COMMUNITY FOUNDATION OF THE NAPA VALLEY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF THE NAPA VALLEY (EIN 68-0349777)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-12
- IRS object ID
- 202021649349301322
- Schema version
- 2018v3.1
- 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 | 2020-06-12T12:06:30-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2020-05-29 | 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 | 2020-05-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 34.99.90.60 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-29 | IPDt |
| IP Tm | 14:43:00 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
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 | $37,038,128 | 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 | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $28,794,108 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,897,330 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,070 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,270 | CYProgramServiceRevenueAmt |
| PY Investment Income | $443,244 | PYInvestmentIncomeAmt |
| CY Investment Income | $916,939 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,000 | PYOtherRevenueAmt |
| CY Other Revenue | $25,000 | CYOtherRevenueAmt |
| PY Total Revenue | $29,288,422 | PYTotalRevenueAmt |
| CY Total Revenue | $17,872,539 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,523,008 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,725,358 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $929,647 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $987,588 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $318,028 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $503,463 | PYOtherExpensesAmt |
| CY Other Expenses | $586,348 | CYOtherExpensesAmt |
| PY Total Expenses | $15,956,118 | PYTotalExpensesAmt |
| CY Total Expenses | $9,299,294 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,332,304 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,573,245 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,100,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,074,224 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,761,283 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,478,969 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,339,410 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,595,255 | 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 | $8,623,532 | ExpenseAmt |
| Grant | $7,725,358 | GrantAmt |
| Revenue | $58,270 | RevenueAmt |
| Desc | PROVIDED GRANTS TO MORE THAN 200 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 SIX-YEAR PERIOD ENDING 6/30/19 PROVIDED LEGAL CONSULTATIONS AND ESL CLASSES TO MORE THAN 6,600 RESIDENTS; HELPED 3,360 SUBMIT APPLICATIONS FOR CITIZENSHIP AND OTHER IMMIGRATION BENEFITS TO THE U.S. GOVERNMENT; AND ENABLED 1,261 PEOPLE TO BECOME U.S. CITIZENS. LAUNCHED AN INITIATIVE CALLED THE NAPA VALLEY HOUSING FUND, TO HELP CREATE AFFORDABLE RENTAL UNITS FOR THE VALLEY'S WORKFORCE AND ACCELERATE ADOPTION OF ACCESSORY DWELLING UNITS (ADUS). DURING THE FISCAL YEAR ENDING 6/30/2019, RESEARCH & DEVELOPMENT INVESTMENTS WERE MADE TO SIZE AND SCOPE THE ADU MARKET IN NAPA AND SONOMA COUNTIES; CREATE TOOLS TO HELP HOMEOWNERS BUILD ADUS (A WORKBOOK, WEBSITE, AND COST CALCULATOR); AND ENCOURAGE LOCAL CITIES TO STREAMLINE APPROVAL PROCESSES. THE NAPA VALLEY DISASTER RELIEF FUND (DISASTER RELIEF FUND) WAS RE-ACTIVATED IN THE FISCAL YEAR ENDING JUNE 30, 2018, AS A RESULT OF THE NAPA FIRE COMPLEX THAT BEGAN ON OCTOBER 8, 2017. THE GOVERNOR DECLARED A STATE OF EMERGENCY AS A RESULT OF THE FIRES IN NAPA COUNTY ON OCTOBER 9, 2017, AND THE FEDERAL GOVERNMENT DECLARED A MAJOR DISASTER ON OCTOBER 10, 2017. THE DISASTER RELIEF FUND WAS ACTIVATED ON OCTOBER 10, 2017, FOLLOWING THAT DECLARATION. 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, CONTINUED DURING THE FISCAL YEAR ENDING JUNE 30, 2019. DURING THE FISCAL YEAR ENDING JUNE 30, 2019, THESE GRANTS PROVIDED RELIEF SERVICES LIKE COUNSELING AND CASE MANAGEMENT TO HUNDREDS OF FAMILIES, DIRECT FINANCIAL AID TO APPROXIMATELY 140 RESIDENTS TO REPLACE ESSENTIAL HOUSEHOLD CONTENTS DESTROYED IN THE FIRES OR TO REPAIR OR REBUILD HOMES, AND RESILIENCY SERVICES, LIKE FINANCIAL PLANNING AND DISASTER PREPAREDNESS EDUCATION TO HUNDREDS OF NAPA COUNTY RESIDENTS. GRANTS MADE ALSO INCLUDE 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 | $8,623,532 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 (16 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 (AS OF 07/18) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAWNINE DYER | ||||||||
| CO-VICE CHAIR (AS OF 07/18) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HEIDI HOLZHAUER | ||||||||
| CO-VICE CHAIR (AS OF 07/18) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMIE WATSON | ||||||||
| TREASURER (AS OF 07/18) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELBA GONZALES-MARES | ||||||||
| SECRETARY (AS OF 07/18) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MAIRA AYALA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER BYRAM | ||||||||
| DIRECTOR (AS OF 07/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LIZ CHRISTENSEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MANBIN KHAIRA MONTEVERDI | ||||||||
| DIRECTOR (AS OF 07/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ED MATOVCIK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD NICHINSON MD | ||||||||
| DIRECTOR | 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) | $230,244 | $0 | $23,192 | 3.00 | ||
| SANDY FASOLD | ||||||||
| CFO | 32.00 | Yes (X) | $122,453 | $0 | $6,018 | 1.00 | ||
| JULIA DENATALE | ||||||||
| VP OF COMMUNITY IMPACT | 40.00 | $114,610 | $0 | $16,384 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $467,307 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $45,594 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 | $16,897,330 | AllOtherContributionsAmt |
| Noncash Contributions | $1,921,261 | NoncashContributionsAmt |
| Total Contributions | $16,897,330 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $33,270 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,270 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,270 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $817,387 | TotalRevenueColumnAmt |
| Exclusion | $817,387 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,265,141 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,165,589 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,552 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,552 | TotalRevenueColumnAmt |
| Exclusion | $99,552 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPORT. ORG. MGMT FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $25,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,872,539 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,270 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $916,939 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,725,358 | TotalAmt |
| Program Services | $7,725,358 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,106 | TotalAmt |
| Program Services | $119,867 | ProgramServicesAmt |
| Management And General | $170,345 | ManagementAndGeneralAmt |
| Fundraising | $81,894 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,872 | TotalAmt |
| Program Services | $326,539 | ProgramServicesAmt |
| Management And General | $73,714 | ManagementAndGeneralAmt |
| Fundraising | $82,619 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,092 | TotalAmt |
| Program Services | $8,465 | ProgramServicesAmt |
| Management And General | $1,487 | ManagementAndGeneralAmt |
| Fundraising | $2,140 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,505 | TotalAmt |
| Program Services | $38,533 | ProgramServicesAmt |
| Management And General | $9,929 | ManagementAndGeneralAmt |
| Fundraising | $11,043 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,013 | TotalAmt |
| Program Services | $32,181 | ProgramServicesAmt |
| Management And General | $17,217 | ManagementAndGeneralAmt |
| Fundraising | $11,615 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,457 | TotalAmt |
| Program Services | $104,457 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,146 | TotalAmt |
| Management And General | $35,146 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,290 | TotalAmt |
| Program Services | $71,290 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,760 | TotalAmt |
| Program Services | $98,760 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,248 | TotalAmt |
| Fundraising | $85,248 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,290 | TotalAmt |
| Program Services | $23,894 | ProgramServicesAmt |
| Management And General | $11,085 | ManagementAndGeneralAmt |
| Fundraising | $9,311 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,475 | TotalAmt |
| Program Services | $31,036 | ProgramServicesAmt |
| Management And General | $14,369 | ManagementAndGeneralAmt |
| Fundraising | $12,070 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,137 | TotalAmt |
| Program Services | $1,700 | ProgramServicesAmt |
| Management And General | $914 | ManagementAndGeneralAmt |
| Fundraising | $523 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,306 | TotalAmt |
| Program Services | $7,246 | ProgramServicesAmt |
| Management And General | $12,012 | ManagementAndGeneralAmt |
| Fundraising | $13,048 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508 | TotalAmt |
| Program Services | $274 | ProgramServicesAmt |
| Management And General | $127 | ManagementAndGeneralAmt |
| Fundraising | $107 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,858 | TotalAmt |
| Program Services | $1,543 | ProgramServicesAmt |
| Management And General | $715 | ManagementAndGeneralAmt |
| Fundraising | $600 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $20,524 | $11,083 | $5,131 | $4,310 |
| STRATEGIC PLAN | $16,667 | $9,000 | $4,167 | $3,500 |
| STAFF TRAINING & RECRUI | $10,525 | $9,149 | $1,376 | |
| GENERAL PROGRAM EXPENSE | $3,157 | $3,157 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,299,294 | TotalAmt |
| Program Services | $8,623,532 | ProgramServicesAmt |
| Management And General | $357,734 | ManagementAndGeneralAmt |
| Fundraising | $318,028 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,161,884 | BOYAmt |
| EOY | $588,814 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $632,950 | BOYAmt |
| EOY | $7,217,617 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,092 | BOYAmt |
| EOY | $3,011 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,331 | BOYAmt |
| EOY | $26,664 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,611 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,967 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,152 | BOYAmt |
| EOY | $3,644 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,140,781 | BOYAmt |
| EOY | $37,167,115 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,503 | BOYAmt |
| EOY | $67,359 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,100,693 | BOYAmt |
| EOY | $45,074,224 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,949 | BOYAmt |
| EOY | $118,432 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,783 | BOYAmt |
| EOY | $318,212 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,185,551 | BOYAmt |
| EOY | $2,042,325 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,761,283 | BOYAmt |
| EOY | $2,478,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,464,547 | BOYAmt |
| EOY | $13,136,745 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,403,510 | BOYAmt |
| EOY | $11,443,591 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,471,353 | BOYAmt |
| EOY | $18,014,919 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,339,410 | BOYAmt |
| EOY | $42,595,255 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,100,693 | BOYAmt |
| EOY | $45,074,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,573,245 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $682,600 | 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 | $11,604,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,665,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,189,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,794,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,897,330 | CurrentTaxYearAmt |
| Total | $67,150,950 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,604,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,665,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,189,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,794,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,897,330 | CurrentTaxYearAmt |
| Total | $67,150,950 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,780,830 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,370,120 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $329,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $335,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $334,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $476,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $817,387 | CurrentTaxYearAmt |
| Total | $2,292,066 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $69,443,016 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $185,014 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69650 | 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
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,299,294 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,299,294 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $614,965 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $153,741 | 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 | $395,565 | CurrentYearMinus3Amt |
| Current Year Minus2 | $352,288 | CurrentYearMinus2Amt |
| Current Year Minus1 | $947,806 | CurrentYearMinus1Amt |
| Current Year | $614,965 | CurrentYearAmt |
| Total | $2,310,624 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,465,936 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $98,891 | CurrentYearMinus3Amt |
| Current Year Minus2 | $88,072 | CurrentYearMinus2Amt |
| Current Year Minus1 | $236,952 | CurrentYearMinus1Amt |
| Current Year | $153,741 | CurrentYearAmt |
| Total | $577,656 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $866,484 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 53 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 20 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $3,271,276 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $125,667 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $5,151,059 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $56,130 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $9,273,325 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $4,703,874 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,810,643 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $22,559 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $286,155 | OtherExpendituresAmt |
| End Year Balance | $5,597,047 | 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 | $39,967 | DepreciationAmt |
| Book Value | $3,644 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,644 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS - PUBLICLY TRADED SECURITIES | Desc |
| Book Value | $37,167,115 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $37,167,115 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | AS OF JUNE 30, 2019, THE FOUNDATION MAINTAINED A TOTAL OF $2,042,325 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, 2019, 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 (87 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CFNV CHARITABLE REAL ESTATE FUND | |||||||
| 3299 CLAREMONT WAY STE 2 | NAPA | CA | 94558 | 010816065 | 501(C)(3) | $25,000 | TO ASSIST WITH THE RENOVATIONS OF SUITE 1 |
| BETA PSI FOUNDATION INC | |||||||
| 1260 WINCHESTER PKWY SE | SMYRNA | GA | 300806546 | 201217639 | 501(C)(3) | $35,000 | FOR SUPPORT OF UNDERGRADUATE EDUCATIONAL SCHOLARSHIPS |
| GUNILDA RIANDA SENIOR CENTER ASSOCIATION | |||||||
| 1475 MAIN STREET | ST HELENA | CA | 94574 | 202411077 | 501(C)(3) | $20,000 | FOR GENERAL SUPPORT |
| SPIRIT OF UNITY IN NAPA DBA PUERTAS ABIERTAS COMMUNITY RESOURCE CENTER | |||||||
| PO BOX 3009 | NAPA | CA | 94558 | 203126333 | 501(C)(3) | $25,500 | FOR PARTICIPATION IN THE CITIZENSHIP LEGAL SERVICES (CLS) COLLABORATIVE THAT IS PART OF NAPA VALLEY COMMUNITY FOUNDATION'S ONE NAPA VALLEY INITIATIVE. THIS GRANT COVERS THE PERIOD FROM JULY 1, 2018 THROUGH JUNE 30, 2019 |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 W EL CAMINO REAL STE 300 | MOUNTAIN VIEW | CA | 940401498 | 205205488 | 501(C)(3) | $5,000 | FOR SUPPORT OF SCHOLARSHIPS PROVIDED BY THE PENINSULA REGENT FOUNDATION EDUCATIONAL GRANT PROGRAM |
| QUEEN OF THE VALLEY HOSPITAL FOUNDATION | |||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 237081153 | 501(C)(3) | $20,000 | FOR GENERAL SUPPORT. THIS GRANT WAS MADE POSSIBLE BY A CONTRIBUTION WE RECEIVED FROM JIM MAGGETTI |
| COMMUNITY HEALTH CLINIC OLE DBA OLE HEALTH | |||||||
| 1141 PEAR TREE LANE STE 100 | NAPA | CA | 94558 | 237221695 | 501(C)(3) | $10,000 | FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES |
| HUMANE SOCIETY OF NAPA COUNTY & SPCA INC | |||||||
| PO BOX 695 | NAPA | CA | 94559 | 237315010 | 501(C)(3) | $95,000 | TO FUND THE SPECIAL PROJECTS COORDINATOR, TO SUPPORT OUTREACH EFFORT, TO HELP FUND THE NEW DEVELOPMENT DIRECTOR POSITION, AND FOR GENERAL SUPPORT |
| COMMUNITY HEALTH INITIATIVE NAPA COUNTY INC | |||||||
| 2140 JEFFERSON STREET STE D | NAPA | CA | 94559 | 251924934 | 501(C)(3) | $5,000 | FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES |
| CHILDREN'S AIDS ART PROGRAMME | |||||||
| 100 SOUTH STREET STE 305 | SAUSALITO | CA | 94965 | 260118652 | 501(C)(3) | $10,000 | FOR GENERAL SUPPORT |
| FRIENDS AND FOUNDATION ST HELENA PUBLIC LIBRARY | |||||||
| PO BOX 171 | ST HELENA | CA | 94574 | 263043296 | 501(C)(3) | $5,000 | TO SUPPORT THE CHILDREN'S READING PROGRAM |
| NAPA VALLEY VINE TRAIL COALITION | |||||||
| 3299 CLAREMONT WAY STE 4 | NAPA | CA | 94558 | 263426758 | 501(C)(3) | $100,000 | FOR THE FUND-A-NEED (LOCO-MOTION 2019) AND THE BUILDING OF THE TRAIL. THIS GRANT WAS MADE POSSIBLE BY A CONTRIBUTION FROM AN ANONYMOUS DONOR |
| NIMBUS ARTS | |||||||
| 649 MAIN STREET | ST HELENA | CA | 94574 | 271503762 | 501(C)(3) | $79,999 | FOR GENERAL USE |
| THE ALPHEIOS PROJECT LTD | |||||||
| PO BOX 4302 | NAPA | CA | 94558 | 272248757 | 501(C)(3) | $99,996 | FOR GENERAL SUPPORT |
| NAPALEARNS THE NAPA VALLEY PARTNERSHIP FOR 21ST CENTURY EDUCATION | |||||||
| 2121 IMOLA AVENUE | NAPA | CA | 94559 | 272705006 | 501(C)(3) | $10,000 | FOR THE PROSPECT CREEK ACCELERATED MATH CHALLENGE GRANT |
| NAPA COUNTY FARM BUREAU FOUNDATION | |||||||
| 811 JEFFERSON STREET | NAPA | CA | 94559 | 320188127 | 501(C)(3) | $15,000 | FOR USE IN SUPPORT OF THE FOUNDATION'S PROJECTS |
| NAPA VALLEY FARMWORKER FOUNDATION | |||||||
| 1795 THIRD STREET | NAPA | CA | 94559 | 364790851 | 501(C)(3) | $86,000 | FOR THE HARVEST STOMP 2018 FUND-A-NEED, AND FOR SUPPORT OF THE FIELDS OF OPPORTUNITY SUMMER MENTOR AND APPRENTICE PROGRAM THROUGH JUNE 2020 |
| MALI MEDICAL RELIEF FUND | |||||||
| TREASURER | MISSOULA | MT | 59801 | 452028309 | 501(C)(3) | $5,000 | FOR GENERAL SUPPORT |
| THE WELLNESS KITCHEN AND RESOURCE CENTER | |||||||
| 1255 LAS TABLAS ROAD STE 102 | TEMPLETON | CA | 93465 | 453545228 | 501(C)(3) | $5,000 | FOR GENERAL OPERATING SUPPORT |
| PITT HOPKINS RESEARCH FOUNDATION | |||||||
| PO BOX 6257 | PLYMOUTH | MA | 02362 | 460770142 | 501(C)(3) | $5,000 | FOR GENERAL SUPPORT, IN MEMORY OF EDWIN B. STOKES |
| 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 |
| ONE PURPOSE SCHOOL | |||||||
| 948 HOLLISTER AVENUE | SAN FRANCISCO | CA | 94124 | 462936117 | 501(C)(3) | $15,000 | FOR GENERAL SUPPORT |
| UNION COLLEGE | |||||||
| 3800 S 48TH STREET | LINCOLN | NE | 68506 | 470405319 | 501(C)(3) | $10,000 | FOR SUPPORT OF THE INTERNATIONAL RESCUE AND RELIEF PROGRAM, MALAWI SEMESTER 2019 |
| NAPA MEDICAL RESEARCH FOUNDATION | |||||||
| 3421 VILLA LANE STE 2C | NAPA | CA | 94558 | 471567798 | 501(C)(3) | $10,000 | FOR SUPPORT OF THE VINEYARD WORKER HEALTH PROGRAM. THIS GRANT WAS MADE POSSIBLE BY THE GENEROSITY OF MICHAEL AND PEPPER JACKSON |
| FRANCISCO PARK CONSERVANCY | |||||||
| PO BOX 475035 | SAN FRANCISCO | CA | 941475035 | 471744588 | 501(C)(3) | $1,500,000 | FOR THE FRANCISCO PARK CONSTRUCTION FUND |
| CALISTOGA JOINT UNIFIED SCHOOL DISTRICT | |||||||
| 1520 LAKE STREET | CALISTOGA | CA | 94515 | 521557245 | GOVERNMENT AGENCY | $16,000 | TO STRENGTHEN THE AVID PROGRAM, INCLUDING TEACHER TRAINING, COLLEGE VISITS AND THE PROVISION OF COLLEGE TUTORS THROUGH JUNE 2020 |
| E4E RELIEF LLC | |||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | 566047886 | 501(C)(3) | $1,650,000 | 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 SCOPE OF WORK |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| PO BOX 1550 | MERRIFIELD | VA | 221161550 | 620988294 | 501(C)(3) | $10,000 | FOR GENERAL SUPPORT |
| NAPLES CHILDREN & EDUCATION FOUNDATION | |||||||
| 999 VANDERBILT BEACH ROAD STE 300 | NAPLES | FL | 34108 | 651001650 | 501(C)(3) | $5,000 | TO SUPPORT THE FUND-A-NEED, BEAUTIFUL MINDS, A CHILDREN'S MENTAL HEALTH INITIATIVE |
| CALISTOGA FIREFIGHTERS ASSOCIATION | |||||||
| PO BOX 786 | CALISTOGA | CA | 94515 | 680001300 | 501(C)(3) | $433,562 | TO PURCHASE A TYPE 3 ENGINE |
| NAPA VALLEY UNIFIED EDUCATIONAL FOUNDATION (FISCAL SPONSOR FOR LEGACY YOUTH | |||||||
| 2425 JEFFERSON STREET | NAPA | CA | 94558 | 680005743 | 501(C)(3) | $29,725 | FOR FISCAL SPONSORSHIP OF THE LEGACY YOUTH PROJECT THROUGH JUNE 2020 |
| NAPA VALLEY EDUCATIONAL FOUNDATION | |||||||
| 2425 JEFFERSON STREET ROOM 105 | NAPA | CA | 94558 | 680005743 | 501(C)(3) | $13,000 | FOR THE MUSIC CONNECTION PROGRAM |
| FOUNDATION FOR NAPA RECREATION | |||||||
| 1850 SOSCOL AVENUE STE 201 | NAPA | CA | 94559 | 680138358 | 501(C)(3) | $5,000 | FOR THE PLAYGROUND FANTASTICO REDEVELOPMENT PROJECT |
| OLE HEALTH FOUNDATION | |||||||
| 1100 TRANCAS STREET STE 300 | NAPA | CA | 94558 | 680149424 | 501(C)(3) | $70,000 | RESTRICTED TO THE CAPITAL CAMPAIGN |
| SUMMER SEARCH | |||||||
| 101 HOWARD STREET STE 250 | SAN FRANCISCO | CA | 94105 | 680200138 | 501(C)(3) | $10,000 | FOR SUPPORT OF SUMMER SEARCH'S NAPA COUNTY PROGRAMS THROUGH JUNE 2020 |
| SANTA ROSA COMMUNITY HEALTH | |||||||
| 3569 ROUND BARN CIRCLE | SANTA ROSA | CA | 95403 | 680365296 | 501(C)(3) | $20,000 | FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES |
| COLLABRIA CARE | |||||||
| 414 SOUTH JEFFERSON STREET | NAPA | CA | 94559 | 680393144 | 501(C)(3) | $8,000 | FOR GENERAL SUPPORT. THIS GRANT WAS MADE POSSIBLE BY A CONTRIBUTION WE RECEIVED FROM JIM MAGGETTI |
| CHILD START INC | |||||||
| 439 DEVLIN ROAD | NAPA | CA | 94558 | 680442009 | 501(C)(3) | $7,500 | FOR THE RAISING A READER PROGRAM |
| ELIZABETH F GAMBLE GARDEN | |||||||
| 1431 WAVERLEY STREET | PALO ALTO | CA | 94301 | 770094213 | 501(C)(3) | $25,000 | TO BE USED AS THE DIRECTORS SHALL DECIDE |
| TEENS CONNECT | |||||||
| 18 RIVERTON COURT | NAPA | CA | 94558 | 821116184 | 501(C)(3) | $5,000 | FOR THE FUND-A-NEED |
| THE CLEAN CRUISER PROJECT | |||||||
| 15150 MESA VIEW DRIVE | FRIANT | CA | 93626 | 824736760 | 501(C)(3) | $5,000 | FOR GENERAL EXPENSES |
| ST JOHN'S COLLEGE - SANTA FE | |||||||
| PO BOX 75905 | BALTIMORE | MD | 212755905 | 850162247 | 501(C)(3) | $20,000 | TO SUPPORT THE FREEING MINDS CAPITAL CAMPAIGN |
| RESIDENCE XII | |||||||
| 12029 113TH AVENUE NE | KIRKLAND | WA | 98034 | 911093433 | 501(C)(3) | $5,000 | FOR GENERAL SUPPORT |
| SALVATION ARMY - NAPA CORPS | |||||||
| 590 FRANKLIN STREET | NAPA | CA | 94559 | 941156347 | 501(C)(3) | $45,500 | FOR ONE-TIME CONSULTANT AND APPLICATION COSTS ASSOCIATED WITH OBTAINING STATE ACCREDITATION FOR WORKFORCE TRAINING PROGRAMS TO BUILD CAPACITY AND EXPAND VOCATIONAL TRAINING PROGRAMS FOR LOW-INCOME NAPA RESIDENTS |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | 941156628 | 501(C)(3) | $5,000 | FOR STUDENT LARRESE GOODEN, ID #20483858 |
| FIRST UNITED METHODIST CHURCH OF NAPA | |||||||
| 625 RANDOLPH STREET | NAPA | CA | 94559 | 941265063 | CHURCH | $6,000 | FOR GENERAL SUPPORT |
| PACIFIC UNION COLLEGE | |||||||
| ONE ANGWIN AVENUE | ANGWIN | CA | 94508 | 941279798 | 501(C)(3) | $6,000 | FOR STUDENT ROBERT DIXON, ID# 337188 |
| ALAMEDA BOYS AND GIRLS CLUB INC | |||||||
| PO BOX 1069 | ALAMEDA | CA | 94501 | 941312299 | 501(C)(3) | $10,000 | FOR GENERAL SUPPORT |
| THE LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED | |||||||
| 1155 MARKET STREET 10TH FLOOR | SAN FRANCISCO | CA | 94103 | 941415317 | 501(C)(3) | $500,000 | FOR SUPPORT OF ENCHANTED HILLS CAMP FOR PROGRAM AND OPERATIONS SUPPORT AND/OR REBUILDING |
| PLANNED PARENTHOOD SHASTA-DIABLO DBA PLANNED PARENTHOOD NORTHERN CALIFORNIA | |||||||
| 2185 PACHECO STREET | CONCORD | CA | 94520 | 941575233 | 501(C)(3) | $8,000 | FOR GENERAL OPERATING SUPPORT |
| COPE FAMILY CENTER | |||||||
| 707 RANDOLPH STREET | NAPA | CA | 94559 | 942322399 | 501(C)(3) | $5,000 | FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES |
| COMMUNITY RESOURCES FOR CHILDREN | |||||||
| 3299 CLAREMONT WAY STE 1 | NAPA | CA | 94558 | 942524785 | 501(C)(3) | $9,000 | FOR SUPPORT OF THE ACTIVE MINDS SCHOOL READINESS PROGRAM THROUGH JUNE 2020 |
| NEWS | |||||||
| 1141 PEAR TREE LANE STE 220 | NAPA | CA | 94558 | 942745889 | 501(C)(3) | $5,000 | FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES |
| BRIDGE HOUSING CORPORATION | |||||||
| 600 CALIFORNIA STREET STE 900 | SAN FRANCISCO | CA | 94108 | 942827909 | 501(C)(3) | $5,100 | FOR FUND-A-NEED |
| CORPORATION OF THE FINE ARTS MUSEUMS | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 941184501 | 943045948 | 501(C)(3) | $10,000 | FOR THEIR 2019 ANNUAL SUPPORT |
| REDWOOD COMMUNITY HEALTH COALITION | |||||||
| 1310 REDWOOD WAY STE 135 | PETALUMA | CA | 94954 | 943220029 | 501(C)(3) | $20,000 | FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES |
| SONOMA ACADEMY | |||||||
| 2500 FARMERS LANE | SANTA ROSA | CA | 95404 | 943343174 | 501(C)(3) | $10,000 | FOR SUPPORT OF THE FUND-A-NEED FOR "BIG NIGHT OUT" |
| NAPA COUNTY OFFICE OF EDUCATION | |||||||
| 2121 IMOLA AVENUE | NAPA | CA | 94559 | 946002406 | GOVERNMENT AGENCY | $10,000 | FOR SUPPORT OF THE CONSTRUCTION TECHNOLOGY COURSE AT CAMILLE CREEK COMMUNITY SCHOOL THROUGH JUNE 2020 |
| UC REGENTS UNIVERSITY OF CALIFORNIA DAVIS | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | 946036494 | 501(C)(3) | $5,000 | FOR GENERAL SUPPORT OF THE CENTER FOR EQUINE HEALTH |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 947204200 | 946090626 | 501(C)(3) | $5,000 | FOR THE CENTER FOR JEWISH STUDIES FOUNDATION TO BE USED FOR THE 2019 SUMMER STUDIES - FELLOWSHIP SUPPORT |
| THACHER SCHOOL | |||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | 951642398 | 501(C)(3) | $15,000 | FOR SUPPORT OF THE HEART OF CAMPUS PROJECT |
| PACIFIC AVIATION MUSEUM PEARL HARBOR | |||||||
| 319 LEXINGTON BLVD | HONOLULU | HI | 96818 | 990337979 | 501(C)(3) | $5,000 | TO SUPPORT THE RESTORATION OF THE FORD ISLAND CONTROL TOWER ELEVATOR |
| NORTH VALLEY COMMUNITY FOUNDATION | |||||||
| 240 MAIN STREET STE 260 | CHICO | CA | 95928 | 680161455 | 501(C)(3) | $20,000 | TO PROVIDE FINANCIAL ASSISTANCE TO VICTIMS OF THE CAMP FIRE IN NORTHERN CALIFORNIA |
| ON THE MOVE | |||||||
| 780 LINCOLN AVENUE | NAPA | CA | 94558 | 753149095 | 501(C)(3) | $249,544 | FOR STAFFING, RENT AND OPERATIONS FOR THE FIRE RECOVERY CENTER TO ASSIST PEOPLE WHO WERE AFFECTED BY THE OCTOBER 2017 NAPA FIRE COMPLEX FOR THE PERIOD JULY 1, 2018 THROUGH JUNE 30, 2019 |
| UP VALLEY FAMILY CENTERS OF NAPA COUNTY | |||||||
| 1440 SPRING STREET | ST HELENA | CA | 94574 | 800023012 | 501(C)(3) | $309,963 | TO SIGNIFICANTLY EXPAND EXISTING FINANCIAL SECURITY PROGRAMS AND CONNECT DISASTER-IMPACTED FAMILIES TO WORKFORCE DEVELOPMENT INITIATIVES |
| IMMIGRATION INSTITUTE OF THE BAY AREA | |||||||
| 1111 MARKET STREET 4TH FLOOR | SAN FRANCISCO | CA | 94103 | 941156554 | 501(C)(3) | $159,000 | FOR PARTICIPATION IN THE CITIZENSHIP LEGAL SERVICES (CLS) COLLABORATIVE THAT IS PART OF NAPA VALLEY COMMUNITY FOUNDATION'S ONE NAPA VALLEY INITIATIVE. THIS GRANT COVERS THE PERIOD FROM JULY 1, 2018 THROUGH JUNE 30, 2019 |
| MENTIS | |||||||
| 709 FRANKLIN STREET | NAPA | CA | 94559 | 941236934 | 501(C)(3) | $34,500 | TO PROVIDE ADDITIONAL MENTAL HEALTH TREATMENT AND SUPPORT TO PEOPLE IN NAPA COUNTY AFFECTED BY THE NAPA FIRE COMPLEX THROUGH JUNE 30, 2019 |
| ALDEA INC | |||||||
| PO BOX 841 | NAPA | CA | 94559 | 942159248 | 501(C)(3) | $10,000 | FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES |
| NAPA COUNTY LAND TRUST DBA LAND TRUST OF NAPA COUNTY | |||||||
| 1700 SOSCOL AVENUE STE 20 | NAPA | CA | 94559 | 942315096 | 501(C)(3) | $725,000 | FOR THE PUC FOREST PROTECTION PROJECT, TO PURCHASE AN EASEMENT COVERING NEARLY 900 ACRES |
| BAY AREA COMMUNITY RESOURCES (FISCAL SPONSOR FOR NAPA VALLEY COMMUNITY ORGA | |||||||
| 171 CARLOS DRIVE | SAN RAFAEL | CA | 94903 | 942346815 | 501(C)(3) | $134,084 | FOR FISCAL SPONSORSHIP OF THE NAPA VALLEY COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER (COAD) |
| CORSTONE | |||||||
| 8 MARKET PLACE STE 300 | BALTIMORE | MD | 21202 | 942393629 | 501(C)(3) | $10,000 | FOR GENERAL SUPPORT |
| AUCTION NAPA VALLEY | |||||||
| PO BOX 141 | ST HELENA | CA | 94574 | 942702203 | 501(C)(3) | $110,000 | FOR THE 2018 FUND THE FUTURE |
| AIM HIGH FOR HIGH SCHOOL DBA AIM HIGH | |||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 941410715 | 943296338 | 501(C)(3) | $30,000 | FOR SUPPORT OF THE NAPA AIM HIGH 2019 SUMMER PROGRAM |
| DI ROSA PRESERVE | |||||||
| 5200 SONOMA HWY 121 | NAPA | CA | 94559 | 943367956 | 501(C)(3) | $40,000 | FOR THE DI ROSA'S FUTURE'S FUND |
| THE UC DAVIS FOUNDATION | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 956165270 | 946081352 | 501(C)(3) | $15,000 | TO SUPPORT THE HURLEY AND THELMA COUCHMAN SCHOLARSHIP FUND, FUND# 324068 |
| 10000 DEGREES | |||||||
| 1650 LOS GAMOS DRIVE STE 110 | SAN RAFAEL | CA | 94903 | 953667812 | 501(C)(3) | $112,000 | TO EXPAND THE COMMUNITY COLLEGE SUCCESS PROGRAM IN NAPA COUNTY THROUGH JUNE 2020 |
| NAPA VALLEY UNIFIED SCHOOL DISTRICT | |||||||
| 2425 JEFFERSON STREET | NAPA | CA | 94558 | PUBLIC SCHOOL | $20,000 | TO STRENGTHEN THE AVID PROGRAM, INCLUDING TEACHER TRAINING, COLLEGE VISITS AND PARENT ENGAGEMENT ACTIVITIES THROUGH JUNE 2020 | |
| CITY OF NAPA PARKS AND RECREATION SERVICES DEPARTMENT | |||||||
| 1850 SOSCOL AVENUE STE 201 | NAPA | CA | 94559 | GOVERNMENT AGENCY | $19,180 | TO PURCHASE MATERIALS TO IMPROVE THE DRAINAGE CULVERTS IN THE UPPER AREAS OF THE PARK, TO IMPROVE PEDESTRIAN ACCESS TO THE PARK BY ADDING ALTERNATE SURFACE TRAILS, AND TO REPLACE WORN AND DAMAGED BENCHES | |
| FIRST PRESBYTERIAN CHURCH OF ST HELENA | |||||||
| 1428 SPRING STREET | ST HELENA | CA | 94574 | CHURCH | $12,000 | FOR GENERAL SUPPORT | |
| BAIRD DRISKELL COMMUNITY PLANNING | |||||||
| 2635 BENVENUE AVENUE | BERKELEY | CA | 94704 | $260,370 | TO CONDUCT RESEARCH, GATHER DATA AND COORDINATE WITH JURISDICTIONS AND DEVELOP ADU REPORTS AND MATERIALS PER THE MUTUALLY AGREED UPON SCOPE OF WORK | ||
| LOMA VISTA ENVIRONMENTAL SCIENCE ACADEMYRAINIER STREET VALLEJO CA 9458 | |||||||
| 146 RAINIER STREET | VALLEJO | CA | 94589 | PUBLIC SCHOOL | $10,000 | TO PROVIDE ELECTRONIC TABLETS AND ASSOCIATED SUPPORT EQUIPMENT FOR CLASSES | |
| CALIFORNIA STATE UNIVERSITY SONOMA | |||||||
| 1801 E COTATI AVENUE | ROHNERT PARK | CA | 949283609 | PUBLIC SCHOOL | $10,000 | FOR THE WINE INDUSTRY SCHOLARS PROGRAM (WISP) TO ESTABLISH A SCHOLARSHIP THAT WILL SUPPORT A STUDENT SELECTED TO BE THE SILVERADO WINEGROWERS WINE INDUSTRY SCHOLAR | |
| GRACE EPISCOPAL CHURCH | |||||||
| 1314 SPRING STREET | ST HELENA | CA | 94574 | CHURCH | $5,000 | FOR SUPPORT OF THE HAITI YOUTH TRIP | |
| BRET HARTE ELEMENTARY SCHOOL | |||||||
| 1035 GILMAN AVENUE | SAN FRANCISCO | CA | 94124 | PUBLIC SCHOOL | $5,000 | FOR USE BY TEACHERS TO AID IN CLASSROOM INSTRUCTION | |
| UC REGENTS UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 16 SPROUL HALL 1960 | BERKELEY | CA | 947201960 | PUBLIC SCHOOL | $5,000 | FOR THE GREATER GOOD SCIENCE CENTER TO BE USED FOR SCHOLARSHIPS FOR THE SUMMER INSTITUTE FOR EDUCATORS | |
| VINTAGE HIGH SCHOOL | |||||||
| 1375 TROWER AVENUE | NAPA | CA | 94558 | PUBLIC SCHOOL | $5,000 | FOR SUPPORT OF THE CHORAL PROGRAM | |
| NAPA VALLEY UNIFIED SCHOOL DISTRICT | |||||||
| 2425 JEFFERSON STREET | NAPA | CA | 94558 | PUBLIC SCHOOL | $15,000 | TO SUPPORT THE IMPLEMENTATION AND GROWTH OF THE AVID PROGRAM THROUGH JUNE 2019, INCLUDING ADMINISTRATION AND TEACHER TRAINING, MATERIALS, PARENT ENGAGEMENT AND COLLEGE FIELD TRIPS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 73 | Total501c3OrgCnt |
| Total Other Org | 14 | 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 | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | 0 | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERENCE MULLIGAN | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $200,244 | 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 | $6,907 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,285 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $253,436 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | EMPLOYEES RECEIVE BONUSES ACCORDING TO THE BOARD APPROVED INCENTIVE COMPENSATION STRATEGY BASED ON OPERATING SURPLUS AND POSITION. |
| PART I, LINE 8 | 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 $26,664 AS OF 6/30/2019. 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. |
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 | $26,664 | 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 | $26,664 | 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 $26,664 AS OF 6/30/2019. 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 | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,921,261 | 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 | ||
| A | $694 | CASH |
| CFNV CHARITABLE REAL ESTATE FUND | ||
| B | $73,303 | CASH |