Civic Intelligence

Auction Napa Valley

990 • Fiscal year 2018 • EIN 94-2702203

Dec 01, 2017 to Nov 30, 2018 • Filed on Aug 06, 2019

Organization Profilewww.auctionnapavalley.org
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

25th percentile

0.04x

Higher debt load relative to assets than 25% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

42nd percentile

1.2%

Higher net margin than 42% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

63rd percentile

5.5%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-15%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$8,326,855

Up $433,795 (+5.5%) from 2017

Net Assets

Up

$7,964,348

Up $147,946 (+1.9%) from 2017

Liabilities

Up

$362,507

Up $285,849 (+373%) from 2017

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin42nd percentile

Revenue

Down

$11,872,100

Down $2,036,012 (-15%) from 2017

Expenses

Down

$11,724,154

Down $1,993,056 (-15%) from 2017

Net Income

Down

$147,946

Down $42,956 (-23%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $10,489,335Liabilities 2010: $4,917,339Net Assets 2010: $5,571,9962010Assets 2011: $9,920,979Liabilities 2011: $4,781,201Net Assets 2011: $5,139,7782011Assets 2012: $7,942,422Liabilities 2012: $1,949,835Net Assets 2012: $5,992,5872012Assets 2013: $15,393,110Liabilities 2013: $3,727,568Net Assets 2013: $11,665,5422013Assets 2014: $8,864,173Liabilities 2014: $156,023Net Assets 2014: $8,708,1502014Assets 2015: $9,367,592Liabilities 2015: $747,763Net Assets 2015: $8,619,8292015Assets 2016: $7,659,265Liabilities 2016: $33,765Net Assets 2016: $7,625,5002016Assets 2017: $7,893,060Liabilities 2017: $76,658Net Assets 2017: $7,816,4022017Assets 2018: $8,326,855Liabilities 2018: $362,507Net Assets 2018: $7,964,3482018Assets 2019: $8,138,437Liabilities 2019: $604,598Net Assets 2019: $7,533,8392019Assets 2020: $6,152,922Liabilities 2020: $341,169Net Assets 2020: $5,811,7532020Assets 2021: $5,104,156Liabilities 2021: $400,484Net Assets 2021: $4,703,6722021Assets 2022: $6,959,686Liabilities 2022: $590,707Net Assets 2022: $6,368,9792022Assets 2023: $4,770,227Liabilities 2023: $354,149Net Assets 2023: $4,416,0782023Assets 2024: $5,821,502Liabilities 2024: $1,317,454Net Assets 2024: $4,504,0482024

Highlighted filing

2018

Assets$8,326,855
Liabilities$362,507
Net Assets$7,964,348
Open 2018 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2010: $7,333,1272010Revenue 2011: $6,737,875Expenses 2011: $7,170,093Net Income 2011: -$432,2182011Expenses 2012: $6,589,3472012Revenue 2013: $14,360,281Expenses 2013: $8,687,326Net Income 2013: $5,672,9552013Revenue 2014: $16,217,612Expenses 2014: $19,175,004Net Income 2014: -$2,957,3922014Revenue 2015: $14,088,391Expenses 2015: $14,176,712Net Income 2015: -$88,3212015Revenue 2016: $12,205,979Expenses 2016: $13,200,308Net Income 2016: -$994,3292016Revenue 2017: $13,908,112Expenses 2017: $13,717,210Net Income 2017: $190,9022017Revenue 2018: $11,872,100Expenses 2018: $11,724,154Net Income 2018: $147,9462018Revenue 2019: $10,891,182Expenses 2019: $11,321,691Net Income 2019: -$430,5092019Revenue 2020: -$123,281Expenses 2020: $1,598,805Net Income 2020: -$1,722,0862020Revenue 2021: -$154,788Expenses 2021: $953,293Net Income 2021: -$1,108,0812021Revenue 2022: $4,276,758Expenses 2022: $2,611,451Net Income 2022: $1,665,3072022Revenue 2023: $4,413,681Expenses 2023: $6,366,582Net Income 2023: -$1,952,9012023Revenue 2024: $4,896,624Expenses 2024: $4,808,654Net Income 2024: $87,9702024

Highlighted filing

2018

Revenue$11,872,100
Expenses$11,724,154
Net Income$147,946
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Aug 6, 2019
Return Version
2017v2.2
Gross Receipts
$17,561,606
Mission and Program Overview

Mission

To utilize the worldwide reputation of Napa Valley wines to enhance the well-being of the Napa County Community.

Auction Napa Valley raises funds which are granted to the Napa Valley Vintners Healthy Community Fund, a supporting organization, to distribute to local nonprofit charities according to the Organization's giving guidelines.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,128,901$3,107,785▼ $21,116
Cash and Non-Interest-Bearing Accounts$2,541,620$2,853,172▲ $311,552
Savings and Temporary Cash Investments$2,095,365$2,101,659▲ $6,294
Prepaid Expenses and Deferred Charges$40,009$181,056▲ $141,047
Accounts Receivable$46,362$62,997▲ $16,635
Intangible Assets$40,803$20,186▼ $20,617
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-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$7,893,060$8,326,855▲ $433,795
Other Assets Total-$0-
Liabilities
Deferred Revenue-$245,500-
Accounts Payable and Accrued Expenses$76,658$117,007▲ $40,349
Total Liabilities$76,658$362,507▲ $285,849
Net Assets / Fund Balance
Unrestricted Net Assets$7,816,402$7,964,348▲ $147,946
Total Net Assets Fund Balance$7,816,402$7,964,348▲ $147,946
Total Liabilities and Net Assets / Fund Balance$7,893,060$8,326,855▲ $433,795

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,682,131$494,612$2,176,743
Land$955,374-$955,374
Other Land Buildings$461,642$310,589$772,231
Equipment$8,638$4,986$13,624
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Andy EricksonBoard Chair
Darioush KhalediBoard Vice-CHR
Carol Kingery RitterDirector
David ButlerDirector
David DuncanDirector
David PearsonDirector
Delia ViaderDirector
Ed MatovcikDirector
Emma SwainDirector
Jack BittnerDirector
Paul LearyDirector
Peter McCreaDirector
Robin BaggettDirector
Pat StotesberySecretary/Treas

Highest Paid Contractors

ContractorServicesLocationCompensation
MeadowoodFacilities900 Meadowood Lane, St Helena, CA 94574$419,160
Senovva IncEvent Equipment Rent1401 East 3rd St, Los Angeles, CA 90033$368,750
Bright Event RentalsEquipment rental22674 Broadway Suite A, Sonoma, CA 95476$249,221
Revenue and Support

Revenue Composition

Contributions and Grants
$11,798,967
Program Service Revenue
$0
Investment Income
$73,133
Other Revenue
$0
All Other Contributions
$678,219
Change in Net Assets
$147,946

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
Other Non Cash Contri Table290$3,372,494Retail Value
Securities Publicly Traded4$1,562,727-
Other Non Cash Contri Table8$164,499Retail Value
Food Inventory4$37,500Retail Value
Total Noncash Contributions306$5,137,220-

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,872,086
Revenue Not Reported on Financial Statements
$14
Revenue Not Reported on Form 990
$4,009,454
Other Revenue Adjustments
$14
Total Revenue per Audited Statements
$15,881,540
Total Revenue per Form 990
$11,872,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,500,000
Other Expenses$224,154
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,500,000--$11,500,000
Depreciation Depletion-$203,798-$203,798
Fees for Services Other-$196,208-$196,208
Fees for Services Accounting-$37,724-$37,724
Insurance-$35,334-$35,334
Information Technology-$10,677-$10,677
Conferences and Meetings-$4,631-$4,631
Office Expenses-$1,631-$1,631
Fees for Services Legal-$352-$352
Other Expenses-$-319,704-$-319,704
Total Functional Expenses$11,500,000$224,154$0$11,724,154

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,733,608
Expenses per Audited Statements$11,724,154
Total Expenses per Form 990$11,724,154
Expenses Not Reported on Form 990$4,009,454
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
NV Healthy Community FundSt Helena, CA501(c)(3)Provide community grants$11,500,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,009,453
Fundraising Gross Income$4,009,453
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Auction$15,130,201$4,009,453$2,605,130$1,404,323
Total Events$15,130,201$4,009,453$4,009,453-
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 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 reimburses the Napa Valley Vintners (NVV), a 501(c)(6) exempt organization, for staff expenses. NVV employs the staff that oversees day-to-day operations and the annual special event that the organization operates. The organization reimburses the NVV for its share of employee salaries and related costs.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 was reviewed by the organization's senior financial executive and a sub-committee of the board of directors 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.”

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

“The organization has no employees. As a result, a compensation review and approval policy is not applicable.”

Filing and Contact Details

Filer

Filer Name
Auction Napa Valley
EIN
94-2702203
Phone
7079633388
Address
PO Box 141, St Helena, CA 94574

Signing Officer

Name
David Pearson
Title
Board Chair
Signed
2019-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Pearson
Formed
1980
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
450

Preparer

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

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Special Event expenses $4009454”

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

“Prior year adjustment $14”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Special Event expenses $4009454”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm11Darioush Khaledi
IRS990/Form990PartVIISectionAGrp/PersonNm12Carol Kingery Ritter
IRS990/Form990PartVIISectionAGrp/PersonNm13Delia Viader
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To utilize the worldwide reputation of Napa Valley wines to enhance the well-being of the Napa County Community.
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Taxes and Licenses
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2Misellaneous
IRS990/OtherExpensesGrp/Desc3Allocated to Affiliate
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119411
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26696
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-319704
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IRS990/OtherExpensesGrp/TotalAmt26696
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0181056
IRS990/PrincipalOfficerNm0David Pearson
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYRevenuesLessExpensesAmt0190902
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IRS990/PYTotalRevenueAmt013908112
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,326,855
Liabilities
$362,507
Net assets
$7,964,348
Revenue
$11,872,100
Expenses
$11,724,154
Net income
$147,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$1.32$4.50$4.90$4.81$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.35$4.42$4.41$6.37$1.95
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.96$0.59$6.37$4.28$2.61$1.67
2021Detailed filing. Detailed filing data is available for this year.$5.10$0.40$4.70$0.15$0.95$1.11
2020Detailed filing. Detailed filing data is available for this year.$6.15$0.34$5.81$0.12$1.60$1.72
2019Detailed filing. Detailed filing data is available for this year.$8.14$0.60$7.53$10.9$11.3$0.43
2018Detailed filing. Detailed filing data is available for this year.$8.33$0.36$7.96$11.9$11.7$0.15
2017Detailed filing. Detailed filing data is available for this year.$7.89$0.08$7.82$13.9$13.7$0.19
2016Detailed filing. Detailed filing data is available for this year.$7.66$0.03$7.63$12.2$13.2$0.99
2015Detailed filing. Detailed filing data is available for this year.$9.37$0.75$8.62$14.1$14.2$0.09
2014Detailed filing. Detailed filing data is available for this year.$8.86$0.16$8.71$16.2$19.2$2.96
2013Summary only. Only limited summary data is available for this year.$15.4$3.73$11.7$14.4$8.69$5.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.94$1.95$5.99$6.59
2011Summary only. Only limited summary data is available for this year.$9.92$4.78$5.14$6.74$7.17$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$4.92$5.57$7.33