NAPA VALLEY VINTNERS INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- NAPA VALLEY VINTNERS INC (EIN 94-1496715)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-10
- IRS object ID
- 201102229349301005
- Schema version
- 2009v1.7
- 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 B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-10T07:58:35-07:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | 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 | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941496715 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Napa Valley Vintners Association | 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 | Bruce Cakebread | Name |
| Title | President | Title |
| Date Signed | 2011-08-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas J Davis | Name |
| Phone | 7079634466 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Bruce Cakebread | 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 | 3892009 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.napavintners.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Ensure the economic viability and sustainability of the Napa Valley appellation through marketing, promotional, educational and training programs, work on critical industry issues, and enhance the well-being of the Napa County Community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1107948 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1582491 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1731332 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1717942 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4495 | InvestmentIncomePriorYear |
| Investment Income Current Year | -21615 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2843775 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3278818 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 48000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 43995 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2631653 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2639984 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | -29063 | OtherExpensePriorYear |
| Other Expenses Current Year | -26533 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2650590 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2657446 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 193185 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 621372 | RevenuesLessExpensesCY |
| Total Assets BOY | 5316575 | TotalAssetsBOY |
| Total Assets EOY | 7133216 | TotalAssetsEOY |
| Total Liabilities BOY | 1236017 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2431286 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4080558 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4701930 | NetAssetsOrFundBalancesEOY |
| Mission Description | Ensure the economic viability and sustainability of the Napa Valley appellation through marketing, promotional, educational and training programs, work on critical industry issues, and enhance the well-being of the Napa County Community. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 794497 | Expense |
| Revenue | 173869 | Revenue |
| Description | Marketing programs support the Association's overall vision and goals by marketing and promoting the Napa Valley Appellation worldwide. This consists of strategic positioning (branding) of the Napa Valley Appellation, program activities, educational programs and collateral support. The U.S. marketing program creates and implements the activities that serve members' domestic needs, while the international marketing program serves members who elect to market internationally | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 470243 | Expense |
| Revenue | 152785 | Revenue |
| Description | International Programs are comprised of all marketing and promotional activities conducted in support of wine exports to foreign markets. Certain International Program expenditures qualify for reimbursement under a federal grant. As fiscal agent for the Association, The Wine Institute funds these disbursements and collects the corresponding government funding. The remaining International Program expenses are paid by the Association and are partially funded through member program fees and dues. The government funding and member program fees are considered temporarily restricted. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 337000 | Expense |
| Description | Member Relations handles issues relating to member communications, member involvement and member satisfaction. The Member Relations department organizes workshops, training and certification programs on key subjects that are held throughout the year. In addition, the department also organizes General Membership meetings and social events, including the Harvest Dinner in August and the Holiday Party in December. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 794779 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 44216 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 2396519 | TotalProgramServiceExpense |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | true | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | 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 | true | GrantsToIndividuals |
| Schedule J Required | true | 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 | false | 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 |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | true | 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 | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | 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 | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEVEN TRADEWELL | NamePerson |
| Telephone Number | 7079633388 | 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 |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer |
|---|---|---|---|---|---|---|---|---|
| Terrance Hall | ||||||||
| Comm Director | 50.00 | X | 118615 | 0 | 17026 | |||
| Steven Tradewell | ||||||||
| Dir of Finance | 50.00 | 151045 | 0 | 22301 | X | |||
| Stephen Corley | ||||||||
| Director | 2.00 | 0 | 0 | 0 | X | |||
| Stacey Dolan Capitani | ||||||||
| Mang Dir of M&P | 50.00 | 163980 | 0 | 17389 | X | |||
| Rick Jones | ||||||||
| CFO | 2.00 | 0 | 0 | 0 | X | X | ||
| Rex Stults | ||||||||
| Ind Relations Dir | 50.00 | X | 103200 | 0 | 19606 | |||
| Ray Chadwick | ||||||||
| Director | 1.00 | 0 | 0 | 0 | X | |||
| Pat Stotesbery | ||||||||
| Director | 1.00 | 0 | 0 | 0 | X | |||
| Linda Reiff | ||||||||
| Executive Direc | 60.00 | 365788 | 0 | 25112 | X | |||
| Kathleen Heitz Myers | ||||||||
| Vice President | 1.00 | 0 | 0 | 0 | X | X | ||
| Jeff McBride | ||||||||
| Secretary | 1.00 | 0 | 0 | 0 | X | X | ||
| Ed Matovcik | ||||||||
| Director | 1.00 | 0 | 0 | 0 | X | |||
| Doug Shafer | ||||||||
| Director | 1.00 | 0 | 0 | 0 | X | |||
| Cyril Chappellet | ||||||||
| Director | 1.00 | 0 | 0 | 0 | X | |||
| Bruce Cakebread | ||||||||
| President | 2.00 | 0 | 0 | 0 | X | X | ||
| Bob Torres | ||||||||
| Director | 1.00 | 0 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 902628 | TotalReportableCompFromOrg |
| Total Other Compensation | 101434 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DICKENSON PEATMAN & FOGERTY | |||||
| 809 COOMBS STREET | NAPA | CA | 94559 | LEGAL | 116519 |
| AMERICAN EXPRESS | |||||
| PO BOX 360001 | FORT LAUDERDALE | FL | 33336 | CREDIT CARD PROCESS | 128141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 1352738 | FundraisingEvents |
| Government Grants | 229753 | GovernmentGrants |
| Total Contributions | 1582491 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Membership Dues & Assessments | 1391288 | 1391288 |
| Member Relations | 19492 | 19492 |
| International Marketing | 152695 | 152695 |
| Domestic Marketing | 154467 | 154467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1717942 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 114 | TotalRevenueColumn |
| Exclusion | $114 | 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 | 21729 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -21729 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -21729 | TotalRevenueColumn |
| Exclusion | -$21,729 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 591462 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1352738 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 591462 | 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 | 3278818 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1717942 | RelatedOrExemptFunctionIncome |
| Exclusion | -$21,615 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35000 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8995 | 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 | 745615 | 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 | 1502231 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73931 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171341 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146866 | 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 | 82409 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27306 | Total |
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 | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66033 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 109675 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65988 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26907 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67483 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97645 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31732 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| Printing and Publications | 157134 |
| Outside services | 185404 |
| Other Domestic Marketing | 100549 |
| FOOD & BEVERAGE CATERING | 116181 |
| EQUIPMENT RENTAL/MAINTENANCE | 162791 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -1323770 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2657446 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 1130 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425217 | BOY |
| EOY | 735582 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28426 | BOY |
| EOY | 28426 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 479914 | BOY |
| EOY | 1034939 | 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 | 99492 | BOY |
| EOY | 109522 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5468060 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 270913 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4249261 | BOY |
| EOY | 5197147 | 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 | 34065 | BOY |
| EOY | 26470 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5316575 | BOY |
| EOY | 7133216 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 536017 | BOY |
| EOY | 310636 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 20650 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 700000 | BOY |
| EOY | 2100000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1236017 | BOY |
| EOY | 2431286 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4080558 | BOY |
| EOY | 4701930 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4080558 | BOY |
| EOY | 4701930 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5316575 | BOY |
| EOY | 7133216 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 Pol Filed | false | Form1120PolFiled |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
| Dues Assessments | 1391288 | DuesAssessments |
| Non Ded Lobby Political Current | 52765 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 52765 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 52765 | AggrAmtReportedInDuesNotices |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2431986 | OtherCostOrOtherBasis |
| Book Value | 2431986 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2630280 | OtherCostOrOtherBasis |
| Depreciation | 49225 | Depreciation |
| Book Value | 2581055 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 111159 | OtherCostOrOtherBasis |
| Depreciation | 86566 | Depreciation |
| Book Value | 24593 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 294635 | OtherCostOrOtherBasis |
| Depreciation | 135122 | Depreciation |
| Book Value | 159513 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5197147 | TotalOfBookValueLandBuildings |
| Total Revenue | 3278818 | TotalRevenue |
| Total Expenses | 2657446 | TotalExpenses |
| Excess Or Deficit For Year | 621372 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 621372 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4428175 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 536166 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 613191 | OtherRevenues |
| Revenue Not Rptd F990 | 1149357 | RevenueNotRptdF990 |
| Revenue Subtotal | 3278818 | RevenueSubtotal |
| Total Revenue Per Form990 | 3278818 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3806803 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 536166 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 613191 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1149357 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2657446 | ExpensesSubtotal |
| Total Expenses Per Form990 | 2657446 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Special Event Expenses $591462 Loss on disposal of assets $21729 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Special Event Expenses $591462 Loss on disposal of assets $21729 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| North America | 0 | 0 | Program Services | Marketing | 91751 |
| Europe | 0 | 0 | program Services | Marketing | 68643 |
| East Aisa/Pacific | 0 | 0 | Program Services | Marketing | 173251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 333645 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
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 | PREMIERE NAPA VALLEY | NameOfEvent1 |
| Gross Receipts Event1 | 1944200 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1352738 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 591462 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 42138 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 79751 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 469573 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 1944200 | GrossReceiptsTotal |
| Charitable Contributions Total | 1352738 | CharitableContributionsTotal |
| Gross Revenue Total Events | 591462 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 42138 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 79751 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 469573 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 591462 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 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 |
|---|---|---|---|---|---|---|---|
| FREE THE GRAPES | |||||||
| 2700 NAPA VALLEY CORP DRIVE | NAPA | CA | 94558 | 940987020 | 501(c)(6) | 25000 | 0 |
| COALITION FOR FREE TRADE | |||||||
| 2700 NAPA CALLEY CORP DRIVE | NAPA | CA | 94558 | 680401409 | 501(C)(3) | 10000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 3 | NumberOfRecipients |
| Amount Of Cash Grant | 8995 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | The organization requires an annual report from the donee describing the use of the grant funds. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|---|
| Steven Tradewell | |||||
| 136045 | 15000 | 8677 | 13624 | 173346 | |
| Stacey Dolan Capitani | |||||
| 148980 | 15000 | 9240 | 8149 | 181369 | |
| Linda Reiff | |||||
| 288488 | 72500 | 16500 | 8612 | 390900 | 4800 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governance documents, policies, conflict of interest statements and financial statements are maintained at and available to members at the organization's office. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Compensation policy is established by the Board of Directors and compensation is reviewed on an annual basis by the board compensation committee. Salary ranges for all positions are determined by a review of applicable positions from current published salary surveys for both the wine industry and comparable trade associations and Forms 990 of other organizations. |
| Form 990, Part VI, Line 12c | 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 11 | Form 990, Part VI, Line 11: Form 990 Review Process | Form 990 is prepared by an independent accounting firm and is reviewed by a board committee prior to filing. |
| Form 990, Part VI, Line 6 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | The organization is composed of member wineries. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: The communications department directs the communications, public relations and media relations strategies for the Association. Innovative programming ideas to promote and protect the Napa Valley Appellation and fulfill the mission of the Association are developed and executed in conjunction with vintner members and industry partners. Program areas of interest include media relations, web site content development, public relations, and member and industry communications. OTHER PROGRAM SERVICES 5: The name protection program comprises the Association's efforts to protect the Napa Name. This includes both domestic and international efforts. Also under the general auspices of this program is the Appellation Committee that monitors labeling and appellation issues. OTHER PROGRAM SERVICES 6: The community outreach program promotes the activities, events, issues and strategies of the Association to the local community. Activities include the Adopt a School Program, Napa Neighbor, Afternoon in the Vineyards, and numerous presentations to local community groups. OTHER PROGRAM SERVICES 7: The Industry Issues program handles issues relating to the wine industry. Legal, environmental and social issues are some of the broad topics that fall under this department. It is this department that also proactively addresses projects that may be beneficial to the Napa Valley wine industry or its larger community |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Napa Valley Wine Auction | BusinessNameLine1 |
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) |
|---|---|---|
| EIN | 942702203 | EIN |
| Primary Activities | To support local community services providers | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| 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 | false | 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 | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Napa Valley Wine Auction | |
| r | 2508 |
| Napa Valley Wine Auction | |
| n | 1231013 |
| Napa Valley Wine Auction | |
| m | 2481 |