WINE INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WINE INSTITUTE (EIN 94-0987020)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-20
- IRS object ID
- 202621109349301467
- Schema version
- 2024v5.5
- 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
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-20T16:43:33-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2882 PROSPECT PARK DR STE 300 | AddressLine1Txt |
| City | RANCHO CORDOVA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | 4153567533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 L STREET 1190 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TED K ROSE | PersonNm |
| Person Title | VP, FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 4153567533 | PhoneNum |
| Signature | 2026-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY L HENDLEY | PreparerPersonNm |
| PTIN | P01300654 | PTIN |
| Phone | 9165038100 | PhoneNum |
| Preparation | 2026-04-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TED K ROSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 L STREET 1190 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,800,269 | 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 | ADVOCATE PUBLIC POLICY THAT ENHANCES THE ABILITY TO RESPONSIBLY PRODUCE, PROMOTE AND ENJOY WINE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 92 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 92 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 97 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,858,919 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,694,647 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,137,030 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,880,592 | CYProgramServiceRevenueAmt |
| PY Investment Income | $233,752 | PYInvestmentIncomeAmt |
| CY Investment Income | $225,030 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $25,229,701 | PYTotalRevenueAmt |
| CY Total Revenue | $26,800,269 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $355,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,217,648 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,636,861 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,166,350 | PYOtherExpensesAmt |
| CY Other Expenses | $17,542,599 | CYOtherExpensesAmt |
| PY Total Expenses | $25,383,998 | PYTotalExpensesAmt |
| CY Total Expenses | $27,534,460 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$154,297 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$734,191 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,339,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,209,760 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,317,360 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,922,014 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,021,937 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,287,746 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INITIATE AND ADVOCATE PUBLIC POLICY THAT ENHANCES THE ABILITY TO RESPONSIBLY PRODUCE, PROMOTE AND ENJOY WINE. | 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 U.S. 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 108 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 38 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 92 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 92 | 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 | Yes (1) | 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 | DREW SAKAUYE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153567538 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 L STREET SUITE 1190 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (103 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BEN DOLLARD | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ED MATOVCIK | |||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GRETCHEN RODDICK | |||||||||
| SECOND VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW J GALLO | |||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBIN BAGGETT | |||||||||
| FIRST VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| AMY HOOPES | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY TORRES | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANUJ GIRDHAR | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BEN DUEMLER | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROLINE COLEMAN BAILEY | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHERYL INDELICATO | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS MIFSUD | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| COREY BECK | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL J LEONARD | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBRA DOMMEN | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EMMANUEL GARIBAY | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANE FROYD | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEANNIE BREMMER | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF HUMPHREYS | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER EVANS | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOLENE YEE | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEITH BAUMAN | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAWRENCE T LOHR | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIBEL DELGADO | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK MERRION | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATT MCHARGUE | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW TOWERS | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER N LARSON | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT R TORKELSON | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RODRIGO MATURANA | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROGER J TRINCHERO | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RYAN BOGLE | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAM GLAETZER | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHANIE GALLO | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIFFANIE DE LIBERTY | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WARREN BOGLE | |||||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN RAMEY | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN VIADER | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY TRUCHARD | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAINE THOMPSON | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE WENTE | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER HALL | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTORPHER LLOYD STRIETER | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARIOUSH KHALEDI | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID PHILLIPS | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN ALLBAUGH | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN KANE | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE PEDRONCELLI ST JOHN | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAJ AHLMANN | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN FONTANELLA | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATIE WETZEL MURPHY | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KELLIE DUCKHORN | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KYLE RAY | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARISSA LANGE | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATT LOCKLIN | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE REYNOLDS | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICHOLAS MILLER | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAM STARR | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL WOOLLS | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHIL BAILY | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT SCHEID | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN KAHLE | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN MILLIER | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN W MACROSTIE | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOBIN GINTER | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM R COOPER | |||||||||
| DISTRICT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERTRAM E SILK | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROLYN WENTE | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER D INDELICATO | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID B KENT | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS D GROTH | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIANNE S NURY | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC P WENTE | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY B HECK | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY J COLEMAN | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HARRY H WETZEL | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES H NIVEN | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASPER A INDELICATO | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY B O'NEILL | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEROME J LOHR | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN SUTTON | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH E GALLO | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOUIS BOB TRINCHERO | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARGIE M HEALY | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP R WENTE | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RANDALL LANGE | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAYMOND S CHADWICK | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD L MAHER | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN W LOHR | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUZANNE GROTH | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS B KLEIN | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WALTER T KLENZ | |||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT P KOCH | |||||||||
| PRESIDENT & CEO | 35.00 | Yes (X) | $2,003,392 | $0 | $71,838 | ||||
| TED K ROSE | |||||||||
| VP, FINANCE & ADMIN | 35.00 | Yes (X) | $235,864 | $0 | $46,627 | 1.00 | |||
| MALURI FERNANDEZ - EXEC | |||||||||
| ASSISTANT/SECR TO THE BOARD | 35.00 | Yes (X) | $124,776 | $0 | $36,244 | ||||
| CHARLES C JEFFERSON | |||||||||
| VP, FED RELATIONS/INTL PUB | 35.00 | $352,073 | $0 | $17,796 | Yes (X) | ||||
| STEVEN J GROSS | |||||||||
| VP, STATE RELATIONS | 35.00 | $319,370 | $0 | $43,222 | Yes (X) | ||||
| ALLISON L JORDAN | |||||||||
| VP, ENVIRONMENTAL AFFAIRS | 35.00 | $239,058 | $0 | $62,610 | Yes (X) | ||||
| HONORE L COMFORT | |||||||||
| VP, INTERNATIONAL MARKETING | 35.00 | $276,633 | $0 | $38,909 | Yes (X) | ||||
| JUSTIN MCGUIRK | |||||||||
| GENERAL COUNSEL | 35.00 | $277,266 | $0 | $19,638 | Yes (X) | ||||
| MICHELE LYNN FAMIGLIETTI | |||||||||
| SENIOR DIRECTOR, FEDERAL RELATIONS | 35.00 | $236,210 | $0 | $59,996 | Yes (X) | ||||
| TIMOTHY J SCHMELZER | |||||||||
| VP, CALIFORNIA STATE RELATIONS | 35.00 | $250,166 | $0 | $34,965 | 1.00 | Yes (X) | |||
| TERRI COFER BEIRNE | |||||||||
| EASTERN COUNSEL | 35.00 | $239,512 | $0 | $13,341 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,554,320 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $445,186 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|
| JACKMAN MCGOVERN LLP | ||||||||||
| 14 PRINCE OF WALES DRIVE | LONDON | UK | SW11 4GB | INT'L MARKETING | $827,192 | |||||
| AEGIS MARKETING INTERNATIONAL LLC | ||||||||||
| INT'L MARKETING | $711,436 | 53 ELROD AVENUE | OAKLAND | CA | 94618 | |||||
| VERKERK STANDBOUW BV | ||||||||||
| BEDRIJFSWEG 4 3481 MG WOERDEN | UTRECHT | NL | CONSTRUCTION | $596,565 | ||||||
| US EXPORT CONSULTANTS BV | ||||||||||
| BENOORDENHOUSTSEWEG 23 | DEN HAAG | NL | 2596 BA | INT'L MARKETING | $506,662 | |||||
| 360 L'AGENCE | ||||||||||
| 4723 HOCHELAGA STREET | MONTREAL | CA | H1V 1E2 | INT'L MARKETING | $329,983 | QUEBEC | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $12,694,647 | GovernmentGrantsAmt |
| Total Contributions | $12,694,647 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $12,846,917 | $12,846,917 |
| MARKET PROGRAM FEE | 900099 | $1,033,675 | $1,033,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,880,592 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $225,030 | TotalRevenueColumnAmt |
| Exclusion | $225,030 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,800,269 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,880,592 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $225,030 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,463,700 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,780,449 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,746 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,275 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,691 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,284 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,020 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,495 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,194,858 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,332,046 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,344 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,192 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,530 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,100 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,306 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,753 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,839 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,010 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,078 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MISCELLANEOUS EXPENSE | $224,474 |
| EXCISE TAX EXPENSE | $193,779 |
| DUES AND SUBSCRIPTIONS | $117,491 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,534,460 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,035,166 | BOYAmt |
| EOY | $1,362,496 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,754,287 | BOYAmt |
| EOY | $4,979,318 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,053,181 | BOYAmt |
| EOY | $1,601,485 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,050,004 | BOYAmt |
| EOY | $970,841 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,474 | BOYAmt |
| EOY | $62,270 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,391 | BOYAmt |
| EOY | $746,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $324,705 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $258,587 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,545 | BOYAmt |
| EOY | $66,118 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,249 | BOYAmt |
| EOY | $420,793 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,339,297 | BOYAmt |
| EOY | $10,209,760 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,265,873 | BOYAmt |
| EOY | $4,108,808 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,387 | BOYAmt |
| EOY | $1,027,733 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,759 | BOYAmt |
| EOY | $357,958 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,341 | BOYAmt |
| EOY | $427,515 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,317,360 | BOYAmt |
| EOY | $5,922,014 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,021,937 | BOYAmt |
| EOY | $4,287,746 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,021,937 | BOYAmt |
| EOY | $4,287,746 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,339,297 | BOYAmt |
| EOY | $10,209,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$734,191 | 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 | Yes (1) | 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 | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $0 | InternalFundsContributedAmt |
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINE INSTITUTE CALIFORNIA PAC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 L STREET SUITE 1190 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710985580 | EIN |
| Paid Internal Funds | $0 | PaidInternalFundsAmt |
| Contributions Rcvd Dlvr | $200,000 | ContributionsRcvdDlvrAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $12,846,917 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,491,527 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $1,491,527 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,281,816 | AggregateReportedDuesNtcAmt |
| Taxable | $209,711 | TaxableAmt |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,053 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,053 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $279,652 | OtherCostOrOtherBasisAmt |
| Depreciation | $213,534 | DepreciationAmt |
| Book Value | $66,118 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $66,118 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $427,515 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $427,515 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,800,269 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,800,269 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,800,269 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,534,460 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,534,460 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,534,460 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS; HOWEVER, IT IS SUBJECT TO FEDERAL INCOME TAX WITH RESPECT TO ANY NONEXEMPT ACTIVITIES. U.S. GAAP PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN THE INSTITUTE'S FEDERAL, AND STATE EXEMPT ORGANIZATION AND BUSINESS INCOME RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 1 | 2 | PROGRAM SERVICES | MARKETING - TASTINGS, SHOWS, SEMINARS, PRODUCT EDUCATION, ETC. | $3,509,223 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 4 | PROGRAM SERVICES | MARKETING - TASTINGS, SHOWS, SEMINARS, PRODUCT EDUCATION, ETC. | $3,311,335 |
| NORTH AMERICA | 0 | 5 | PROGRAM SERVICES | MARKETING - TASTINGS, SHOWS, SEMINARS, PRODUCT EDUCATION, ETC. | $1,762,199 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 1 | PROGRAM SERVICES | MARKETING - TASTINGS, SHOWS, SEMINARS, PRODUCT EDUCATION, ETC. | $576,220 |
| SOUTH ASIA | 0 | 4 | PROGRAM SERVICES | MARKETING - TASTINGS, SHOWS, SEMINARS, PRODUCT EDUCATION, ETC. | $337,626 |
| RUSSIA AND NEIGHBORING STATES | 0 | 1 | PROGRAM SERVICES | MARKETING - TASTINGS, SHOWS, SEMINARS, PRODUCT EDUCATION, ETC. | $46,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 17 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Subtotal Spent | $9,543,246 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,543,246 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | ACCRUAL METHOD | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA SUSTAINABLE WINEGROWING ALLIANCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 L STREET SUITE 1190 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 810585701 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $355,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WINE INSTITUTE PROVIDES CHARITABLE SUPPORT FOR GENERAL OPERATIONS TO ONE PUBLIC CHARITY THAT HAS A MISSION THAT ALIGNS WITH THE MISSION OF THE FILING ORGANIZATION. NO FORMAL MONITORING IS CONDUCTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 | $1,298,807 | $0 | $685,538 | $0 | $19,047 | $0 | $15,525 | $0 | $56,313 | $0 | $2,075,230 | $0 | $0 | $0 |
| CHARLES C JEFFERSON | ||||||||||||||
| VP, FED RELATIONS/INTL PUB | $333,469 | $0 | $17,500 | $0 | $1,104 | $0 | $13,872 | $0 | $3,924 | $0 | $369,869 | $0 | $0 | $0 |
| STEVEN J GROSS | ||||||||||||||
| VP, STATE RELATIONS | $301,202 | $0 | $15,000 | $0 | $3,168 | $0 | $13,821 | $0 | $29,401 | $0 | $362,592 | $0 | $0 | $0 |
| HONORE L COMFORT | ||||||||||||||
| VP, INTERNATIONAL MARKETING | $257,069 | $0 | $17,500 | $0 | $2,064 | $0 | $12,575 | $0 | $26,334 | $0 | $315,542 | $0 | $0 | $0 |
| ALLISON L JORDAN | ||||||||||||||
| VP, ENVIRONMENTAL AFFAIRS | $236,454 | $0 | $1,500 | $0 | $1,104 | $0 | $11,791 | $0 | $50,819 | $0 | $301,668 | $0 | $0 | $0 |
| JUSTIN MCGUIRK | ||||||||||||||
| GENERAL COUNSEL | $261,812 | $0 | $15,000 | $0 | $454 | $0 | $10,404 | $0 | $9,234 | $0 | $296,904 | $0 | $0 | $0 |
| MICHELE LYNN FAMIGLIETTI | ||||||||||||||
| SENIOR DIRECTOR, FEDERAL RELATIONS | $226,846 | $0 | $7,500 | $0 | $1,864 | $0 | $10,678 | $0 | $49,318 | $0 | $296,206 | $0 | $0 | $0 |
| TIMOTHY J SCHMELZER | ||||||||||||||
| VP, CALIFORNIA STATE RELATIONS | $233,102 | $0 | $15,000 | $0 | $2,064 | $0 | $2,975 | $0 | $31,990 | $0 | $285,131 | $0 | $0 | $0 |
| TED K ROSE | ||||||||||||||
| VP, FINANCE & ADMIN | $220,093 | $0 | $15,000 | $0 | $771 | $0 | $11,295 | $0 | $35,332 | $0 | $282,491 | $0 | $0 | $0 |
| TERRI COFER BEIRNE | ||||||||||||||
| EASTERN COUNSEL | $228,589 | $0 | $9,000 | $0 | $1,923 | $0 | $10,691 | $0 | $2,650 | $0 | $252,853 | $0 | $0 | $0 |
| MALURI FERNANDEZ - EXEC | ||||||||||||||
| ASSISTANT/SECR TO THE BOARD | $118,815 | $0 | $5,500 | $0 | $461 | $0 | $6,072 | $0 | $30,172 | $0 | $161,020 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | ALTERNATE DISTRICT DIRECTORS ARE ELIGIBLE TO VOTE IN PRIORITY ORDER BASED ON VOTES RECEIVED ONLY FOR THOSE SEATS IN THEIR DISTRICT THAT ARE NOT REPRESENTED BY A DISTRICT DIRECTOR. AT-LARGE ALTERNATE DIRECTORS ARE ELIGIBLE TO VOTE IN PRIORITY BASED ON VOTES UP TO AT-LARGE DIRECTORS NOT PRESENT AT THE MEETING. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING DIRECTORS HAVE FAMILY RELATIONSHIPS WITH OTHER DIRECTORS: - JAMES COLEMAN, CAROLINE COLEMAN BAILEY, AND GREGORY J. COLEMAN - MATTHEW J. GALLO, STEPHANIE GALLO, AND JOSEPH E. GALLO - DENNIS D. GROTH AND SUZANNE GROTH - JASPER A. INDELICATO, CHERYL INDELICATO, AND CHRISTOPHER D. INDELICATO - MARISSA LANGE AND RANDALL LANGE - LAWRENCE T. LOHR, JEROME J. LOHR, AND STEVEN W. LOHR - LOUIS (BOB) TRINCHERO AND ROGER J. TRINCHERO - CAROLYN WENTE, PHILIP R. WENTE, CHRISTINE WENTE, AND ERIC P. WENTE - HARRY H. WETZEL AND KATIE MURPHY WETZEL |
| FORM 990, PART VI, SECTION A, LINE 6 | WINE INSTITUTE IS COMPRISED OF TWO CLASSES OF MEMBERS: ACTIVE MEMBERS AND ASSOCIATE MEMBERS. ACTIVE MEMBERS ARE ENGAGED IN THE PRODUCTION AND/OR SALE OF WINES WITHIN THE STATE OF CALIFORNIA AND ASSOCIATE MEMBERS ARE ENGAGED IN PROVIDING GOODS AND/OR SERVICES TO THE WINE INDUSTRY. |
| FORM 990, PART VI, SECTION A, LINE 7A | DISTRICT DIRECTORS, AT-LARGE DIRECTORS, AND DISTRICT DIRECTOR ALTERNATES ARE ELECTED BY THE ACTIVE MEMBERS IN GOOD STANDING. AT-LARGE DIRECTOR ALTERNATES ARE APPOINTED BY EACH AT-LARGE DIRECTOR. |
| FORM 990, PART VI, SECTION A, LINE 7B | AMENDMENTS TO THE GOVERNING DOCUMENTS REQUIRE TWO-THIRDS VOTE OF THE ENTIRE VOTING POWER OF THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS UPON REQUEST. THE FORM IS REVIEWED BY THE SENIOR ACCOUNTING MANAGER WHO IS A CPA, AND THE VICE PRESIDENT OF FINANCE UPON SIGNING OFF ON THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION MAINTAINS A FORMAL PROCESS FOR REVIEWING AND APPROVING COMPENSATION FOR THE CEO, OFFICERS, AND KEY EMPLOYEES. COMPENSATION IS REVIEWED ANNUALLY AS PART OF THE BUDGET APPROVAL PROCESS AND IS EVALUATED BY THE FINANCE AND ADMINISTRATION COMMITTEE BEFORE BEING SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. HISTORICALLY, THE BOARD CONDUCTS AN INDEPENDENT COMPENSATION STUDY FOR THE CEO ON A PERIODIC BASIS TO ASSESS MARKET COMPARABILITY AND REASONABLENESS. DUE TO THE PLANNED RETIREMENT OF THE CEO AND THE ANTICIPATED LEADERSHIP TRANSITION, AN INDEPENDENT COMPENSATION STUDY WAS NOT PERFORMED FOR THE YEARS ENDED JUNE 30, 2024 AND JUNE 30, 2025. DURING THIS TRANSITION PERIOD, THE BOARD DETERMINED THAT MAINTAINING THE CEO'S EXISTING COMPENSATION, WHICH HAD BEEN PREVIOUSLY REVIEWED AND APPROVED, WAS IN THE BEST INTEREST OF THE ORGANIZATION. THE CEO'S COMPENSATION FOR THE YEAR ENDED JUNE 30, 2025 WAS REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE BOARD, BASED ON PRIOR COMPARABILITY DATA, THE CEO'S CONTINUED SERVICE, INSTITUTIONAL KNOWLEDGE, AND THE STABILITY NEEDS OF THE ORGANIZATION DURING THE TRANSITION. NO INCREASE TO BASE COMPENSATION WAS IMPLEMENTED DURING THIS PERIOD. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED ANNUALLY THROUGH THE BUDGETING PROCESS, EVALUATED BY MANAGEMENT AND THE FINANCE AND ADMINISTRATION COMMITTEE, AND APPROVED BY THE BOARD OF DIRECTORS. THE ORGANIZATION DOCUMENTS COMPENSATION DECISIONS CONTEMPORANEOUSLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | WINE INSTITUTE PROVIDES COPIES OF BYLAWS AND TAX RETURNS TO THE PUBLIC UPON REQUEST. WINE INSTITUTE'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC REVIEW AT THE FEDERAL DATA COLLECTIONS WEBSITE. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES - AGRICULTURAL PROMOTION 6,086,515. PROFESSIONAL FEES - MARKET ACCESS PROGRAM 5,725,701. PROFESSIONAL FEES - PUBLIC AFFAIRS & CONSUL 341,895. PROFESSIONAL FEES - ENVIRONMENTAL ISSUES 177,935. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINE INSTITUTE CALIFORNIA PAC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 L STREET SUITE 1190 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710985580 | EIN |
| Primary Activities | POLITICAL CONTRIBUTIONS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 527 | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINE INSTITUTE CALIFORNIA PAC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $200,000 | InvolvedAmt |
| Method Of Amount Determination | CASH TRANSFERRED | MethodOfAmountDeterminationTxt |