Civic Intelligence

Leadership Napa Valley Foundation

EIN 94-3142933 • 501(c)3 • Napa, CA

Profile

Leadership napa valley foundation is a program designed to identify, train, and motivate current and future leaders from all sectors of napa county. Its aim is to prepare those people for involvement in community-oriented leadership roles. Leadership napa valley foundation seeks talented citizens from all sectors of community life: business, the professions, government, the arts and the academic world.

PO Box 636Napa, CA 94559

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

96th percentile

$40,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 56.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

48%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$133,660

Up $27,373 (+26%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$133,660

Up $27,373 (+26%) from 2023

Revenue

Up

$120,631

Up $1,164 (+1.0%) from 2023

Expenses

Down

$93,258

Down $7,892 (-7.8%) from 2023

Net Income

Up

$27,373

Up $9,056 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $186,549Liabilities 2011: $0Net Assets 2011: $186,5492011Assets 2012: $143,131Liabilities 2012: $0Net Assets 2012: $143,1312012Assets 2013: $148,261Liabilities 2013: $3,895Net Assets 2013: $144,3662013Assets 2014: $152,711Liabilities 2014: $10,481Net Assets 2014: $142,2302014Assets 2015: $141,792Liabilities 2015: $631Net Assets 2015: $141,1612015Assets 2016: $139,694Liabilities 2016: $1,594Net Assets 2016: $138,1002016Assets 2017: $123,279Liabilities 2017: $1,120Net Assets 2017: $122,1592017Assets 2018: $111,708Liabilities 2018: $0Net Assets 2018: $111,7082018Assets 2019: $113,675Liabilities 2019: $0Net Assets 2019: $113,6752019Assets 2020: $116,356Liabilities 2020: $0Net Assets 2020: $116,3562020Assets 2021: $101,683Liabilities 2021: $500Net Assets 2021: $101,1832021Assets 2022: $87,970Liabilities 2022: $0Net Assets 2022: $87,9702022Assets 2023: $106,287Liabilities 2023: $0Net Assets 2023: $106,2872023Assets 2024: $133,660Liabilities 2024: $0Net Assets 2024: $133,6602024

Highlighted filing

2024

Assets$133,660
Liabilities$0
Net Assets$133,660

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $124,735Expenses 2011: $55,879Net Income 2011: $68,8562011Revenue 2012: $56,054Expenses 2012: $99,472Net Income 2012: -$43,4182012Revenue 2013: $61,617Expenses 2013: $60,382Net Income 2013: $1,2352013Revenue 2014: $61,428Expenses 2014: $63,564Net Income 2014: -$2,1362014Revenue 2015: $67,722Expenses 2015: $68,791Net Income 2015: -$1,0692015Revenue 2016: $66,810Expenses 2016: $69,871Net Income 2016: -$3,0612016Revenue 2017: $71,151Expenses 2017: $87,092Net Income 2017: -$15,9412017Revenue 2018: $82,869Expenses 2018: $93,320Net Income 2018: -$10,4512018Revenue 2019: $111,075Expenses 2019: $109,108Net Income 2019: $1,9672019Revenue 2020: $101,805Expenses 2020: $99,124Net Income 2020: $2,6812020Revenue 2021: $37,437Expenses 2021: $52,610Net Income 2021: -$15,1732021Revenue 2022: $80,981Expenses 2022: $94,194Net Income 2022: -$13,2132022Revenue 2023: $119,467Expenses 2023: $101,150Net Income 2023: $18,3172023Revenue 2024: $120,631Expenses 2024: $93,258Net Income 2024: $27,3732024

Highlighted filing

2024

Revenue$120,631
Expenses$93,258
Net Income$27,373

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$1.21$0.93$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.19$1.01$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.81$0.94$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.37$0.53$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.02$0.99$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.11$1.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.83$0.93$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.01$1.22$0.71$0.87$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.02$1.38$0.67$0.70$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.01$1.41$0.68$0.69$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.10$1.42$0.61$0.64$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.04$1.44$0.62$0.60$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$0.56$0.99$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$1.25$0.56$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 13, 2025
Return Version
2023v6.0
Gross Receipts
$122,381
Mission and Program Overview

Mission

Leadership napa valley foundation is a program designed to identify, train, and motivate current and future leaders from all sectors of napa county. Its aim is to prepare those people for involvement in community-oriented leadership roles. Leadership napa valley foundation seeks talented citizens from all sectors of community life: business, the professions, government, the arts and the academic world.

Program Services

DescriptionGrantsExpenses
TRAIN, DEVELOP AND EDUCATE FUTURE LEADERS OF THE COUNTY OF NAPA.$0$74,617
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY REZEKProgram Coordinator-$40,000-$40,000
JILL TECHELPrior Program Coordinator-$3,333-$3,333
MIRYAM CHAEDirector-$0--
ALISON CHRISTIANSONDirector-$0--
HAROLD COLLINSDirector-$0--
HOLLY DAWSONDirector-$0--
CRISTIAN MALDONADODirector-$0--
CHRISTINE M MCMILLANDirector-$0--
KATE MILLERDirector-$0--
HEATHER RUIZDirector-$0--
ISLY SAN PEDRODirector-$0--
ROBERT VAN DER VELDEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Leadership Napa Valley Foundation
EIN
94-3142933
Phone
7073398881
Address
PO BOX 636, NAPA, CA 94559

Signing Officer

Name
Katarina Mezeiova
Title
Treasurer
Phone
7073398881
Signed
2025-02-13
Discuss with paid preparer
Yes

Preparer

Firm
G & J Seiberlich & Co Llp
Address
3264 VILLA LANE, NAPA, CA 94558
Preparer
Kenneth a Rode
Phone
7072247948
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 6.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: certificate, plaques and pins. Amount: 610. Description: insurance. Amount: 1,250. Description: supplies and other misc expenses. Amount: 5,982. Description: promotions. Amount: 3,110. Description: program expenses. Amount: 23,849. Description: event expenses. Amount: 312. Description: accounting fees. Amount: 3,054. Description: bank fees. Amount: 2,675. Description: business license. Amount: 75. Description: recruitment. Amount: 441. Description: outside consultants. Amount: 3,430. Total to form 990-ez, line 16: 44,788.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 243.

Raw XML Appendix238 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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IRS990EZ/PrimaryExemptPurposeTxt0LEADERSHIP NAPA VALLEY FOUNDATION IS A PROGRAM DESIGNED TO IDENTIFY, TRAIN, AND MOTIVATE CURRENT AND FUTURE LEADERS FROM ALL SECTORS OF NAPA COUNTY. ITS AIM IS TO PREPARE THOSE PEOPLE FOR INVOLVEMENT IN COMMUNITY-ORIENTED LEADERSHIP ROLES. LEADERSHIP NAPA VALLEY FOUNDATION SEEKS TALENTED CITIZENS FROM ALL SECTORS OF COMMUNITY LIFE: BUSINESS, THE PROFESSIONS, GOVERNMENT, THE ARTS AND THE ACADEMIC WORLD.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CERTIFICATE, PLAQUES AND PINS. AMOUNT: 610. DESCRIPTION: INSURANCE. AMOUNT: 1,250. DESCRIPTION: SUPPLIES AND OTHER MISC EXPENSES. AMOUNT: 5,982. DESCRIPTION: PROMOTIONS. AMOUNT: 3,110. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 23,849. DESCRIPTION: EVENT EXPENSES. AMOUNT: 312. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 3,054. DESCRIPTION: BANK FEES. AMOUNT: 2,675. DESCRIPTION: BUSINESS LICENSE. AMOUNT: 75. DESCRIPTION: RECRUITMENT. AMOUNT: 441. DESCRIPTION: OUTSIDE CONSULTANTS. AMOUNT: 3,430. TOTAL TO FORM 990-EZ, LINE 16: 44,788.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATARINA MEZEIOVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07073398881
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADERSHIP NAPA VALLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0943142933
ReturnHeader/Filer/PhoneNum07073398881
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 636
ReturnHeader/Filer/USAddress/CityNm0NAPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094559
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941587502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0G & J SEIBERLICH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03264 VILLA LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094558
ReturnHeader/PreparerPersonGrp/PhoneNum07072247948
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH A RODE
ReturnHeader/ReturnTs02025-04-25T11:29:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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