Court of Master Sommeliers Americas
The organization's most significant activity is the education of service industry professionals about wine and wine service.
Key facts about Court of Master Sommeliers Americas
- EIN
- 68-0398505
- Latest 990 filing
- Form 990, 2025
- Total assets
- $4,771,274
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$4.8M
+27.4% YoY
Revenue
$4.6M
+8.6% YoY
Net Investment Income
$163K
+33.2% YoY
Expenses
$4.2M
+6.1% YoY
About Court of Master Sommeliers Americas
Based on IRS filings
Court of Master Sommeliers Americas is a public charity, based in Santa Barbara, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.8M in total assets. Net investment income was $163K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $22K (2024) to $39K (2020). In 2024 it made 1 grant totaling $22K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,771,274 | $3,743,650 | $3,266,253 |
| Revenue | $4,584,872 | $4,221,143 | $4,598,871 |
| Expenses | $4,161,107 | $3,923,322 | $3,923,323 |
| Net Investment Income | $162,672 | $122,083 | $162,659 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 6, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 9, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 26, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS June 10, 2026)
Leadership & Key People
Officers and directors from IRS filings
Court of Master Sommeliers Americas is led by Julie Theobald, Executive Director on every filing since 2022; all 19 officers listed in 2025 are compensated.
Officers on the 2025 filing
Julie Theobald
Executive Director
On filings since 2022
45 hrs/week
$229K (2022) → $265K (2025)
Michael Meagher
Chairman
Director → Chairman, 2023
On filings since 2020
2 hrs/week
$6K (2022) → $3K (2025)
Chris Bates
Director
On filings since 2020
2 hrs/week
$4K (2021) → $13K (2025)
Kathleen Lewis
Director of Operations
Executive Director → Director of Operat, 2022
Director of Operat → Director of Operations, 2024
On filings since 2020
45 hrs/week
$168K (2020) → $180K (2025)
Melissa Monosoff
Education Director
On filings since 2020
45 hrs/week
$153K (2020) → $150K (2025)
Mia Van de Water
Director
On filings since 2020
2 hrs/week
$4K (2021) → $2K (2025)
Shayn Bjornholm
Examination Director
On filings since 2020
45 hrs/week
$162K (2020) → $174K (2025)
Chris Tanghe
Director
On filings since 2023
2 hrs/week
$13K (2023) → $3K (2025)
Vincent Morrow
Director
On filings since 2023
2 hrs/week
$6K (2023) → $3K (2025)
Gillian Ballance
Director
On filings since 2024
2 hrs/week
$4K (2024) → $750 (2025)
Robert Jones
Director
On filings since 2024
2 hrs/week
$5K (2024) → $4K (2025)
Rebecca Fineman
Director
New on the 2025 filing
2 hrs/week
$4K (2025)
Thomas Price
Director
New on the 2025 filing
2 hrs/week
$11K (2025)
David Yoshida
Vice Chairman
Director → Vice Chairman, 2024
On filings since 2020
2 hrs/week
$7K (2021) → $9K (2025)
Keith Goldston
Instructor
Director → Instructor, 2023
On filings since 2020
$7K (2021) → $29K (2025)
Rob Bigelow
Instructor
Director → Instructor, 2023
On filings since 2020
$6K (2021) → $22K (2025)
Brett Zimmerman
Treasurer
On filings since 2023
2 hrs/week
$750 (2025)
Laura DePasquale
Instructor
On filings since 2023
$11K (2023) → $11K (2025)
Timothy R Gaiser
Instructor
On filings since 2024
$12K (2024) → $14K (2025)
Former officers (8)
- Former: Josh Nadel (2020–2024) — Director
- Former: Patrick Okubo (2023–2024) — Director
- Former: Brahm Callahan (2020–2023) — Director
- Former: Emily Wines (2020–2023) — Vice Chairman
- Former: Eric Entrikin (2023) — Instructor
- Former: Kathryn Morgan (2020–2022) — Director
- Former: Sabato Sagaria (2020–2022) — Director
- Former: Scott Carney (2022) — Instructor
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $265K, to Julie Theobald (Executive Director). 19 officers or directors reported compensation on that filing.
Frequently asked questions about Court of Master Sommeliers Americas
How large is Court of Master Sommeliers Americas?
Court of Master Sommeliers Americas reported $4.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $4.6M.
Where does Court of Master Sommeliers Americas operate?
Court of Master Sommeliers Americas has awarded grants in California, Colorado.
What is Court of Master Sommeliers Americas's EIN?
Court of Master Sommeliers Americas's EIN (Employer Identification Number) is 68-0398505. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Court of Master Sommeliers Americas by hand.
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