COMMUNITY FOUNDATION OF THE NAPA VALLEY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF THE NAPA VALLEY (EIN 68-0349777)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202121349349305347
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T14:32:21-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680349777 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF THE NAPA VALLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 7072549565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3299 CLAREMONT WAY NO 4 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERENCE MULLIGAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7072549565 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2021-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAPA VALLEY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERENCE MULLIGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3299 CLAREMONT WAY NO 4 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,807,004 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAPAVALLEYCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO MOBILIZE RESOURCES, PROMOTE PHILANTHROPY AND PROVIDE LEADERSHIP ON VITAL ISSUES IN NAPA COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,897,330 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,090,809 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,270 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,664 | CYProgramServiceRevenueAmt |
| PY Investment Income | $916,939 | PYInvestmentIncomeAmt |
| CY Investment Income | $756,600 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,000 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $17,872,539 | PYTotalRevenueAmt |
| CY Total Revenue | $6,877,073 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,725,358 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,935,507 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $987,588 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,086,824 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $389,186 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $586,348 | PYOtherExpensesAmt |
| CY Other Expenses | $791,430 | CYOtherExpensesAmt |
| PY Total Expenses | $9,299,294 | PYTotalExpensesAmt |
| CY Total Expenses | $8,813,761 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,573,245 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,936,688 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,074,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,367,839 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,478,969 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,644,950 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,595,255 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,722,889 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO MOBILIZE RESOURCES, PROMOTE PHILANTHROPY AND PROVIDE LEADERSHIP ON VITAL COMMUNITY ISSUES IN NAPA COUNTY. WE LOOK FOR CHARITABLE PROJECTS THAT MAKE A LASTING DIFFERENCE. WE COMMIT OUR RESOURCES TO THESE PROJECTS, AND INSPIRE OTHERS TO DO SO, AS WELL. WE BELIEVE THERE IS STRENGTH IN NUMBERS - THAT BY WORKING TOGETHER, WE CAN HELP MORE PEOPLE MORE QUICKLY THAN ANY ONE DONOR ACTING ALONE. WE MULTIPLY THE IMPACT OF INDIVIDUAL GIVERS, POOLING RESOURCES FOR THE COMMON GOOD IN OUR COMMUNITY IMPACT FUNDS. WE SERVE AS A CATALYST FOR POSITIVE CHANGE IN NAPA COUNTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,039,215 | ExpenseAmt |
| Grant | $6,935,507 | GrantAmt |
| Revenue | $29,664 | RevenueAmt |
| Desc | PROVIDED GRANTS TO MORE THAN 218 ORGANIZATIONS COVERING A VARIETY OF CHARITABLE PURPOSES INCLUDING YOUTH, HEALTH, FAMILY SERVICES, LEGAL IMMIGRATION SERVICES, FOOD, SHELTER, AND OTHER HUMANITARIAN EFFORTS, EDUCATION, RELIGION, THE ARTS AND DISASTER RELIEF AND RECOVERY. ENGAGED IN COMMUNITY LEADERSHIP ACTIVITIES, INCLUDING CONVENING STAKEHOLDERS, NONPROFIT AND LOCAL LEADERS ON IMPORTANT ISSUES FOR NAPA COUNTY. MANAGED A MULTI-YEAR CAMPAIGN TO CREATE NEW CITIZENS IN NAPA COUNTY CALLED THE ONE NAPA VALLEY INITIATIVE, WHICH IN THE SEVEN-YEAR PERIOD ENDING 6/30/20 PROVIDED LEGAL CONSULTATIONS AND ESL CLASSES TO MORE THAN 7,300 RESIDENTS; HELPED 4,240 SUBMIT APPLICATIONS FOR CITIZENSHIP AND OTHER IMMIGRATION BENEFITS TO THE U.S. GOVERNMENT; AND ENABLED 1,536 PEOPLE TO BECOME U.S. CITIZENS. LAUNCHED AN INITIATIVE CALLED THE NAPA SONOMA ADU CENTER, TO HELP CREATE MORE AFFORDABLE RENTAL UNITS FOR THE VALLEY'S WORKFORCE AND ACCELERATE ADOPTION OF ACCESSORY DWELLING UNITS (ADUS). THE NAPA SONOMA ADU CENTER OFFICIALLY OPENED IN APRIL 2020, AND AS OF THE FISCAL YEAR END AT 6/30/2020, THE CENTER HAD PROVIDED TOOLS TO HELP HOMEOWNERS BUILD ADUS (INFORMATIONAL WEBINARS, FEASIBILITY ASSESSMENTS, A WORKBOOK, WEBSITE, AND COST CALCULATOR) TO MORE THAN 200 NAPA AND SONOMA RESIDENTS. THE CENTER ALSO HAD BEGUN WORK WITH 16 JURISDICTIONS ACROSS THE TWO COUNTIES TO GUIDE AND ENCOURAGE LOCAL CITIES TO STREAMLINE ADU APPROVAL PROCESSES.THE NAPA VALLEY DISASTER RELIEF FUND (DISASTER RELIEF FUND) AND ITS RELATED FUND, THE COVID-19 RESPONSE FUND, WAS RE-ACTIVATED IN THE FISCAL YEAR ENDING JUNE 30, 2020, AS A RESULT OF THE NAPA COUNTY EMERGENCY DECLARATION OF MARCH 12, 2020 AND THE SHELTER-AT-HOME ORDER EFFECTIVE MARCH 20, 2020, RELATED TO THE COVID-19 PANDEMIC. AS A RESULT OF THIS DISASTER, GRANTMAKING TO QUALIFIED NONPROFITS TO PROVIDE RELIEF, RECOVERY AND DISASTER PREPAREDNESS PROGRAMS AND FINANCIAL ASSISTANCE TO ELIGIBLE PEOPLE WHO LIVE OR WORK IN NAPA COUNTY, WERE MADE DURING THE FISCAL YEAR ENDING JUNE 30, 2020. DURING THE FISCAL YEAR ENDING JUNE 30, 2020, THESE GRANTS PROVIDED IMMEDIATE RELIEF AND RECOVERY SERVICES TO MORE THAN 27,000 RESIDENTS, SUCH AS: PHYSICAL AND MENTAL HEALTHCARE; LEGAL AND FAIR HOUSING SERVICES; HOT MEALS AND GROCERIES; AND DOMESTIC VIOLENCE RESPONSE. GRANTS MADE DURING THE PERIOD ENDING JUNE 30, 2020, ALSO PROVIDED DIRECT FINANCIAL AID TO 1,080 FAMILIES WHO LOST JOBS OR WAGES BECAUSE OF THE PANDEMIC, OR WERE MANDATED TO QUARANTINE BUT COULDN'T AFFORD TO MISS WORK WITHOUT A FINANCIAL SAFETY NET FOR THEIR FAMILIES. GRANTS MADE ALSO INCLUDE PROVISION OF COVID-19 TESTING FOR VULNERABLE POPULATIONS, LIKE UNINSURED AND UNDERINSURED COMMUNITY MEMBERS, SENIORS AND THOSE LIVING IN REMOTE AREAS, AS WELL AS SUPPORT OF THE NAPA VALLEY COMMUNITY ORGANIZATIONS ACTIVE IN DISASTERS (COAD), A NETWORK OF NONPROFIT, FAITH COMMUNITY AND GOVERNMENT SECTOR GROUPS WHOSE MISSION IS TO IMPROVE COORDINATION AND COMMUNICATION BEFORE, DURING AND AFTER A DISASTER. | Desc |
| Total Program Service Expenses | $8,039,215 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDY FASOLD CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7072549565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3299 CLAREMONT WAY NO 4 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LORAINE STUART | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAWNINE DYER | ||||||||
| CO-VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HEIDI HOLZHAUER | ||||||||
| CO-VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMIE WATSON | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELBA GONZALES-MARES | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MAIRA AYALA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER BYRAM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LIZ CHRISTENSEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB FIDDAMAN | ||||||||
| DIRECTOR (AS OF 07/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIKA LUBENSKY | ||||||||
| DIRECTOR (AS OF 07/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ED MATOVCIK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM MCBROOM | ||||||||
| DIRECTOR (AS OF 07/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MANBIN KHAIRA MONTEVERDI | ||||||||
| DIRECTOR (THRU 06/20) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT MURPHY | ||||||||
| DIRECTOR (AS OF 07/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD NICHINSON MD | ||||||||
| DIRECTOR (THRU 06/20) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD PASTCAN MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID WHITMER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERENCE MULLIGAN | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $233,757 | $0 | $25,158 | 3.00 | ||
| SANDY FASOLD | ||||||||
| CFO | 40.00 | Yes (X) | $114,660 | $0 | $5,987 | 1.00 | ||
| JULIA DENATALE | ||||||||
| VP OF COMMUNITY IMPACT | 40.00 | $121,440 | $0 | $18,404 | Yes (X) | |||
| SARAH LEHMAN STARTED 21119 | ||||||||
| VP OF DEVELOPMENT | 40.00 | $104,467 | $0 | $16,311 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $574,324 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $65,860 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,090,809 | AllOtherContributionsAmt |
| Noncash Contributions | $562,527 | NoncashContributionsAmt |
| Total Contributions | $6,090,809 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 525920 | $19,664 | $19,664 |
| SUPPORT. ORG. MGMT FEE | 900099 | $10,000 | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,664 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $809,508 | TotalRevenueColumnAmt |
| Exclusion | $809,508 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,877,023 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,929,931 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$52,908 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$52,908 | TotalRevenueColumnAmt |
| Exclusion | -$52,908 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,877,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,664 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $756,600 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,935,507 | TotalAmt |
| Program Services | $6,935,507 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,667 | TotalAmt |
| Program Services | $121,239 | ProgramServicesAmt |
| Management And General | $177,494 | ManagementAndGeneralAmt |
| Fundraising | $82,934 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,142 | TotalAmt |
| Program Services | $342,308 | ProgramServicesAmt |
| Management And General | $81,364 | ManagementAndGeneralAmt |
| Fundraising | $136,470 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,456 | TotalAmt |
| Program Services | $9,313 | ProgramServicesAmt |
| Management And General | $1,542 | ManagementAndGeneralAmt |
| Fundraising | $3,601 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,615 | TotalAmt |
| Program Services | $39,851 | ProgramServicesAmt |
| Management And General | $9,164 | ManagementAndGeneralAmt |
| Fundraising | $15,600 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,944 | TotalAmt |
| Program Services | $32,735 | ProgramServicesAmt |
| Management And General | $17,888 | ManagementAndGeneralAmt |
| Fundraising | $15,321 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,658 | TotalAmt |
| Program Services | $64,658 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,892 | TotalAmt |
| Management And General | $35,892 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,732 | TotalAmt |
| Program Services | $95,732 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,930 | TotalAmt |
| Program Services | $102,930 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,283 | TotalAmt |
| Program Services | $20,552 | ProgramServicesAmt |
| Management And General | $8,989 | ManagementAndGeneralAmt |
| Fundraising | $6,742 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,952 | TotalAmt |
| Program Services | $88,132 | ProgramServicesAmt |
| Management And General | $36,468 | ManagementAndGeneralAmt |
| Fundraising | $27,352 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,795 | TotalAmt |
| Program Services | $294 | ProgramServicesAmt |
| Management And General | $1,809 | ManagementAndGeneralAmt |
| Fundraising | $692 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,308 | TotalAmt |
| Program Services | $10,799 | ProgramServicesAmt |
| Management And General | $7,836 | ManagementAndGeneralAmt |
| Fundraising | $30,673 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508 | TotalAmt |
| Program Services | $295 | ProgramServicesAmt |
| Management And General | $122 | ManagementAndGeneralAmt |
| Fundraising | $91 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,943 | TotalAmt |
| Program Services | $1,707 | ProgramServicesAmt |
| Management And General | $706 | ManagementAndGeneralAmt |
| Fundraising | $530 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| GENERAL PROGRAM EXPENSE | $159,417 | $159,417 | ||
| MARKETING & COMMUNICATI | $64,441 | $64,441 | ||
| DUES & SUBSCRIPTIONS | $18,535 | $10,750 | $3,336 | $4,449 |
| STAFF TRAINING & RECRUI | $6,036 | $2,996 | $1,403 | $1,637 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,813,761 | TotalAmt |
| Program Services | $8,039,215 | ProgramServicesAmt |
| Management And General | $385,360 | ManagementAndGeneralAmt |
| Fundraising | $389,186 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,814 | BOYAmt |
| EOY | $2,769,385 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,217,617 | BOYAmt |
| EOY | $2,766,198 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,011 | BOYAmt |
| EOY | $3,492 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,664 | BOYAmt |
| EOY | $19,997 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,611 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,475 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,644 | BOYAmt |
| EOY | $3,136 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,596,781 | BOYAmt |
| EOY | $36,081,935 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,570,334 | BOYAmt |
| EOY | $1,485,947 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,359 | BOYAmt |
| EOY | $237,749 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,074,224 | BOYAmt |
| EOY | $43,367,839 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,432 | BOYAmt |
| EOY | $82,868 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,212 | BOYAmt |
| EOY | $334,936 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,042,325 | BOYAmt |
| EOY | $2,058,746 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $168,400 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,478,969 | BOYAmt |
| EOY | $2,644,950 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,136,745 | BOYAmt |
| EOY | $13,989,233 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,458,510 | BOYAmt |
| EOY | $26,733,656 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,595,255 | BOYAmt |
| EOY | $40,722,889 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,074,224 | BOYAmt |
| EOY | $43,367,839 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,936,688 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $64,322 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,665,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,189,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,794,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,897,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,090,809 | CurrentTaxYearAmt |
| Total | $61,636,888 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,665,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,189,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,794,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,897,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,090,809 | CurrentTaxYearAmt |
| Total | $61,636,888 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,255,808 | SubstantialContributorsTotAmt |
| Public Support Total170 | $45,381,080 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $335,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $334,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $476,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $817,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $809,508 | CurrentTaxYearAmt |
| Total | $2,772,479 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $64,409,367 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $187,143 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,813,761 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,813,761 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $590,688 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $147,672 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $352,288 | CurrentYearMinus3Amt |
| Current Year Minus2 | $947,806 | CurrentYearMinus2Amt |
| Current Year Minus1 | $614,965 | CurrentYearMinus1Amt |
| Current Year | $590,688 | CurrentYearAmt |
| Total | $2,505,747 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,758,621 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $88,072 | CurrentYearMinus3Amt |
| Current Year Minus2 | $236,952 | CurrentYearMinus2Amt |
| Current Year Minus1 | $153,741 | CurrentYearMinus1Amt |
| Current Year | $147,672 | CurrentYearAmt |
| Total | $626,437 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $939,656 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 56 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 20 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,978,118 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $109,220 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,830,588 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $266,249 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $9,554,645 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $4,526,211 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,014,919 | BeginningYearBalanceAmt |
| Contributions | $6,680 | ContributionsAmt |
| Investment Earnings Or Losses | $161,152 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $598,185 | OtherExpendituresAmt |
| End Year Balance | $17,584,566 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,055,830 | BeginningYearBalanceAmt |
| Contributions | $11,601,513 | ContributionsAmt |
| Investment Earnings Or Losses | $724,086 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $366,510 | OtherExpendituresAmt |
| End Year Balance | $18,014,919 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,909,462 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $440,645 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $294,277 | OtherExpendituresAmt |
| End Year Balance | $6,055,830 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,483,250 | BeginningYearBalanceAmt |
| Contributions | $80,957 | ContributionsAmt |
| Investment Earnings Or Losses | $641,461 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $296,206 | OtherExpendituresAmt |
| End Year Balance | $5,909,462 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,597,047 | BeginningYearBalanceAmt |
| Contributions | $209,560 | ContributionsAmt |
| Investment Earnings Or Losses | -$34,671 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $288,686 | OtherExpendituresAmt |
| End Year Balance | $5,483,250 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.93510 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06490 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,611 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,475 | DepreciationAmt |
| Book Value | $3,136 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,136 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYCHECK PROTECTION PROGRAM (PPP) LOAN | Desc |
| Amt | $168,400 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $168,400 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | AS OF JUNE 30, 2020, THE FOUNDATION MAINTAINED A TOTAL OF $2,058,746 FOR OTHER NONPROFIT ORGANIZATIONS IN WHICH THE ORGANIZATIONS TRANSFERRED ASSETS TO THE FOUNDATION AND NAMED THEMSELVES AS BENEFICIARIES. |
| PART V, LINE 4: | THE ANNUAL SPENDING POLICY IS INTENDED TO ENABLE THE NAPA VALLEY COMMUNITY FOUNDATION'S ENDOWMENT FUNDS TO PROVIDE PERMANENT SUPPORT TO A VARIETY OF EDUCATIONAL, ENVIRONMENTAL, SOCIAL, AND CULTURAL NEEDS THROUGHOUT NAPA COUNTY. |
| PART X, LINE 2: | THE FOUNDATION IS A TAX-EXEMPT FOUNDATION UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAXES UNDER PROVISIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, THE CONSOLIDATED FINANCIAL STATEMENTS CONTAIN NO PROVISION FOR INCOME TAXES. THE FOUNDATION EVALUATES ITS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY-THAN-NOT" THRESHOLD ARE RECORDED AS AN EXPENSE IN THE APPLICABLE YEAR. AS OF JUNE 30, 2020, THE FOUNDATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (92 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 10000 DEGREES | ||||||||
| 1650 LOS GAMOS DRIVE STE 110 | SAN RAFAEL | CA | 94903 | 953667812 | 501(C)(3) | $35,220 | FOR THE COMMUNITY COLLEGE SUCCESS PROGRAM IN NAPA COUNTY THROUGH MAY 2021 | |
| ADVENTIST HEALTH INTERNATIONAL | ||||||||
| 11060 ANDERSON STREET | LOMA LINDA | CA | 92350 | 330940020 | 501(C)(3) | $25,000 | FOR SUPPORT OF THE ANESTHESIA MACHINE FOR WATERLOO HOSPITAL | |
| AG4 YOUTH UPVALLEY RANCHERS INC | ||||||||
| 1200 FOSTER ROAD | NAPA | CA | 94558 | 364716996 | 501(C)(3) | $10,000 | FOR GENERAL SUPPORT | |
| AIM HIGH FOR HIGH SCHOOL DBA AIM HIGH | ||||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 941410715 | 943296338 | 501(C)(3) | $13,000 | TO SUPPORT THE NAPA AIM HIGH 2020 SUMMER PROGRAM | |
| ALDEA INC | ||||||||
| PO BOX 841 | NAPA | CA | 94559 | 942159248 | 501(C)(3) | $25,000 | TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY | |
| AUCTION NAPA VALLEY | ||||||||
| PO BOX 141 | ST HELENA | CA | 94574 | 942702203 | 501(C)(3) | $10,000 | FOR THE NAPA VALLEY VINTNERS FUND-THE-FUTURE | |
| BAY AREA LEGAL AID | ||||||||
| 1735 TELEGRAPH AVENUE | OAKLAND | CA | 94612 | 941631316 | 501(C)(3) | $15,000 | TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY | |
| BEAR YUBA LAND TRUST | ||||||||
| PO BOX 1004 | GRASS VALLEY | CA | 95945 | 680256981 | 501(C)(3) | $25,000 | FOR PURCHASE OF FOREVER FARM PROPERTY | |
| CALISTOGA JOINT UNIFIED SCHOOL DISTRICT | ||||||||
| 1520 LAKE STREET | CALISTOGA | CA | 94515 | 521557245 | GOVERNMENT AGENCY | $15,000 | TO STRENGTHEN THE AVID PROGRAM, INCLUDING TEACHER TRAINING, COLLEGE TOURS AND THE PROVISION OF COLLEGE TUTORS THROUGH MAY 2021 | |
| CASA A VOICE FOR CHILDREN | ||||||||
| 1804 SOSCOL AVENUE STE 201 | NAPA | CA | 94559 | 203594007 | 501(C)(3) | $10,000 | FOR GENERAL SUPPORT | |
| CFNV CHARITABLE REAL ESTATE FUND | ||||||||
| 3299 CLAREMONT WAY STE 4 | NAPA | CA | 94558 | 010816065 | 501(C)(3) | $25,000 | TO HELP PAY FOR UNEXPECTED COST OVERRUNS FOR THE TENANT IMPROVEMENTS AT THE SATO FAMILY NONPROFIT CENTER | |
| CHILD START INC | ||||||||
| 439 DEVLIN ROAD | NAPA | CA | 94558 | 680442009 | 501(C)(3) | $5,000 | FOR THE RAISING A READER PROGRAM | |
| CHILDREN'S AIDS ART PROGRAMME | ||||||||
| 100 SOUTH STREET STE 305 | SAUSALITO | CA | 94965 | 260118652 | 501(C)(3) | $20,000 | FOR GENERAL PURPOSES | |
| CITY OF NAPA PARKS AND RECREATION SERVICES DEPARTMENT | ||||||||
| 1850 SOSCOL AVENUE STE 201 | NAPA | CA | 94559 | GOVERNMENT AGENCY | $26,554 | TO PROVIDE LOW-INCOME SENIORS WITH FEE-BASED ENRICHMENT AND WELLNESS ACTIVITIES AT THE SENIOR ACTIVITY CENTER IN THE CITY OF NAPA | ||
| COLLABRIA CARE | ||||||||
| 414 SOUTH JEFFERSON STREET | NAPA | CA | 94559 | 680393144 | 501(C)(3) | $45,000 | TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY | |
| COMMUNITY ACTION OF NAPA VALLEY | ||||||||
| 2521 OLD SONOMA ROAD | NAPA | CA | 94558 | 941610851 | 501(C)(3) | $85,000 | FOR SUPPORT OF THE NAPA FOOD BANK PROGRAM | |
| COMMUNITY FOUNDATION SONOMA COUNTY | ||||||||
| 120 STONY POINT ROAD STE 220 | SANTA ROSA | CA | 95401 | 680003212 | 501(C)(3) | $5,000 | FOR SUPPORT OF THE SONOMA COUNTY RESILIENCE FUND FOR KINCADE FIRE RECOVERY | |
| COMMUNITY HEALTH CLINIC OLE DBA OLE HEALTH | ||||||||
| 1141 PEAR TREE LANE STE 100 | NAPA | CA | 94558 | 237221695 | 501(C)(3) | $50,000 | TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY | |
| COMMUNITY PRESBYTERIAN CHURCH | ||||||||
| 1407 THIRD STREET | CALISTOGA | CA | 94515 | CHURCH | $50,000 | FOR FISCAL SPONSORSHIP OF BRANNAN CENTER, FOR GENERAL SUPPORT | ||
| COMMUNITY RESOURCES FOR CHILDREN | ||||||||
| 3299 CLAREMONT WAY STE 1 | NAPA | CA | 94558 | 942524785 | 501(C)(3) | $10,000 | FOR SUPPORT OF THE ACTIVE MINDS SCHOOL READINESS PROGRAM THROUGH MAY 2021 | |
| CONGREGATION BETH SHALOM | ||||||||
| 1455 ELM STREET | NAPA | CA | 94559 | 237296339 | 501(C)(3) | $5,700 | FOR SUPPORT OF THE RABBI'S DISCRETIONARY FUND | |
| COPE FAMILY CENTER | ||||||||
| 707 RANDOLPH STREET | NAPA | CA | 94559 | 942322399 | 501(C)(3) | $50,000 | TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY | |
| CORE COMMUNITY ORGANIZED RELIEF EFFORT | ||||||||
| 6464 SUNSET BLVD 530 | LOS ANGELES | CA | 90028 | 271703237 | 501(C)(3) | $5,000 | FOR COVID-19 TESTING IN NAPA | |
| CORSTONE | ||||||||
| 8 MARKET PLACE STE 300 | BALTIMORE | MD | 21202 | 942393629 | 501(C)(3) | $10,000 | FOR GENERAL PURPOSES | |
| COUNTY OF NAPA | ||||||||
| 1195 THIRD STREET STE 310 | NAPA | CA | 94559 | 946000525 | GOVERNMENT AGENCY | $100,000 | FOR THE PUBLIC HEALTH DEPARTMENT TO PROVIDE COVID-19 TESTING TO UNINSURED AND UNDER-INSURED PEOPLE WHO LIVE IN NAPA COUNTY AND ARE IN NEED OF A TEST BUT CANNOT AFFORD ONE | |
| CROSSWALK COMMUNITY CHURCH | ||||||||
| 2590 FIRST STREET | NAPA | CA | 94558 | 941714580 | 501(C)(3) | $15,000 | FOR SUPPORT OF DEBORAH'S HOUSE AND EVACUATION CENTER RENOVATIONS | |
| DEL PASO BOULEVARD FOUNDATION INC | ||||||||
| 1219 DEL PASO BOULEVARD | SACRAMENTO | CA | 95815 | 205541333 | 501(C)(3) | $5,000 | FOR FISCAL SPONSORSHIP OF FAMILY MEAL SACRAMENTO, TO SUPPORT THE "50 FOR 50" INITIATIVE | |
| DEVELOPING COMMUNITIES INCORPORATED | ||||||||
| 1156 MAIN STREET | ST HELENA | CA | 94574 | 200764127 | 501(C)(3) | $5,000 | FOR GENERAL PURPOSES | |
| DOWNTOWN NAPA FARMERS MARKET CORPORATION DBA NAPA FARMERS MARKET | ||||||||
| PO BOX 10822 | NAPA | CA | 94559 | 320285560 | 501(C)(3) | $14,500 | FOR GENERAL SUPPORT | |
| E4E RELIEF LLC | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | 566047886 | 501(C)(3) | $650,000 | FOR AN ADDITIONAL CONTRIBUTION FOR THE RELIEF FUND PROGRAM MANAGEMENT AND TO PROVIDE SERVICES AND GRANTS TO ELIGIBLE HOMEOWNERS AND RENTERS AFFECTED BY THE NAPA FIRE COMPLEX AS OUTLINED IN THE RELIEF FUND AGREEMENT AND ADDENDUM | |
| FIRST PRESBYTERIAN CHURCH OF ST HELENA | ||||||||
| 1428 SPRING STREET | ST HELENA | CA | 94574 | CHURCH | $12,000 | FOR GENERAL SUPPORT | ||
| FIRST UNITED METHODIST CHURCH OF NAPA | ||||||||
| 625 RANDOLPH STREET | NAPA | CA | 94559 | 941265063 | CHURCH | $17,235 | FOR GENERAL SUPPORT. THIS GRANT WAS MADE POSSIBLE BY THE GENEROSITY OF BRUCE KETRON AND DEBRA INMAN | |
| FOOD BANK OF CONTRA COSTA AND SOLANO | ||||||||
| 4010 NELSON AVENUE | CONCORD | CA | 94520 | 942418054 | 501(C)(3) | $5,000 | FOR SUPPORT OF SOLANO COUNTY FOOD BANK PROGRAM | |
| FRIENDS OF NAPA COUNTY ANIMAL SHELTER | ||||||||
| PO BOX 715 | NAPA | CA | 94559 | 820702572 | 501(C)(3) | $10,000 | TO HIRE AN ANIMAL BEHAVIOR SPECIALIST AND TO HELP PAY FOR EMERGENCY MEDICAL SERVICES FOR SMALL ANIMALS IN NAPA COUNTY | |
| GIRLS ON THE RUN NAPA & SOLANO INC | ||||||||
| 3299 CLAREMONT WAY STE 5 | NAPA | CA | 94558 | 550906534 | 501(C)(3) | $5,000 | FOR SUPPORT OF NAPA COUNTY PROGRAMS | |
| GREATER NAPA VALLEY FAIR HOUSING CENTER | ||||||||
| 1804 SOSCOL AVENUE STE 203 | NAPA | CA | 94559 | 421576121 | 501(C)(3) | $30,000 | TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY | |
| GUNILDA RIANDA SENIOR CENTER ASSOCIATION | ||||||||
| 1475 MAIN STREET | ST HELENA | CA | 94574 | 202411077 | 501(C)(3) | $5,000 | FOR GENERAL SUPPORT | |
| HUMANE SOCIETY OF NAPA COUNTY & SPCA INC | ||||||||
| PO BOX 695 | NAPA | CA | 94559 | 237315010 | 501(C)(3) | $32,000 | FOR GENERAL SUPPORT | |
| IMMIGRATION INSTITUTE OF THE BAY AREA | ||||||||
| 1111 MARKET STREET 4TH FLOOR | SAN FRANCISCO | CA | 94103 | 941156554 | 501(C)(3) | $125,800 | FOR GENERAL SUPPORT | |
| JAMESON ANIMAL RESCUE RANCH | ||||||||
| 1224 ADAMS STREET STE C | ST HELENA | CA | 94574 | 471230166 | 501(C)(3) | $5,000 | FOR SUPPORT OF THE SENIOR CITIZEN PET WELLNESS PROGRAM | |
| LAS TRAMPAS SCHOOL INC | ||||||||
| PO BOX 515 LAFAYETTE | LAFAYETTE | CA | 94549 | 941437727 | 501(C)(3) | $5,000 | FOR GENERAL SUPPORT | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 600 MEMORIAL DRIVE W98-200 | CAMBRIDGE | MA | 021394822 | 042103594 | 501(C)(3) | $100,000 | FOR BETA NU HOUSE CORPORATION CAPITAL CAMPAIGN | |
| MENTIS | ||||||||
| 709 FRANKLIN STREET | NAPA | CA | 94559 | 941236934 | 501(C)(3) | $135,625 | FOR GENERAL SUPPORT | |
| MOVING FORWARD TOWARDS INDEPENDENCE | ||||||||
| 68 COOMBS STREET BLDG B | NAPA | CA | 94559 | 943359635 | 501(C)(3) | $5,000 | FOR GENERAL SUPPORT. THIS GRANT WAS MADE POSSIBLE BY THE GENEROSITY OF PAT AND LINDA PINGITORE | |
| NAPA COMMUNITIES FIREWISE FOUNDATION | ||||||||
| PO BOX 440B | ST HELENA | CA | 94574 | 260147748 | 501(C)(3) | $90,000 | TO SUPPORT EFFORTS IN NAPA COUNTY TO PREVENT AND MITIGATE THE EFFECTS OF WILDLAND FIRES, INCLUDING DEVELOPMENT OF THE COUNTYWIDE COMMUNITY WILDFIRE PROTECTION PLAN AND RELATED FUND DEVELOPMENT, AS WELL AS PURCHASE OF LIDAR SURVEYING TECHNOLOGY THROUGH APRI | |
| NAPA COUNTY ANIMAL SHELTER AND ADOPTION CENTER | ||||||||
| 942 HARTLE COURT | NAPA | CA | 94558 | GOVERNMENT AGENCY | $20,000 | FOR GENERAL SUPPORT | ||
| NAPA COUNTY LAND TRUST DBA LAND TRUST OF NAPA COUNTY | ||||||||
| 1700 SOSCOL AVENUE STE 20 | NAPA | CA | 94559 | 942315096 | 501(C)(3) | $10,000 | FOR GENERAL SUPPORT | |
| NAPA COUNTY OFFICE OF EDUCATION | ||||||||
| 2121 IMOLA AVENUE | NAPA | CA | 94559 | 946002406 | GOVERNMENT AGENCY | $110,000 | FOR SUPPORT OF THE CONSTRUCTION AND EXPANSION OF THE CALISTOGA PRESCHOOL | |
| NAPA HIGH SCHOOL CHORAL BOOSTERS | ||||||||
| 2475 JEFFERSON STREET | NAPA | CA | 94558 | 680039659 | 501(C)(3) | $5,000 | FOR SUPPORT OF THE CHORAL PROGRAM | |
| NAPA VALLEY CHILD ADVOCACY NETWORK INCORPORATED DBA PARENTSCAN | ||||||||
| 1909 JEFFERSON STREET | NAPA | CA | 94558 | 562498308 | 501(C)(3) | $35,000 | TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY | |
| NAPA VALLEY COLLEGE | ||||||||
| 2277 NAPA VALLEJO HWY | NAPA | CA | 94558 | PUBLIC SCHOOL | $16,434 | FOR GENERAL STUDENT SUPPORT | ||
| NAPA VALLEY COMMUNITY COLLEGE DISTRICT AUXILIARY SERVICES ORGANIZATION | ||||||||
| 2277 NAPA-VALLEJO HWY | NAPA | CA | 94559 | 462918583 | 501(C)(3) | $5,000 | FOR THE PROJECT DISCOVERY PROGRAM | |
| NAPA VALLEY EDUCATIONAL FOUNDATION | ||||||||
| 2425 JEFFERSON STREET ROOM 105 | NAPA | CA | 94558 | 680005743 | PUBLIC SCHOOL | $34,000 | FOR FISCAL SPONSORSHIP OF THE LEGACY YOUTH PROJECT | |
| NAPA VALLEY FARMWORKER FOUNDATION | ||||||||
| 1795 THIRD STREET | NAPA | CA | 94559 | 364790851 | 501(C)(3) | $120,000 | FOR GENERAL SUPPORT OF 2019 OPERATIONS | |
| NAPA VALLEY FESTIVAL ASSOCIATION | ||||||||
| 1030 SEMINARY STREET STE C | NAPA | CA | 94559 | 264008029 | 501(C)(3) | $15,000 | FOR SUPPORT OF THE ANNUAL FUND | |
| NAPA VALLEY UNIFIED SCHOOL DISTRICT | ||||||||
| 2425 JEFFERSON STREET | NAPA | CA | 94558 | PUBLIC SCHOOL | $25,000 | TO SUPPORT THE ADELANTE MIGRANT EDUCATION SUMMER PROGRAM FOR STUDENTS ENTERING 9TH THROUGH 12TH GRADE | ||
| NAPALEARNS THE NAPA VALLEY PARTNERSHIP FOR 21ST CENTURY EDUCATION | ||||||||
| 2121 IMOLA AVENUE | NAPA | CA | 94559 | 272705006 | 501(C)(3) | $115,000 | TO SUPPORT THE CONSTRUCTION OF THE NEW NCOE PRESCHOOL IN CALISTOGA. PAYMENTS TO BE MADE OVER 5 YEARS OF $20,000 PER YEAR | |
| NEWS | ||||||||
| 1141 PEAR TREE LANE STE 220 | NAPA | CA | 94558 | 942745889 | 501(C)(3) | $85,000 | FOR SUPPORT OF EMERGENCY SHELTER. THIS GRANT WAS MADE POSSIBLE BY THE GENEROSITY OF SANDY CALLAHAN, IN MEMORY OF HARRY PRICE | |
| NIMBUS ARTS | ||||||||
| 649 MAIN STREET | ST HELENA | CA | 94574 | 271503762 | 501(C)(3) | $27,500 | FOR GENERAL SUPPORT | |
| NOTES FOR EDUCATION | ||||||||
| 51 BLACKBERRY DRIVE | NAPA | CA | 94558 | 272087987 | 501(C)(3) | $10,000 | TO SUPPORT THE GARGIULO MUSIC ROOM FUND-A-NEED | |
| OLE HEALTH FOUNDATION | ||||||||
| 1100 TRANCAS STREET STE 300 | NAPA | CA | 94558 | 680149424 | 501(C)(3) | $60,000 | FOR SPONSORSHIP OF SALUD! 2020 | |
| ON THE MOVE | ||||||||
| 780 LINCOLN AVENUE | NAPA | CA | 94558 | 753149095 | 501(C)(3) | $1,830,263 | FOR SUPPORT OF THE YOUTH LEADERSHIP ACADEMIES | |
| ONE PURPOSE SCHOOL | ||||||||
| 948 HOLLISTER AVENUE | SAN FRANCISCO | CA | 94124 | 462936117 | 501(C)(3) | $11,800 | FOR GENERAL SUPPORT | |
| PACIFIC UNION COLLEGE | ||||||||
| ONE ANGWIN AVENUE | ANGWIN | CA | 94508 | 941279798 | 501(C)(3) | $10,000 | FOR SUPPORT OF THE ELLE WHEELER SCHOLARSHIP FUND AT THE PAULIN CENTER FOR THE ARTS, IN APPRECIATION FOR 60 YEARS OF KINDNESSES TO JULE GRANT. | |
| PITZER COLLEGE | ||||||||
| OFFICE OF COLLEGE ADVANCEMENT | CLAREMONT | CA | 91711 | 952261113 | 501(C)(3) | $20,000 | FOR STUDENT JOCELYN VEGA, ID # 50440869 | |
| PLANNED PARENTHOOD SHASTA-DIABLO DBA PLANNED PARENTHOOD NORTHERN CALIFORNIA | ||||||||
| 2185 PACHECO STREET | CONCORD | CA | 94520 | 941575233 | 501(C)(3) | $28,000 | FOR SUPPORT OF PROGRAMS IN NAPA COUNTY | |
| PRISON FELLOWSHIP MINISTRIES | ||||||||
| PO BOX 1550 | MERRIFIELD | VA | 221161550 | 620988294 | 501(C)(3) | $10,000 | FOR GENERAL OPERATING SUPPORT | |
| QUEEN OF THE VALLEY HOSPITAL FOUNDATION | ||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 237081153 | 501(C)(3) | $18,500 | FOR GENERAL SUPPORT. THIS GRANT WAS MADE POSSIBLE BY A CONTRIBUTION WE RECEIVED FROM JIM MAGGETTI | |
| RAISING A READER | ||||||||
| 330 TWIN DOLPHIN DRIVE STE 147 | REDWOOD CITY | CA | 94065 | 943390149 | 501(C)(3) | $61,613 | FOR SUPPORT OF THE RAR GROWTH FUND | |
| RESIDENCE XII | ||||||||
| 12029 113TH AVENUE NE | KIRKLAND | WA | 98034 | 911093433 | 501(C)(3) | $5,000 | FOR GENERAL PURPOSES | |
| SAINT HELENA FORUM FOR INNOVATION AND CREATIVITY | ||||||||
| 2480 SPRING MOUNTAIN ROAD | ST HELENA | CA | 94574 | 832095334 | 501(C)(3) | $15,000 | FOR GENERAL SUPPORT | |
| SALVATION ARMY - GOLDEN STATE DIVISION | ||||||||
| 832 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | 941170408 | CHURCH | $15,000 | FOR BOARD SUPPORT/THEO | |
| SALVATION ARMY - NAPA CORPS | ||||||||
| 590 FRANKLIN STREET | NAPA | CA | 94559 | 941156347 | 501(C)(3) | $70,000 | FOR A CHALLENGE GRANT FOR THE MODULAR HOUSING UNIT FUNDING GAP | |
| SCOPA HAS A DREAM DBA CORAZON HEALDSBURG | ||||||||
| PO BOX 1004 | HEALDSBURG | CA | 95448 | 273044487 | 501(C)(3) | $5,000 | FOR SUPPORT OF KINCADE FIRE RECOVERY THROUGH THE UNITY AND COMMUNITY FUND | |
| SPIRIT OF UNITY IN NAPA DBA PUERTAS ABIERTAS COMMUNITY RESOURCE CENTER | ||||||||
| PO BOX 3009 | NAPA | CA | 94558 | 203126333 | 501(C)(3) | $42,000 | TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY | |
| ST HELENA HOSPITAL FOUNDATION | ||||||||
| 10 WOODLAND ROAD | ST HELENA | CA | 94574 | 201384250 | 501(C)(3) | $75,000 | FOR SUPPORT OF THE MARTIN O'NEIL CANCER CENTER | |
| ST JOHN'S COLLEGE - SANTA FE | ||||||||
| PO BOX 75905 | BALTIMORE | MD | 212755905 | 850162247 | 501(C)(3) | $10,000 | FOR THE GENERAL FUND | |
| SUMMER SEARCH | ||||||||
| 101 HOWARD STREET STE 250 | SAN FRANCISCO | CA | 94105 | 680200138 | 501(C)(3) | $12,000 | FOR SUPPORT OF SUMMER SEARCH'S NAPA COUNTY PROGRAMS THROUGH MAY 2021 | |
| TEENS CONNECT | ||||||||
| 18 RIVERTON COURT | NAPA | CA | 94558 | 821116184 | 501(C)(3) | $17,000 | TO SUPPORT THE FUND-A-NEED | |
| THE ALPHEIOS PROJECT LTD | ||||||||
| PO BOX 4302 | NAPA | CA | 94558 | 272248757 | 501(C)(3) | $71,798 | FOR UNRESTRICTED USE | |
| THE UC DAVIS FOUNDATION | ||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 956165270 | 946081352 | 501(C)(3) | $135,000 | FOR THE HURLEY AND THELMA COUCHMAN SCHOLARSHIP FUND, FUND# 324068 | |
| THE V FOUNDATION | ||||||||
| 14600 WESTON PKWY | CARY | NC | 27513 | 133705951 | 501(C)(3) | $5,000 | TO SUPPORT THE WINE CELEBRATION FUND-A-NEED | |
| UC REGENTS UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | 946036494 | 501(C)(3) | $25,000 | FOR GENERAL STUDENT SUPPORT | |
| UC REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| BOX 957089 1125 MURPHY HALL 405 | LOS ANGELES | CA | 900959000 | PUBLIC SCHOOL | $40,000 | FOR STUDENT KALEENA JEZYCKI, ID # XXX-XX-XXXX | HILGARD AVENUE | |
| UNITED POLICYHOLDERS | ||||||||
| 381 BUSH STREET 8TH FLOOR | SAN FRANCISCO | CA | 94104 | 943162024 | 501(C)(3) | $10,000 | TO SUPPORT A PRO-BONO INSURANCE AND CONTRACT LEGAL HELP CLINIC FOR PEOPLE IN NAPA COUNTY AFFECTED BY THE 2017 NAPA FIRE COMPLEX | |
| UNIVERSITY OF COLORADO BOULDER | ||||||||
| 77 UCB | BOULDER | CO | 803090077 | PUBLIC SCHOOL | $5,478 | FOR GENERAL STUDENT SUPPORT | ||
| UNIVERSITY OF SAN FRANCISCO | ||||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | 941156628 | 501(C)(3) | $10,956 | FOR GENERAL STUDENT SUPPORT | |
| UP VALLEY FAMILY CENTERS OF NAPA COUNTY | ||||||||
| 1440 SPRING STREET | ST HELENA | CA | 94574 | 800023012 | 501(C)(3) | $1,183,800 | FOR THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM | |
| VINTAGE HIGH SCHOOL | ||||||||
| 1375 TROWER AVENUE | NAPA | CA | 94558 | PUBLIC SCHOOL | $5,000 | FOR SUPPORT OF THE CHORAL PROGRAM | ||
| WE CARE ANIMAL RESCUE | ||||||||
| 1345 CHARTER OAK AVENUE | ST HELENA | CA | 94574 | 942864103 | 501(C)(3) | $20,000 | FOR GENERAL SUPPORT | |
| WILDLIFE RESCUE CENTER OF NAPA COUNTY | ||||||||
| PO BOX 2571 | NAPA | CA | 94558 | 680271705 | 501(C)(3) | $20,000 | FOR GENERAL SUPPORT | |
| WINE COUNTRY ANIMAL LOVERS | ||||||||
| PO BOX 3 | CALISTOGA | CA | 94515 | 271454400 | 501(C)(3) | $15,000 | TO HELP SUBSIDIZE COSTS FOR SPAY/NEUTER SERVICES AND EMERGENCY MEDICAL FEES FOR SMALL ANIMALS IN NAPA COUNTY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 92 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NAPA VALLEY COMMUNITY FOUNDATION (NVCF) IS COMMITTED TO ENSURING THAT ALL GRANT FUNDS ARE USED SOLELY FOR THE CHARITABLE PURPOSES INTENDED. NVCF CONDUCTS MORE THAN 200 SITE VISITS EACH YEAR WITH NONPROFIT ORGANIZATION IN NAPA COUNTY, ANALYZES FINANCIAL INFORMATION ABOUT PROSPECTIVE GRANTEES, INCLUDING TAX RETURNS AND AUDITED FINANCIALS (WHERE AVAILABLE), AND REQUIRES ALL ORGANIZATION RECEIVING GRANT DISTRIBUTIONS TO AGREE THAT SUCH DISTRIBUTIONS SHALL BE USED ONLY FOR THE CHARITABLE PURPOSES OUTLINED IN A GRANT LETTER THAT ACCOMPANIES PAYMENT. IN MANY CASES, WE REQUIRE GRANTEE ORGANIZATIONS TO COMPLETE A WRITTEN GRANT REPORT WITHIN A YEAR OF RECEIVING FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERENCE MULLIGAN | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $203,757 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $16,667 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $13,333 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,013 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $18,145 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $258,915 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | EMPLOYEES RECEIVE BONUSES ACCORDING TO THE BOARD APPROVED INCENTIVE COMPENSATION STRATEGY BASED ON OPERATING SURPLUS AND POSITION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERENCE MULLIGAN | PersonNm |
| Relationship With Org | PRESIDENT | RelationshipWithOrgTxt |
| Loan Purpose | RELOCATION | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $200,000 | OriginalPrincipalAmt |
| Balance Due | $19,997 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $19,997 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II: | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT RECEIVED A ZERO-INTEREST LOAN TO ASSIST HIM TO PURCHASE A HOME IN NAPA, WHICH WAS A REQUIREMENT OF HIS POSITION WHEN HE WAS HIRED IN 2004. THE BALANCE OF THE LOAN WAS $19,997 AS OF 6/30/2020. THE LOAN IS FORGIVEN IN THE AMOUNT OF $6,667 ANNUALLY. THE MATURITY DATE IS 5/25/2023. THE IMPUTED INTEREST AND FORGIVEN DEBT ARE INCLUDED IN THE PRESIDENT'S COMPENSATION ON AN ANNUAL BASIS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $562,527 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. |
| PART I, LINE 32B: | CFNV CHARITABLE REAL ESTATE FUND, NVCF'S SUPPORTING ORGANIZATION, OPERATES EXCLUSIVELY FOR CHARITABLE PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF OR TO CARRY OUT THE PURPOSES OF NVCF. ONE OF THESE ACTIVITIES IS THE RECEIPT AND SUBSEQUENT SALE OF GIFTS OF REAL PROPERTY. NVCF'S INVESTMENT ADVISORS ARE RESPONSIBLE FOR THE SALE OF STOCK GIFTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE (AC) SHALL HAVE THE RESPONSIBILITY FOR REVIEWING THE FORM 990 TAX RETURN INCLUDING ALL PERTINENT SCHEDULES, BEFORE THEY ARE FILED WITH THE INTERNAL REVENUE SERVICE. A DRAFT OF THE FORM 990 SHOULD BE READY FOR REVIEW BY THE AC NO LATER THAN TWO WEEKS PRIOR TO THE FILING DEADLINE. AFTER THE DRAFT OF THE FORM 990 HAS BEEN OBTAINED BY THE AC, THEY WILL HAVE 7-10 DAYS TO COMPLETE THEIR REVIEW. THE AC SHALL CONDUCT A REVIEW OF THE FORM 990. HOWEVER, IF THE AC DEEMS IT NECESSARY TO CONDUCT A MORE DETAILED REVIEW, THEY WILL CONTACT THE PREPARER OF THE FORM 990 TO REQUEST COPIES OF ANY RELEVANT DETAILED TAX RETURN WORKPAPERS. ONCE THE AC HAS COMPLETED ITS INITIAL REVIEW OF THE FORM 990, A MEETING OR CONFERENCE CALL WILL BE SCHEDULED WITH THE PREPARER OF THE FORM 990, IF NECESSARY, TO DISCUSS ANY QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS IDENTIFIED BY THE AC. THE PREPARER OF THE FORM 990 SHALL MAKE ANY REVISIONS TO THE FORM 990 AS SOON AS FEASIBLY POSSIBLE TO ENSURE THAT THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE ON A TIMELY BASIS. ALL OF THE QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS SET FORTH BY THE AC SHOULD BE DOCUMENTED, ALONG WITH ANY RESPONSES FROM THE PREPARER OF THE FORM 990, IF APPLICABLE. AFTER THE FORM 990 HAS BEEN REVIEWED BY THE AC AND A FINAL COPY IS PREPARED, STAFF WILL E-MAIL THE FINAL FORM 990 TO ALL NVCF BOARD MEMBERS BEFORE THE FORM 990 IS FILED AND WILL MAKE A PRESENTATION AT THE NEXT FULL BOARD OF DIRECTORS MEETING TO UPDATE THE BOARD REGARDING THE REVIEW OF THE FORM 990, IF NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING / ENFORCING THE CONFLICT OF INTEREST POLICY: ONCE A YEAR OR AS NEEDED, BOARD AND ADVISORY COMMITTEE MEMBERS, FOUNDATION STAFF, VOLUNTEERS AND CONTRACTORS WILL COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT IDENTIFYING ANY SIGNIFICANT AFFILIATION AND/OR POSITION HELD BY SELF OR ANY IMMEDIATE FAMILY MEMBER WITH ANY ORGANIZATION USING THE FOLLOWING GUIDELINES: A. ANY SIGNIFICANT AFFILIATION AND/OR POSITION HELD BY SELF OR ANY IMMEDIATE FAMILY MEMBER WITH ANY LOCAL CHARITABLE OR COMMUNITY ORGANIZATION(S). B. ANY SIGNIFICANT AFFILIATION AND/OR POSITION HELD BY SELF OR ANY IMMEDIATE FAMILY MEMBER WITH LOCAL BUSINESS ENTERPRISE(S). C. ANY OTHER SIGNIFICANT INVOLVEMENTS WITH ORGANIZATIONS THAT MAY CREATE AN INTEREST OR BIAS WITH RESPECT TO THE FOUNDATION'S ACTION. ANY POSSIBLE CONFLICTS SHALL BE DISCLOSED BEFORE ANY BOARD OR COMMITTEE MEETING DISCUSSION BEGINS. THE MINUTES OF THE MEETING SHALL REFLECT THIS DISCLOSURE. AFTER ACKNOWLEDGING THE POTENTIAL CONFLICT, THE BOARD/COMMITTEE/STAFF MEMBER/VOLUNTEER/CONTRACTOR MAY BRIEFLY ADDRESS THE OTHER MEMBERS REGARDING THIS MATTER. THE BOARD/COMMITTEE/STAFF MEMBER/VOLUNTEER/CONTRACTOR MAY ALSO ANSWER PERTINENT QUESTIONS SINCE PERSONAL KNOWLEDGE ON THE ISSUE MAY BE OF ASSISTANCE TO THE OTHER MEMBERS IN REACHING THEIR DECISIONS. THE BOARD/COMMITTEE/STAFF MEMBER, HOWEVER, WILL ABSTAIN FROM VOTING ON THIS ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR REVIEWING COMPENSATION: NVCF PRESIDENT * THE EXECUTIVE COMMITTEE (EC) OF THE BOARD MEETS ANNUALLY TO REVIEW THE PRESIDENT'S PERFORMANCE. * IN PREPARATION FOR THIS MEETING, THEY REVIEW SALARY COMPS FOR PRESIDENTS AND CEOS OF MEDIUM-SIZED COMMUNITY FOUNDATIONS IN CALIFORNIA AND NATIONWIDE. * THE PRESIDENT PREPARES AN EXTENSIVE, WRITTEN SELF-ASSESSMENT OF HIS PERFORMANCE THAT IS BASED ON SPECIFIC, MEASURABLE, ATTAINABLE, RELEVANT AND TIMELY GOALS AGREED UPON DURING THE PRIOR YEAR'S PERFORMANCE REVIEW WITH THE EC. * THE SELF ASSESSMENT IS SENT TO THE EC AT LEAST ONE WEEK BEFORE THEIR REVIEW MEETING. * AT THE REVIEW MEETING, MEMBERS OF THE EC BRING COMMENTS AND SUGGESTED REVISIONS TO THE SELF ASSESSMENT DOCUMENT, AND ENGAGE THE PRESIDENT IN A CONVERSATION ABOUT PRIOR YEAR AND COMING YEAR GOALS FOR THE PRESIDENT AND NVCF. * THE COMMENTS AND SUGGESTED EDITS TO THE SELF ASSESSMENT ARE FOLDED INTO A REVISED DOCUMENT CALLED THE SUPERVISOR ASSESSMENT. * THE SUPERVISOR ASSESSMENT IS SHARED WITH THE BOARD OF DIRECTORS IN EXECUTIVE SESSION, WITHOUT STAFF PRESENT, AT THE NEXT MEETING OF THE BOARD. * AT THIS BOARD MEETING, THE EC MAKES RECOMMENDATIONS FOR SALARY ADJUSTMENTS, IF ANY, BASED ON THE REVIEW OF COMPS, THE PERFORMANCE OF THE PRESIDENT, AND THE OVERALL PERFORMANCE OF NVCF. * THE FULL BOARD VOTES ON ANY CHANGES TO COMPENSATION RECOMMENDED BY THE EC. OTHER NVCF OFFICERS AND KEY EMPLOYEES * THE PRESIDENT MEETS ANNUALLY WITH EACH OF HIS DIRECT REPORTS TO PRIVATELY REVIEW THEIR PERFORMANCE. * THIS MEETING IS CONDUCTED NO MORE THAN SIX WEEKS AFTER THE ANNIVERSARY OF THE DATE OF HIRE OF EACH DIRECT REPORT. * PRIOR TO THIS MEETING, EACH DIRECT REPORT PREPARES AN EXTENSIVE, WRITTEN SELF-ASSESSMENT OF HIS/HER PERFORMANCE THAT IS BASED ON SPECIFIC, MEASURABLE, ATTAINABLE, RELEVANT AND TIMELY GOALS AGREED UPON DURING THE PRIOR YEAR'S PERFORMANCE REVIEW WITH THE PRESIDENT. * THE SELF ASSESSMENT IS SENT TO THE PRESIDENT AT LEAST ONE WEEK BEFORE THEIR REVIEW MEETING; THE PRESIDENT THEN PREPARES A SUPERVISOR ASSESSMENT BASED ON THE SELF ASSESSMENT DOCUMENT. * IN PREPARATION FOR THE REVIEW MEETING, THE PRESIDENT REVIEWS SALARY COMPS FOR SIMILAR POSITIONS IN MEDIUM-SIZED COMMUNITY FOUNDATIONS IN CALIFORNIA AND NATIONWIDE. * SALARY ADJUSTMENTS, IF ANY, ARE BASED ON THE REVIEW OF SALARY COMPS AND PERFORMANCE. * ALL SALARY ADJUSTMENTS ARE CONTEMPLATED IN THE OPERATING BUDGET OF NVCF, WHICH IS APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | AS A COMMUNITY CORPORATION, WE ARE ACCOUNTABLE TO THE PUBLIC. THE FOLLOWING ORGANIZATIONAL AND FINANCIAL DOCUMENTS OF NVCF WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT NVCF'S OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: * IRS FORM 1023 - APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE * ARTICLES OF INCORPORATION * INTERNAL REVENUE SERVICE DETERMINATION LETTER * CALIFORNIA TAX EXEMPT LETTER * CONFLICT OF INTEREST POLICY * AUDITED FINANCIAL STATEMENTS * FORM 990'S - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (PUBLIC INSPECTION COPY) * ANNUAL REPORTS * INVESTMENT POLICY * DETAILS OF FUNDS AND FEES ALL OF THE AFOREMENTIONED ORGANIZATIONAL AND FINANCIAL DOCUMENTS WILL ALSO BE POSTED ON THE ORGANIZATION'S WEB SITE. NVCF WILL MAKE BEST EFFORTS TO ENSURE THAT THE DOCUMENTS POSTED ON THE WEB SITE ARE THE MOST UPDATED VERSIONS OF SUCH DOCUMENTS. THE PUBLIC INSPECTION COPY OF THE FORM 990 WILL NOT INCLUDE THE SCHEDULE OF CONTRIBUTORS (SCHEDULE B). WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY ORGANIZATIONAL OR FINANCIAL DOCUMENT BY ANYONE, NVCF SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFNV CHARITABLE REAL ESTATE FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3299 CLAREMONT STREET SUITE 4 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010816065 | EIN |
| Primary Activities | CONDUCTS OR SUPPORTS ACTIVITIES FOR THE BENEFIT OF THE FOUNDATION. | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF THE NAPA VALLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CFNV CHARITABLE REAL ESTATE FUND | ||
| B | $25,000 | CASH |
| CFNV CHARITABLE REAL ESTATE FUND | ||
| D | $325,000 | CASH |