Wineries of Santa Clara Valley
Nonprofit profile at a glance
- EIN
- 261763530
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024
- Location
- San Martin, CA, USA
- Rating
- 52
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Youth Development - Agricultural
Reported finances
- Revenue
- $68,186
- Expenses
- $88,625
- Assets
- $66,432
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- KIM ENGELHARDT (President)
- JAMES FAHEY (VICE PRESIDENT)
People named in this filing
- KIM ENGELHARDT (President)
- JAMES FAHEY (VICE PRESIDENT)
- DON BARNES (TREASURER)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Educate people about wine and wineries, and grape growing using sustainable agricultural winemaking and production practices.
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
MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 29
- Transparency & Controls: 82
- Sustainability: 27
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 32.3%; rating input score 32
- Program expense ratio: 24.8%; rating input score 25
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -30%; rating input score 18; 18th percentile among comparable filings
- Total-asset coverage ratio: 0.75; rating input score 39; 39th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -4.5% per year; rating input score 0; 37th percentile among comparable filings
- Revenue growth: 4.2% per year; rating input score 100; 69th percentile among comparable filings
- Asset growth: 4.5% per year; rating input score 100; 56th percentile among comparable filings
Details
- Where the money goes: 32.3% of revenue deployed · 24.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $22K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 11 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 32/100.
- High — Financial Efficiency: Program expense ratio scored 25/100.
- High — Sustainability: Operating margin scored 18/100.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.