Civic Intelligence

Napa Valley Vintners Healthy Community Fund

990 • Fiscal year 2017 • EIN 91-1813537

Dec 01, 2016 to Nov 30, 2017 • Filed on Aug 13, 2018

Organization ProfileN/A
PO Box 141St Helena, CA 94574

(707) 963-3388

Siviq Scores

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

Liabilities / Assets

30th percentile

0.09x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

0.21x

Higher debt load relative to revenue than 40% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

36th percentile

0.2%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

55th percentile

6.2%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

9.8%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$37,251,580

Up $2,158,401 (+6.2%) from 2016

Net Assets

Up

$34,027,235

Up $3,031,201 (+9.8%) from 2016

Liabilities

Down

$3,224,345

Down $872,800 (-21%) from 2016

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin36th percentile

Revenue

Up

$15,575,383

Up $1,384,538 (+9.8%) from 2016

Expenses

Up

$15,546,615

Up $1,974,742 (+15%) from 2016

Net Income

Down

$28,768

Down $590,204 (-95%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$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

2017

Assets$37,251,580
Liabilities$3,224,345
Net Assets$34,027,235
Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$15,575,383
Expenses$15,546,615
Net Income$28,768
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Aug 13, 2018
Return Version
2016v3.0
Gross Receipts
$19,604,026
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$28,775,770$31,669,329▲ $2,893,559
Savings and Temporary Cash Investments$6,317,409$5,562,251▼ $755,158
Land, Buildings, and Equipment, Net-$20,000-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$35,093,179$37,251,580▲ $2,158,401
Other Assets Total-$0-
Liabilities
Grants Payable$3,973,130$3,152,500▼ $820,630
Accounts Payable and Accrued Expenses$124,015$71,845▼ $52,170
Total Liabilities$4,097,145$3,224,345▼ $872,800
Net Assets / Fund Balance
Unrestricted Net Assets$30,996,034$34,027,235▲ $3,031,201
Total Net Assets Fund Balance$30,996,034$34,027,235▲ $3,031,201
Total Liabilities and Net Assets / Fund Balance$35,093,179$37,251,580▲ $2,158,401

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,000$5,000$25,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$28,698,986---$28,698,986
2015$29,365,914--$666,928$28,698,986
2014-$29,365,914--$29,365,914
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Michael HonigBoard Chair
David PearsonBoard Vicechair
Carol Kingery RitterDirector
Darioush KhlaediDirector
David ButlerDirector
David DuncanDirector
Delia ViaderDirector
Ed MatovcikDirector
Emma SwainDirector
Pat StotesberyDirector
Peter McCreaDirector
Robin BaggettDirector
Susan BoswellDirector
Paul LearySecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$13,500,000
Program Service Revenue
$0
Investment Income
$2,075,383
Other Revenue
$0
Change in Net Assets
$28,768

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,530,483
Revenue Not Reported on Financial Statements
$44,900
Revenue Not Reported on Form 990
$2,906,125
Total Revenue per Audited Statements
$18,436,608
Total Revenue per Form 990
$15,575,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,725,107
Other Expenses$821,508
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,725,107--$14,725,107
Fees for Services Other$635,896$111,399-$747,295
Fees for Service Investment Mgmnt Fees-$44,900-$44,900
Depreciation Depletion-$5,000-$5,000
Conferences and Meetings$2,163--$2,163
Other Expenses$71$81-$152
Travel$33--$33
Total Functional Expenses$15,384,990$161,625$0$15,546,615

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,546,615
Expenses per Audited Statements$15,501,715
Total Expenses per Audited Statements$15,405,407
Expenses Not Reported on Financial Statements$44,900
Expenses Not Reported on Form 990$-96,308
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Health Clinic OleNapa, CA501(c)(3)Health$5,437,500
Napa Valley Community FndNapa, CA501(c)(3)Emergency assistance$2,000,000
Aldea Children & Family SvcsNapa, CA501(c)(3)Health$835,000
On The MoveVoicesNapa, CA501(c)(3)Education$580,340
Queen of the Valley Medical CNapa, CA501(c)(3)Health$550,000
Collabria CareNapa, CA501(c)(3)Health$500,000
Napa LearnsNapa, CA501(c)(3)Education$500,000
St Helena Hospital FoundationSt Helena, CA501(c)(3)Health$500,000
UpValley Family CentersCalistoga, CA501(c)(3)Family Assistance$447,000
Cope Family CenterNapa, CA501(c)(3)Family Assistance$362,000
Boys & Girls Club of NapaNapa, CA501(c)(3)Education$325,000
MentisNapa, CA501(c)(3)Health$300,000
Childrens Health InitiativeNapa, CA501(c)(3)Health$250,000
Planned Parenthood of ShastaConcord, CA501(c)(3)Health$230,000
Boys & Girls Club St HelenaSt Helena, CA501(c)(3)Education$200,000
Child Start IncNapa, CA501(c)(3)Child Assistance$200,000
Community Resource for ChildrNapa, CA501(c)(3)Child Assistance$200,000
Napa Emergency Womens ServicNapa, CA501(c)(3)Domestic Violence Relief$185,000
Summer Search North BayPetaluma, CA501(c)(3)Education$150,000
ParentsCANNapa, CA501(c)(3)Health$115,000
Puertas Abiertas CRCNapa, CA501(c)(3)Family Assistance$90,000
Gunilda Rianda Senior CenterSt Helena, CA501(c)(3)Senior Citizen Assistance$85,000
Hearts & Hands Preschool IncCalistoga, CA501(c)(3)Education$83,000
Aim HighSan Francisco, CA501(c)(3)Education$80,000
NCOE State PreschoolNapa, CA501(c)(3)Education$75,000
Pediatric Dental InitiativeWindsor, CA501(c)(3)Health$75,000
Napa Valley Adult EducationNapa, CA501(c)(3)Education$70,500
First 5 Napa CountyNapa, CA501(c)(3)Education$61,142
Big Brothers Big SistersNapa, CA501(c)(3)Education$60,000
CASA a Voice for ChildrenNapa, CA501(c)(3)Child Assistance$60,000
Lilliput Childrens ServicesNapa, CA501(c)(3)Family Assistance$60,000
Girls on The Run Napa ValleyNapa, CA501(c)(3)Child assistance$50,000
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
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, Line 3: Description of Delegated Duties to Management Company

“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, Line 11B: Form 990 Review Process

“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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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, Line 19: Other Organization Documents Publicly Available

“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 Comunity
EIN
91-1813537
Phone
7079633388
Address
PO Box 141, St Helena, CA 94574

Signing Officer

Name
David Pearson
Title
Chair
Signed
2018-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Pearson
Formed
1997
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Brotemarkle Davis & Co LLP
Address
899 ADAMS ST STE H, SAINT HELENA, CA 94574-1160
Preparer
Guy W Carl
Phone
7079634466
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Reversal of prior year grants expense = $96308”

Financial Statement Notes

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

“Board Designated Funds include the following:$20,429,986 Long-Term Investments $269,000 Strategic Initiatives $2,000,000 Disaster Relief $6,000,000 Capital Projects”

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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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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,251,580
Liabilities
$3,224,345
Net assets
$34,027,235
Revenue
$15,575,383
Expenses
$15,546,615
Net income
$28,768
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $25M-$50M nonprofits