Sonoma County Vintners

Not tax-deductible

Santa Rosa, CA501(c)(6)Mutual / membership EIN 68-0046258Revenue $883K in FY2024

On file with the IRS400 Aviation Blvd Ste 500, 95403-1182 · Santa Rosa, CATax-exempt since Oct 1985

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Promotion of Sonoma County Wine

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Run by 15 volunteers and 21 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average deficit $71K a year · 5% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Pay to officers and key staff
$425K
to officers and key staff · 30% of spending
Worth a look: pay to officers and key staff is 30% of spending; over 20%.
Pt VII · Sec A
<1 mo
of spending, in cash
Worth a look: 0.7 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $150K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$321K
46% of total assets
Looks good: liabilities are 46% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$883K
-40% vs prior year
Spent
$1.4M
Net assets
$381K
By yearFY2021–FY2024
Revenue
$883K
FY2024▼ -40%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.3M
FY2022$1.7M
FY2023$1.5M
FY2024$883K
Expenses
$1.4M
FY2024▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2021$1.2M
FY2022$1.6M
FY2023$1.5M
FY2024$1.4M
Net assets
$381K
FY2024▼ -59%
Tap a bar for its year
Net assets by fiscal year
FY2021$238K
FY2022$919K
FY2023$925K
FY2024$381K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Fundraising 39% · $555K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $425K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$170,000Pt VII · Sec A
Director of Marketing and
$128,310Pt VII · Sec A
Auctions Managing Director
$126,960Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021
Mike Haney$170,000$170,000——
M Haney———$160,000
Michael Haney——$146,073—
Barbara Cox$128,310$126,000$103,269—
Dana Macaulay$126,960$124,650——
Obiamaka Pistoni—$124,451$99,929—
B Cox———$115,510
O Eke———$110,250

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Sonoma County Vintners executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes Sonoma County wines through education and events.

Questions for Sonoma County Vintners

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Your first name shows with your question. Sonoma County Vintners answers here, for everyone.

Provided by the organization

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1 program · in their own filed words · FY2024
01

Promotion and marketing of sonoma county wine, wineries and viticulture. Trade and consumer programs that attract buyers, sommeliers and consumers to learn more about the sonoma county region, becoming a strong advocate for sonoma county in the marketplace.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$150K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$883K
Ln 12
Fees for servicesLn 2g$688K
Gifts and grantsLn 1h$555K
Investment incomeLn 3$18
Money outPt IX
$1.4M
Ln 25
Fundraisingcol D$555K
Owns and owesPt X
$381K
net assets · Ln 32
Cash and savingsLn 1–2$86K
Total assetsLn 16$702K
LiabilitiesLn 26$321K
PeoplePt VI, VII
18
listed · VII A
PaidVII A3
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$555K
Noncash giftsLn 1g$383K
Fundraising eventsLn 1c$555K
Fees for servicesLn 2g$688K
Investment incomeLn 3$18
Total revenueLn 12$883K
Assets in detailPt X, end of year
CashLn 1$86K
Cash and savings togetherLn 1–2$86K
Land, buildings, equipmentLn 10c$11K
Total assetsLn 16$702K
LiabilitiesLn 26$321K
Net assetsLn 32$381K
OperationsPt I, VI
EmployeesI 521
VolunteersI 615
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$163K$86K
Land, buildings, equipmentLn 10c$10K$11K
Total assetsLn 16$1.1M$702K
LiabilitiesLn 26$155K$321K
Net assetsLn 32$925K$381K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$452K
Pay of disqualified personsLn 6$216K
Pension plan contributionsLn 8$11K
Other employee benefitsLn 9$47K
Payroll taxesLn 10$40K
Legal feesLn 11b$3K
Accounting feesLn 11c$69K
Advertising and promotionLn 12$158K
TravelLn 17$55K
Depreciation, depletion and amortizationLn 22$5K
InsuranceLn 23$3K
Other expenses (24a–d)Ln 24$334K
All other expensesLn 24e$13K
Total functional expensesLn 25$1.4M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $883K$1.4M−$522K$381K 990 PDF
FY2023 $1.5M$1.5M$11K$925K 990 PDF
FY2022 $1.7M$1.6M$119K$919K 990 PDF
FY2021 $1.3M$1.2M$108K$238K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $882,859 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $719,565$554,545
I-9 Program service revenuePrior year $1,106,354$688,056
I-10 Investment incomePrior year $271$18
I-11 Other revenuePrior year −$351,650−$359,760
I-12 Total revenuePrior year $1,474,540$882,859
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $728,929$766,507
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $734,407$638,311
I-18 Total expensesPrior year $1,463,336$1,404,818
I-19 Revenue less expensesPrior year $11,204−$521,959
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $882,859 across 8 lines filed
VIII-1c Fundraising events$554,545
VIII-1g Noncash contributions (included above)$382,900
VIII-1h Total contributions, gifts and grants$554,545
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $688,056$688,056
VIII-3 Investment incomeExcluded from tax $18$18
VIII-8 Net income from fundraising eventsExcluded from tax −$419,760−$419,760
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $60,000$60,000
VIII-12 Total revenueRelated to mission $688,056 · Unrelated business $60,000 · Excluded from tax −$419,742$882,859
Part IX · Statement of functional expenses $1,404,818 across 13 lines filed
IX-5 Pay of current officers, directors and key staff$452,270
IX-6 Pay of disqualified persons$216,424
IX-8 Pension plan contributions$10,745
IX-9 Other employee benefits$47,383
IX-10 Payroll taxes$39,685
IX-11b Legal fees$2,530
IX-11c Accounting fees$68,858
IX-12 Advertising and promotion$157,565
IX-17 Travel$55,078
IX-22 Depreciation, depletion and amortization$4,618
IX-23 Insurance$3,017
IX-24 Other expenses (24a–d)$333,993
IX-24e All other expenses$12,652
IX-25 Total functional expenses$1,404,818
Part X · Balance sheet $702,346 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $162,768$86,326
X-4 Accounts receivableStart of year $906,253$598,440
X-9 Prepaid expenses and deferred charges$6,637
X-10c Land, buildings and equipment, netStart of year $10,435$10,943
X-16 Total assetsStart of year $1,079,456$702,346
X-17 Accounts payable and accrued expensesStart of year $140,827$93,629
X-19 Deferred revenueStart of year $13,875$227,405
X-26 Total liabilitiesStart of year $154,702$321,034
X-27 Net assets without donor restrictionsStart of year $924,754$381,312
X-32 Total net assets or fund balancesStart of year $924,754$381,312
X-33 Total liabilities and net assetsStart of year $1,079,456$702,346
Part XI · Reconciliation of net assets $381,312 net assets at year end
XI-1 Total revenue$882,859
XI-2 Total expenses$1,404,818
XI-3 Revenue less expenses−$521,959
XI-4 Net assets at start of year$924,754
XI-9 Other changes in net assets−$21,483
XI-10 Net assets at end of year$381,312

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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