALTERNATE DISTRICT DIRECTOR1.00Yes (X)$0$0$0
BILL MURPHY
ALTERNATE DISTRICT DIRECTOR1.00Yes (X)$0$0$0
JAMES SCHULTZE
ALTERNATE DISTRICT DIRECTOR1.00Yes (X)$0$0$0
JUSTIN BALDWIN
ALTERNATE DISTRICT DIRECTOR1.00Yes (X)$0$0$0
LAURA BOORAS
ALTERNATE DISTRICT DIRECTOR1.00Yes (X)$0$0$0
WILLIAN WILSON
ALTERNATE DISTRICT DIRECTOR1.00Yes (X)$0$0$0
STEWART PERRY
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
CHRIS F FEHRNSTROM
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
MS NURY
EX-OFFICIO DIRECTOR1.00Yes (X)$0$0$0
JEFFREY B O'NEILL
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
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 & CEO35.00$1,338,230$0$57,540Yes (X)
STEVE HAYES
VP, FINANCE AND ADMINISTRATION35.00$161,209$0$24,739Yes (X)
NANCY LIGHT
DIRECTOR COMMUNICATION35.00$192,015$0$50,694Yes (X)
STEVE GROSS
DIRECTOR STATE RELATIONS35.00$234,551$0$37,777Yes (X)
CHARLES MC GRIGG
CENTRAL COUNSEL35.00$211,328$0$55,920Yes (X)
WENDELL LEE
GENERAL COUNSEL35.00$225,896$0$26,654Yes (X)
TOM LAFAILLE
DIRECTOR INTERNATIONAL PUB35.00$204,005$0$33,870Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,567,234TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$287,194TotalOtherCompensationAmt
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
FREDERICK W HATFIELD
1414 22ND STREET NW SUITE 25WASHINGTONDC20037LOBBYING$130,000
PROPOSITION 65 SIGN MANAGEMENT INC
440 FIRST STREET NW SUITE 350WASHINGTONDC20001CONSULTANT$116,565
BENSON MARKETING GROUP
2700 NAPA VALLEY CORPORATE DRIVE SNAPACA94558CONSULTANT$109,836
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Membership Dues$12,088,409MembershipDuesAmt
Government Grants$7,603,651GovernmentGrantsAmt
Total Contributions$19,692,060TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MARKET PROGRAM FEE900099$1,087,875$1,087,875
TRADE SHOWS900099$110,680$110,680
FieldValueIRS element (for citing)
Total Program Service Revenue$1,198,555TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,480TotalRevenueColumnAmt
Exclusion$6,480ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$21,017TotalRevenueColumnAmt
Exclusion$21,017ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$21,017OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,918,112TotalRevenueColumnAmt
Related Or Exempt Func Income$1,198,555RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$27,497ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,568,569TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,010,915TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$215,104TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$446,582TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$340,220TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$83,106TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$800,588TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$31,245TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$298,936TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,008,895TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$554,316TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$963,307TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$14,781TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$47,118TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$45,091TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MARKET ACCESS PROGRAM$7,541,639
PUBLIC AFFAIRS & CONSUL$1,467,567
ENVIRONMENTAL ISSUES$391,709
MISCELLEANEOUS$131,922

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$85,188TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$21,046,798TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,465,834BOYAmt
EOY$4,838,219EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,895,804BOYAmt
EOY$2,318,887EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$300,797BOYAmt
EOY$433,697EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,181,788LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$962,591LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$108,452BOYAmt
EOY$219,197EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,770,887BOYAmt
EOY$7,810,000EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,229,975BOYAmt
EOY$4,234,495EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$356,766BOYAmt
EOY$427,873EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$320,272BOYAmt
EOY$412,444EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,907,013BOYAmt
EOY$5,074,812EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,863,874BOYAmt
EOY$2,735,188EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,863,874BOYAmt
EOY$2,735,188EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,770,887BOYAmt
EOY$7,810,000EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$128,686ReconcilationRevenueExpnssAmt
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$12,088,409DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$1,674,146NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$133,522NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$1,807,668NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$1,692,377AggregateReportedDuesNtcAmt
Carried Over$115,291CarriedOverAmt

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$1,181,788InvestmentCostOrOtherBasisAmt
Depreciation$962,591DepreciationAmt
Book Value$219,197BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$219,197TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENTDesc
Amt$412,444Amt
FieldValueIRS element (for citing)
Total Liability$412,444TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$20,918,112TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$20,918,112RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$20,918,112TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$21,046,798TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$21,046,798ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$21,046,798TotalExpensesPerForm990Amt

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$1,331,802$0$235$0$6,193$0$23,000$0$34,540$0$1,395,770$0$0$0
STEVE HAYES
VP, FINANCE AND ADMINISTRATION$159,659$0$224$0$1,326$0$9,691$0$15,048$0$185,948$0$0$0
NANCY LIGHT
DIRECTOR COMMUNICATION$190,084$0$224$0$1,707$0$23,000$0$27,694$0$242,709$0$0$0
STEVE GROSS
DIRECTOR STATE RELATIONS$233,210$0$227$0$1,114$0$23,000$0$14,777$0$272,328$0$0$0
CHARLES MC GRIGG
CENTRAL COUNSEL$201,943$0$226$0$9,159$0$12,975$0$42,945$0$267,248$0$0$0
WENDELL LEE
GENERAL COUNSEL$222,665$0$227$0$3,004$0$23,000$0$3,654$0$252,550$0$0$0
TOM LAFAILLE
DIRECTOR INTERNATIONAL PUB$201,111$0$206$0$2,688$0$23,000$0$10,870$0$237,875$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 11A 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 BYLAWS AND TAX RETURNS TO THE PUBLIC UPON REQUEST.
TANGIBLE PROPERTY REGULATIONS:PURSUANT TO THE SMALL BUSINESS EXCEPTION UNDER SECTION 10.11(6)(B)(III) OF REV. PROC. 2015-20, THE TAXPAYER IS CHANGING TO ADOPT THE FINAL TANGIBLE PROPERTY REGULATIONS PROSPECTIVELY WITH ITS TAX YEAR BEGINNING JANUARY 1, 2014, AND WITHOUT FILING A FORM 3115. 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.