Sonoma County Vintners Foundation

Tax-deductible

Santa Rosa, CA501(c)(3)Community DevelopmentEIN 68-0175790Revenue $1.4M in FY2024

On file with the IRS3558 Round Barn Blvd Ste 112, 95403-0989 · Santa Rosa, CATax-exempt since Mar 2023Publicly supported — 509(a)(2)

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Sonoma County Vintners Foundation conducts and supports education programs related to the wine industry.

501(c)(3) charity; gifts are tax-deductible.
57¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
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
Yes
Donations are tax-deductible
Looks good: the IRS lists 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
0 of 4
filings with a surplus
Average deficit $552K a year · 44% of revenue · last 4 filings
Concern: a surplus in 0 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
57%
of spending
Worth a look: 57% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
12 mo
of spending, in cash
Looks good: 11.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
14
named funders · $1.0M
Looks good: 14 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$430K
20% of total assets
Looks good: liabilities are 20% 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
$1.4M
+24% vs prior year
Spent
$1.4M
To programs
57%
Net assets
$1.7M
By yearFY2021–FY2024
Revenue
$1.4M
FY2024▲ +24%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.5M
FY2022$1.1M
FY2023$1.1M
FY2024$1.4M
Expenses
$1.4M
FY2024▼ -12%
Tap a bar for its year
Expenses by fiscal year
FY2021$2.3M
FY2022$1.9M
FY2023$1.6M
FY2024$1.4M
Net assets
$1.7M
FY2024▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2021$2.5M
FY2022$1.6M
FY2023$1.6M
FY2024$1.7M

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

990 PDF Claim

Is it real?

Yes. Exemption reinstated (2022-05-15). Per the IRS revocation list. Latest filing on record: FY2024. IRS ruling in Mar 2023.

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

Where the money goes

57 cents of each dollar spent went to programs.

Program services 57% · $815K Management & general 43% · $613K

Form 990 Part IX, line 25, columns B–D. 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.

Part VII, Section A · reportable compensation
Board Member
$0Pt VII · Sec A
President
$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
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
See Sonoma County Vintners Foundation 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

Funds local nonprofits and educational programs in Sonoma County through charitable giving and wine-industry events to support education, health, and community development.

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Provided by the organization

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1 program · $815K · in their own filed words · FY2024
01

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.

$815Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 14 funders →
Grants paid · 288 grants · $3.2M · 2021–2024
See all 288 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.4M
Ln 12
Gifts and grantsLn 1h$708K
Other incomeLn 4–11$575K
Investment incomeLn 3$71K
Money outPt IX
$1.4M
Ln 25
Programscol B$815K
Managementcol C$613K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$1.4M
Total assetsLn 16$2.1M
LiabilitiesLn 26$430K
PeoplePt VI, VII
18
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$708K
Fundraising eventsLn 1c$481K
Investment incomeLn 3$71K
Other incomeLn 4–11$575K
Gains on assetsLn 7$35K
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$1.4M
Cash and savings togetherLn 1–2$1.4M
InvestmentsLn 11–13$581K
Total assetsLn 16$2.1M
LiabilitiesLn 26$430K
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 511
VolunteersI 60
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$1.3M$1.4M
InvestmentsLn 11–13$668K$581K
Total assetsLn 16$2.2M$2.1M
LiabilitiesLn 26$590K$430K
Net assetsLn 32$1.6M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$473K$473K
Pay of current officers, directors and key staffLn 5$179K$179K
Other salaries and wagesLn 7$308K$195K$113K
Pension plan contributionsLn 8$16K$16K
Other employee benefitsLn 9$49K$49K
Payroll taxesLn 10$37K$29K$9K
Accounting feesLn 11c$67K$67K
Other fees for servicesLn 11g$169K$81K$88K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$8K$8K
Information technologyLn 14$13K$5K$7K
OccupancyLn 16$40K$40K
TravelLn 17$270$270
InsuranceLn 23$541$541
Other expenses (24a–d)Ln 24$65K$20K$45K
All other expensesLn 24e$635$576$59
Total functional expensesLn 25$1.4M$815K$613K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.4M$1.4M−$75K$1.7M 990 PDF
FY2023 $1.1M$1.6M−$523K$1.6M 990 PDF
FY2022 $1.1M$1.9M−$786K$1.6M 990 PDF
FY2021 $1.5M$2.3M−$823K$2.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $1,353,747 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,277,471$707,699
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$71,065
I-11 Other revenuePrior year −$181,686$574,983
I-12 Total revenuePrior year $1,095,785$1,353,747
I-13 Grants and similar amounts paidPrior year $609,181$472,530
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $665,324$589,123
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $344,056$367,253
I-18 Total expensesPrior year $1,618,561$1,428,906
I-19 Revenue less expensesPrior year −$522,776−$75,159
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 $1,353,747 across 7 lines filed
VIII-1c Fundraising events$481,057
VIII-1f All other contributions, gifts and grants$226,642
VIII-1h Total contributions, gifts and grants$707,699
VIII-3 Investment incomeExcluded from tax $36,103$36,103
VIII-7 Net gain or loss on sales of assetsExcluded from tax $34,962$34,962
VIII-8 Net income from fundraising eventsExcluded from tax $574,983$574,983
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $646,048$1,353,747
Part IX · Statement of functional expenses $1,428,906 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $472,530$472,530
IX-5 Pay of current officers, directors and key staffManagement $178,613$178,613
IX-7 Other salaries and wagesPrograms $195,332 · Management $112,578$307,910
IX-8 Pension plan contributionsManagement $16,417$16,417
IX-9 Other employee benefitsManagement $48,734$48,734
IX-10 Payroll taxesPrograms $28,836 · Management $8,613$37,449
IX-11c Accounting feesManagement $67,128$67,128
IX-11g Other fees for servicesPrograms $80,963 · Management $88,046$169,009
IX-12 Advertising and promotionPrograms $3,526$3,526
IX-13 Office expensesPrograms $8,203$8,203
IX-14 Information technologyPrograms $5,380 · Management $7,356$12,736
IX-16 OccupancyManagement $40,339$40,339
IX-17 TravelPrograms $270$270
IX-23 InsuranceManagement $541$541
IX-24 Other expenses (24a–d)Programs $19,818 · Management $45,048$64,866
IX-24e All other expensesPrograms $576 · Management $59$635
IX-25 Total functional expensesPrograms $815,434 · Management $613,472 · Fundraising $0$1,428,906
Part X · Balance sheet $2,118,484 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $1,349,047$1,401,057
X-4 Accounts receivableStart of year $193,832$136,823
X-12 Other securitiesStart of year $667,781$580,604
X-16 Total assetsStart of year $2,210,660$2,118,484
X-17 Accounts payable and accrued expensesStart of year $590,072$429,523
X-26 Total liabilitiesStart of year $590,072$429,523
X-27 Net assets without donor restrictionsStart of year $1,504,746$1,688,961
X-28 Net assets with donor restrictionsStart of year $115,842$0
X-32 Total net assets or fund balancesStart of year $1,620,588$1,688,961
X-33 Total liabilities and net assetsStart of year $2,210,660$2,118,484
Part XI · Reconciliation of net assets $1,688,961 net assets at year end
XI-1 Total revenue$1,353,747
XI-2 Total expenses$1,428,906
XI-3 Revenue less expenses−$75,159
XI-4 Net assets at start of year$1,620,588
XI-5 Net unrealized gains (losses) on investments$143,532
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,688,961

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

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