Civic Intelligence

Oak Knoll District of Napa Valley Association

990EZ • Fiscal year 2018 • EIN 20-2453425

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 19, 2019

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

69th percentile

0.06x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.09x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

51st percentile

3.0%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

8.0%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

1140%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$53,441

Up $3,962 (+8.0%) from 2017

Net Assets

Up

$50,441

Up $962 (+1.9%) from 2017

Liabilities

$3,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin51st percentile

Revenue

Up

$32,429

Up $29,813 (+1140%) from 2017

Expenses

Up

$31,467

Up $20,438 (+185%) from 2017

Net Income

Up

$962

Up $9,375 (+111%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2018

Assets$53,441
Liabilities$3,000
Net Assets$50,441
Open 2018 Filing

Operations Trend

Revenue Growth100th 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

2018

Revenue$32,429
Expenses$31,467
Net Income$962
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 19, 2019
Return Version
2018v3.1
Gross Receipts
$32,429
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 HISTORY AND THE VITICULTURAL/ WINEMAKING PRACTICES OF OAK KNOLL DISTRICT OF NAPA VALLEY.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT MEADOWSTreasurer-$0--
KATE BENNETTDirector-$0--
JIM VERHEYDirector-$0--
MIKE MCLOUGHLINDirector-$0--
DAVE PRAMUKCo- Presiden-$0--
JANET TREFETHENCo- Presiden-$0--
SANDRA HARMYKAdministrati-$0--
JOHN WILKINSONDirector-$0--
ANNA HICKEYDirector-$0--
ELLEN REICH-LUCHTELDirector-$0--
BARBRA CHRISTODirector-$0--
KEVIN CORLEYDirector-$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
Janet Trefethen
Title
Co- President
Phone
7072531776
Signed
2019-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Blyth Warner & Associates Llp
Address
1378 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 142 bank fees 300 registration 20 video & website consulting 15,000 total 15,462”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 3,000”

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 Appendix140 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/PersonNm1KATE BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM VERHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE MCLOUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVE PRAMUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JANET TREFETHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SANDRA HARMYK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN WILKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANNA HICKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ELLEN REICH-LUCHTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BARBRA CHRISTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KEVIN CORLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015462
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION OF THE PUBLIC ABOUT THE HISTORY, VITICULTURAL PRACTICES, AND WINEMAKING PRACTICES OF OAK KNOLL DISTRIICT OF NAPA VALLEY.
IRS990EZ/ProgramServiceRevenueAmt02444
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION OF THE PUBLIC ABOUT THE HISTORY AND THE VITICULTURAL/ WINEMAKING PRACTICES OF OAK KNOLL DISTRICT OF NAPA VALLEY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EDUCATION OF THE PUBLIC ABOUT THE HISTORY, VITICULTURAL PRACTICES, AND WINEMAKING PRACTICES OF OAK KNOLL DISTRIICT OF NAPA VALLEY.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/FilingSecurityInformation/IPDt02019-08-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:39:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461328302
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01378 ADAMS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094574
ReturnHeader/PreparerPersonGrp/PhoneNum07079638262
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETON A BLYTH
ReturnHeader/ReturnTs02019-08-30T12:39:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,441
Liabilities
$3,000
Net assets
$50,441
Revenue
$32,429
Expenses
$31,467
Net income
$962
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