2022-05-13T14:05:18-05:00 2021-06-30 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990 2020-07-01 940987020 WINE INSTITUTE WINE 4153567533 425 MARKET STREET SUITE 1000 SAN FRANCISCO CA 94105 TED ROSE VP OF FINANCE & ADMINISTRATION 4153567533 2022-05-13 1 TED ROSE 999009999 JESSICA KARANTONIS P00969387 7144367100 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z TED ROSE 425 MARKET STREET SUITE 1000 SAN FRANCISCO CA 94105 25583532 0 X WINEINSTITUTE.ORG X 1934 CA ADVOCATES FOR THE CALIFORNIA WINE INDUSTRY 103 103 45 0 0 0 23348698 24563473 1173828 1015625 65892 2965 425 1469 24588843 25583532 0 0 0 0 8788658 9036137 0 0 0 15690703 16507460 24479361 25543597 109482 39935 10415542 10255678 5579822 5380023 4835720 4875655 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 89 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 1833616 0 69544 TRACY GENESEN GENERAL COUNSEL 35.00 X 375469 0 39495 STEVE GROSS VP, STATE RELATIONS 35.00 X 290687 0 42184 CHARLES JEFFERSON VP FED RELATIONS/INTL PUBL 35.00 X 292059 0 16789 NANCY LIGHT THRU 51421 VP, COMMUNICATIONS 35.00 X 250704 0 43811 MICHELE FAMIGLIETTI SENIOR DIRECTOR, FED RELATION 35.00 X 233815 0 53872 STEVE HAYES THRU 31521 VP, FINANCE & ADMINISTRATION 35.00 X 235885 0 36023 CATHERINE JACOY WESTERN COUNSEL 35.00 X 231019 0 37899 CAROL MARTEL NORTHEASTERN COUNSEL 35.00 X 220978 0 36637 HONORE COMFORT VP, INTERNATIONAL MARKETING 35.00 X 217211 0 36698 TIMOTHY SCHMELZER VP CALIFORNIA STATE RELATION 35.00 X 234831 0 21084 TERRI COFER BEIRNE EASTERN COUNSEL 35.00 X 215314 0 23358 MALURI FERNANDEZ EXECUTIVE ASSISTANT 35.00 X 120445 0 29888 COREY BECK 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 ERIK OLSEN DIRECTOR-AT-LARGE 1.00 X 0 0 0 MICHAEL DROBNICK DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOHN G FRANZIA JR DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOSEPH S FRANZIA 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 JAMES A O'MALLEY 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 TOBIN A GINTER DIRECTOR-AT-LARGE 1.00 X 0 0 0 MICHAEL WALKER DIRECTOR-AT-LARGE 1.00 X 0 0 0 TIFFANIE DE LIBERTY 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 TIMOTHY BURGESS ALTERNATE DIRECTOR 1.00 X 0 0 0 CHERYL INDELICATO 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 DANIEL J LEONARD ALTERNATE DIRECTOR 1.00 X 0 0 0 ANTHONY TORRES ALTERNATE DIRECTOR 1.00 X 0 0 0 JEFFREY DUBIEL ALTERNATE DIRECTOR 1.00 X 0 0 0 CAROLYN WASEM ALTERNATE DIRECTOR 1.00 X 0 0 0 STEVEN CHEN ALTERNATE DIRECTOR 1.00 X 0 0 0 RODRIGO MATURANA ALTERNATE DIRECTOR 1.00 X 0 0 0 DAVID PERATA ALTERNATE DIRECTOR 1.00 X 0 0 0 KEN MINAMI 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 STEVEN SCHAFER DISTRICT DIRECTOR 1.00 X 0 0 0 STEVE MILLIER DISTRICT DIRECTOR 1.00 X 0 0 0 KAJ AHLMANN DISTRICT 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 LOUIS M FOPPIANO DISTRICT DIRECTOR 1.00 X 0 0 0 DENNIS CAKEBREAD DISTRICT DIRECTOR 1.00 X 0 0 0 DAVID R DUNCAN DISTRICT DIRECTOR 1.00 X 0 0 0 MICHAEL MAHER 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 LAURA BOORAS 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 WILLIAM R COOPER DISTRICT DIRECTOR 1.00 X 0 0 0 STEPHEN KAHLE DISTRICT DIRECTOR 1.00 X 0 0 0 LINDA MCWILLIAMS ALT DISTRICT DIRECTOR 1.00 X 0 0 0 HUGH DAVIES ALT DISTRICT DIRECTOR 1.00 X 0 0 0 EARL R AULT ALT DISTRICT DIRECTOR 1.00 X 0 0 0 KAREN STEINWACHS ALT DISTRICT DIRECTOR 1.00 X 0 0 0 ERIC LENT ALT DISTRICT DIRECTOR 1.00 X 0 0 0 MIKE REYNOLDS ALT DISTRICT DIRECTOR 1.00 X 0 0 0 MAEVE PESQUERA ALT DISTRICT DIRECTOR 1.00 X 0 0 0 GREG MARTELLOTTO ALT DISTRICT DIRECTOR 1.00 X 0 0 0 JEAN PIERRE WOLFF ALT DISTRICT DIRECTOR 1.00 X 0 0 0 LAWRENCE T LOHR ALT DISTRICT DIRECTOR 1.00 X 0 0 0 PAUL LEARY ALT DISTRICT DIRECTOR 1.00 X 0 0 0 CARMEN CASTALDI 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 WILLIAM J NAKATA ALT DISTRICT 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 STEVEN W LOHR EX-OFFICIO 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 ARTHUR A CIOCCA 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 HARRY H WETZEL EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JOHN SUTTON CHAIRMAN 1.00 X X 0 0 0 SUZANNE GROTH FIRST VICE CHAIRMAN 1.00 X X 0 0 0 RICK TIGNER SECOND VICE CHAIRMAN 1.00 X X 0 0 0 RANDALL LANGE TREASURER 1.00 X X 0 0 0 MATTHEW J GALLO SECRETARY 1.00 X X 0 0 0 4752033 0 487282 24 0 1 0 BENSON MARKETING GROUP 2700 NAPA VALLEY CORPORATE DRIVE S NAPA CA 94558 CONSULTANT 301218 JONES DAY 51 LOUISANA AVENUE NW WASHINGTON DC 20001 LEGAL 119864 POPPY SOCIAL MEDIA LLC 345 POLLASKY AVE CLOVIS CA 93612 CONSULTANT 116628 DELOITTE & TOUCHE LLP PO BOX 844708 DALLAS TX 752844708 AUDIT & TAX CONSULTANT 106850 4 13663645 10899828 24563473 MARKET PROGRAM FEE 900099 1015625 1015625 1015625 2965 2965 MISCELLANEOUS 900099 1469 1469 1469 25583532 1017094 0 2965 3536172 4525853 232377 327601 414134 37619 107648 847105 19467 194095 1169935 42888 282982 20076 115860 68811 MARKET ACCESS PROGRAM 6587868 AGRICULTURAL PROMOTION 4147244 PUBLIC AFFAIRS & CONSUL 1712405 ENVIRONMENTAL ISSUES 349500 803957 25543597 5512466 5528570 3630048 3338079 765357 951505 1011354 799939 277828 211415 229843 226109 10415542 10255678 4137015 4107425 702868 435266 739939 837332 5579822 5380023 X 4835720 4875655 4835720 4875655 10415542 10255678 39935 0 X 0 1 X 0 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200000 200000 200000 0 CALIFORNIA PAC 1201 J STREET SUITE 275 SACRAMENTO CA 958149813 200000 0 0 1 13663645 1493678 1493678 1616910 -123232 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 220782 57391 733181 579157 154024 211415 DEFERRED RENT 286440 DEFERRED COMPENSATION 226109 LINE OF CREDIT 324783 837332 25583532 0 25583532 0 25583532 25543597 0 25543597 0 25543597 X 1 1 X 0 0 0 ROBERT P KOCH PRESIDENT & CEO 1174638 0 640168 0 18810 0 12825 0 56719 0 1903160 0 228821 0 TRACY GENESEN GENERAL COUNSEL 357463 0 15217 0 2789 0 0 0 39495 0 414964 0 0 0 STEVE GROSS VP, STATE RELATIONS 275010 0 11717 0 3960 0 12825 0 29359 0 332871 0 0 0 CHARLES JEFFERSON VP FED RELATIONS/INTL PUBL 278486 0 11723 0 1850 0 12825 0 3964 0 308848 0 0 0 NANCY LIGHT THRU 51421 VP, COMMUNICATIONS 235158 0 12217 0 3329 0 11122 0 32689 0 294515 0 0 0 MICHELE FAMIGLIETTI SENIOR DIRECTOR, FED RELATION 224540 0 7723 0 1552 0 10442 0 43430 0 287687 0 0 0 STEVE HAYES THRU 31521 VP, FINANCE & ADMINISTRATION 216749 0 13717 0 5419 0 10361 0 25662 0 271908 0 0 0 CATHERINE JACOY WESTERN COUNSEL 220800 0 8198 0 2021 0 8580 0 29319 0 268918 0 0 0 CAROL MARTEL NORTHEASTERN COUNSEL 207225 0 8198 0 5555 0 9685 0 26952 0 257615 0 0 0 HONORE COMFORT VP, INTERNATIONAL MARKETING 205000 0 11217 0 994 0 5290 0 31408 0 253909 0 0 0 TIMOTHY SCHMELZER VP CALIFORNIA STATE RELATION 218545 0 15217 0 1069 0 2628 0 18456 0 255915 0 0 0 TERRI COFER BEIRNE EASTERN COUNSEL 206100 0 8214 0 1000 0 9635 0 13723 0 238672 0 0 0 MALURI FERNANDEZ EXECUTIVE ASSISTANT 116700 0 3239 0 506 0 5386 0 24502 0 150333 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING DIRECTORS HAVE FAMILY RELATIONSHIPS WITH OTHER DIRECTORS: JOHN FRANZIA, JOSEPH FRANZIA AND FRED FRANZIA ARE RELATED. 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.