2023-03-21T06:01:42-05:00 2022-06-30 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990 2021-07-01 940987020 WINE INSTITUTE WINE 4153567533 425 MARKET STREET SUITE 1000 SAN FRANCISCO CA 94105 TED ROSE VP OF FINANCE & ADMINISTRATION 4153567533 2023-03-20 1 TED ROSE 999009999 JESSICA KARANTONIS P00969387 7144367100 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z TED ROSE 425 MARKET STREET SUITE 1000 SAN FRANCISCO CA 94105 27631866 0 X WINEINSTITUTE.ORG X 1934 CA ADVOCATES FOR THE CALIFORNIA WINE INDUSTRY 103 103 45 0 0 0 24563473 26543784 1015625 1084385 2965 3697 1469 0 25583532 27631866 0 0 0 0 9036137 9262692 0 0 0 16507460 18124546 25543597 27387238 39935 244628 10255678 9000312 5380023 3880029 4875655 5120283 DISSEMINATION OF WINE INDUSTRY INFORMATION TO MEMBERS AND PUBLIC. REPRESENTATION OF INDUSTRY IN LEGISLATIVE MATTERS. 0 0 DISSEMINATED WINE INDUSTRY INFORMATION TO MEMBERS AND PUBLIC. PARTICIPATED IN US DEPARTMENT OF AGRICULTURE PROGRAM TO DEVELOP, MAINTAIN AND EXPAND COMMERCIAL EXPORT MARKETS FOR AGRICULTURAL PRODUCTS INCLUDING CALIFORNIA WINE. REPRESENTED WINE INDUSTRY IN LEGISLATIVE MATTERS. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 90 0 1 45 1 0 0 0 0 1 1 0 0 0 1 0 X 103 103 1 0 0 0 1 1 1 1 1 0 0 0 0 0 0 1 1 0 CA DC X MR TED ROSE 4155120151 WINE INSTITUTE 425 MARKET ST SAN FRANCISCO CA 94105 ROBERT P KOCH PRESIDENT & CEO 35.00 X 1939972 0 66537 TRACY GENESEN GENERAL COUNSEL 35.00 X 344507 0 40728 CHARLES JEFFERSON VP, FED RELATIONS/INTL PUBL 35.00 X 306032 0 33649 STEVE GROSS VP, STATE RELATIONS 35.00 X 293848 0 39151 CATHERINE JACOY WESTERN COUNSEL 35.00 X 260637 0 39589 MICHELE FAMIGLIETTI SENIOR DIRECTOR, FED RELAT 35.00 X 233700 0 54494 JORDAN ALLISON VP, ENVIRONMENTAL AFFAIRS 35.00 X 234524 0 51423 TIMOTHY SCHMELZER VP CALIFORNIA STATE RELATI 35.00 X 238687 0 30047 HONORE COMFORT VP, INTERNATIONAL MARKETIN 35.00 X 228575 0 34852 CAROL MARTEL NORTHEASTERN COUNSEL 35.00 X 224443 0 36923 TED ROSE VP, FINANCE & ADMINISTRATI 35.00 X 215507 0 45541 TERRI COFER BEIRNE EASTERN COUNSEL 35.00 X 218500 0 13067 MALURI FERNANDEZ EXECUTIVE ASSISTANT 35.00 X 123847 0 31082 BEN DOLLARD DIRECTOR-AT-LARGE 1.00 X 0 0 0 GIANCARLO BIANCHETTI DIRECTOR-AT-LARGE 1.00 X 0 0 0 MATT DEEGAN DIRECTOR-AT-LARGE 1.00 X 0 0 0 CATE HARDY DIRECTOR-AT-LARGE 1.00 X 0 0 0 DEBRA DOMMEN DIRECTOR-AT-LARGE 1.00 X 0 0 0 MICHAEL DROBNICK DIRECTOR-AT-LARGE 1.00 X 0 0 0 ALEX RYAN DIRECTOR-AT-LARGE 1.00 X 0 0 0 MATT STANTON DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOLENE YEE DIRECTOR-AT-LARGE 1.00 X 0 0 0 PETER N LARSON DIRECTOR-AT-LARGE 1.00 X 0 0 0 VIVIANN STAPP DIRECTOR-AT-LARGE 1.00 X 0 0 0 ROBERT R TORKELSON DIRECTOR-AT-LARGE 1.00 X 0 0 0 JAMES E COLEMAN DIRECTOR-AT-LARGE 1.00 X 0 0 0 CHRISTINE WENTE DIRECTOR-AT-LARGE 1.00 X 0 0 0 CHERYL INDELICATO DIRECTOR-AT-LARGE 1.00 X 0 0 0 DANIEL J LEONARD DIRECTOR-AT-LARGE 1.00 X 0 0 0 JEFFREY DUBIEL DIRECTOR-AT-LARGE 1.00 X 0 0 0 RICK TIGNER DIRECTOR-AT-LARGE 1.00 X 0 0 0 MATTHEW J GALLO DIRECTOR-AT-LARGE 1.00 X 0 0 0 LAWRENCE T LOHR DIRECTOR-AT-LARGE 1.00 X 0 0 0 BEN DUEMLER ALTERNATE DIRECTOR 1.00 X 0 0 0 JANE FROYD ALTERNATE DIRECTOR 1.00 X 0 0 0 KEITH BAUMAN ALTERNATE DIRECTOR 1.00 X 0 0 0 ROGER J TRINCHERO ALTERNATE DIRECTOR 1.00 X 0 0 0 AMY HOOPES ALTERNATE DIRECTOR 1.00 X 0 0 0 ANTHONY TORRES ALTERNATE DIRECTOR 1.00 X 0 0 0 MARK MERRION ALTERNATE DIRECTOR 1.00 X 0 0 0 CAROLYN WASEM ALTERNATE DIRECTOR 1.00 X 0 0 0 JEFF HUMPHREYS ALTERNATE DIRECTOR 1.00 X 0 0 0 SEAN SULLIVAN ALTERNATE DIRECTOR 1.00 X 0 0 0 KATTHLEEN MAYHEW ALTERNATE DIRECTOR 1.00 X 0 0 0 ERIK OLSEN ALTERNATE DIRECTOR 1.00 X 0 0 0 CHRIS MIFSUD ALTERNATE DIRECTOR 1.00 X 0 0 0 MATTHEW TOWERS ALTERNATE DIRECTOR 1.00 X 0 0 0 KATIE JACKSON ALTERNATE DIRECTOR 1.00 X 0 0 0 SAM GLAETZER ALTERNATE DIRECTOR 1.00 X 0 0 0 ALY WENTE ALTERNATE DIRECTOR 1.00 X 0 0 0 STEPHANIE GALLO ALTERNATE DIRECTOR 1.00 X 0 0 0 KATIE WETZEL MURPHY DISTRICT DIRECTOR 1.00 X 0 0 0 STEVEN W MACROSTIE DISTRICT DIRECTOR 1.00 X 0 0 0 JULIE PEDRONCELLI ST JOHN DISTRICT DIRECTOR 1.00 X 0 0 0 AMANDA KENT DISTRICT DIRECTOR 1.00 X 0 0 0 DENNIS CAKEBREAD DISTRICT DIRECTOR 1.00 X 0 0 0 KYLE RAY DISTRICT DIRECTOR 1.00 X 0 0 0 HUGH DAVIES DISTRICT DIRECTOR 1.00 X 0 0 0 ROBIN BAGGETT DISTRICT DIRECTOR 1.00 X 0 0 0 SCOTT SCHEID DISTRICT DIRECTOR 1.00 X 0 0 0 MIKE REYNOLDS DISTRICT DIRECTOR 1.00 X 0 0 0 GARY EBERLE DISTRICT DIRECTOR 1.00 X 0 0 0 GRETCHEN RODDICK DISTRICT DIRECTOR 1.00 X 0 0 0 NICHOLAS MILLER DISTRICT DIRECTOR 1.00 X 0 0 0 MAEVE PESQUERA DISTRICT DIRECTOR 1.00 X 0 0 0 STEPHEN KAHLE DISTRICT DIRECTOR 1.00 X 0 0 0 TOBIN GINTER DISTRICT DIRECTOR 1.00 X 0 0 0 HUGH DAVIES DISTRICT DIRECTOR 1.00 X 0 0 0 SUZANNE GROTH DISTRICT DIRECTOR 1.00 X 0 0 0 RANDALL LANGE DISTRICT DIRECTOR 1.00 X 0 0 0 KAJ AHLMANN DISTRICT DIRECTOR 1.00 X 0 0 0 ALAN RAMEY ALT DISTRICT DIRECTOR 1.00 X 0 0 0 CHRISTORPHER LLOYD STRIETER ALT DISTRICT DIRECTOR 1.00 X 0 0 0 JAMES PERRY ALT DISTRICT DIRECTOR 1.00 X 0 0 0 AMELIA MORAN CEJA ALT DISTRICT DIRECTOR 1.00 X 0 0 0 CLARENCE CHIA ALT DISTRICT DIRECTOR 1.00 X 0 0 0 PAUL LEARY ALT DISTRICT DIRECTOR 1.00 X 0 0 0 JOHN ALBAUGH ALT DISTRICT DIRECTOR 1.00 X 0 0 0 DELIA VIADER ALT DISTRICT DIRECTOR 1.00 X 0 0 0 CHRIS HALL ALT DISTRICT DIRECTOR 1.00 X 0 0 0 DAVID PHILLIPS ALT DISTRICT DIRECTOR 1.00 X 0 0 0 LINDA MCWILLIAMS ALT DISTRICT DIRECTOR 1.00 X 0 0 0 WILLIAM R COOPER ALT DISTRICT DIRECTOR 1.00 X 0 0 0 JOHN KANE ALT DISTRICT DIRECTOR 1.00 X 0 0 0 KAREN STEINWACHS ALT DISTRICT DIRECTOR 1.00 X 0 0 0 ANA KELLER ALT DISTRICT DIRECTOR 1.00 X 0 0 0 STUART MAST ALT DISTRICT DIRECTOR 1.00 X 0 0 0 ERIC P WENTE EX-OFFICIO DIRECTOR 1.00 X 0 0 0 MS NURY EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JEFFREY B O'NEIL EX-OFFICIO DIRECTOR 1.00 X 0 0 0 BERTRAM E SILK EX-OFFICIO DIRECTOR 1.00 X 0 0 0 LOUIS BOB TRINCHERO EX-OFFICIO DIRECTOR 1.00 X 0 0 0 DAVID B KENT EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JOSEPH E GALLO EX-OFFICIO DIRECTOR 1.00 X 0 0 0 PHILIP R WENTE EX-OFFICIO DIRECTOR 1.00 X 0 0 0 DIANNE S NURY EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JASPER A INDELICATO EX-OFFICIO DIRECTOR 1.00 X 0 0 0 DENNIS D GROTH EX-OFFICIO DIRECTOR 1.00 X 0 0 0 GARY B HECK EX-OFFICIO DIRECTOR 1.00 X 0 0 0 CHRISTOPHER D INDELICATO EX-OFFICIO DIRECTOR 1.00 X 0 0 0 HARRY H WETZEL EX-OFFICIO DIRECTOR 1.00 X 0 0 0 GREGORY J COLEMAN EX-OFFICIO DIRECTOR 1.00 X 0 0 0 PAUL E DOLAN III EX-OFFICIO DIRECTOR 1.00 X 0 0 0 MARGARET L DUCKHORN EX-OFFICIO DIRECTOR 1.00 X 0 0 0 RAYMOND S CHADWICK EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JAMES H NIVEN EX-OFFICIO DIRECTOR 1.00 X 0 0 0 ROBERT J GALLO EX-OFFICIO DIRECTOR 1.00 X 0 0 0 CAROLYN WENTE EX-OFFICIO DIRECTOR 1.00 X 0 0 0 MARGIE M HEALY EX-OFFICIO DIRECTOR 1.00 X 0 0 0 FRED T FRANZIA EX-OFFICIO DIRECTOR 1.00 X 0 0 0 STEVEN W LOHR EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JOHN SUTTON EX-OFFICIO DIRECTOR 1.00 X 0 0 0 RICHARD L MAHER EX-OFFICIO DIRECTOR 1.00 X 0 0 0 WALTER T KLENZ EX-OFFICIO DIRECTOR 1.00 X 0 0 0 THOMAS B KLEIN EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JEROME J LOHR EX-OFFICIO DIRECTOR 1.00 X 0 0 0 4862779 0 517083 25 0 1 0 BENSON MARKETING GROUP 2700 NAPA VALLEY CORPORATE DRIVE S NAPA CA 94558 CONSULTANT 325873 DEWINTER GROUP INC 1919 S BASCOM AVE STE 250 CAMPBELL CA 95008 RECRUITER 176250 CALIFORNIA POMEGRANATE CO 303 CALIFORNIA MADERA CA 93637 CONSULTANT 125666 DELOITTE & TOUCHE LLP PO BOX 844708 DALLAS TX 752844708 AUDIT & TAX CONSULTANT 105193 JEANNE SULLIVAN BILLECI 2443 FILLMORE STREET 380-1425 SAN FRANCISCO CA 94115 CONSULTANT 102837 5 13689732 12854052 26543784 MARKET PROGRAM FEE 900099 1084385 1084385 1084385 3697 3697 27631866 1084385 0 3697 3659184 4583692 241979 349116 428721 112661 571792 47377 167027 1156629 251640 458142 39858 112582 64277 AGRICULTURAL PROMOTION 6431772 MARKET ACCESS PROGRAM 6041373 PUBLIC AFFAIRS & CONSUL 1525356 ENVIRONMENTAL ISSUES 365000 779060 27387238 5528570 6466119 3338079 1429323 951505 960213 993308 848651 211415 144657 226109 0 10255678 9000312 4107425 2974907 435266 713044 837332 192078 5380023 3880029 X 4875655 5120283 4875655 5120283 10255678 9000312 244628 0 X 0 1 X 0 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225000 225000 225000 0 CALIFORNIA PAC 1201 J STREET SUITE 275 SACRAMENTO CA 958149813 225000 0 0 1 13689732 1403866 1403866 1529855 -125989 PART I-A, LINE 1: 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. 278173 278173 0 715135 570478 144657 144657 DEFERRED RENT 192078 192078 27631866 0 27631866 0 27631866 27387238 0 27387238 0 27387238 X 1 1 X 0 0 0 ROBERT P KOCH PRESIDENT & CEO 1201068 0 726164 0 12740 0 13050 0 53487 0 2006509 0 226113 0 TRACY GENESEN GENERAL COUNSEL 329875 0 12551 0 2081 0 0 0 40728 0 385235 0 0 0 CHARLES JEFFERSON VP, FED RELATIONS/INTL PUBL 289626 0 15053 0 1353 0 13048 0 20601 0 339681 0 0 0 STEVE GROSS VP, STATE RELATIONS 279135 0 12051 0 2662 0 13048 0 26103 0 332999 0 0 0 CATHERINE JACOY WESTERN COUNSEL 251228 0 8051 0 1358 0 9721 0 29868 0 300226 0 0 0 MICHELE FAMIGLIETTI SENIOR DIRECTOR, FED RELAT 227908 0 5051 0 741 0 10089 0 44405 0 288194 0 0 0 JORDAN ALLISON VP, ENVIRONMENTAL AFFAIRS 221755 0 12051 0 718 0 10519 0 40904 0 285947 0 0 0 TIMOTHY SCHMELZER VP CALIFORNIA STATE RELATI 222916 0 15051 0 720 0 2677 0 27370 0 268734 0 0 0 HONORE COMFORT VP, INTERNATIONAL MARKETIN 215250 0 12051 0 1274 0 7548 0 27304 0 263427 0 0 0 CAROL MARTEL NORTHEASTERN COUNSEL 210334 0 8051 0 6058 0 9825 0 27098 0 261366 0 0 0 TED ROSE VP, FINANCE & ADMINISTRATI 215000 0 51 0 456 0 9675 0 35866 0 261048 0 0 0 TERRI COFER BEIRNE EASTERN COUNSEL 209192 0 8051 0 1257 0 9468 0 3599 0 231567 0 0 0 MALURI FERNANDEZ EXECUTIVE ASSISTANT 118451 0 5055 0 341 0 5555 0 25527 0 154929 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING DIRECTORS HAVE FAMILY RELATIONSHIPS WITH OTHER DIRECTORS: MATTHEW GALLO, STEPHANIE GALLO, JOSEPH GALLO AND ROBERT GALLO ARE RELATED. CAROLYN WENTE, PHILIP WENTE, CHRISTINE WENTE, AND ERIC WENTE ARE RELATED. DIANNE NURY AND M.S. NURY ARE RELATED. JAMES COLEMAN AND GREGORY COLEMAN ARE RELATED. LAWRENCE LOHR, JEROME LOHR AND STEVEN LOHR ARE RELATED. BOB TRINCHERO AND ROGER TRINCHERO ARE RELATED. DENNIS GROTH AND SUZANNE GROTH ARE RELATED. JASPER INDELICATO, CHERYL INDELICATO AND CHRISTOPHER INDELICATO ARE RELATED. FORM 990, PART VI, SECTION A, LINE 6 WINE INSTITUTE IS COMPRISED OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A WINE INSTITUTE HAS MEMBERS WHO MAY ELECT ONE OF MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS NOT PROVIDED TO THE GOVERNING BODY BEFORE IT WAS FILED. COPIES ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12 NO CONFLICT OF INTEREST POLICY IS IN PLACE. FORM 990, PART VI, SECTION B, LINE 15 IN ORDER TO DETERMINE COMPENSATION FOR THE CEO AND OTHER KEY EMPLOYEES, TAXPAYER ENGAGED A CONSULTING FIRM TO COMPARE RELATED DATA IN SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 WINE INSTITUTE PROVIDES COPIES OF BY LAWS AND TAX RETURNS TO THE PUBLIC UPON REQUEST. TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTS SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION TAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. SECTION 1.263(A)-3(N) CAPITALIZATION ELECTION TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS.