SONOMA COUNTY VINTNERS FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SONOMA COUNTY VINTNERS FOUNDATION (EIN 68-0175790)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-30
- IRS object ID
- 202511209349303276
- Schema version
- 2024v5.1
- 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 A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T17:11:34-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680289709 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAL POGGETTO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 STONY CIRCLE FIRST FLOOR | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680175790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONOMA COUNTY VINTNERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SONO | BusinessNameControlTxt |
| Phone | 7075225844 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 AVIATION BLVD SUITE 500 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE HANEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7075225842 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOE BERMUDEZ | PreparerPersonNm |
| PTIN | P01887848 | PTIN |
| Phone | 7075453311 | PhoneNum |
| 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 | MIKE HANEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 AVIATION BLVD SUITE 500 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,730,952 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SONOMA COUNTY VINTNERS FOUNDATION CONDUCTS AND SUPPORTS EDUCATION PROGRAMS RELATED TO THE WINE INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,277,471 | PYContributionsGrantsAmt |
| CY Contributions Grants | $707,699 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $71,065 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$181,686 | PYOtherRevenueAmt |
| CY Other Revenue | $574,983 | CYOtherRevenueAmt |
| PY Total Revenue | $1,095,785 | PYTotalRevenueAmt |
| CY Total Revenue | $1,353,747 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $609,181 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $472,530 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $665,324 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $589,123 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $344,056 | PYOtherExpensesAmt |
| CY Other Expenses | $367,253 | CYOtherExpensesAmt |
| PY Total Expenses | $1,618,561 | PYTotalExpensesAmt |
| CY Total Expenses | $1,428,906 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$522,776 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$75,159 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,210,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,118,484 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $590,072 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $429,523 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,620,588 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,688,961 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SONOMA COUNTY VINTNERS FOUNDATION CONDUCTS AND SUPPORTS EDUCATION PROGRAMS RELATED TO THE WINE INDUSTRY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $815,434 | ExpenseAmt |
| Grant | $472,530 | GrantAmt |
| Revenue | $1,353,747 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $815,434 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | 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 | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINA ESROCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7075225844 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 AVIATION BLVD SUITE 500 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CLAY MAURITSON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK MALPIEDE | ||||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PREMA KEROLLIS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CARMEN CASTALDI | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID RAMEY | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE MARTINI | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STUART BRYAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSH LITTLE | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIN BROOKS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| COURTNEY FOLEY | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE SULLIVAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE MOSES | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MONICA LOPEZ | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RAY JOHNSON | ||||||||
| BOARD MEMBER-NON VOTING | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD IDELL | ||||||||
| BOARD MEMBER-NON VOTING | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE HANEY | ||||||||
| EXECUTIVE DIRECTOR | 20.00 | $0 | $170,000 | $20,120 | 20.00 | Yes (X) | ||
| BARBARA COX | ||||||||
| DIRECTOR OF MARKETING AND | 16.00 | $0 | $128,310 | $16,336 | 24.00 | Yes (X) | ||
| DANA MACAULAY | ||||||||
| AUCTIONS MANAGING DIRECTOR | 20.00 | $0 | $126,960 | $16,336 | 20.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $425,270 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $52,792 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $481,057 | FundraisingAmt |
| All Other Contributions | $226,642 | AllOtherContributionsAmt |
| Total Contributions | $707,699 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,103 | TotalRevenueColumnAmt |
| Exclusion | $36,103 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,962 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,962 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,962 | TotalRevenueColumnAmt |
| Exclusion | $34,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $952,188 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $481,057 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $377,205 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $574,983 | TotalRevenueColumnAmt |
| Exclusion | $574,983 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,353,747 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $646,048 | 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 | $472,530 | TotalAmt |
| Program Services | $472,530 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,613 | TotalAmt |
| Management And General | $178,613 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,910 | TotalAmt |
| Program Services | $195,332 | ProgramServicesAmt |
| Management And General | $112,578 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,417 | TotalAmt |
| Management And General | $16,417 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,734 | TotalAmt |
| Management And General | $48,734 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,449 | TotalAmt |
| Program Services | $28,836 | ProgramServicesAmt |
| Management And General | $8,613 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,128 | TotalAmt |
| Management And General | $67,128 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,009 | TotalAmt |
| Program Services | $80,963 | ProgramServicesAmt |
| Management And General | $88,046 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,526 | TotalAmt |
| Program Services | $3,526 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,203 | TotalAmt |
| Program Services | $8,203 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,736 | TotalAmt |
| Program Services | $5,380 | ProgramServicesAmt |
| Management And General | $7,356 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,339 | TotalAmt |
| Management And General | $40,339 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270 | TotalAmt |
| Program Services | $270 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541 | TotalAmt |
| Management And General | $541 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BANK FEES | $29,489 | $19,818 | $9,671 |
| OTHER TAXES | $24,091 | $24,091 | |
| QUICK BOOKS EXPENSE | $5,786 | $5,786 | |
| DUES AND SUBSCRIPTIONS | $5,500 | $5,500 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635 | TotalAmt |
| Program Services | $576 | ProgramServicesAmt |
| Management And General | $59 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,428,906 | TotalAmt |
| Program Services | $815,434 | ProgramServicesAmt |
| Management And General | $613,472 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,349,047 | BOYAmt |
| EOY | $1,401,057 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,832 | BOYAmt |
| EOY | $136,823 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $667,781 | BOYAmt |
| EOY | $580,604 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,210,660 | BOYAmt |
| EOY | $2,118,484 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,072 | BOYAmt |
| EOY | $429,523 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,072 | BOYAmt |
| EOY | $429,523 | 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 | $1,504,746 | BOYAmt |
| EOY | $1,688,961 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,842 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,620,588 | BOYAmt |
| EOY | $1,688,961 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,210,660 | BOYAmt |
| EOY | $2,118,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$75,159 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $143,532 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,225,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,331,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $929,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,277,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $707,699 | CurrentTaxYearAmt |
| Total | $5,471,507 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,225,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,331,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $929,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,277,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $707,699 | CurrentTaxYearAmt |
| Total | $5,471,507 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,471,507 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $220,668 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $71,065 | CurrentTaxYearAmt |
| Total | $400,272 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $135,925 | CurrentTaxYearMinus2YearsAmt |
| Total | $135,925 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $574,983 | CurrentTaxYearAmt |
| Total | $813,021 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,820,725 | TotalSupportAmt |
| Public Support CY170 | 0.80220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II LINES 1-13 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION COMPLETED ITS 60 MONTHS TERMINATION PERIOD AS A PRIVATE FOUNDATION IN 2021. THE 2024 CALCULATION USES DATA COLLECTED DURING THAT PERIOD FOR YEARS 2020 - 2023 | ExplanationTxt |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY INVESTMENT FUND | Desc |
| Book Value | $580,604 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $580,604 | TotalBookValueSecuritiesAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SCWA EVENT | Event1Nm |
| Gross Receipts Event1 | $1,433,245 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $481,057 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $952,188 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $108,082 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $269,123 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,433,245 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $481,057 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $952,188 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $108,082 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $269,123 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $377,205 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $574,983 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (41 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER VALLEY FILM SOCIETY | ||||||||
| 375 HEALDSBURG AVE STE 200 | HEALDSBURG | CA | 95448 | 472085577 | $10,000 | $0 | TO SUPPORT AVFILMS INTEGRATED FILMMAKING INTENSIVE PROGRAM | |
| BOTANICAL BUS | ||||||||
| 8128 BODEGA AVE | SEBASTOPOL | CA | 954723116 | 843039239 | $10,000 | $0 | TO SUPPORT THE BOTANICAL BUS ARTE PROGRAM PROVIDING CULTURALLY CENTERED, BILINGUAL ART THERAPY THROUGH THE MOBILE HERB CLINIC | |
| CAFE PUENTE | ||||||||
| 147 WILSON ST | PETALUMA | CA | 94952 | 832476505 | $10,000 | $0 | TO SUPPORT A MULTICULTURAL COMMUNITY AND YOUTH PROGRAM | |
| CALIFORNIA POETS IN THE SCHOOLS | ||||||||
| PO BOX 1328 | SANTA ROSA | CA | 95402 | 942977264 | $10,000 | $0 | TO SUPPORT THE TRAUMA-INFORMED POETRY PROGRAMS | |
| LUTHER BURBANK MEMORIAL FOUNDATION | ||||||||
| 50 MARK WEST SPRINGS ROAD | SANTA ROSA | CA | 95403 | 942581084 | $10,000 | $0 | TO SUPPORT LBCS FREE MARIACHI PROGRAM PROVIDING 350+ UNDERSERVED YOUTH AGES 9-17 | |
| POSITIVE IMAGES | ||||||||
| 200 MONTGOMERY DRIVE SUITE C | SANTA ROSA | CA | 95404 | 943137845 | $10,000 | $0 | TO SUPPORT BILINGUAL LGBTQIA+ COMMUNITY-BASED WORKSHOPS "CAFECITO AND "CHARLA" STYLE | |
| RAIZES COLLECTIVE | ||||||||
| PO BOX 8606 | SANTA ROSA | CA | 95407 | 473129493 | $10,000 | $0 | TO SUPPORT THE "TEATRO ALMAS LIBRES" PROGRAM YEARLY THEATRE PRODUCTION BY UNDOCUMENTED AND INDIGENOUS WOMEN | |
| SANTA ROSA SYMPHONY | ||||||||
| 50 SANTA ROSA AVENUE STE 410 | SANTA ROSA | CA | 95404 | 946134075 | $10,000 | $0 | TO SUPPORT THE SIMPLY STRINGS AFTER-SCHOOL MUSIC EDUCATION PROGRAM | |
| SIDE BY SIDE | ||||||||
| 300 SUNNY HILLS DRIVE BLDG 5 | SAN ANSELMO | CA | 94960 | 941156301 | $10,000 | $0 | TO SUPPORT ART THERAPY THROUGH CHOP'S TEEN CLUB FOR MIDDLE AND HIGH SCHOOL STUDENTS | |
| SONOMA COMMUNITY CENTER | ||||||||
| 276 EAST NAPA STREET | SONOMA | CA | 95476 | 941566728 | $10,000 | $0 | TO SUPPORT LGBTQIA+ TEENS WITH MONTHLY, FREE ARTS ACTIVITIES THROUGH THE QUEER ARTS CLUB AND ONE-WEEK SELF-EXPRESSION CAMP | |
| BOYS & GIRLS CLUBS OF SONOMA-MARIN | ||||||||
| 1400 NORTH DUTTON AVENUE SUITE 24 | SANTA ROSA | CA | 95401 | 680309534 | $10,000 | $0 | TO SUPPORT THE AFTER-SCHOOL TK/K LITERACY PROGRAM | |
| CORAZON HEALDSBURG | ||||||||
| PO BOX 1004 | HEALDSBURG | CA | 95448 | 273044487 | $10,000 | $0 | TO SUPPORT THE INTEGRATED INTERGENERATIONAL LITERACY-FOCUSED EDUCATIONAL PROGRAMMING FOR LOW-INCOME LATINX FAMILIES | |
| MADE IN SANTA ROSA FOUNDATION | ||||||||
| PO BOX 11292 | SANTA ROSA | CA | 95406 | 853483558 | $10,000 | $0 | TO SUPPORT MATH AND ENGLISH LANGUAGE ARTS IN SANTA ROSA CITY SCHOOLS' K-3 CLASSROOMS THROUGH THE ELITE PROGRAM (EARLY LITERACY ENRICHMENT PROGRAM) | |
| NORTH BAY CHILDRENS CENTER INC | ||||||||
| 932 C STREET | NOVATO | CA | 94949 | 943024246 | $10,000 | $0 | TO SUPPORT EARLY LITERACY SKILLS FOR DISADVANTAGED PRESCHOOL CHILDREN, PREPARING THEM FOR KINDERGARTEN THROUGH NBCC'S SCHOOL-READINESS PROGRAM | |
| PETALUMA EDUCATIONAL FOUNDATION | ||||||||
| 100 4TH STREET | PETALUMA | CA | 94952 | 942847212 | $10,000 | $0 | TO SUPPORT THE FACILITATE AND MOTIVATE READING ACCESS FOR DUAL IMMERSION (SPANISH-ENGLISH) STUDENTS | |
| PLUMFIELD ACADEMY | ||||||||
| 9360 OCCIDENTAL ROAD | SEBASTOPOL | CA | 95472 | 941571900 | $10,000 | $0 | TO SUPPORT PERSONALIZED AND DIFFERENTIATED INSTRUCTION TO IMPROVE LITERACY SKILLS FOR TK-8 STUDENTS WITH SOCIAL, EMOTIONAL, AND LEARNING DIFFERENCES | |
| AUDUBON CANYON RANCH | ||||||||
| PO BOX 577 | STINSON BEACH | CA | 94970 | 946069140 | $10,000 | $0 | TO SUPPORT THE FIRE FORWARD FELLOWSHIP | |
| STEWARDS OF THE COAST AND REDWOODS | ||||||||
| PO BOX 2 | DUNCANS MILLS | CA | 95430 | 943039895 | $10,000 | $0 | TO SUPPORT FIRE RECOVERY AND FUEL REDUCTION PROJECTS | |
| BUCKELEW PROGRAMS | ||||||||
| 201 ALAMEDA DEL PRADO 103 | NOVATO | CA | 94949 | 237088977 | $10,000 | $0 | TO SUPPORT HOUSING AND FOOD SUPPORT FOR WOMEN TRANSITIONING FROM SUBSTANCE USE TREATMENT | |
| CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA | ||||||||
| PO BOX 4900 | SANTA ROSA | CA | 95402 | 942479393 | $10,000 | $0 | TO PROVIDE FOOD FOR HOMELESS FAMILIES STAYING AT THE CARITAS FAMILY CENTER | |
| CERES COMMUNITY PROJECT | ||||||||
| PO BOX 1562 | SEBASTOPOL | CA | 95473 | 262250997 | $10,000 | $0 | TO PROVIDE MEDICALLY TAILORED MEALS | |
| COTS (COMMITTEE ON THE SHELTERLESS) | ||||||||
| PO BOX 2744 | PETALUMA | CA | 94953 | 680176855 | $10,000 | $0 | TO SUPPORT MARY ISAAK CENTER EMERGENCY SHELTER | |
| FOOD FOR THOUGHT | ||||||||
| PO BOX 1608 | FORESTVILLE | CA | 95436 | 680181095 | $10,000 | $0 | TO SUPPORT THE COMPREHENSIVE NUTRITION PROGRAM | |
| FORGET ME NOT CHILDRENS SERVICES | ||||||||
| 5345 HIGHWAY 12 WEST | SANTA ROSA | CA | 95407 | 263464770 | $10,000 | $0 | TO SUPPORT PROJECT HOME | |
| HEALDSBURG SHARED MINISTRIES | ||||||||
| PO BOX 1646 | HEALDSBURG | CA | 95448 | 942838706 | $10,000 | $0 | TO PROVIDE FOOD TO THE FOOD INSECURE IN HEALDSBURG AND GEYSERVILLE | |
| HOMEFIRST | ||||||||
| 507 VALLEY WAY | MILPITAS | CA | 95035 | 942684272 | $10,000 | $0 | TO SUPPORT LABATH LANDING | |
| JEWISH COMMUNITY FREE CLINIC OF SONOMA COUNTY | ||||||||
| 50 MONTGOMERY DR | SANTA ROSA | CA | 95404 | 943386103 | $10,000 | $0 | TO SUPPORT AND EXPAND THE FOOD PANTRY PROGRAM | |
| PETALUMA PEOPLE SERVICES CENTER | ||||||||
| 1500A PETALUMA BLVD SOUTH | PETALUMA | CA | 94952 | 942271299 | $10,000 | $0 | TO SUPPORT THE HOME DELIVERED MEAL PROGRAM | |
| REDWOOD EMPIRE FOOD BANK | ||||||||
| 3990 BRICKWAY BLVD | SANTA ROSA | CA | 95403 | 680121855 | $10,000 | $0 | TO PROVIDE CRITICAL FOOD ASSISTANCE TO THOUSANDS OF VULNERABLE SONOMA COUNTY RESIDENTS | |
| SONOMA FAMILY MEAL | ||||||||
| 1370A REDWOOD WAY | PETALUMA | CA | 94954 | 823332831 | $10,000 | $0 | TO SUPPORT THE FOOD INSECURITY RESPONSE PROGRAM | |
| SONOMA OVERNIGHT SUPPORT | ||||||||
| PO BOX 748 | SONOMA | CA | 95476 | 030483033 | $10,000 | $0 | TO PROVIDE FOOD FOR OUR UNHOUSED AND LOW-INCOME COMMUNITY MEMBERS IN SONOMA AND SONOMA VALLEY | |
| WAVES OF COMPASSION FOUNDATION | ||||||||
| PO BOX 22 | BODEGA BAY | CA | 94923 | 822256555 | $10,000 | $0 | TO SUPPORT THE BODEGA BAY FOOD PANTRY PROGRAM | |
| WEST COUNTY COMMUNITY SERVICES | ||||||||
| PO BOX 325 | GUERNEVILLE | CA | 95446 | 942277740 | $10,000 | $0 | TO PROVIDE FOOD FOR RURAL, LOW-INCOME SENIORS IN WEST COUNTY | |
| WOMEN'S RECOVERY SERVICES - A UNIQUE PLACE | ||||||||
| POST OFFICE BOX 1356 | SANTA ROSA | CA | 95402 | 510178620 | $10,000 | $0 | TO SUPPORT THE BRIDGE HOUSING SUBSIDY GRANT PROGRAM | |
| YWCA OF SONOMA COUNTY | ||||||||
| PO BOX 3506 | SANTA ROSA | CA | 95402 | 942347428 | $10,000 | $0 | TO SUPPORT DOMESTIC VIOLENCE SURVIVORS | |
| LUTHER BURBANK MEMORIAL FOUNDAT | ||||||||
| 50 MARK WEST SPRINGS RD | SANTA ROSA | CA | 95409 | 942581084 | $10,000 | $0 | LBC ARTS AND EDUCATION FUND WHICH GOES DIRECTLY TO SUPPORT CHILDREN, TEACHERS, AND FAMILIES IN THE COMMUNITY. | |
| SUNRISE ROTARY CLUB OF HEALDSBURG | ||||||||
| PO BOX 302 | HEALDSBURG | CA | 95448 | 320433206 | $15,000 | $0 | ODYSSEY WINE ACADEMY OFFERS WINE & SPIRITS EDUCATION TRUST (WSET) CERTIFICATIONS (LEVEL 1 THROUGH 3 AWARDS) IN WINE. WSET CERTIFICATION OPTIONS ARE GEARED TOWARD THOSE WHO ARE IN THE WINE AND HOSPITALITY INDUSTRY LOOKING TO EXPAND THEIR CAREERS. FOR EVERY $10,000 DONATION WE CAN SUPPORT FOUR STUDENTS WITH ALL THREE CERTIFICATIONS. | |
| SOMMFOUNDATION | ||||||||
| 4225 SOLANO AVE 759 | NAPA | CA | 94558 | 593770368 | $15,000 | $0 | ASSIST IN THE EDUCATION AND PROFESSIONAL DEVELOPMENT OF PEOPLE WORKING IN THE WINE AND SPIRITS BUSINESS. WE HELP PROFESSIONALS DEVELOP THEIR SKILLS, KNOWLEDGE, AND COMPETENCY THROUGH SCHOLARSHIPS, MENTORSHIPS, AND ENRICHMENT OPPORTUNITIES. | |
| SANTA ROSA JUNIOR COLLEGE FOUNDATION | ||||||||
| 1501 MENDOCINO AVENUE | SANTA ROSA | CA | 95401 | 941735861 | $20,000 | $0 | SUPPORT A SCHOLARSHIP FOR THEIR HOSPITALITY PROGRAM. OUR 20K IS GOING TO STUDENT CULINARY ARTS UNIFORMS, STUDENT KNIFE KITS, STUDENT WORK SHOES, CULINARY EQUIPMENT (REPLACEMENTS AND UPGRADES), CULINARY SUPPLIES TO OFFSET STUDENT FEES, PROMOTION AND OUTREACH MATERIALS FOR CULINARY ARTS | |
| SONOMA STATE UNIVERSITY | ||||||||
| 1801 EAST COTATI AVE SALAZAR HALL | ROHNERT PARK | CA | 94928 | 680338225 | $20,000 | $0 | WE SUPPORT THE SONOMA STATE UNIVERSITY SCHOOL OF BUSINESS AND ECONOMICS TO PROVIDE SCHOLARSHIPS FOR UNDERGRADUATE OR GRADUATE STUDENTS CONCENTRATING IN WINE BUSINESS. A $10,000 SCHOLARSHIP HELPS PAY FOR TUITION, BOOKS, FEES, HOUSING AND OTHER EXPENSES TO SUPPORT THE STUDENTS CAREER ADVANCEMENT AND EDUCATIONAL ACCOMPLISHMENT. | 2043 |
| CULINARY INSTITUE OF AMERICA | ||||||||
| 1946 CAMPUS DRIVE | HYDE PARK | CA | 12538 | 060653264 | $42,530 | $0 | PIGS & PINOT HAS TEAMED WITH THE THE CULINARY INSTITUTE OF AMERICA TO CREATE THE CHARLIE PALMERS PIGS & PINOT SCHOLARSHIP. THIS FUND WILL PROVIDE ONE SONOMA COUNTY RESIDENT THE OPPORTUNITY TO ATTEND THE CULINARY INSTITUTE OF AMERICA BY GRANTING A ONE-TIME $50,000 AWARD. CANDIDATES MUST HAVE GREAT FINANCIAL NEED AND DEMONSTRATE THE FOLLOWING QUALITIES: A PASSION FOR THE INDUSTRY AND ITS PRODUCTS, A COMMITMENT TO CULINARY EDUCATION, AND A HIGH ETHICAL STANDARD WITHIN THE CULINARY INDUSTRY. VISIT CIACHEF.EDU FOR MORE INFORMATION. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 41 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SONOMA COUNTY VINTNERS FOUNDATION GRANTS COMMITTEE, IN PARTNERSHIP WITH COMMUNITY FOUNDATION, REVIEWS PROPOSALS AND MAKES FINAL FUNDING DECISIONS. THE GRANT PERIOD FOR 2024 IS FROM JUNE 15, 2024 TO JUNE 14, 2025. THE FUNDS MUST BE EXPENED WITHIN THE GRANT YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE HANEY | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $170,000 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $4,740 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $15,380 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $190,120 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE DIRECTOR REVIEWS THE 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE EXECUTIVE COMMITTEE REVIEWS ANY REPORTED CONFLICTS OF INTEREST AND PRESENTS RECOMMENDED ACTION TO THE BOARD FOR FINAL DECISION. FINAL ACTION IS VOTED ON AND DOCUMENTED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION IS REVIEWED AND DISCUSSED BY THE BOARD OF DIRECTORS AND THEN APPROVED. |
| FORM 990, PART VI, SECTION C, LINE 18 | DOCUMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 55,963. MANAGEMENT AND GENERAL EXPENSES 13,046. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,009. GRANT ADMINISTRATION: PROGRAM SERVICE EXPENSES 25,000. MANAGEMENT AND GENERAL EXPENSES 75,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,000. |
| FORM 990, PART VII, SECTION A: | 58% OF THE EXECUTIVE DIRECTOR AND CFO COMPENSATION WAS PAID BY THE RELATED ORGANIZATION. 42% OF THE HIGHEST COMPENSATED EMPLOYEE COMPENSATION WAS PAID BY THE RELATED ORGANIZATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONOMA COUNTY VINTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 AVIATION BLVD STE 500 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680046258 | EIN |
| Primary Activities | PROMOTING THE WINES AND WINERIES OF SONOMA COUNTY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SONOMA COUNTY VINTNERS | ||
| N | $38,023 | FMV |
| SONOMA COUNTY VINTNERS | ||
| O | $590,365 | FMV |
| SONOMA COUNTY VINTNERS | ||
| P | $624,873 | FMV |
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