Civic Intelligence

Music in the Vineyards

EIN 68-0358441 • 501(c)3 • Napa, CA

Profile

To present a world class chamber music festival in the Napa Valley.

PO Box 6297Napa, CA 94581

www.musicinthevineyards.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

32nd percentile

-3.3%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

6.2%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

26%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,021,638

Up $59,287 (+6.2%) from 2023

Liabilities

Up

$14,500

Up $14,000 (+2800%) from 2023

Net Assets

Up

$1,007,138

Up $45,287 (+4.7%) from 2023

Revenue

Up

$763,336

Up $159,590 (+26%) from 2023

Expenses

Up

$788,213

Up $40,401 (+5.4%) from 2023

Net Income

Up

-$24,877

Up $119,189 (+83%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $234,088Liabilities 2010: $2,739Net Assets 2010: $231,3492010Assets 2011: $310,038Liabilities 2011: $15,597Net Assets 2011: $294,4412011Assets 2012: $278,057Liabilities 2012: $5,771Net Assets 2012: $272,2862012Assets 2013: $357,984Liabilities 2013: $11,814Net Assets 2013: $346,1702013Assets 2014: $440,230Liabilities 2014: $27,708Net Assets 2014: $412,5222014Assets 2015: $454,804Liabilities 2015: $18,457Net Assets 2015: $436,3472015Assets 2016: $448,312Liabilities 2016: $3,548Net Assets 2016: $444,7642016Assets 2017: $597,975Liabilities 2017: $29,871Net Assets 2017: $568,1042017Assets 2018: $605,941Liabilities 2018: $1,025Net Assets 2018: $604,9162018Assets 2019: $694,794Liabilities 2019: $23,151Net Assets 2019: $671,6432019Assets 2020: $755,207Liabilities 2020: $80,410Net Assets 2020: $674,7972020Assets 2021: $887,746Liabilities 2021: $70,720Net Assets 2021: $817,0262021Assets 2022: $1,086,661Liabilities 2022: $905Net Assets 2022: $1,085,7562022Assets 2023: $962,351Liabilities 2023: $500Net Assets 2023: $961,8512023Assets 2024: $1,021,638Liabilities 2024: $14,500Net Assets 2024: $1,007,1382024

Highlighted filing

2024

Assets$1,021,638
Liabilities$14,500
Net Assets$1,007,138

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $368,634Expenses 2010: $296,049Net Income 2010: $72,5852010Expenses 2011: $298,1062011Expenses 2012: $315,2032012Revenue 2013: $370,556Expenses 2013: $296,672Net Income 2013: $73,8842013Revenue 2014: $470,810Expenses 2014: $404,458Net Income 2014: $66,3522014Revenue 2015: $422,030Expenses 2015: $398,205Net Income 2015: $23,8252015Revenue 2016: $398,548Expenses 2016: $390,131Net Income 2016: $8,4172016Revenue 2017: $555,520Expenses 2017: $432,180Net Income 2017: $123,3402017Revenue 2018: $567,405Expenses 2018: $530,593Net Income 2018: $36,8122018Revenue 2019: $657,808Expenses 2019: $591,081Net Income 2019: $66,7272019Revenue 2020: $365,301Expenses 2020: $366,651Net Income 2020: -$1,3502020Revenue 2021: $691,401Expenses 2021: $552,909Net Income 2021: $138,4922021Revenue 2022: $955,085Expenses 2022: $652,779Net Income 2022: $302,3062022Revenue 2023: $603,746Expenses 2023: $747,812Net Income 2023: -$144,0662023Revenue 2024: $763,336Expenses 2024: $788,213Net Income 2024: -$24,8772024

Highlighted filing

2024

Revenue$763,336
Expenses$788,213
Net Income-$24,877

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.76$0.79$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.60$0.75$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.96$0.65$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.07$0.82$0.69$0.55$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.08$0.67$0.37$0.37$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.67$0.66$0.59$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.60$0.57$0.53$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.03$0.57$0.56$0.43$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.44$0.40$0.39$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.02$0.44$0.42$0.40$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.03$0.41$0.47$0.40$0.07
2013Summary only. Only limited summary data is available for this year.$0.36$0.01$0.35$0.37$0.30$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.01$0.27$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.02$0.29$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.37$0.30$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$971,887
Mission and Program Overview

Mission

To present a world class chamber music festival in the Napa Valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$858,932$899,595▲ $40,663
Land, Buildings, and Equipment, Net$78,942$76,226▼ $2,716
Savings and Temporary Cash Investments$11,337$28,058▲ $16,721
Prepaid Expenses and Deferred Charges$5,319$11,967▲ $6,648
Inventories for Sale or Use$7,671$5,408▼ $2,263
Cash and Non-Interest-Bearing Accounts$150$384▲ $234
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$962,351$1,021,638▲ $59,287
Other Assets Total-$0-
Liabilities
Deferred Revenue-$14,500-
Accounts Payable and Accrued Expenses$500--
Total Liabilities$500$14,500▲ $14,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$950,018$999,038▲ $49,020
Net Assets With Donor Restrictions$11,833$8,100▼ $3,733
Total Net Assets Fund Balance$961,851$1,007,138▲ $45,287
Total Liabilities and Net Assets / Fund Balance$962,351$1,021,638▲ $59,287

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$76,226$34,621$110,847
Equipment-$4,397$4,397

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$870,765$15,000▲ $40,662$15,732$907,695
2022$607,051$279,810-$16,096$870,765
2021$379,514$272,626-$45,089$607,051
2020$343,040$45,089▲ $10,385$19,000$379,514
2019$280,096$57,150▲ $7,925$2,131$343,040
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Evie AyersExecutive DirectorFT$113,803$8,586$122,389

Board Members and Trustees

NameTitle
Susan KeyPresident
Anne GoldenDirector
Dustin Chase-WoodsDirector
Jamie BroumasDirector
John MeyerDirector
Michael SteinbergDirector
Susan DupreyDirector
Theresa Joy HannigDirector
Violet GrgichDirector
Rebecca BlumExecutive Director
Greg EvansSecretary
Diana BersohnVP - Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$615,468
Program Service Revenue
$133,376
Investment Income
$23,876
Other Revenue
$-9,384
All Other Contributions
$402,939
Change in Net Assets
$-24,877

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$48,327Fair Market Value (FMV)
Other Non Cash Contri Table1$16,000Fair Market Value (FMV)
Other Non Cash Contri Table29$14,552Fair Market Value (FMV)
Other Non Cash Contri Table12$9,306Fair Market Value (FMV)
Other Non Cash Contri Table1$8,300Fair Market Value (FMV)
Total Noncash Contributions46$96,485-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$478,591
Salaries, Compensation, and Employee Benefits$306,622
Total Fundraising Expense$168,406
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$220,046$8,111$2,154$230,311
Current Officers, Directors, Trustees, and Key Employees$62,274$38,921$54,490$155,685
Other Salaries and Wages$36,065$23,215$69,646$128,926
Travel$60,554--$60,554
Information Technology$12,936$18,839-$31,775
Occupancy$8,917$11,745$8,275$28,937
Advertising$7,912$1,923$13,540$23,375
Payroll Taxes$6,830$4,319$8,785$19,934
All Other Expenses$11,035$2,701$1,817$15,553
Insurance$1,837$6,122$614$8,573
Other Expenses$6,960-$2,926$6,960
Fees for Services Accounting$396$5,694$501$6,591
Grants to Domestic Orgs$3,000--$3,000
Depreciation Depletion$2,716--$2,716
Office Expenses$151$2,027-$2,178
Other Employee Benefits$1,371$504$202$2,077
Fees for Service Investment Mgmnt Fees-$1,705-$1,705
Fees for Services Legal-$120-$120
Total Functional Expenses$493,861$125,946$168,406$788,213
International Activity

International Summary

Employees
1
Spending
$12,936

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeFundraising & ProgramManage U.S. string quartet01$12,936
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$147,844
Fundraising Gross Income$138,460
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$320,960$138,460$20,240$118,220
Total Events$320,960$138,460$147,844$-9,384
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 35% controlled entity
No
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
Yes
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 11B

The Form 990 is prepared by a public accounting firm and is then reviewed by the executive director, Board president and treasurer prior to filing.

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

Every board member is provided with a copy of the organization's conflict of interest policy. The executive director and board members are required to annually document in writing any interests, relationships or holdings that could potentially result in a conflict of interest. If a conflict of interest is identified from an annual disclosure, the organization's board will review the conflict and take appropriate action, which may include prohibiting an individual from participating in the board's deliberations and decisions regarding a certain transaction. If a conflict is identified during a meeting, the Board will decide what appropriate action to take.

Form 990, Part VI, Section B, Line 15A

The organization's executive Committee annually evaluates the performance of the Executive Director and requests input on matters of performance and compensation. The Committee obtains information on which to make a recommendation to the full board for the salary and benefits of the Executive Director (and other highly compensated employees or consultants) based on a review of data. For example, the Committee will secure data that documents compensation levels and benefits for similarly qualified individuals in comparable positions at similar organizations. This data may include the following: 1. Salary and benefit compensation studies by independent sources; 2. Documented telephone calls about similar positions at both nonprofit and for profit organizations. To approve the compensation for the Executive Director (and other highly compensated employees and consultants) the board of directors documents how it reached its decisions, including the data on which it relied, in minutes of the meeting during which the compensation was approved. Documentation will include: 1) A description of the compensation and benefits and the date it was approved; 2) The members of the board who were present during the discussion about compensation and benefits, and the results of the vote.The President of the board of directors, who is a volunteer and not compensated by the organization, operates independently without undue influence from the Executive Director. No member of the Compensation Committee will be a staff member or the relative of a staff member.

Form 990, Part VI, Section C, Line 19

The organization's articles of incorporation, bylaws and conflict of interest policy are available to the public upon request at the organization's administrative office.

Part VI, Section B, line 15B

The organization did not have any other officers who were compensated during the year, nor did it have any key employees.

Filing and Contact Details

Filer

Filer Name
Music in the Vineyards
EIN
68-0358441
Phone
7072585559
Address
PO Box 6297, Napa, CA 94581

Signing Officer

Name
Susan Key
Title
President
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Blum
Formed
1996
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
6
Volunteers
34

Preparer

Firm
Brotemarkle Davis & Company Llp
Address
1000 MAIN ST STE 250, NAPA, CA 94559
Preparer
Guy W Carl
Phone
7079634466
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Board designated net assets is comprised of a reserve which is intended to insure the stability of the mission, programs, employment and ongoing operations of the organization, and to provide a source of internal funds for organizational priorities. The amount of this reserve totaled $899,594 at October 31, 2024. Temporarily restricted net assets in the amount of $7,500 are purpose restricted.

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IRS990/Desc0Music in the Vineyards Annual Chamber Music Festival:2024 was the 30th anniversary season of Music in the Vineyards, a nationally acclaimed chamber music festival held each August in the Napa Valley. We present world-class international artists-in-residence performing new and classic chamber music in unique winery spaces. We work in cooperative partnerships with the Napa Vintners Community who generously donate their spaces and wine for the concerts. This combination allows artists and audiences alike to experience the intimacy of chamber music as it was intended to be enjoyed. Our programming continues to balance traditional classical favorites works while also championing the works of underrepresented composers and contemporary pieces. The 2024 festival featured 16 concerts, including a family-friendly performance at Napa First Presbyterian, a silent film with live music, and a fund-raising Gala. In addition, there were two Music Illuminated events featuring live music with commentary. Approximately 1800 tickets were sold for ticketed concerts with approximately 2500 in attendance across all events. 47.5% of our patrons are from the Napa Valley and 29% from the surrounding Bay Area.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Echo in the Vineyards Music in the Vineyards Education and Community Engagement Program:As part of our mission, Music in the Vineyards is dedicated to providing musical experiences to people of all ages and walks of life. In addition to our regular festival concerts we also offer the following opportunities to engage with music here in the Napa Valley.Founded in 2018, our Fellowship String Quartet Program receives extensive mentorship and performance opportunities as well as experience with community engagement. This pre-professional ensemble offers interactive performances in retirement communities; Boys and Girls Clubs; workshops with Napa's high school music students; and free performances in public spaces. Over their three week residency, 2024 featured 7 performances (in addition to winery concerts), with an attendance of approximately 450 seniors, children and students.MITVs additional 2024 community activities included a Play-Along concert for families; free open rehearsals; and a collaboration with the NVYS funding private instrument lessons.
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