California Vintage Wine Society of San Francisco

Nonprofit profile at a glance

EIN
821739151
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025
Location
Martinez, CA, USA
Rating confidence
Limited
Sector
Recreational l Clubs

Reported finances

Revenue
$131,368
Expenses
$114,954
Assets
$254,834

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Marie-Jose Baum (President and Director)
  • Janet Higgins (Vice-President and Director)

People named in this filing

  • Marie-Jose Baum (President and Director)
  • Janet Higgins (Vice-President and Director)
  • John Burns (Treasurer and Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The purpose of the society is to further its members education knowledge and enjoyment of California wines by learning tasting and appraising such wines in group settings.

What it reported doing in 2025

One of our objectives is for our members to learn about various California wines. We held 8 of these events during 2025. Each event had anywhere from 20 - 60 attendees including members and their spouse or guest. Events included educational wine tastings and dinners with wine pairings of California wines.

Operating model

Revenue model
Membership-supported. 99% of the money available for current operations came from membership dues.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 60
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 12.5%; rating input score 60; 60th percentile among comparable filings
  • Total-asset coverage ratio: 2.22; rating input score 82; 82nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 2.5% per year; rating input score 100; 30th percentile among comparable filings
  • Asset growth: 5.5% per year; rating input score 100; 45th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.