Civic Intelligence

Upvalley Family Centers

EIN 80-0023012 • 501(c)3 • St Helena, CA

View Organization Page

Profile

The mission of the UpValley Family Centers is to provide guidance, support and resources in the community, in the home and for the individual so that everyone can achieve a better life. We serve youth, adults and families in the communities of Calistoga, St. Helena and surrounding areas of Deer Park, Angwin, Pope Valley, Lake Berryessa, Oakville, and Rutherford in northern Napa County. We work with dozens of partner organizations to bring services up valley.

1440 Spring StSt Helena, CA 94574

www.upvalleyfamilycenters.org

Siviq Scores

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

Liabilities / Assets

46th percentile

0.10x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.13x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

35th percentile

-0.4%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $5M-$10M 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

38th percentile

1.0%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-4.1%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$5,910,988

Up $823,309 (+16%) from 2024

Liabilities

Up

$966,833

Up $467,471 (+94%) from 2024

Net Assets

Up

$4,944,155

Up $355,838 (+7.8%) from 2024

Operations
Liabilities / Revenue45th percentileNet Margin35th percentile

Revenue

Up

$4,909,148

Up $944,019 (+24%) from 2024

Expenses

Up

$4,642,288

Up $661,286 (+17%) from 2024

Net Income

Up

$266,860

Up $282,733 (+1781%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $516,169Liabilities 2010: $18,604Net Assets 2010: $497,5652010Assets 2011: $648,933Liabilities 2011: $41,438Net Assets 2011: $607,4952011Assets 2012: $484,536Liabilities 2012: $52,670Net Assets 2012: $431,8662012Assets 2013: $384,833Liabilities 2013: $36,224Net Assets 2013: $348,6092013Assets 2014: $905,583Liabilities 2014: $28,690Net Assets 2014: $876,8932014Assets 2015: $969,532Liabilities 2015: $16,741Net Assets 2015: $952,7912015Assets 2016: $1,432,320Liabilities 2016: $41,732Net Assets 2016: $1,390,5882016Assets 2017: $1,639,983Liabilities 2017: $30,444Net Assets 2017: $1,609,5392017Assets 2018: $2,632,477Liabilities 2018: $111,755Net Assets 2018: $2,520,7222018Assets 2019: $3,318,704Liabilities 2019: $118,274Net Assets 2019: $3,200,4302019Assets 2020: $4,364,945Liabilities 2020: $1,031,886Net Assets 2020: $3,333,0592020Assets 2021: $4,974,617Liabilities 2021: $731,979Net Assets 2021: $4,242,6382021Assets 2022: $4,275,376Liabilities 2022: $393,959Net Assets 2022: $3,881,4172022Assets 2023: $5,035,353Liabilities 2023: $614,610Net Assets 2023: $4,420,7432023Assets 2024: $5,087,679Liabilities 2024: $499,362Net Assets 2024: $4,588,3172024Assets 2025: $5,910,988Liabilities 2025: $966,833Net Assets 2025: $4,944,1552025

Highlighted filing

2025

Assets$5,910,988
Liabilities$966,833
Net Assets$4,944,155
Open 2025 Filing

Operations Trend

Revenue Growth27th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $523,0162010Expenses 2011: $662,3312011Expenses 2012: $768,8492012Expenses 2013: $728,0962013Revenue 2014: $1,107,735Expenses 2014: $1,009,535Net Income 2014: $98,2002014Revenue 2015: $1,294,921Expenses 2015: $1,219,023Net Income 2015: $75,8982015Revenue 2016: $2,364,377Expenses 2016: $1,923,720Net Income 2016: $440,6572016Revenue 2017: $1,803,162Expenses 2017: $1,624,359Net Income 2017: $178,8032017Revenue 2018: $3,093,424Expenses 2018: $2,183,034Net Income 2018: $910,3902018Revenue 2019: $3,231,966Expenses 2019: $2,565,571Net Income 2019: $666,3952019Revenue 2020: $3,112,336Expenses 2020: $2,967,743Net Income 2020: $144,5932020Revenue 2021: $4,153,607Expenses 2021: $3,492,923Net Income 2021: $660,6842021Revenue 2022: $3,631,934Expenses 2022: $3,618,995Net Income 2022: $12,9392022Revenue 2023: $4,136,520Expenses 2023: $3,717,808Net Income 2023: $418,7122023Revenue 2024: $3,965,129Expenses 2024: $3,981,002Net Income 2024: -$15,8732024Revenue 2025: $4,909,148Expenses 2025: $4,642,288Net Income 2025: $266,8602025

Highlighted filing

2025

Revenue$4,909,148
Expenses$4,642,288
Net Income$266,860
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,910,988
Liabilities
$966,833
Net assets
$4,944,155
Revenue
$4,909,148
Expenses
$4,642,288
Net income
$266,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.91$0.97$4.94$4.91$4.64$0.27
2024Detailed filing. Detailed filing data is available for this year.$5.09$0.50$4.59$3.97$3.98$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.04$0.61$4.42$4.14$3.72$0.42
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.39$3.88$3.63$3.62$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.97$0.73$4.24$4.15$3.49$0.66
2020Detailed filing. Detailed filing data is available for this year.$4.36$1.03$3.33$3.11$2.97$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.32$0.12$3.20$3.23$2.57$0.67
2018Detailed filing. Detailed filing data is available for this year.$2.63$0.11$2.52$3.09$2.18$0.91
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.03$1.61$1.80$1.62$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.04$1.39$2.36$1.92$0.44
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.02$0.95$1.29$1.22$0.08
2014Summary only. Only limited summary data is available for this year.$0.91$0.03$0.88$1.11$1.01$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.04$0.35$0.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.05$0.43$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.04$0.61$0.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.02$0.50$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 27, 2026
Return Version
2024v5.2
Gross Receipts
$5,427,719
Mission and Program Overview

Mission

The mission of the UpValley Family Centers is to provide guidance, support and resources in the community, in the home and for the individual so that everyone can achieve a better life. We serve youth, adults and families in the communities of Calistoga, St. Helena and surrounding areas of Deer Park, Angwin, Pope Valley, Lake Berryessa, Oakville, and Rutherford in northern Napa County. We work with dozens of partner organizations to bring services up valley.

The mission of the UpValley Family Centers is to provide guidance, support and resources in the community, in the home and for the individual so that everyone can achieve a better life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,707,248$2,935,063▲ $227,815
Pledges and Grants Receivable$834,107$1,358,534▲ $524,427
Cash and Non-Interest-Bearing Accounts$992,767$535,550▼ $457,217
Land, Buildings, and Equipment, Net$222,104$231,390▲ $9,286
Savings and Temporary Cash Investments$14,572$45,203▲ $30,631
Prepaid Expenses and Deferred Charges$25,407$44,561▲ $19,154
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,087,679$5,910,988▲ $823,309
Other Assets Total$291,474$760,687▲ $469,213
Liabilities
Other Liabilities$305,667$779,847▲ $474,180
Accounts Payable and Accrued Expenses$193,695$186,986▼ $6,709
Total Liabilities$499,362$966,833▲ $467,471
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,382,801$3,500,962▲ $118,161
Net Assets With Donor Restrictions$1,205,516$1,443,193▲ $237,677
Total Net Assets Fund Balance$4,588,317$4,944,155▲ $355,838
Total Liabilities and Net Assets / Fund Balance$5,087,679$5,910,988▲ $823,309

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$209,495$46,453$255,948
Equipment$21,895$116,685$138,580
Other Assets Org$760,687--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,130,516$973,890-$736,213$3,368,193
2023$3,174,685$504,856-$549,025$3,130,516
2022$2,757,854$967,068-$550,237$3,174,685
2021$2,705,316$822,263-$769,725$2,757,854
2020$2,701,137$1,716,457-$1,712,278$2,705,316
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jenny OconExecutive DirecFT$199,078$26,330$225,408

Board Members and Trustees

NameTitle
Bonnie SchochPresident
Doug BoeschenVice President
Braulio MunozDirector
Caitlin StuartDirector
Doug MarriottDirector
Genevieve WelshDirector
Melissa DevoreDirector
Sam MartinDirector
Sylvia TaplinDirector
Terry Byrnes FiddamanDirector
Ziggy GutierrezDirector
Julia Leza GardnerSecretary
Fred HippTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,650,342
Program Service Revenue
$45
Investment Income
$189,734
Other Revenue
$69,027
All Other Contributions
$2,204,884
Change in Net Assets
$266,860

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,909,129
Revenue Not Reported on Financial Statements
$19
Revenue Not Reported on Form 990
$114,584
Other Revenue Adjustments
$-21,155
Total Revenue per Audited Statements
$5,023,713
Total Revenue per Form 990
$4,909,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,206,817
Other Expenses$1,308,402
Total Fundraising Expense$187,021
Grants and Similar Amounts Paid$127,069
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,908,900$432,474$85,109$2,426,483
Fees for Services Other$586,984$38,208$23,948$649,140
Other Employee Benefits$289,956$59,529$15,037$364,522
Payroll Taxes$171,724$34,586$7,556$213,866
Current Officers, Directors, Trustees, and Key Employees$171,654$16,156$14,136$201,946
All Other Expenses$143,449$12,683$15,391$171,523
Occupancy$76,842$11,265$2,913$91,020
Grants to Domestic Individuals$75,069--$75,069
Grants to Domestic Orgs$52,000--$52,000
Other Expenses$24,338$52$12,041$36,431
Insurance$30,003$3,943$712$34,658
Depreciation Depletion$21,088$3,480$1,596$26,164
Fees for Service Investment Mgmnt Fees-$21,174-$21,174
Office Expenses$13,451$2,874$853$17,178
Fees for Services Legal$12,509--$12,509
Fees for Services Accounting-$10,400-$10,400
Total Functional Expenses$3,791,778$663,489$187,021$4,642,288

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,667,875
Total Expenses per Form 990$4,642,288
Expenses per Audited Statements$4,642,269
Expenses Not Reported on Form 990$25,606
Expenses Not Reported on Financial Statements$19
Other Expense Adjustments$-21,155
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Parents CanNapa, CA--$30,000
Miel Promotoras LLCCalistoga, CA501(c)(3)-$22,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$90,182
Fundraising Direct Expenses$21,155
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Viva Online Fundraiser$90,182$90,182$21,155$69,027
Total Events$90,182$90,182$21,155$69,027
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability - Operating$779,847
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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

“Form 990 is prepared by a CPA firm and reviewed by the Internal Committee prior to filing. Form 990 is provided to the full board which may occur prior to or after filing.”

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

“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 the annual disclosure, the organization's executive committee 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 entire board will decide what appropriate action to take.”

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

“Up Valley Family Centers Board of Directors independently reviews and approves the compensation for the Executive Director with assurances that members do not have a financial interest in the process. In making its decision, the Board reviews compensation data from an independent report of salaries from other nonprofit organizations in our geographic region to determine a reasonable compensation amount. Upon approving the salary, full documentation of the decision is kept in the organization's employment files.”

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

“No other officers/directors are compensated.”

Form 990, Part VI, Section C, Line 19

“The Organization's governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Upvalley Family Centers
EIN
80-0023012
Phone
7079655010
Address
1440 SPRING ST, ST HELENA, CA 94574

Signing Officer

Name
Jenny Ocon
Title
Executive Direc
Signed
2026-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenny Ocon
Formed
2002
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
42
Volunteers
150

Preparer

Firm
Boden Klein & Sneesby A Professional Corp
Address
3005 Douglas Blvd Ste 115, Roseville, CA 95661
Preparer
James W Boden
Phone
9167741040
Supplemental Narrative

Financial Statement Notes

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

“Endowment funds are used to sustain operations through delays in payments of committed funding and reimbursable contracts; to meet unfunded/unexpected organizational needs due to an emergency or emerging needs.”

Part X : FIN48 Footnote

“The organization evaluates on an annual basis the impact from uncertain tax positions. There was no impact on the organization's financial statements as a result of this evaluation.the organization files tax returns in the united states federal jurisdiction and in the state of california. The organization's federal tax returns are subject to examination by the internal revenue service generally for three years. The organization's california tax returns are subject to examination by the franchise tax board generally for four years.”

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IRS990/MissionDesc0The mission of the UpValley Family Centers is to provide guidance, support and resources in the community, in the home and for the individual so that everyone can achieve a better life. We serve youth, adults and families in the communities of Calistoga, St. Helena and surrounding areas of Deer Park, Angwin, Pope Valley, Lake Berryessa, Oakville, and Rutherford in northern Napa County. We work with dozens of partner organizations to bring services up valley.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Family & Senior Wellness - Programs and services include: health insurance outreach, enrollment, referrals for counseling services, case management, domestic violence services, parenting services, senior social groups, and disaster relief and recovery. The Organization made 1,507 guided referrals to various resources, helped 160 households with emergency financial assistance, 224 adults with parenting education and support, 57 people apply for health insurance, 457 seniors with resources and workshops, and 86 families with student assistance program wrap-around services.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Community Engagement - Programs and services include: immigrant integration services, coordination of health promotora volunteers, and community education and outreach. The Organization provided over 300 immigration legal services including consultations and applications for citizenship or other immigration benefits, and supported development of a worker owned Promotoras cooperative.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0The primary goal of the economic success programs is to increase economic self sufficiency. We fulfill this through financial literacy, access to financial institutions and subsidy programs, free tax preparation, job skills development, and development of assets through saving and credit building. The Organization assisted 552 low-income households with free tax preparation services generating $881,848 in refunds. 300 families were provided with food and toys for the holidays.
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