Form 990 for tax year 2022
Filed by SONOMA COUNTY VINTNERS FOUNDATION.
Totals
- Total revenue
- $1,079,495
- Total expenses
- $1,865,106
- Contributions and grants received
- $929,511
- Grants paid
- $1,005,600
- Program service revenue
- $0
- Investment income
- $14,059
- Other revenue
- $135,925
- Total assets, end of year
- $2,241,351
- Total liabilities, end of year
- $630,657
- Net assets or fund balances, end of year
- $1,610,694
- Program services expenses (Part IX)
- $1,149,001
- Management and general expenses
- $716,105
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,149,001
Program services were 61.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$309,917
-
1f · All other contributions, gifts and grants
$619,594
-
3 · Investment income
total $13,493 · excluded $13,493
-
7a · Gross sales of assets other than inventory
securities $566
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $566
-
7d · Net gain or loss
total $566 · excluded $566
-
8a · Fundraising events: gross income
$504,789
-
8a · Fundraising events: contributions included on line 1c
$309,917
-
8b · Fundraising events: direct expenses
$368,864
-
8c · Net income from fundraising events
total $135,925 · excluded $135,925
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,005,600 · program services $1,005,600
-
5 · Compensation of officers, directors and key employees
total $137,067 · program services $2,592 · management and general $134,475
-
7 · Other salaries and wages
total $351,595 · program services $7,408 · management and general $344,187
-
9 · Other employee benefits
total $25,215 · management and general $25,215
-
10 · Payroll taxes
total $36,385 · management and general $36,385
-
11b · Fees: legal
total $119 · management and general $119
-
11g · Fees: other
total $202,639 · program services $125,000 · management and general $77,639
-
12 · Advertising and promotion
total $17,738 · management and general $17,738
-
13 · Office expenses
total $889 · management and general $889
-
14 · Information technology
total $10,141 · management and general $10,141
-
16 · Occupancy
total $30,829 · management and general $30,829
-
17 · Travel
total $21,355 · management and general $21,355
-
23 · Insurance
total $492 · management and general $492
-
24a · Other expenses: BANK CHARGES
total $14,856 · program services $8,401 · management and general $6,455
-
24b · Other expenses: PERMITS
total $8,045 · management and general $8,045
-
24c · Other expenses: PAYROLL FEES
total $2,069 · management and general $2,069
-
24d · Other expenses: TRAINING
total $72 · management and general $72
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,916,200 · end of year $1,404,845
-
4 · Accounts receivable
beginning of year $462,369 · end of year $73,725
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10c · Land, buildings and equipment, net
beginning of year $0
-
12 · Investments: other securities
beginning of year $850,456 · end of year $762,781
-
17 · Accounts payable and accrued expenses
beginning of year $688,254 · end of year $630,657
-
27 · Net assets without donor restrictions
beginning of year $2,458,154 · end of year $1,494,852
-
28 · Net assets with donor restrictions
beginning of year $82,617 · end of year $115,842
Mission and programs · 2022
Mission
SONOMA COUNTY VINTNERS FOUNDATION CONDUCTS AND SUPPORTS EDUCATION PROGRAMS RELATED TO THE WINE INDUSTRY.
-
SONOMA COUNTY VINTNERS FOUNDATION (THE "FOUNDATION") PROVIDES SUPPORT TO THE LOCAL COMMUNITY THROUGH PHILANTHROPY AND CHARITABLE GIVING. SONOMA COUNTY VINTNERS FOUNDATION (SCVF) IS AN ACCREDITED 501C(3) NONPROFIT ORGANIZATION FOUNDED IN 1988. ITS PURPOSE IS TO CONSISTENTLY SUPPORT LOCAL NONPROFIT ORGANIZATIONS THAT ADDRESS ISSUES WITHIN THE SONOMA COUNTY COMMUNITY. SCVF CULTIVATES A VIBRANT AND DIVERSE SONOMA COUNTY BY ELEVATING LIVES THROUGH CHARITABLE EVENTS AND PHILANTHROPIC GIVING. FUNDRAISING EFFORTS HAVE A DIRECT IMPACT IN THE AREAS OF EDUCATION & LITERACY, HEALTH & HUMAN SERVICES, THE ENVIRONMENT AND ARTS & CULTURE.
Expenses $1,149,001 · Grants $1,005,600 · Revenue $84,360
As filed on the 2022 return.
Listed in Part VII
-
Clay MauritsonCLAY MAURITSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Mark MalpiedeMARK MALPIEDE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Ana KellerANA KELLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Carmen CastaldiCARMEN CASTALDI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
David RameyDAVID RAMEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Mike MartiniMIKE MARTINI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Stuart BryanSTUART BRYAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Christopher MunsellCHRISTOPHER MUNSELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Erin BrooksERIN BROOKS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Courtney FoleyCOURTNEY FOLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Mike SullivanMIKE SULLIVAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Anne MosesANNE MOSES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Monica LopezMONICA LOPEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Ray JohnsonRAY JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Richard IdellRICHARD IDELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Michael HaneyMICHAEL HANEY
EXECUTIVE DIRECTOR
- Total calculated
- $164,720
- From this org
- $0
- From related orgs
- $146,073
- Other
- $18,647
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $146,073 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $2,173 related
- Nontaxable benefits
- $0 + $16,474 related
- Filer's total
- $0 + $164,720 related
-
Obiamaka PistoniOBIAMAKA PISTONI
CHIEF FINANCIAL OFFICER
- Total calculated
- $109,413
- From this org
- $0
- From related orgs
- $99,929
- Other
- $9,484
- Hours/week
- 20 + 20 related
-
Barbara CoxBARBARA COX
DIRECTOR OF MARKETING AND COMMUNICATIONS
- Total calculated
- $118,730
- From this org
- $0
- From related orgs
- $103,269
- Other
- $15,461
- Hours/week
- 16 + 24 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$15,000
TO SUPPORT THE GENDER EXPANSIVE YOUTH UNDER 12 PROGRAM, AS FISCAL SPONSOR TO NORTH BAY LGBTQI FAMILIES
-
$10,000
TO SUPPORT THE GENERATIONS CONNECT THROUGH FILM PROGRAM
-
$10,000
TO SUPPORT THE PROVISION OF MENTAL HEALTH SERVICES FOR THE UNINSURED AND LOW-INCOME FAMILIES IN NORTHERN SONOMA COUNTY
-
TO PROVIDE CIRCUIT RIDERS' VEGETATION MANAGEMENT SERVICES IN PARTNERSHIP WITH ALLIANCE REDWOODS CONFERENCE GROUNDS
-
$10,000
TO SUPPORT THE INTENSIVE SERVICES FOSTER CARE (IFSC) PROGRAM
-
TO SUPPORT THE DEMENTIA CAREGIVER EDUCATION SERIES
-
TO PROVIDE DONATED SURGERIES AND SPECIALTY MEDICAL PROCEDURES FOR UNINSURED PEOPLE IN SONOMA COUNTY
-
$10,000
TO SUPPORT THE SPACE TO CREATE PROGRAM
-
$10,000
TO SUPPORT THE MAY PEACE PREVAIL PROJECT
-
$10,000
TO SUPPORT THE FIRE FORWARD FIRE FELLOWS ACADEMY
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(6) · PROMOTING THE WINES AND WINERIES OF SONOMA COUNTY · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313189349313116
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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