AUCTION NAPA VALLEY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AUCTION NAPA VALLEY (EIN 94-2702203)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-10-15
- IRS object ID
- 201312889349300811
- Schema version
- 2011v1.5
- 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 D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-15T09:53:12-07:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brotemarkle Davis & Co LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 899 ADAMS ST STE H | AddressLine1 |
| City | SAINT HELENA | City |
| State | CA | State |
| ZIP Code | 945741160 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942702203 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Napa Valley Wine Auction | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NAPA | NameControl |
| Phone | 7079633388 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 141 | AddressLine1 |
| City | St Helena | City |
| State | CA | State |
| ZIP Code | 94574 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Steve Tradewell | Name |
| Title | CFO | Title |
| Date Signed | 2013-10-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Guy W Carl | Name |
| Phone | 7079634466 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Rick Jones | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 141 | AddressLine1 |
| City | St Helena | City |
| State | CA | State |
| ZIP Code | 94574 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10430144 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.napavintners.com/auction/wineauction | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE NAPA VALLEY WINE AUCTION RAISES FUNDS TO SUPPORT LOCAL HEALTH CARE PROVIDERS, LOW-INCOME HOUSING, AND YOUTH SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 450 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 6729722 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7466074 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8153 | InvestmentIncomePriorYear |
| Investment Income Current Year | -23918 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6737875 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7442156 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6576308 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6006500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 593785 | OtherExpensePriorYear |
| Other Expenses Current Year | 582847 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7170093 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6589347 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -432218 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 852809 | RevenuesLessExpensesCY |
| Total Assets BOY | 9920979 | TotalAssetsBOY |
| Total Assets EOY | 7942422 | TotalAssetsEOY |
| Total Liabilities BOY | 4781201 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1949835 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5139778 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5992587 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE NAPA VALLEY WINE AUCTION RAISES FUNDS TO SUPPORT LOCAL HEALTH CARE PROVIDERS, LOW-INCOME HOUSING, AND YOUTH SERVICES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3931689 | Expense |
| Grants | 3690863 | Grants |
| Description | The organization awarded grants to approximately 20 recipients including hospitals and clinics that provide health care services to low-income individuals and Organizations that provide social services. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1624880 | Expense |
| Grants | 1525352 | Grants |
| Description | The organization awarded grants to approximately 14 recipients including organizations that provide a wide variety of services for children and youth. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 841851 | Expense |
| Grants | 790285 | Grants |
| Description | The organization awarded grants to approximately 7 recipients including organizations that provide for the housing needs of low-income individuals. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6398420 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 23 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Steve Tradewell | NamePerson |
| Telephone Number | 7079684216 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 Library Lane | AddressLine1 |
| City | St Helena | City |
| State | CA | State |
| ZIP Code | 94574 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Russ Weis | ||||||
| Vice President | 2.00 | X | X | 0 | 0 | 0 |
| Clay Gregory | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Rachel Wyckoff | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Dave Meyers | ||||||
| Secretary | 2.00 | X | X | 0 | 0 | 0 |
| Doug Shafer | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Pat Stotesbery | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Bob Torres | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Susan Boswell | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Janet Viader | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Bruce Cakebread | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Michael Honig | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Kathleen Heitz Myers | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Ed Matovcik | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Rick Jones | ||||||
| President | 2.00 | X | X | 0 | 0 | 0 |
| Eric Sklar | ||||||
| Treasurer | 2.00 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 6396098 | FundraisingEvents |
| Related Organizations | 800000 | RelatedOrganizations |
| All Other Contributions | 269976 | AllOtherContributions |
| Noncash Contributions | 3423250 | NoncashContributions |
| Total Contributions | 7466074 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2565 | TotalRevenueColumn |
| Exclusion | $2,565 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 26483 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -26483 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -26483 | TotalRevenueColumn |
| Exclusion | -$26,483 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2961505 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 6396098 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 2961505 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7442156 | TotalRevenueColumn |
| Exclusion | -$23,918 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6006500 | Total |
| Program Services | 6006500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1825 | Total |
| Management And General | 1825 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12487 | Total |
| Management And General | 12487 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 442613 | Total |
| Program Services | 373797 | ProgramServices |
| Management And General | 68816 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1119 | Total |
| Management And General | 1119 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107 | Total |
| Program Services | 107 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13321 | Total |
| Program Services | 12311 | ProgramServices |
| Management And General | 1010 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28529 | Total |
| Program Services | 5705 | ProgramServices |
| Management And General | 22824 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34158 | Total |
| Management And General | 34158 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| Postage and Shipping | 2063 | 2063 |
| Miscellaneous | 2418 | 2418 |
| Taxes and Licenses | 44207 | 44207 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6589347 | Total |
| Program Services | 6398420 | ProgramServices |
| Management And General | 190927 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1062557 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2988854 | BOY |
| EOY | 1889459 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 750000 | BOY |
| EOY | 800000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3007656 | BOY |
| EOY | 884499 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29757 | BOY |
| EOY | 88414 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3386336 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 278040 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3141562 | BOY |
| EOY | 3108296 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3150 | BOY |
| EOY | 109197 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9920979 | BOY |
| EOY | 7942422 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2669486 | BOY |
| EOY | 385620 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2111715 | BOY |
| EOY | 1564215 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4781201 | BOY |
| EOY | 1949835 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5139778 | BOY |
| EOY | 5992587 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5139778 | BOY |
| EOY | 5992587 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9920979 | BOY |
| EOY | 7942422 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 852809 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8151689 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3934899 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7116299 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6729722 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7466074 | CurrentTaxYear |
| Total | 33398683 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8151689 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3934899 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7116299 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6729722 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7466074 | CurrentTaxYear |
| Total | 33398683 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3526719 | AmountsSubstContributorsTotal |
| Public Support Total170 | 29871964 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 235488 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38752 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4145 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8153 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2565 | CurrentTaxYear |
| Total | 289103 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 33687786 | TotalSupport |
| Public Support Pertcentage170 | 0.88670 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80890 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2061 | BeginningOfYearBalance |
| Contributions | 988939 | Contributions |
| End Of Year Balance | 991000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 472542 | BeginningOfYearBalance |
| Other Expenditures | 470481 | OtherExpenditures |
| End Of Year Balance | 2061 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4225205 | BeginningOfYearBalance |
| Other Expenditures | 3752663 | OtherExpenditures |
| End Of Year Balance | 472542 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 955374 | OtherCostOrOtherBasis |
| Book Value | 955374 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2164983 | OtherCostOrOtherBasis |
| Depreciation | 159441 | Depreciation |
| Book Value | 2005542 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13242 | OtherCostOrOtherBasis |
| Depreciation | 3973 | Depreciation |
| Book Value | 9269 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 252737 | OtherCostOrOtherBasis |
| Depreciation | 114626 | Depreciation |
| Book Value | 138111 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3108296 | TotalOfBookValueLandBuildings |
| Total Revenue | 7442156 | TotalRevenue |
| Total Expenses | 6589347 | TotalExpenses |
| Excess Or Deficit For Year | 852809 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 852809 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10430144 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 2961505 | OtherRevenues |
| Revenue Not Rptd F990 | 2961505 | RevenueNotRptdF990 |
| Revenue Subtotal | 7468639 | RevenueSubtotal |
| Other Revenues Not Included | -26483 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -26483 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7442156 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9577335 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2987988 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2987988 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6589347 | ExpensesSubtotal |
| Total Expenses Per Form990 | 6589347 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | Generally Accepted Accounting Principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered it's tax positions and believes that all of the positions taken by the Napa Valley Wine Auction and Affiliates in its federal and state tax exempt organizations tax returns are more likely than not to be sustained upon examination. The Napa Valley Wine Auction and Affiliates returns are subject to examination by federal and state taxing authorities. Tax years still open to examination extend back to 2009 for Federal purposes and to 2008 for California purposes. |
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Direct Expenses of Special Events $2961505 Loss on Sale of depreciable assets $26483 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Direct Expenses of Special Events $2961505 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The Board Designated Endowment Funds are reserved for education grants. The recipients of the funds have not been identified. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Wine Auction | NameOfEvent1 |
| Gross Receipts Event1 | 9357603 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 6396098 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 2961505 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 248133 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 263612 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 2449760 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 9357603 | GrossReceiptsTotal |
| Charitable Contributions Total | 6396098 | CharitableContributionsTotal |
| Gross Revenue Total Events | 2961505 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 248133 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 263612 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 2449760 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 2961505 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (35 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Wolfe Center | ||||||||
| 2310 First Street | Napa | CA | 94559 | 680345721 | 501(c)(3) | 142951 | 0 | Children & Youth |
| The Salvation Army Napa Corps | ||||||||
| PO Box 2250 | Napa | CA | 94558 | 941156347 | 501(c)(3) | 57000 | 0 | Health & Wellness |
| Summer Search North Bay | ||||||||
| 159 H Street | Petaluma | CA | 94952 | 680200138 | 501(c)(3) | 76179 | 0 | Children & Youth |
| St Helena Hospital Foundation | ||||||||
| 10 Woodland Road | St Helena | CA | 94574 | 201384250 | 501(c)(3) | 400000 | 0 | Health & Wellness |
| St Helena Family Center | ||||||||
| 1440 Spring Street | St Helena | CA | 94574 | 680362076 | 501(c)(3) | 103100 | 0 | Health & Wellness |
| Rianda Senior Activity Center | ||||||||
| 1475 Main Street | St Helena | CA | 94574 | 202411077 | 501(c)(3) | 25334 | 0 | Health & Wellness |
| Queen of the Valley Medical Cntr | ||||||||
| 1000 Trancas Street | Napa | CA | 94558 | 237081153 | 501(c)(3) | 400000 | 0 | Health & Wellness |
| Puertas Abiertas CRC | ||||||||
| PO Box 3009 | Napa | CA | 94558 | 203126333 | 501(c)(3) | 50000 | 0 | Children & Youth |
| Planned Parenthood of Shasta Diablo | ||||||||
| 2185 Pacheco Street | Concord | CA | 94520 | 941575233 | 501(c)(3) | 150000 | 0 | Health & Wellness |
| ParentsCAN | ||||||||
| 1909 Jefferson St | Napa | CA | 94559 | 562498308 | 501(c)(3) | 51674 | 0 | Children & Youth |
| On The MoveVoices | ||||||||
| 780 Lincoln Avenue | Napa | CA | 94558 | 753149095 | 501(c)(3) | 230000 | 0 | Children & Youth |
| NV Hospice & Adult Day Services | ||||||||
| 414 South Jefferson Street | Napa | CA | 94559 | 680393144 | 501(c)(3) | 250000 | 0 | Health & Wellness |
| Napa Valley Community Housing | ||||||||
| 5 Financial Plaza | Napa | CA | 94558 | 942442233 | 501(c)(3) | 191100 | 0 | Housing |
| Napa Valley Adult Education | ||||||||
| 1600 Lincoln Avenue | Napa | CA | 94558 | 680005743 | 501(c)(3) | 95000 | 0 | Children & Youth |
| Napa Learns | ||||||||
| PO Box 93 | Saint Helena | CA | 94574 | 272705006 | 501(c)(3) | 300000 | 0 | Children & Youth |
| Napa Emergency Womens Services | ||||||||
| 1141 Pear Tree Lane | Napa | CA | 94558 | 942745889 | 501(c)(3) | 103100 | 0 | Health & Wellness |
| Napa County Housing Authority | ||||||||
| 1195 Third Street Suite B-310 | Napa | CA | 94559 | 371548136 | 501(c)(3) | 90000 | 0 | Housing |
| Legal Aid of Napa Valley | ||||||||
| 1001 Second Street Suite 225 | Napa | CA | 94559 | 941649624 | 501(c)(3) | 75000 | 0 | Housing |
| Greater Napa Fair Housing | ||||||||
| 601 Cabot Way | Napa | CA | 94559 | 421576121 | 501(c)(3) | 75000 | 0 | Housing |
| Family Service of Napa Valley | ||||||||
| 709 Franklin Street | Napa | CA | 94559 | 941236934 | 501(c)(3) | 178301 | 0 | Health & Wellness |
| Cope Family Center | ||||||||
| 1340 Fourth Street | Napa | CA | 94559 | 942322399 | 501(c)(3) | 152852 | 0 | Health & Wellness |
| Community Health Clinic Ole | ||||||||
| 1141 Pear Tree Lane | Napa | CA | 94558 | 237221695 | 501(c)(3) | 1201550 | 0 | Health & Wellness |
| Community Action NV | ||||||||
| 2310 Laurel Street | Napa | CA | 94559 | 941610851 | 501(c)(3) | 242635 | 0 | Housing |
| Childrens Health Inititive Napa County | ||||||||
| 2160 Jefferson Suite 110 | Napa | CA | 94559 | 251924934 | 501(c)(3) | 270000 | 0 | Health & Wellness |
| Child Start Inc | ||||||||
| 439 Devlin Road | Napa | CA | 94558 | 680442009 | 501(c)(3) | 52325 | 0 | Children & Youth |
| Catholic Diosese of Santa Rosa | ||||||||
| 1248 Hayes Street | Napa | CA | 94558 | 942479393 | 501(c)(3) | 71550 | 0 | Housing |
| CASA a Voice for Children | ||||||||
| 1804 Soscol Ave Suite 203 | Napa | CA | 94559 | 203594007 | 501(c)(3) | 53708 | 0 | Health & Wellness |
| Calistoga Family Center | ||||||||
| 1500 Cedar Street | Calistoga | CA | 94515 | 800023012 | 501(c)(3) | 103301 | 0 | Health & Wellness |
| Calistoga Affordable Housing | ||||||||
| 1332 Lincoln Avenue | Calistoga | CA | 94515 | 680472556 | 501(c)(3) | 45000 | 0 | Housing |
| Boys and Girls Club of St Helena | ||||||||
| 1420 Tainter Street | St Helena | CA | 94574 | 680226714 | 501(c)(3) | 175000 | 0 | Children & Youth |
| Boys and Girls Club of Napa | ||||||||
| 1515 Pueblo Avenue | Napa | CA | 94558 | 946033413 | 501(c)(3) | 297500 | 0 | Children & Youth |
| Big Brothers Big Sisters | ||||||||
| 190 Camino Oruga Suite 4 | Napa | CA | 94558 | 942502278 | 501(c)(3) | 50000 | 0 | Children & Youth |
| Area Agency on Aging | ||||||||
| PO Box 3069 | Vallejo | CA | 94590 | 942742309 | 501(c)(3) | 64000 | 0 | Health & Wellness |
| American Canyon Family Resource Center | ||||||||
| 3431 Broadway Suite A-5 | American Canyon | CA | 94503 | 364612853 | 501(c)(3) | 50000 | 0 | Health & Wellness |
| Aldea Children and Family Services | ||||||||
| PO Box 841 | Napa | CA | 94559 | 942159248 | 501(c)(3) | 123301 | 0 | Health & Wellness |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 32 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 3 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | All grant recipients are required to provide follow up reports, financial statements and tax returns both before and after grants are received. The Grant Review Committee and staff review all grants to ensure that funds are used as intended. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 566590 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Auction Items | Description |
| Number Of Contributions | 320 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2856660 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Retail Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Lines 13 & 15 | The organization has no employees. As a result, a whistleblower policy and a compensation review and approval policy are not applicable. | |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governance documents, policies, conflict of interest statements and financial statements are available to the public at the organization's office. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Board members are required to complete a conflict of interest questionnaire annually. Any identified conflicts of interest are then reviewed by the Board of Directors. Any conflicts that come to the attention of the Board at any time during regularly scheduled board meetings are also addressed at such meetings. | Form 990, Part VI, Line 12c |
| Form 990, Part VI, Line 11: Form 990 Review Process | The Form 990 was reviewed by the organization's senior financial executive prior to filing. | Form 990, Part VI, Line 11 |
| Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company | The organization reimburses the Napa Valley Vintners Association (NVVA), a 501(c)(6) exempt organization, for staff expenses. NVVA employs the staff that oversees day-to-day operations and the annual special event that the organization operates. The organization reimburses the NVVA for its share of employee salaries and related costs. | Form 990, Part VI, Line 3 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Napa Valley Vintners Comm Health Center | ||||||||||
| 1141 Pear Tree Lane | Napa | CA | 94558 | 680467715 | Support of local health care providers | CA | 501(c)(3) | 11 | na | false |
| Napa Valley Health Care Fund | ||||||||||
| 1475 Library Lane | St Helena | CA | 94574 | 911813537 | Holding funds for NV Wine Auction | CA | 501(c)(3) | 11 | na | false |
| Napa Valley Vintners Association | ||||||||||
| 1475 Library Lane | St Helena | CA | 94574 | 941496715 | Promotion of member wineries | CA | 501(c)(6) | n/a | na | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Napa Valley Vintners Comm Health Center | ||
| p | 9420 | % Allocation |
| Napa Valley Health Care Fund | ||
| p | 4300 | % Allocation |
| Napa Valley Health Care Fund | ||
| c | 800000 | Cash Grant |
| Napa Valley Vintners Association | ||
| q | 103989 | Cost |
| Napa Valley Vintners Association | ||
| n | 1450300 | Time Allocation |
| Napa Valley Vintners Association | ||
| m | 71454 | Time Allocation |