Civic Intelligence

Napa Valley Wine Library Association

990EZ • Fiscal year 2014 • EIN 94-6132811

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 06, 2015

PO Box 328St Helena, CA 94574-0328

(707) 963-5145

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

37th percentile

-1.3%

Higher net margin than 37% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$17,010

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

35th percentile

-7.8%

Faster revenue growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$275,790

Up $28,920 (+12%) from 2013

Net Assets

Up

$274,574

Up $29,030 (+12%) from 2013

Liabilities

Down

$1,216

Down $110 (-8.3%) from 2013

Revenue

Down

$84,902

Down $7,193 (-7.8%) from 2013

Expenses

Down

$86,014

Down $9,269 (-9.7%) from 2013

Net Income

Up

-$1,112

Up $2,076 (+65%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $240,054Liabilities 2010: $367Net Assets 2010: $239,6872010Assets 2011: $229,634Liabilities 2011: $1,008Net Assets 2011: $228,6262011Assets 2012: $242,209Liabilities 2012: $1,231Net Assets 2012: $240,9782012Assets 2013: $246,870Liabilities 2013: $1,326Net Assets 2013: $245,5442013Assets 2014: $275,790Liabilities 2014: $1,216Net Assets 2014: $274,5742014Assets 2015: $329,743Net Assets 2015: $329,7432015Assets 2016: $384,966Net Assets 2016: $384,9662016Assets 2017: $429,258Net Assets 2017: $429,2582017Assets 2018: $406,097Net Assets 2018: $406,0972018Assets 2019: $419,109Net Assets 2019: $419,1092019Assets 2020: $409,233Net Assets 2020: $409,2332020Assets 2021: $442,989Net Assets 2021: $442,9892021Assets 2022: $444,006Net Assets 2022: $444,0062022Assets 2023: $453,835Net Assets 2023: $453,8352023Assets 2024: $484,093Net Assets 2024: $484,0932024

Highlighted filing

2014

Assets$275,790
Liabilities$1,216
Net Assets$274,574

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $91,077Expenses 2010: $80,356Net Income 2010: $10,7212010Revenue 2011: $70,178Expenses 2011: $80,721Net Income 2011: -$10,5432011Revenue 2012: $107,050Expenses 2012: $94,687Net Income 2012: $12,3632012Revenue 2013: $92,095Expenses 2013: $95,283Net Income 2013: -$3,1882013Revenue 2014: $84,902Expenses 2014: $86,014Net Income 2014: -$1,1122014Revenue 2015: $79,771Expenses 2015: $115,850Net Income 2015: -$36,0792015Revenue 2016: $89,365Expenses 2016: $81,975Net Income 2016: $7,3902016Revenue 2017: $97,119Expenses 2017: $86,324Net Income 2017: $10,7952017Revenue 2018: $97,637Expenses 2018: $99,981Net Income 2018: -$2,3442018Revenue 2019: $92,304Expenses 2019: $112,778Net Income 2019: -$20,4742019Revenue 2020: $60,982Expenses 2020: $66,112Net Income 2020: -$5,1302020Revenue 2021: $43,594Expenses 2021: $65,765Net Income 2021: -$22,1712021Revenue 2022: $123,942Expenses 2022: $101,150Net Income 2022: $22,7922022Revenue 2023: $130,895Expenses 2023: $120,939Net Income 2023: $9,9562023Revenue 2024: $111,755Expenses 2024: $101,550Net Income 2024: $10,2052024

Highlighted filing

2014

Revenue$84,902
Expenses$86,014
Net Income-$1,112
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 6, 2015
Return Version
2014v5.0
Gross Receipts
$84,902
Mission and Program Overview

Mission

SEE BELOW.

The organization's primary purpose is to share and preserve information on viticulture and enology.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PRIMARILY THROUGH PAYMENT OF DUES BY ITS APPROXIMATELY 1200 MEMBERS, AQUIRES BOTH CURRENT AND HISTORICAL BOOKS ON VITCULTURE AND ENOLOGY AND CONTRIBUTES THEM TO THE ST. HELENA PUBLIC LIBRARY.-$84,818
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA STOCKTONReport EditoPT$17,010-$17,010
JANE SKEELSExecutive SePT$15,000-$15,000
CAROLYN MARTINIPresident-$0--
CAMERON CREBSVice Preside-$0--
BOB DYETreasurer-$0--
ANGELINA MONDAVISecretary-$0--
RICH BLANTONDirector-$0--
BRET BLYTHDirector-$0--
BRIAN DEWILLDirector-$0--
JULIE DICKSONDirector-$0--
DRDAVID HILDEBRANDTDirector-$0--
ALLEX MYERSDirector-$0--
JULIE NIORDDirector-$0--
ALLEN PRICEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Napa Valley Wine Library Associatio
EIN
94-6132811
Phone
7079635145
Address
PO BOX 328, ST HELENA, CA 94574-0328

Signing Officer

Name
Carolyn Martini
Title
President
Phone
7079635145
Signed
2015-11-06

Preparer

Firm
Blyth Warner & Associates Llp
Address
1344 ADAMS ST, SAINT HELENA, CA 94574
Preparer
Breton a Blyth
Phone
7079638262
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expense 1,443 insurance 5,888 book acquisitions 1,747 subscriptions 1,797 media, dvd's, etc. 188 storage locker 833 preservation initiative 1,382 non-investment depreciation 1,196 total 14,474

Form 990-ez, Part I, Line 20

Unrealized gain on securities 14,147 prior period adjustment 15,995

Form 990-ez, Part II, Line 24

18,960 19,520 less accumulated depreciation 15,572 16,768 unrealized gain on securities 9,671 29,980 total 13,059 32,732

Form 990-ez, Part II, Line 26

Payroll liabilities 1,326 1,216

Form 990-ez, Part III

The organization's primary purpose is to share and preserve information on viticulture and enology.

Raw XML Appendix203 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 1,443 INSURANCE 5,888 BOOK ACQUISITIONS 1,747 SUBSCRIPTIONS 1,797 MEDIA, DVD'S, ETC. 188 STORAGE LOCKER 833 PRESERVATION INITIATIVE 1,382 NON-INVESTMENT DEPRECIATION 1,196 TOTAL 14,474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON SECURITIES 14,147 PRIOR PERIOD ADJUSTMENT 15,995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt218,960 19,520 LESS ACCUMULATED DEPRECIATION 15,572 16,768 UNREALIZED GAIN ON SECURITIES 9,671 29,980 TOTAL 13,059 32,732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL LIABILITIES 1,326 1,216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S PRIMARY PURPOSE IS TO SHARE AND PRESERVE INFORMATION ON VITICULTURE AND ENOLOGY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
TransferPrsnlBnftContractsDecl/DeclarationDesc0INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN MARTINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07079635145
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-06
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ReturnHeader/Filer/EIN0946132811
ReturnHeader/Filer/PhoneNum07079635145
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0945740328
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461328302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLYTH WARNER & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01344 ADAMS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094574
ReturnHeader/PreparerPersonGrp/PhoneNum07079638262
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETON A BLYTH
ReturnHeader/ReturnTs02015-11-16T12:02:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.84$4.84$1.12$1.02$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.54$4.54$1.31$1.21$0.10
2022Detailed filing. Detailed filing data is available for this year.$4.44$4.44$1.24$1.01$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.43$4.43$0.44$0.66$0.22
2020Detailed filing. Detailed filing data is available for this year.$4.09$4.09$0.61$0.66$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.19$4.19$0.92$1.13$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.06$4.06$0.98$1.00$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.29$4.29$0.97$0.86$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.85$3.85$0.89$0.82$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.30$3.30$0.80$1.16$0.36
2014Detailed filing. Detailed filing data is available for this year.$2.76$0.01$2.75$0.85$0.86$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.47$0.01$2.46$0.92$0.95$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.01$2.41$1.07$0.95$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.01$2.29$0.70$0.81$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.00$2.40$0.91$0.80$0.11