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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T16:51:55-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 940987020 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINE | BusinessNameControlTxt |
| Phone | 4155120151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 MARKET STREET SUITE 1000 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE HAYES | PersonNm |
| Person Title | DIR FINANCE | PersonTitleTxt |
| Phone | 4155120151 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE HAYES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 MARKET STREET SUITE 1000 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,918,112 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WINEINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | ADVOCATES FOR THE CALIFORNIA WINE INDUSTRY | ActivityOrMissionDesc |
| Voting Members Governing Body | 98 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 98 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,740,428 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,692,060 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,179,888 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,198,555 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,551 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,480 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,233 | PYOtherRevenueAmt |
| CY Other Revenue | $21,017 | CYOtherRevenueAmt |
| PY Total Revenue | $20,943,100 | PYTotalRevenueAmt |
| CY Total Revenue | $20,918,112 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,236,910 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,581,390 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,427,571 | PYOtherExpensesAmt |
| CY Other Expenses | $13,465,408 | CYOtherExpensesAmt |
| PY Total Expenses | $20,664,481 | PYTotalExpensesAmt |
| CY Total Expenses | $21,046,798 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $278,619 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$128,686 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,770,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,810,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,907,013 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,074,812 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,863,874 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,735,188 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DISSEMINATION OF WINE INDUSTRY INFORMATION TO MEMBERS AND PUBLIC. REPRESENTATION OF INDUSTRY IN LEGISLATIVE MATTERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | DISSEMINATED WINE INDUSTRY INFORMATION TO MEMBERS AND PUBLIC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTICIPATED 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REPRESENTED WINE INDUSTRY IN LEGISLATIVE MATTERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 98 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 98 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR STEVE HAYES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155120151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WINE INSTITUTE425 MARKET ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (105 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CAROLYN WENTE | ||||||||
| CHAIRMAN, DIRECTOR-AT-LARGE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREGORY J COLEMAN | ||||||||
| FIRST VICE CHAIR, ALTERNATE DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARGARET M HEALY | ||||||||
| SECOND VICE CHAIR, DIRECTOR-AT-LARGE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVEN W LOHR | ||||||||
| TREASURER, DIRECTOR-AT-LARGE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER D INDELICATO | ||||||||
| SECRETARY, DIRECTOR-AT-LARGE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GIANCARLO BIANCHETTI | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES E COLEMAN | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CINDY L DEVRIES | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN G FRANZIA JR | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH S FRANZIA | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW J GALLO | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOBIN A GINTER | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A O'MALLEY | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN SUTTON | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT R TORKELSON | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER J TRINCHERO | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN J VOS | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL WALKER | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY WRIGHT | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOLLY KILLION | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JORGE LYNG | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL J LEONARD | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDRICK IRWIN JR | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE GALLO | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARMEN CASTALDI | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL C BAKER | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOLENE YEE | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS BSELFRIDGE | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD W MCCLELLAN JR | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH BAUMAN | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY TORRES | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER N LARSON | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY DUBIEL | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN R MINAMI | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE WENTE | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA CLARK | ||||||||
| ALTERNATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAJ AHLMANN | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE PEDRONCELLI ST JOHN | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS M FOPPIANO | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HANK WETZEL | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE MACROSTIE | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS CAKEBREAD | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL REYNOLDS | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DELIA VIADER | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE GROTH | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EARL R AULT | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM R COOPER | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT SCHEID | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY EBERLE | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN T B MILLER | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL HARTMANN | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GRETCHEN RODDICK | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDER T MCGEARY | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE MILLER | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID PHILLIPS | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BLAYLOCK | ||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACEY HAWKINS | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE MOLLER-RACKE | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA MATHY | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID OLIVER | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HAILEY TREFETHEN | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN BAGGETT | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARKETTA FOURMEAUX | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX RYAN | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT ROFFEY | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL MURPHY | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES SCHULTZE | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUSTIN BALDWIN | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA BOORAS | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAN WILSON | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEWART PERRY | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J NAKATA | ||||||||
| ALTERNATE DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND S CHADWICK | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR A CIOCCA | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL E DOLAN III | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET L DUCKHORN | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS F FEHRNSTROM | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED T FRANZIA | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH E GALLO | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J GALLO | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN G GIUMARRA JR | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS D GROTH | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY B HECK | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN HEITZ MYERS | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASPER A INDELICATO | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID B KENT | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS B KLEIN | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER T KLENZ | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEROME J LOHR | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD L MAHER | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES H NIVEN | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANNE S NURY | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS NURY | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY B O'NEILL | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BERTRAM E SILK | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS BOB TRINCHERO | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC P WENTE | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP R WENTE | ||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT P KOCH | ||||||||
| PRESIDENT & CEO | 35.00 | $1,338,230 | $0 | $57,540 | Yes (X) | |||
| STEVE HAYES | ||||||||
| VP, FINANCE AND ADMINISTRATION | 35.00 | $161,209 | $0 | $24,739 | Yes (X) | |||
| NANCY LIGHT | ||||||||
| DIRECTOR COMMUNICATION | 35.00 | $192,015 | $0 | $50,694 | Yes (X) | |||
| STEVE GROSS | ||||||||
| DIRECTOR STATE RELATIONS | 35.00 | $234,551 | $0 | $37,777 | Yes (X) | |||
| CHARLES MC GRIGG | ||||||||
| CENTRAL COUNSEL | 35.00 | $211,328 | $0 | $55,920 | Yes (X) | |||
| WENDELL LEE | ||||||||
| GENERAL COUNSEL | 35.00 | $225,896 | $0 | $26,654 | Yes (X) | |||
| TOM LAFAILLE | ||||||||
| DIRECTOR INTERNATIONAL PUB | 35.00 | $204,005 | $0 | $33,870 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,567,234 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $287,194 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FREDERICK W HATFIELD | |||||
| 1414 22ND STREET NW SUITE 25 | WASHINGTON | DC | 20037 | LOBBYING | $130,000 |
| PROPOSITION 65 SIGN MANAGEMENT INC | |||||
| 440 FIRST STREET NW SUITE 350 | WASHINGTON | DC | 20001 | CONSULTANT | $116,565 |
| BENSON MARKETING GROUP | |||||
| 2700 NAPA VALLEY CORPORATE DRIVE S | NAPA | CA | 94558 | CONSULTANT | $109,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $12,088,409 | MembershipDuesAmt |
| Government Grants | $7,603,651 | GovernmentGrantsAmt |
| Total Contributions | $19,692,060 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MARKET PROGRAM FEE | 900099 | $1,087,875 | $1,087,875 |
| TRADE SHOWS | 900099 | $110,680 | $110,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,198,555 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,480 | TotalRevenueColumnAmt |
| Exclusion | $6,480 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $21,017 | TotalRevenueColumnAmt |
| Exclusion | $21,017 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,017 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,918,112 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,198,555 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,497 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,568,569 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,010,915 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,104 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,582 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,220 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,106 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,588 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,245 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,936 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,008,895 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,316 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $963,307 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,781 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,118 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,091 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MARKET ACCESS PROGRAM | $7,541,639 |
| PUBLIC AFFAIRS & CONSUL | $1,467,567 |
| ENVIRONMENTAL ISSUES | $391,709 |
| MISCELLEANEOUS | $131,922 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,188 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,046,798 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,465,834 | BOYAmt |
| EOY | $4,838,219 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,895,804 | BOYAmt |
| EOY | $2,318,887 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,797 | BOYAmt |
| EOY | $433,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,181,788 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $962,591 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,452 | BOYAmt |
| EOY | $219,197 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,770,887 | BOYAmt |
| EOY | $7,810,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,229,975 | BOYAmt |
| EOY | $4,234,495 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,766 | BOYAmt |
| EOY | $427,873 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,272 | BOYAmt |
| EOY | $412,444 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,907,013 | BOYAmt |
| EOY | $5,074,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,863,874 | BOYAmt |
| EOY | $2,735,188 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,863,874 | BOYAmt |
| EOY | $2,735,188 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,770,887 | BOYAmt |
| EOY | $7,810,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$128,686 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $200,000 | PoliticalExpendituresAmt |
| Internal Funds Contributed | $200,000 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $200,000 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA PAC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 J STREET STE 275 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958149813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Paid Internal Funds | $200,000 | PaidInternalFundsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $12,088,409 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,674,146 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $133,522 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $1,807,668 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,692,377 | AggregateReportedDuesNtcAmt |
| Carried Over | $115,291 | CarriedOverAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,181,788 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $962,591 | DepreciationAmt |
| Book Value | $219,197 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $219,197 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $412,444 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $412,444 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $20,918,112 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,918,112 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,918,112 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,046,798 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,046,798 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,046,798 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. 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 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 11 | 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 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. |