Civic Intelligence

Napa Chamber of Commerce

EIN 94-0705300 • 501(c)6 • Napa, CA

Profile

Promote our community's economic vitality and quality of life through leadership development, advocacy, facilitation, and education. The napa chamber of commerce supports the local economy, promotes the community, provides networking opportunities, represents businesses to the local government, and supports a sustainable future.

1556 First StreetNapa, CA 94559

www.napachamber.org

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.73x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

0.74x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Net Margin

38th percentile

-0.2%

Higher net margin than 38% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

42nd percentile

1.2%

Faster asset growth than 42% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

4.5%

Faster revenue growth than 47% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$612,758

Up $7,255 (+1.2%) from 2022

Liabilities

Up

$444,493

Up $8,705 (+2.0%) from 2022

Net Assets

Down

$168,265

Down $1,450 (-0.9%) from 2022

Revenue

Up

$603,284

Up $26,050 (+4.5%) from 2022

Expenses

Up

$604,734

Up $77,352 (+15%) from 2022

Net Income

Down

-$1,450

Down $51,302 (-103%) from 2022

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $580,612Liabilities 2010: $175,631Net Assets 2010: $404,9812010Assets 2011: $515,825Liabilities 2011: $177,440Net Assets 2011: $338,3852011Assets 2012: $521,803Liabilities 2012: $163,348Net Assets 2012: $358,4552012Assets 2013: $474,997Liabilities 2013: $167,728Net Assets 2013: $307,2692013Assets 2014: $405,858Liabilities 2014: $159,971Net Assets 2014: $245,8872014Assets 2015: $307,435Liabilities 2015: $159,532Net Assets 2015: $147,9032015Assets 2016: $283,319Liabilities 2016: $169,322Net Assets 2016: $113,9972016Assets 2017: $256,143Liabilities 2017: $170,234Net Assets 2017: $85,9092017Assets 2018: $281,972Liabilities 2018: $164,702Net Assets 2018: $117,2702018Assets 2019: $519,824Liabilities 2019: $423,080Net Assets 2019: $96,7442019Assets 2020: $500,707Liabilities 2020: $404,295Net Assets 2020: $96,4122020Assets 2021: $563,158Liabilities 2021: $443,295Net Assets 2021: $119,8632021Assets 2022: $605,503Liabilities 2022: $435,788Net Assets 2022: $169,7152022Assets 2023: $612,758Liabilities 2023: $444,493Net Assets 2023: $168,2652023

Highlighted filing

2023

Assets$612,758
Liabilities$444,493
Net Assets$168,265

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $702,6462010Expenses 2011: $792,8382011Expenses 2012: $695,4802012Revenue 2013: $606,598Expenses 2013: $656,634Net Income 2013: -$50,0362013Revenue 2014: $537,467Expenses 2014: $598,849Net Income 2014: -$61,3822014Revenue 2015: $449,727Expenses 2015: $547,711Net Income 2015: -$97,9842015Revenue 2016: $470,152Expenses 2016: $504,058Net Income 2016: -$33,9062016Revenue 2017: $551,478Expenses 2017: $579,566Net Income 2017: -$28,0882017Revenue 2018: $581,244Expenses 2018: $549,883Net Income 2018: $31,3612018Revenue 2019: $548,966Expenses 2019: $569,492Net Income 2019: -$20,5262019Revenue 2020: $500,138Expenses 2020: $500,470Net Income 2020: -$3322020Revenue 2021: $531,462Expenses 2021: $508,011Net Income 2021: $23,4512021Revenue 2022: $577,234Expenses 2022: $527,382Net Income 2022: $49,8522022Revenue 2023: $603,284Expenses 2023: $604,734Net Income 2023: -$1,4502023

Highlighted filing

2023

Revenue$603,284
Expenses$604,734
Net Income-$1,450

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.13$4.44$1.68$6.03$6.05$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.06$4.36$1.70$5.77$5.27$0.50
2021Summary only. Only limited summary data is available for this year.$5.63$4.43$1.20$5.31$5.08$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$4.04$0.96$5.00$5.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$4.23$0.97$5.49$5.69$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$1.65$1.17$5.81$5.50$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$1.70$0.86$5.51$5.80$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$1.69$1.14$4.70$5.04$0.34
2015Detailed filing. Detailed filing data is available for this year.$3.07$1.60$1.48$4.50$5.48$0.98
2014Detailed filing. Detailed filing data is available for this year.$4.06$1.60$2.46$5.37$5.99$0.61
2013Detailed filing. Detailed filing data is available for this year.$4.75$1.68$3.07$6.07$6.57$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$1.63$3.58$6.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.16$1.77$3.38$7.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.81$1.76$4.05$7.03
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 15, 2023
Return Version
2022v5.0
Gross Receipts
$621,702
Mission and Program Overview

Mission

Promote economic vitality and quality of life through leadership, development, advocacy, facilitation, and education in the napa valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$473,705$470,165▼ $3,540
Cash and Non-Interest-Bearing Accounts-$126,387-
Prepaid Expenses and Deferred Charges-$8,725-
Savings and Temporary Cash Investments$89,453$226▼ $89,227
Total Assets$563,158$605,503▲ $42,345
Liabilities
Mortgage Notes Payable Secured by Investment Property$387,295$379,429▼ $7,866
Other Liabilities$56,000$56,359▲ $359
Total Liabilities$443,295$435,788▼ $7,507
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$119,863$169,715▲ $49,852
Total Net Assets Fund Balance$119,863$169,715▲ $49,852
Total Liabilities and Net Assets / Fund Balance$563,158$605,503▲ $42,345

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$317,038$591,722$431,039
Land$153,127-$71,970
Equipment-$40,659$40,659
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Travis StanleyPast CEOFT$127,000$127,000

Board Members and Trustees

NameTitle
Greg BrunChair
Christi Coors FeciliChair Elect
John EvansPast Chair
Ken FrankPast Chair
Kevin TeaguePast Chair
Michael MurrayPast Chair
Jeri HansenPresident an
Adam GhislettaDirector
Alonso CoronaDirector
Andrea M Clarke MdDirector
Austin AllisonDirector
Dave GrahamDirector
George NielsonDirector
Gordon HuetherDirector
Jimmy AtkinsonDirector
Michael BasayneDirector
Richard RybickiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$531,991
Investment Income
$777
Other Revenue
$44,466
Change in Net Assets
$49,852
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$324,568
Other Expenses$202,814
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$161,569
Current Officers, Directors, Trustees, and Key Employees---$127,000
Office Expenses---$43,227
Fees for Services Other---$42,790
Occupancy---$29,730
Payroll Taxes---$24,037
Other Employee Benefits---$11,962
Information Technology---$5,512
Travel---$5,279
Other Expenses---$2,406
Advertising---$1,891
Insurance---$925
Interest---$75
Total Functional Expenses$0$0$0$527,382
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Income$49,890
Rental Deposits$6,095
Credit Card$374
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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, Page 6, Part VI, Line 11B

A. Policy: to ensure that the organization maintains its exempt status and to minimize the likelihood that its income or assets will be diverted improperly to non-exempt purposes, the treasurer and ceo will approve the tax filing prior to the due date and it will be documented in the minutes. B. Procedure: the tax forms will be approved by the treasurer and ceo as designated by the board. Documents will be signed and mailed to the irs institution. The final public version of the form 990 will be available at the chamber office and on guidestar.

Form 990, Page 6, Part VI, Line 12C

All real or perceived conflicts of interest will be brought to the attention of the level of authority necessary for consideration, resolution, and direction.

Form 990, Page 6, Part VI, Line 15A

As described in the chamber's succession plan a detailed analysis shall be prepared through the use of a salary survey conducted by the western association of chamber executives comparing like membership numbers and budget. Reviewing irs 990 forms of comparable organizations in the county to determine range of compensation. Compensation will be revieweed on an annual basis. Approval will be made by the executive committee and documented in the minutes. Decision will be ratified by the full board.

Form 990, Page 6, Part VI, Line 19

Governing documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Napa Chamber of Commerce
EIN
94-0705300
Phone
7072541146
Address
1556 FIRST STREET, NAPA, CA 94559

Signing Officer

Name
Jeri Hansen
Title
President and CEO
Phone
7072541146
Signed
2023-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeri Hansen
Formed
1956
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
4
Volunteers
500

Preparer

Firm
Blyth Warner & Associates Llp
Address
88 N SENECA SPRINGS WAY STE B, STAR, ID 83669
Preparer
Warren W Warner Jr
Phone
2085935100
Raw XML AppendixShowing 400 of 433 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/NetAssetsOrFundBalancesBOYAmt0119863
IRS990/NetAssetsOrFundBalancesEOYAmt0169715
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt040147
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt040147
IRS990/NetUnrelatedBusTxblIncmAmt09840
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0119863
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0169715
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt029730
IRS990/OfficeExpensesGrp/TotalAmt043227
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011962
IRS990/OtherExpensesGrp/Desc0EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc1EQUIPMENT LEASE/MAINTENAN
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3OUTSIDE SERVICES
IRS990/OtherExpensesGrp/TotalAmt064106
IRS990/OtherExpensesGrp/TotalAmt13651
IRS990/OtherExpensesGrp/TotalAmt23222
IRS990/OtherExpensesGrp/TotalAmt32406
IRS990/OtherLiabilitiesGrp/BOYAmt056000
IRS990/OtherLiabilitiesGrp/EOYAmt056359
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04319
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04319
IRS990/OtherRevenueTotalAmt04319
IRS990/OtherSalariesAndWagesGrp/TotalAmt0161569
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt024037
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08725
IRS990/PrincipalOfficerNm0JERI HANSEN
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
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IRS990/ProgramServiceRevenueGrp/Desc1PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2PRODUCTS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt194009
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23286
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt194009
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23286
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IRS990/PYContributionsGrantsAmt077785
IRS990/PYInvestmentIncomeAmt0937
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IRS990/PYOtherRevenueAmt018854
IRS990/PYProgramServiceRevenueAmt0433886
IRS990/PYRevenuesLessExpensesAmt023451
IRS990/PYSalariesCompEmpBnftPaidAmt0324889
IRS990/PYTotalExpensesAmt0508011
IRS990/PYTotalRevenueAmt0531462
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0226
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IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0317038
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0591722
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0477721
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0431039
IRS990ScheduleD/EquipmentGrp/DepreciationAmt040659
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt040659
IRS990ScheduleD/LandGrp/BookValueAmt0153127
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt081157
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt071970
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt049890
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16095
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2374
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNEARNED INCOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RENTAL DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARD
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IRS990ScheduleD/TotalLiabilityAmt056359
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A. POLICY: TO ENSURE THAT THE ORGANIZATION MAINTAINS ITS EXEMPT STATUS AND TO MINIMIZE THE LIKELIHOOD THAT ITS INCOME OR ASSETS WILL BE DIVERTED IMPROPERLY TO NON-EXEMPT PURPOSES, THE TREASURER AND CEO WILL APPROVE THE TAX FILING PRIOR TO THE DUE DATE AND IT WILL BE DOCUMENTED IN THE MINUTES. B. PROCEDURE: THE TAX FORMS WILL BE APPROVED BY THE TREASURER AND CEO AS DESIGNATED BY THE BOARD. DOCUMENTS WILL BE SIGNED AND MAILED TO THE IRS INSTITUTION. THE FINAL PUBLIC VERSION OF THE FORM 990 WILL BE AVAILABLE AT THE CHAMBER OFFICE AND ON GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL REAL OR PERCEIVED CONFLICTS OF INTEREST WILL BE BROUGHT TO THE ATTENTION OF THE LEVEL OF AUTHORITY NECESSARY FOR CONSIDERATION, RESOLUTION, AND DIRECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS DESCRIBED IN THE CHAMBER'S SUCCESSION PLAN A DETAILED ANALYSIS SHALL BE PREPARED THROUGH THE USE OF A SALARY SURVEY CONDUCTED BY THE WESTERN ASSOCIATION OF CHAMBER EXECUTIVES COMPARING LIKE MEMBERSHIP NUMBERS AND BUDGET. REVIEWING IRS 990 FORMS OF COMPARABLE ORGANIZATIONS IN THE COUNTY TO DETERMINE RANGE OF COMPENSATION. COMPENSATION WILL BE REVIEWEED ON AN ANNUAL BASIS. APPROVAL WILL BE MADE BY THE EXECUTIVE COMMITTEE AND DOCUMENTED IN THE MINUTES. DECISION WILL BE RATIFIED BY THE FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt05000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NAPA CHAMBER OF COMMERCE COMMUNITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0FOUNDATION
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0527382
IRS990/TotalGrossUBIAmt040147
IRS990/TotalLiabilitiesBOYAmt0443295
IRS990/TotalLiabilitiesEOYAmt0435788
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IRS990/TotalProgramServiceRevenueAmt0531991
IRS990/TotalReportableCompFromOrgAmt0127000
IRS990/TotalRevenueGrp/ExclusionAmt0777
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0536310
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0577234
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt040147
IRS990/TotalVolunteersCnt0500
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0563158
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0605503
IRS990/TravelGrp/TotalAmt05279
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IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094559
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017

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