Civic Intelligence

Napa Valley Vintners Healthy Community

EIN 91-1813537 • 501(c)3 • St Helena, CA

Profile

The Organization's primary exempt purpose is to hold and distribute board-designated funds for Auction Napa Valley, a California nonprofit public benefit corporation, to Napa County non-profit organizations according to the organizations's giving guidelines.

PO Box 141St Helena, CA 94574

n/A

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.04x

Higher debt load relative to revenue than 18% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

50th percentile

4.1%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

8th percentile

-15%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-7.2%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$20,801,802

Down $3,686,681 (-15%) from 2023

Liabilities

Down

$205,261

Down $4,307,882 (-95%) from 2023

Net Assets

Up

$20,596,541

Up $621,201 (+3.1%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin50th percentile

Revenue

Down

$5,474,384

Down $423,221 (-7.2%) from 2023

Expenses

Down

$5,248,045

Down $1,549,710 (-23%) from 2023

Net Income

Up

$226,339

Up $1,126,489 (+125%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$60M$40M$20M$0Assets 2010: $20,668,290Liabilities 2010: $107,202Net Assets 2010: $20,561,0882010Assets 2011: $21,329,914Liabilities 2011: $899,928Net Assets 2011: $20,429,9862011Assets 2012: $23,261,942Liabilities 2012: $985,935Net Assets 2012: $22,276,0072012Assets 2013: $26,624,454Liabilities 2013: $221,502Net Assets 2013: $26,402,9522013Assets 2014: $32,874,130Liabilities 2014: $3,508,216Net Assets 2014: $29,365,9142014Assets 2015: $33,668,565Liabilities 2015: $3,436,988Net Assets 2015: $30,231,5772015Assets 2016: $35,093,179Liabilities 2016: $4,097,145Net Assets 2016: $30,996,0342016Assets 2017: $37,251,580Liabilities 2017: $3,224,345Net Assets 2017: $34,027,2352017Assets 2018: $39,339,633Liabilities 2018: $3,461,996Net Assets 2018: $35,877,6372018Assets 2019: $41,446,123Liabilities 2019: $2,090,375Net Assets 2019: $39,355,7482019Assets 2020: $40,663,312Liabilities 2020: $8,176,728Net Assets 2020: $32,486,5842020Assets 2021: $32,705,725Liabilities 2021: $5,095,474Net Assets 2021: $27,610,2512021Assets 2022: $25,977,065Liabilities 2022: $4,581,972Net Assets 2022: $21,395,0932022Assets 2023: $24,488,483Liabilities 2023: $4,513,143Net Assets 2023: $19,975,3402023Assets 2024: $20,801,802Liabilities 2024: $205,261Net Assets 2024: $20,596,5412024

Highlighted filing

2024

Assets$20,801,802
Liabilities$205,261
Net Assets$20,596,541
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$20M$10M$0-$10MExpenses 2010: $45,6242010Revenue 2011: $880,475Expenses 2011: $792,920Net Income 2011: $87,5552011Revenue 2012: $904,044Expenses 2012: $843,631Net Income 2012: $60,4132012Expenses 2013: $46,0922013Revenue 2014: $19,605,466Expenses 2014: $16,769,189Net Income 2014: $2,836,2772014Revenue 2015: $15,914,712Expenses 2015: $12,847,169Net Income 2015: $3,067,5432015Revenue 2016: $14,190,845Expenses 2016: $13,571,873Net Income 2016: $618,9722016Revenue 2017: $15,575,383Expenses 2017: $15,546,615Net Income 2017: $28,7682017Revenue 2018: $13,032,397Expenses 2018: $9,590,211Net Income 2018: $3,442,1862018Revenue 2019: $11,353,297Expenses 2019: $9,030,595Net Income 2019: $2,322,7022019Revenue 2020: $1,324,977Expenses 2020: $9,269,665Net Income 2020: -$7,944,6882020Revenue 2021: $410,948Expenses 2021: $7,329,483Net Income 2021: -$6,918,5352021Revenue 2022: $2,083,304Expenses 2022: $6,115,294Net Income 2022: -$4,031,9902022Revenue 2023: $5,897,605Expenses 2023: $6,797,755Net Income 2023: -$900,1502023Revenue 2024: $5,474,384Expenses 2024: $5,248,045Net Income 2024: $226,3392024

Highlighted filing

2024

Revenue$5,474,384
Expenses$5,248,045
Net Income$226,339
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$20,801,802
Liabilities
$205,261
Net assets
$20,596,541
Revenue
$5,474,384
Expenses
$5,248,045
Net income
$226,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.21$20.6$5.47$5.25$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$4.51$20.0$5.90$6.80$0.90
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$4.58$21.4$2.08$6.12$4.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.7$5.10$27.6$0.41$7.33$6.92
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.7$8.18$32.5$1.32$9.27$7.94
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.4$2.09$39.4$11.4$9.03$2.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.3$3.46$35.9$13.0$9.59$3.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.3$3.22$34.0$15.6$15.5$0.03
2016Detailed filing. Detailed filing data is available for this year.$35.1$4.10$31.0$14.2$13.6$0.62
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$3.44$30.2$15.9$12.8$3.07
2014Summary only. Only limited summary data is available for this year.$32.9$3.51$29.4$19.6$16.8$2.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.6$0.22$26.4$0.05
2012Summary only. Only limited summary data is available for this year.$23.3$0.99$22.3$0.90$0.84$0.06
2011Summary only. Only limited summary data is available for this year.$21.3$0.90$20.4$0.88$0.79$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$0.11$20.6$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 13, 2025
Return Version
2023v6.0
Gross Receipts
$11,775,942
Mission and Program Overview

Mission

The Organization's primary exempt purpose is to hold and distribute board-designated funds for Auction Napa Valley, a California nonprofit public benefit corporation, to Napa County non-profit organizations according to the organizations's giving guidelines.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,984,370$19,914,074▲ $3,929,704
Savings and Temporary Cash Investments$8,504,113$887,728▼ $7,616,385
Cash and Non-Interest-Bearing Accounts-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$24,488,483$20,801,802▼ $3,686,681
Other Assets Total-$0-
Liabilities
Grants Payable$4,455,000--
Accounts Payable and Accrued Expenses$58,143$205,261▲ $147,118
Total Liabilities$4,513,143$205,261▼ $4,307,882
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,975,340$20,596,541▲ $621,201
Total Net Assets Fund Balance$19,975,340$20,596,541▲ $621,201
Total Liabilities and Net Assets / Fund Balance$24,488,483$20,801,802▼ $3,686,681

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$19,071,259$1,525,282--$20,596,541
2022$19,940,567--$869,308$19,071,259
2021$32,103,974--$12,163,407$19,940,567
2020$31,488,368$615,606--$32,103,974
2019$36,808,367--$5,319,999$31,488,368
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Cyril ChappelletBoard chair
Jaime AraujoBoard Vicechair
Beth NovakDirector
Claire StullDirector
Donna WalkerDirector
Doug ShaferDirector
Ed MatovcikDirector
Elizabeth ViannaDirector
Emma SwainDirector
Jack BittnerDirector
Malek AmraniDirector
Steve FinkDirector
William CaryDirector
Schatzi ThrockmortonSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$3,050,000
Program Service Revenue
$0
Investment Income
$2,424,384
Other Revenue
$0
Change in Net Assets
$226,339

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,437,980
Revenue Not Reported on Financial Statements
$36,404
Revenue Not Reported on Form 990
$394,862
Other Revenue Adjustments
$454
Total Revenue per Audited Statements
$5,832,842
Total Revenue per Form 990
$5,474,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,516,000
Other Expenses$732,045
Total Fundraising Expense$519,216
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,516,000--$4,516,000
Fees for Services Other-$176,879$491,816$668,695
Fees for Service Investment Mgmnt Fees-$35,950-$35,950
Other Expenses--$25,630$25,630
Conferences and Meetings--$1,314$1,314
Travel--$456$456
Total Functional Expenses$4,516,000$212,829$519,216$5,248,045

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,248,045
Expenses per Audited Statements$5,211,641
Total Expenses per Audited Statements$5,211,641
Expenses Not Reported on Financial Statements$36,404
Other Expense Adjustments$454
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Napa Valley Unified Ed FdtnNapa, CA501(c)(3)Education$1,070,000
MentisNapa, CA501(c)(3)Health$1,050,000
Napa Communities Firewise FdnSt Helea, CA501(c)(3)Fire prevention$850,000
Aldea Children & Family SvcsNapa, CA501(c)(3)Health$300,000
On The MoveVoicesNapa, CA501(c)(3)Education$300,000
Queen of the Valley Hospital FdnNapa, CA501(c)(3)Health$300,000
UpValley Family CentersCalistoga, CA501(c)(3)Family Assistance$300,000
Napa Cnty Resource Cons DistNapa, CA501(c)(3)Land conservation$200,000
United Negro College FundWashington, DC501(c)(3)Education$146,000
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
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization, through its supported organization Auction Napa Valley, shares jointly-owned facilities with the Napa Valley Vintners, a related section 501(c)(6) organization. In addition, the organization is charged a fee for services provided by employees of the Napa Valley Vintners.”

Form 990, Part VI, Section B, Line 11B

“The Form 990 is prepared by a public accounting firm. It is reviewed and approved by a board appointed committee prior to filing.”

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

“Board members are required to complete a conflict of interest questionnaire annually. Any identified conflicts of interest are then reviewed by the Board of Directors. Any conflicts that come to the attention of the Board at any time during regularly scheduled board meetings are also addressed at such meetings.”

Form 990, Part VI, Section C, Line 19

“Governance documents, policies, conflict of interest statements and financial statements are available to the public at the organization's office upon request.”

Form 990, Part VI, Lines 15A & 15BB

“The organization has no employees. As a result, a compensation review and approval policy for the organization's top management official and other employees is not applicable.”

Filing and Contact Details

Filer

Filer Name
Napa Valley Vintners Healthy Community
EIN
91-1813537
Phone
7079633388
Address
PO Box 141, St Helena, CA 94574

Signing Officer

Name
Jaime Araujo
Title
Board chair
Signed
2025-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jaime Araujo
Formed
1997
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

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 funds are allocated to support the organization's two initiatives: Children's Mental Health and Forest Health.”

Part X : FIN48 Footnote

“Generally Accepted Accounting Principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Auction Napa Valley and Affiliates in its federal and state tax exempt organization's tax returns are more likely than not to be sustained upon examination. The Organization's returns may be subject to examination by federal and state taxing authorities. Tax years still open to examination extend back to 2020 for Federal purposes and to 2019 for California purposes.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Investment income $454”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Investment income $454”

Raw XML AppendixShowing 400 of 635 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/Form990PartVIISectionAGrp/PersonNm5Malek Amrani
IRS990/Form990PartVIISectionAGrp/PersonNm6Schatzi Throckmorton
IRS990/Form990PartVIISectionAGrp/PersonNm7Ed Matovcik
IRS990/Form990PartVIISectionAGrp/PersonNm8Donna Walker
IRS990/Form990PartVIISectionAGrp/PersonNm9Jack Bittner
IRS990/Form990PartVIISectionAGrp/PersonNm10William Cary
IRS990/Form990PartVIISectionAGrp/PersonNm11Elizabeth Vianna
IRS990/Form990PartVIISectionAGrp/PersonNm12Steve Fink
IRS990/Form990PartVIISectionAGrp/PersonNm13Beth Novak
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Board designated funds are allocated to support the organization's two initiatives: Children's Mental Health and Forest Health.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Generally Accepted Accounting Principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Auction Napa Valley and Affiliates in its federal and state tax exempt organization's tax returns are more likely than not to be sustained upon examination. The Organization's returns may be subject to examination by federal and state taxing authorities. Tax years still open to examination extend back to 2020 for Federal purposes and to 2019 for California purposes.
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