Civic Intelligence

Oak Knoll District of Napa Valley Association

990EZ • Fiscal year 2015 • EIN 20-2453425

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 15, 2016

Organization ProfileOAKKNOLLDISTRICTOFNAPAVALLEY.ORG
1160 Oak Knoll AvenueNapa, CA 94558

(707) 254-7353

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

1st percentile

-186%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-30%

Faster asset growth than 10% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

17th percentile

-19%

Faster revenue growth than 17% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$55,472

Down $23,728 (-30%) from 2014

Net Assets

Down

$55,472

Down $23,728 (-30%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$12,776

Down $3,073 (-19%) from 2014

Expenses

Down

$36,504

Down $6,883 (-16%) from 2014

Net Income

Up

-$23,728

Up $3,810 (+14%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $131,271Liabilities 2012: $02012Assets 2013: $106,738Liabilities 2013: $02013Assets 2014: $79,200Net Assets 2014: $79,2002014Assets 2015: $55,472Net Assets 2015: $55,4722015Assets 2016: $57,997Liabilities 2016: $105Net Assets 2016: $57,8922016Assets 2017: $49,479Net Assets 2017: $49,4792017Assets 2018: $53,441Liabilities 2018: $3,000Net Assets 2018: $50,4412018

Highlighted filing

2015

Assets$55,472
Liabilities-
Net Assets$55,472
Open 2015 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2012: $21,055Expenses 2012: $7,805Net Income 2012: $13,2502012Revenue 2013: $3,227Expenses 2013: $27,760Net Income 2013: -$24,5332013Revenue 2014: $15,849Expenses 2014: $43,387Net Income 2014: -$27,5382014Revenue 2015: $12,776Expenses 2015: $36,504Net Income 2015: -$23,7282015Revenue 2016: $35,361Expenses 2016: $32,941Net Income 2016: $2,4202016Revenue 2017: $2,616Expenses 2017: $11,029Net Income 2017: -$8,4132017Revenue 2018: $32,429Expenses 2018: $31,467Net Income 2018: $9622018

Highlighted filing

2015

Revenue$12,776
Expenses$36,504
Net Income-$23,728
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 15, 2016
Return Version
2015v2.1
Gross Receipts
$33,207
Mission and Program Overview

Mission

Education of the public about the history, viticultural practices, and winemaking practices of oak knoll distriict of napa valley.

Program Services

DescriptionGrantsExpenses
EDUCATION OF THE PUBLIC ABOUT THE HSITORY, VITICULTURAL PRACITICES, AND WINDMAKING PRACTICES OF OAK KNOLL DISTRICT OF NAPA VALLEY.--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN WILKINSONPresidentPT$0--
JIM VERHEYTreasurerPT$0--
KATE BENNETTVice PresidePT$0--
SHARON CHAPPELLDirector-$0--
CHRIS CORLEYDirector-$0--
JEFFREY EPPSDirector-$0--
MIKE MCLOUGHLINDirector-$0--
DAVE PRAMUKDirector-$0--
GIDU SHROFFDirector-$0--
JANET TREFETHENDirector-$0--
TERRY HALLAva DirectorFT$0--
Filing and Contact Details

Filer

Filer Name
Oak Knoll District Ava
EIN
20-2453425
Phone
7072547353
Address
1160 OAK KNOLL AVENUE, NAPA, CA 94558

Signing Officer

Name
Jim Verhey
Title
Treasurer
Phone
7072531776
Signed
2016-02-15

Preparer

Firm
Blyth Warner & Associates Llp
Address
1344 ADAMS ST, SAINT HELENA, CA 94574
Preparer
Breton a Blyth
Phone
7079638262
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses website 149 telephone & telecommunication 63 bank fees 60 total 272”

Form 990-ez, Part II, Line 24

“Tax receivable 2,020 2,010 total 2,020 2,010”

Form 990-ez, Part III

“Education of the public about the history, viticultural practices, and winemaking practices of oak knoll distriict of napa valley.”

Raw XML Appendix133 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN WILKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM VERHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATE BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON CHAPPELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS CORLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFFREY EPPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE MCLOUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVE PRAMUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GIDU SHROFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JANET TREFETHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TERRY HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10AVA DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt02020
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02010
IRS990EZ/OtherExpensesTotalAmt0272
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION OF THE PUBLIC ABOUT THE HISTORY, VITICULTURAL PRACTICES, AND WINEMAKING PRACTICES OF OAK KNOLL DISTRIICT OF NAPA VALLEY.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-17946
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036504
IRS990EZ/TotalRevenueAmt012776
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EDUCATION OF THE PUBLIC ABOUT THE HISTORY, VITICULTURAL PRACTICES, AND WINEMAKING PRACTICES OF OAK KNOLL DISTRIICT OF NAPA VALLEY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/Filer/EIN0202453425
ReturnHeader/Filer/PhoneNum07072547353
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ReturnHeader/Filer/USAddress/CityNm0NAPA
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ReturnHeader/PreparerPersonGrp/PhoneNum07079638262
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETON A BLYTH
ReturnHeader/ReturnTs02016-02-22T13:52:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,472
Liabilities
-
Net assets
$55,472
Revenue
$12,776
Expenses
$36,504
Net income
-$23,728
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.03$0.50$0.32$0.31$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.03$0.11$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.35$0.33$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.13$0.37$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.16$0.43$0.28
2013Summary only. Only limited summary data is available for this year.$1.07$0.00$0.03$0.28$0.25
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.21$0.08$0.13