Civic Intelligence

Oak Knoll District of Napa Valley Association

990EZ • Fiscal year 2016 • EIN 20-2453425

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

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

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

50th percentile

0.00x

Higher debt load relative to revenue than 50% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

62nd percentile

6.8%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

55th percentile

4.6%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

177%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$57,997

Up $2,525 (+4.6%) from 2015

Net Assets

Up

$57,892

Up $2,420 (+4.4%) from 2015

Liabilities

$105

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin62nd percentile

Revenue

Up

$35,361

Up $22,585 (+177%) from 2015

Expenses

Down

$32,941

Down $3,563 (-9.8%) from 2015

Net Income

Up

$2,420

Up $26,148 (+110%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2016

Assets$57,997
Liabilities$105
Net Assets$57,892
Open 2016 Filing

Operations Trend

Revenue Growth98th 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

2016

Revenue$35,361
Expenses$32,941
Net Income$2,420
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$35,361
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
JIM VERHEYTreasurer-$0--
KATE BENNETTPresident-$0--
JEFFREY EPPSVice Preside-$0--
MIKE MCLOUGHLINDirector-$0--
DAVE PRAMUKDirector-$0--
JANET TREFETHENDirector-$0--
TERRY HALLAva Director-$0--
JOHN WILKINSONDirector-$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
2017-11-06
Discuss with paid preparer
Yes

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 office expense 1,362 bank fees 220 registration 20 telephone & telecommunication 31 total 1,633”

Form 990-ez, Part II, Line 24

“Tax receivable 2,010 0 total 2,010 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 105”

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 Appendix123 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07079275180
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01427 LINDA VISTA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094558
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053462
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057997
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt02420
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM VERHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATE BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFFREY EPPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE MCLOUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVE PRAMUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JANET TREFETHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TERRY HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN WILKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AVA DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02010
IRS990EZ/OtherExpensesTotalAmt01633
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION OF THE PUBLIC ABOUT THE HISTORY, VITICULTURAL PRACTICES, AND WINEMAKING PRACTICES OF OAK KNOLL DISTRIICT OF NAPA VALLEY.
IRS990EZ/PrintingPublicationsPostageAmt078
IRS990EZ/ProgramServiceRevenueAmt04551
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION OF THE PUBLIC ABOUT THE HSITORY, VITICULTURAL PRACITICES, AND WINDMAKING PRACTICES OF OAK KNOLL DISTRICT OF NAPA VALLEY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0105
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032941
IRS990EZ/TotalRevenueAmt035361
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0OAKKNOLLDISTRICTOFNAPAVALLEY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 1,362 BANK FEES 220 REGISTRATION 20 TELEPHONE & TELECOMMUNICATION 31 TOTAL 1,633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RECEIVABLE 2,010 0 TOTAL 2,010 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATION 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/Filer/EIN0202453425
ReturnHeader/Filer/PhoneNum07072547353
ReturnHeader/Filer/USAddress/AddressLine1Txt01160 OAK KNOLL AVENUE
ReturnHeader/Filer/USAddress/CityNm0NAPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094558
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F4C69ACF4DBFBA93FB40FA630790C121F6B193B5
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461328302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLYTH WARNER & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01344 ADAMS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094574
ReturnHeader/PreparerPersonGrp/PhoneNum07079638262
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETON A BLYTH
ReturnHeader/ReturnTs02017-11-07T10:01:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,997
Liabilities
$105
Net assets
$57,892
Revenue
$35,361
Expenses
$32,941
Net income
$2,420
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