Wine Institute
Nonprofit profile at a glance
- EIN
- 940987020
- IRS 990 coverage
- 2014–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Sacramento, CA, US
- Phone
- 4153567533
- Rating confidence
- Limited
Reported finances
- Revenue
- $26,800,269
- Expenses
- $27,534,460
- Assets
- $10,209,760
- Liabilities
- $5,922,014
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
103 people listed
Executive titles in this filing
- ROBERT P KOCH (PRESIDENT & CEO)
Highest reported compensation
- ROBERT P KOCH (PRESIDENT & CEO): $2,075,230 total reported compensation
- CHARLES C JEFFERSON (VP, FED RELATIONS/INTL PUB): $369,869 total reported compensation
- STEVEN J GROSS (VP, STATE RELATIONS): $362,592 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Wine Institute is the voice for wine in public policy, advocating for a favorable policy environment so wineries can focus on producing world-class wines.
What it reported doing in 2024
Participated in u.s. Department of agriculture program to develop, maintain, and expand commercial export markets for agricultural products including California wine.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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: 74
- Accountability: 86
- Sustainability: 16
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Scored; rating input score 0
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 6 of 9 controls in place; rating input score 67
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -2.7%; rating input score 21; 21st percentile among comparable filings
- Total-asset coverage ratio: 0.37; rating input score 10; 10th percentile among comparable filings
- Liabilities to assets ratio: 0.58; rating input score 23; 23rd percentile among comparable filings
- Officer compensation ratio: 18.2%; rating input score 5; 5th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 2.6% per year; rating input score 100; 22nd percentile among comparable filings
- Asset growth: 1.5% per year; rating input score 100; 15th percentile among comparable filings
Details
- What they do: 5 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 92 of 92 board members independent · 6 of 9 filing controls reported
- Programs: 3 filed program accomplishments
- Leadership: top reported pay $2.1M · 103 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $3M reported
- Consistency: 15 of 15 current checks pass
- Schedules: 8 filed schedules · includes major donors, foreign activity, grants, executive pay, and related organizations
- Filing history: 11 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: 13 filed money-flow records
- Related organizations: 2 filed related-organization links
- 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 — Transparency & Controls: Foreign activity oversight scored 0/100.
- Review — Accountability: Governance controls: 3 of 9 not reported.
- High — Sustainability: Operating margin scored 21/100.
- High — Sustainability: Total-asset coverage ratio scored 10/100.
- High — Sustainability: Officer compensation ratio scored 5/100.
- High — Sustainability: Liabilities to assets ratio scored 23/100.