Laguna Woods Wine Lovers Club
Nonprofit profile at a glance
- EIN
- 833800620
- IRS 990-EZ coverage
- 2023–2025
- Forms available
- Form 990-EZ 2025
- Location
- Laguna Woods, CA, USA
- Phone
- 9494335575
- Rating
- 70
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Recreational l Clubs
Reported finances
- Revenue
- $102,323
- Expenses
- $103,733
- Assets
- $10,305
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Judith Okonski (President, Dir.)
People named in this filing
- Judith Okonski (President, Dir.)
- Don Smith (Secretary, Dir.)
- Kathy Gaskins (Treasurer, Dir.)
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
Organization operates as a social and recreation club where its members can come together and engage in wine tastings to promote the understanding and appreciation of wine and social activities.
What it reported doing in 2025
Our accomplishments for 2025 include:- 11 meetings dinner, wine tasting and entertainment- 1 catamaran win cruise- 2 bus trips wine tasting- pre-cruise wine tasting info meeting - 4th of july hollwood bowl bus trip and wine tasting
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 64
- Transparency & Controls: 82
- Sustainability: 23
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 63.9%; rating input score 64
- Program expense ratio: 63.1%; rating input score 63
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -1.4%; rating input score 26; 26th percentile among comparable filings
- Total-asset coverage ratio: 0.1; rating input score 12; 12th 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: 15.1% per year; rating input score 100; 68th percentile among comparable filings
- Revenue growth: 23.6% per year; rating input score 100; 85th percentile among comparable filings
- Asset growth: -42.3% per year; rating input score 0; 3rd percentile among comparable filings
Details
- Where the money goes: 63.9% of revenue deployed · 63.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $65K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 3 filing years from 2023 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 26/100.
- High — Sustainability: Total-asset coverage ratio scored 12/100.
- High — Growth: Asset growth scored 0/100.