Civic Intelligence

Napa Valley Performing Arts Foundation

990 • Fiscal year 2013 • EIN 27-1410977

Jan 01, 2013 to Dec 31, 2013 • Filed on May 20, 2014

Organization ProfileN/A
PO Box 560794581

(707) 255-8066

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

2nd percentile

-160%

Higher net margin than 2% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

7th percentile

-26%

Faster asset growth than 7% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$861,074

Down $298,502 (-26%) from 2012

Net Assets

Down

$861,074

Down $298,502 (-26%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

$186,315

No earlier filing loaded for comparison.

Expenses

Up

$484,817

Up $278,475 (+135%) from 2012

Net Income

-$298,502

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,245,852Liabilities 2011: $0Net Assets 2011: $1,245,8522011Assets 2012: $1,159,576Liabilities 2012: $0Net Assets 2012: $1,159,5762012Assets 2013: $861,074Liabilities 2013: $0Net Assets 2013: $861,0742013Assets 2015: $890,369Liabilities 2015: $0Net Assets 2015: $890,3692015Assets 2016: $946,513Liabilities 2016: $0Net Assets 2016: $946,5132016Assets 2017: $1,017,058Liabilities 2017: $0Net Assets 2017: $1,017,0582017Assets 2018: $906,776Liabilities 2018: $0Net Assets 2018: $906,7762018Assets 2019: $1,003,602Liabilities 2019: $0Net Assets 2019: $1,003,6022019Assets 2020: $1,078,436Liabilities 2020: $0Net Assets 2020: $1,078,4362020Assets 2021: $1,113,206Liabilities 2021: $0Net Assets 2021: $1,113,2062021Assets 2022: $1,037,028Liabilities 2022: $0Net Assets 2022: $1,037,0282022Assets 2023: $971,006Liabilities 2023: $0Net Assets 2023: $971,0062023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2013

Assets$861,074
Liabilities$0
Net Assets$861,074
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $210,3832011Expenses 2012: $206,3422012Revenue 2013: $186,315Expenses 2013: $484,817Net Income 2013: -$298,5022013Revenue 2015: $43,851Expenses 2015: $56,601Net Income 2015: -$12,7502015Revenue 2016: $40,284Expenses 2016: $39,696Net Income 2016: $5882016Revenue 2017: $57,671Expenses 2017: $50,511Net Income 2017: $7,1602017Revenue 2018: $70,500Expenses 2018: $83,422Net Income 2018: -$12,9222018Revenue 2019: $49,029Expenses 2019: $53,437Net Income 2019: -$4,4082019Revenue 2020: $47,804Expenses 2020: $25,555Net Income 2020: $22,2492020Revenue 2021: $215,897Expenses 2021: $34,319Net Income 2021: $181,5782021Revenue 2022: $6,943Expenses 2022: $95,870Net Income 2022: -$88,9272022Revenue 2023: -$7,287Expenses 2023: $58,735Net Income 2023: -$66,0222023Revenue 2024: $6,130Expenses 2024: $977,136Net Income 2024: -$971,0062024

Highlighted filing

2013

Revenue$186,315
Expenses$484,817
Net Income-$298,502
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 20, 2014
Return Version
2013v3.0
Gross Receipts
$645,603
Mission and Program Overview

Mission

The purpose of the endowment fund shall be to provide a permanent and growing source of funds which shall be invested to generate income for the benefit of the napa valley symphony association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,159,576$861,074▼ $298,502
Investments in Publicly Traded Securities$1,149,638$819,577▼ $330,061
Savings and Temporary Cash Investments$9,938$41,497▲ $31,559
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,159,576$861,074▼ $298,502
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,159,576$861,074▼ $298,502
Total Liabilities and Net Assets / Fund Balance$1,159,576$861,074▼ $298,502

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,145,449$30,000▲ $156,301-$1,326,707
2012$1,174,992$200▲ $125,196-$1,145,449
2011$1,272,176$17,738▲ $91,322-$1,174,992
2010-$1,248,482▲ $76,027-$1,272,176
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Howard WalkerPast - President
Susan HafleighPresident
Carlee LeftwichDirector
Tim DoranDirector
Tracy HaywardDirector
Fred RijkeSecretary
Bruce ButlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,000
Program Service Revenue
$0
Investment Income
$149,946
Other Revenue
$6,369
All Other Contributions
$30,000
Change in Net Assets
$-298,502
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$484,817
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$75,700-$75,700
Fees for Service Investment Mgmnt Fees-$4,958-$4,958
Fees for Services Accounting-$1,929-$1,929
Insurance-$1,316-$1,316
Fees for Services Other-$628-$628
Other Expenses-$50-$50
Total Functional Expenses$0$484,817$0$484,817
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Key members of the board of directors review the 990 before it is filed.”

Form 990, Part VI, Section B, Line 12C

“A copy of this policy must be reviewed by each director upon appointment, and then annually thereafter. Any duality of interest or possible conflict of interest on the part of any director must be disclosed in writing. Disclosure statements are updated annually and maintained in the principal office of the organization. Any director having a duality of interest or conflict of interest of a type described under policy guidelines, or who is involved in a self-dealing contract or transaction, shall not be counted in determining a quorum for meetings at which such matters are decided, even where permitted by law.”

Form 990, Part VI, Section C, Line 19

“Financial statements, conflict of interest policy and governing documents are available to the public upon request and on-site.”

Filing and Contact Details

Filer

EIN
27-1410977
Phone
7072558066

Signing Officer

Name
Susan Hafleigh
Title
President
Phone
7072558066
Signed
2014-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Hafleigh
Formed
2009
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Preparer
Laura E Wintz
Phone
7072247948
Raw XML Appendix389 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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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEY MEMBERS OF THE BOARD OF DIRECTORS REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THIS POLICY MUST BE REVIEWED BY EACH DIRECTOR UPON APPOINTMENT, AND THEN ANNUALLY THEREAFTER. ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY DIRECTOR MUST BE DISCLOSED IN WRITING. DISCLOSURE STATEMENTS ARE UPDATED ANNUALLY AND MAINTAINED IN THE PRINCIPAL OFFICE OF THE ORGANIZATION. ANY DIRECTOR HAVING A DUALITY OF INTEREST OR CONFLICT OF INTEREST OF A TYPE DESCRIBED UNDER POLICY GUIDELINES, OR WHO IS INVOLVED IN A SELF-DEALING CONTRACT OR TRANSACTION, SHALL NOT BE COUNTED IN DETERMINING A QUORUM FOR MEETINGS AT WHICH SUCH MATTERS ARE DECIDED, EVEN WHERE PERMITTED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND ON-SITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10NAPA VALLEY SYMPHONY ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946102867
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SYMPHONY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine103379 SOLANO AVENUE SUITE 1000
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0NAPA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode094558
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01159576
IRS990/TotalAssetsEOYAmt0861074
IRS990/TotalAssetsGrp/BOYAmt01159576
IRS990/TotalAssetsGrp/EOYAmt0861074
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt030000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0484817
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0484817
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01159576
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0861074
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt049166
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0107149
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186315
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01159576
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0861074
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103379 SOLANO AVENUE SUITE 1000
IRS990/USAddress/City0NAPA
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode094558
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN HAFLEIGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07072558066
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10NAPA VALLEY SYMPHONY ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0NAPA
ReturnHeader/Filer/EIN0271410977
ReturnHeader/Filer/PhoneNum07072558066
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 5607
ReturnHeader/Filer/USAddress/City0NAPA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094581
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941587502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10G & J SEIBERLICH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103264 VILLA LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NAPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094558
ReturnHeader/PreparerPersonGrp/PhoneNum07072247948
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA E WINTZ
ReturnHeader/ReturnTs02014-05-21T11:28:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$861,074
Liabilities
$0
Net assets
$861,074
Revenue
$186,315
Expenses
$484,817
Net income
-$298,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.98$0.97
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.06$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.01$0.10$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.22$0.03$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.05$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.07$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.19$0.48$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $500k-$1M nonprofits