NAPA VALLEY GRAPEGROWERS FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NAPA VALLEY GRAPEGROWERS FOUNDATION (EIN 82-2012860)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349319352
- Schema version
- 2023v5.1
- 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 D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T14:54:18-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822012860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAPA VALLEY GRAPEGROWERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAPA | BusinessNameControlTxt |
| Phone | 7079448311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 831 LATOUR COURT SUITE A | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETE RICHMOND | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7079448311 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE VAN | PreparerPersonNm |
| PTIN | P01294411 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETE RICHMOND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 831 LATOUR COURT SUITE A | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,809,552 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAPAGROWERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE ORGANIZATION IS TO ACT AS A STEWARD OF THE LAND AND A RESOURCE TO THE PUBLIC, BY PROVIDING EDUCATIONAL SEMINARS, EVENTS, AND SERVICES THAT ADDRESS ISSUES THAT GRAPE GROWERS FACE, WHILE PRESERVING NAPA VALLEY'S UNIQUE GRAPE GROWING HERITAGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,481 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,315,994 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,031 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $763,859 | CYProgramServiceRevenueAmt |
| PY Investment Income | $143 | PYInvestmentIncomeAmt |
| CY Investment Income | $103,829 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$15,608 | PYOtherRevenueAmt |
| CY Other Revenue | -$280,133 | CYOtherRevenueAmt |
| PY Total Revenue | $68,047 | PYTotalRevenueAmt |
| CY Total Revenue | $2,903,549 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $86 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $190,521 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $77,207 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,335,527 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $141,785 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $612,314 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,784 | PYOtherExpensesAmt |
| CY Other Expenses | $948,564 | CYOtherExpensesAmt |
| PY Total Expenses | $93,077 | PYTotalExpensesAmt |
| CY Total Expenses | $2,616,397 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$25,030 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $287,152 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,483,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,120,500 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,163,347 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,512,815 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,320,533 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,607,685 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CULTIVATE VITICULTURAL EXCELLENCE AND ENVIRONMENTAL STEWARDSHIP FOR THE NAPA VALLEY, TO BE A LOCAL AND GLOBAL LEADER FOR A SCIENCE-BASED APPROACH TO GRAPE GROWING AND AGRICULTURAL STEWARDSHIP, TO ENSURE THE VIABILITY AND RESILIENCY OF GRAPE GROWING IN THE NAPA VALLEY, TO RAISE AWARENESS AND INSPIRE ACTION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $793,860 | ExpenseAmt |
| Revenue | $83,321 | RevenueAmt |
| Desc | PROGRAMS AND SEMINARS: THE FOUNDATION HOLDS SEVERAL SEMINARS FEATURING TOPICS OF INTEREST TO MEMBERS, INCLUDING AHEAD OF THE CURVE, ORGANIC WINEGROWING CONFERENCE, THE SUSTAINABLE VINEYARD PRACTICES SERIES. EDUCATIONAL VIDEOS ARE PRODUCED ANNUALLY ON TOPICS RANGING FROM CLIMATE SCIENCE, TECHNICAL VITICULTURE, AND LAND STEWARDSHIP. THEY ARE AVAILABLE AS A FREE RESOURCE TO MEMBERS AND COMMUNITY ALIKE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $515,284 | ExpenseAmt |
| Revenue | $680,538 | RevenueAmt |
| Desc | MEMBER BENEFITS: MEMBERS ARE ENTITLED TO ATTEND SEVERAL SEMINARS AND EVENTS EACH YEAR AT DISCOUNTED RATES. THEY ALSO HAVE THE OPPORTUNITY TO PARTICIPATE IN THE ANNUAL WAGE AND BENEFITS SURVEY, UTILIZE THE NAPA WINEGRAPE MARKET, RECEIVE THE ANNUAL GROWING CONDITIONS REPORT, RECEIVE A DISCOUNT OF WEATHER FORECASTING AND OTHER SERVICES, AND RECEIVE THE WEEKLY GROWER BULLETIN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $262,466 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | COMMUNITY: AFTERNOON IN THE VINEYARDS EVENT IS A COMMUNITY EVENT HELD AT VARIOUS VINEYARD LOCATIONS THROUGHOUT THE VALLEY. THIS ANNUAL PROGRAM IS FOR NAPA COUNTY RESIDENTS TO DISCOVER UNIQUE VINEYARDS IN THEIR NEIGHBORHOOD AND LEARN ABOUT THE GRAPE-GROWING PROCESS, SUSTAINABLE VINEYARD PRACTICES, AND THE RESILIENCY OF THE NAPA VALLEY WINE COMMUNITY. THE FOUNDATION ALSO HOSTS THE FIRE RESOURCES FAIR WHICH OFFERS RESOURCES FOR GROWERS AND COMMUNITY MEMBERS TO PREVENT OR MITIGATE WILDFIRES. VARIOUS EXHIBITORS ATTEND, AND THE NAPA COUNTY FIRE ADMINISTRATOR AND FIRE CAPTAIN SPEAK ON DEFENSIBLE SPACE AND FUEL LOAD REDUCTION PROJECTS ALONG WITH ANSWERING QUESTIONS FROM THE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,571,610 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETE RICHMOND | PersonNm |
| Phone | 7079448311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 831 LATOUR COURT SUITE A | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARY MAHER | ||||||||
| PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETE RICHMOND | ||||||||
| VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MEAGHAN BECKER | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GARRETT BUCKLAND | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| OSCAR RENTERIA | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN CAKEBREAD | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM DAVIES | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TED HALL | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENDAL HOXSEY-ONYSKO | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CALEB MOSLEY | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN PETROSKI | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN BRIGHT RUSSELL | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE WHITMER | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN LEIGON | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE GROTH | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY WHITEFORD | ||||||||
| DIRECTOR (THROUGH 1/10/23) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER PUTNAM | ||||||||
| EXECUTIVE DIRECTOR (THROUGH 3/23/23) | 34.00 | 1.00 | Yes (X) | $174,828 | $0 | $7,865 | ||
| SONYA DELUCA | ||||||||
| ASSOCIATE DIRECTOR | 27.00 | 1.00 | Yes (X) | $269,740 | $0 | $22,134 | ||
| KATHIE CLEMENT | ||||||||
| FINANCE DIRECTOR | 25.00 | 1.00 | $174,500 | $0 | $6,980 | Yes (X) | ||
| EMILY HEGARTY | ||||||||
| PROGRAM DIRECTOR | 30.00 | 1.00 | $135,857 | $0 | $13,402 | Yes (X) | ||
| MACALL MORAN | ||||||||
| INDUSTRY & COMMUNITY RELATIONS DIR. | 40.00 | 1.00 | $141,400 | $0 | $5,656 | Yes (X) | ||
| CAROLINE FEUCHUK | ||||||||
| MARKETING DIRECTOR | 3.00 | 1.00 | $114,069 | $0 | $10,433 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,010,394 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,470 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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 |
| Fundraising | $1,084,698 | FundraisingAmt |
| Government Grants | $290,393 | GovernmentGrantsAmt |
| All Other Contributions | $940,903 | AllOtherContributionsAmt |
| Noncash Contributions | $405,578 | NoncashContributionsAmt |
| Total Contributions | $2,315,994 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 110000 | $680,538 | $680,538 |
| SEMINARS | 611430 | $64,496 | $64,496 |
| ROOTSTOCK | 611430 | $18,825 | $18,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $763,859 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,829 | TotalRevenueColumnAmt |
| Exclusion | $103,829 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,166 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,718 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$47,552 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$47,552 | TotalRevenueColumnAmt |
| Exclusion | -$47,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $577,929 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,084,698 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $840,862 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$262,933 | TotalRevenueColumnAmt |
| Exclusion | -$262,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $33,775 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $3,423 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,352 | TotalRevenueColumnAmt |
| Exclusion | $30,352 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,903,549 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $763,859 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$176,304 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,521 | TotalAmt |
| Program Services | $190,521 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,567 | TotalAmt |
| Program Services | $180,628 | ProgramServicesAmt |
| Management And General | $206,516 | ManagementAndGeneralAmt |
| Fundraising | $87,423 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,922 | TotalAmt |
| Program Services | $415,084 | ProgramServicesAmt |
| Management And General | $114,220 | ManagementAndGeneralAmt |
| Fundraising | $194,618 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,242 | TotalAmt |
| Program Services | $39,311 | ProgramServicesAmt |
| Management And General | $10,517 | ManagementAndGeneralAmt |
| Fundraising | $18,414 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,796 | TotalAmt |
| Program Services | $39,277 | ProgramServicesAmt |
| Management And General | $10,593 | ManagementAndGeneralAmt |
| Fundraising | $18,926 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,215 | TotalAmt |
| Program Services | $22,607 | ProgramServicesAmt |
| Management And General | $8,591 | ManagementAndGeneralAmt |
| Fundraising | $14,017 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,852 | TotalAmt |
| Program Services | $36,426 | ProgramServicesAmt |
| Management And General | $13,842 | ManagementAndGeneralAmt |
| Fundraising | $22,584 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,785 | TotalAmt |
| Fundraising | $141,785 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,994 | TotalAmt |
| Program Services | $21,497 | ProgramServicesAmt |
| Management And General | $8,169 | ManagementAndGeneralAmt |
| Fundraising | $13,328 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,805 | TotalAmt |
| Program Services | $55,524 | ProgramServicesAmt |
| Fundraising | $3,281 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,532 | TotalAmt |
| Program Services | $27,266 | ProgramServicesAmt |
| Management And General | $10,361 | ManagementAndGeneralAmt |
| Fundraising | $16,905 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,976 | TotalAmt |
| Program Services | $41,488 | ProgramServicesAmt |
| Management And General | $15,765 | ManagementAndGeneralAmt |
| Fundraising | $25,723 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,355 | TotalAmt |
| Program Services | $53,178 | ProgramServicesAmt |
| Management And General | $20,207 | ManagementAndGeneralAmt |
| Fundraising | $32,970 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,157 | TotalAmt |
| Program Services | $1,078 | ProgramServicesAmt |
| Management And General | $410 | ManagementAndGeneralAmt |
| Fundraising | $669 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,759 | TotalAmt |
| Program Services | $6,380 | ProgramServicesAmt |
| Management And General | $2,424 | ManagementAndGeneralAmt |
| Fundraising | $3,955 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,597 | TotalAmt |
| Program Services | $2,799 | ProgramServicesAmt |
| Management And General | $1,063 | ManagementAndGeneralAmt |
| Fundraising | $1,735 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,706 | TotalAmt |
| Program Services | $19,853 | ProgramServicesAmt |
| Management And General | $7,544 | ManagementAndGeneralAmt |
| Fundraising | $12,309 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,846 | TotalAmt |
| Program Services | $5,923 | ProgramServicesAmt |
| Management And General | $2,251 | ManagementAndGeneralAmt |
| Fundraising | $3,672 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEMINARS | Desc |
| Total | $401,216 | TotalAmt |
| Program Services | $401,216 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,554 | TotalAmt |
| Program Services | $11,554 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,616,397 | TotalAmt |
| Program Services | $1,571,610 | ProgramServicesAmt |
| Management And General | $432,473 | ManagementAndGeneralAmt |
| Fundraising | $612,314 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,658 | BOYAmt |
| EOY | $469,492 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,879,493 | BOYAmt |
| EOY | $5,455,593 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,149 | BOYAmt |
| EOY | $259,702 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,420 | BOYAmt |
| EOY | $67,864 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,871,421 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $230,583 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,354,536 | BOYAmt |
| EOY | $2,640,838 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,892 | BOYAmt |
| EOY | $54,342 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,732 | BOYAmt |
| EOY | $172,669 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,483,880 | BOYAmt |
| EOY | $9,120,500 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,596 | BOYAmt |
| EOY | $224,114 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,285 | BOYAmt |
| EOY | $187,364 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,466 | BOYAmt |
| EOY | $1,101,337 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,163,347 | BOYAmt |
| EOY | $1,512,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,437,302 | BOYAmt |
| EOY | $5,623,654 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,883,231 | BOYAmt |
| EOY | $1,984,031 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,320,533 | BOYAmt |
| EOY | $7,607,685 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,483,880 | BOYAmt |
| EOY | $9,120,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $287,152 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $715,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,550,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,919,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,315,994 | CurrentTaxYearAmt |
| Total | $6,534,060 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $560,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $581,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $666,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $763,859 | CurrentTaxYearAmt |
| Total | $2,625,411 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $87,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $33,775 | CurrentTaxYearAmt |
| Total | $243,125 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,276,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,220,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,708,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,113,628 | CurrentTaxYearAmt |
| Total | $9,402,596 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $408,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $775,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $594,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $430,758 | CurrentTaxYearAmt |
| Total | $2,208,638 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $60,368 | CurrentTaxYearAmt |
| Total | $60,368 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $408,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $775,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $594,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $491,126 | CurrentTaxYearAmt |
| Total | $2,269,006 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $7,133,590 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,995 | CurrentTaxYearAmt |
| Total | $241,962 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,995 | CurrentTaxYearAmt |
| Total | $241,962 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $453,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $309,563 | CurrentTaxYearMinus2YearsAmt |
| Total | $992,609 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,648 | CurrentTaxYearMinus3YearsAmt |
| Total | $14,108 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,555,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,722,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,055,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,231,623 | CurrentTaxYearAmt |
| Total | $10,651,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.66970 | PublicSupportCY509Pct |
| Public Support PY509 | 0.53630 | PublicSupportPY509Pct |
| Investment Income CY | 0.02270 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01320 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III: | FormAndLineReferenceDesc |
| Explanation | THE PUBLIC SUPPORT AMOUNTS CALCULATED ON SCHEDULE A INCLUDES A SHORT TAX YEAR FOR THE 2022 COLUMN, WHICH REPRESENTS FOR THE PERIOD 12/1/22-12/31/22. | ExplanationTxt |
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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,341,747 | OtherCostOrOtherBasisAmt |
| Book Value | $1,341,747 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $600,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $187,744 | DepreciationAmt |
| Book Value | $413,038 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,078 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,775 | DepreciationAmt |
| Book Value | $41,303 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,552 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,064 | DepreciationAmt |
| Book Value | $14,488 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $830,262 | OtherCostOrOtherBasisAmt |
| Book Value | $830,262 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,640,838 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASES | $6,402 |
| LEASE RIGHT-OF-USE LIABILITY | $165,255 |
| DUE TO RELATED PARTY | $929,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,101,337 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,644,623 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,644,623 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,741,074 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,741,074 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,903,549 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,357,471 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,357,471 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$1,741,074 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$1,741,074 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,616,397 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATIONS ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND 23701D OF THE CALIFORNIA FRANCHISE TAX BOARD EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE COMBINED FINANCIAL STATEMENTS. THE FOUNDATIONS RECOGNIZE INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN SUPPORTING SERVICES EXPENSE. DURING YEAR ENDED DECEMBER 31, 2023, THERE WERE NO EXPENSES RELATED TO UNCERTAIN TAX POSITIONS RECOGNIZED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -61,719. INTERCOMPANY TRANSACTIONS -675,966. SPECIAL EVENT EXPENSES - FUNDRAISING -840,861. SPECIAL EVENT EXPENSES - GAMING -3,423. IN-KIND SERVICES -159,105. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -61,719. INTERCOMPANY TRANSACTIONS -675,966. SPECIAL EVENT EXPENSES - FUNDRAISING -837,437. SPECIAL EVENT EXPENSES - GAMING -6,847. IN-KIND SERVICES -159,105. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| MORRISON & COMPANY | ||||||||
| 1385 RIDGEWOOD DRIVE | CHICO | CA | 95973 | GRANT WRITER | 0 | $0 | $39,245 | -$39,245 |
| NETZEL GRIGSBY ASSOCIATES INC | ||||||||
| PO BOX 5122 | CULVER CITY | CA | 90231 | FUNDRAISING SERVICES | 0 | $0 | $102,540 | -$102,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $141,785 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$141,785 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HARVEST STOMP | Event1Nm |
| Gross Receipts Event1 | $1,662,627 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,084,698 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $577,929 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $536,311 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $304,551 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,662,627 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,084,698 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $577,929 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $536,311 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $304,551 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $840,862 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$262,933 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $33,775 | GrossRevenueOtherGamingAmt |
| Rent Fclty Costs Other Gaming | $3,423 | RentFcltyCostsOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $33,775 | GrossRevenueTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $3,423 | RentFcltyCostsTotalGamingAmt |
| Direct Expense Summary Gaming | $3,423 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $30,352 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | SONYA DELUCA | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 831 LATOUR COURT SUITE A | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | SONYA DELUCA | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | OVERSEE RAFFLE EVENTS. | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | Yes (1) | CharitableDistributionRqrInd |
| Distributed | $61,054 | DistributedAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SONYA DELUCA | ||||||||||||||
| ASSOCIATE DIRECTOR | $199,740 | $0 | $70,000 | $0 | $0 | $0 | $10,077 | $0 | $12,057 | $0 | $291,874 | $0 | $0 | $0 |
| JENNIFER PUTNAM | ||||||||||||||
| EXECUTIVE DIRECTOR (THROUGH 3/23/23) | $24,828 | $0 | $0 | $0 | $150,000 | $0 | $363 | $0 | $7,502 | $0 | $182,693 | $0 | $0 | $0 |
| KATHIE CLEMENT | ||||||||||||||
| FINANCE DIRECTOR | $154,500 | $0 | $20,000 | $0 | $0 | $0 | $6,980 | $0 | $0 | $0 | $181,480 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | JENNIFER PUTNAM RECEIVED A SEVERANCE PAYMENT OF $150,000 IN 2023. |
| PART I, LINE 7 | THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS IN THE FORM OF DISCRETIONARY BONUSES. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GOODS | 110 | $256,459 | FMV |
| Yes (X) | WINE | 35 | $149,119 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN B SHOWS THE NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS FOUR CLASSES OF MEMBERS: GROWER MEMBERS, VINEYARD MANAGER MEMBERS, ASSOCIATE MEMBERS AND FRIENDS OF THE NAPA VALLEY GRAPEGROWERS. ALL MUST MEET REQUIREMENTS FOR THE PARTICULAR CLASS OF MEMBERSHIP. ONLY GROWER MEMBERS AND VINEYARD MANAGER MEMBERS HAVE VOTING RIGHTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS ARE ELECTED DURING AN ANNUAL MEETING OF THE MEMBERS OF THE ORGANIZATION AND SERVE FOR THREE YEARS. DIRECTORS MAY ONLY BE REMOVED BY A VOTE OF THE EXISTING DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY A PUBLIC ACCOUNTING FIRM. THE EXECUTIVE DIRECTOR AND THE ORGANIZATION'S FINANCIAL COMMITTEE EACH REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING. THE FULL BOARD RECEIVES A COPY WITHIN 30 DAYS AFTER FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | PAID STAFF AND BOARD MEMBERS ARE REQUIRED TO ANNUALLY DOCUMENT IN WRITING ANY INTERESTS, RELATIONSHIPS OR HOLDINGS THAT COULD POTENTIALLY RESULT IN A CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST IS IDENTIFIED FROM AN ANNUAL DISCLOSURE, THE ORGANIZATION'S EXECUTIVE COMMITTEE WILL REVIEW THE CONFLICT AND TAKES APPROPRIATE ACTION, WHICH MAY INCLUDE PROHIBITING AN INDIVIDUAL FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS AN DECISIONS REGARDING A CERTAIN TRANSACTION. IF A CONFLICT IS IDENTIFIED DURING A MEETING, THE ENTIRE BOARD WILL DECIDE WHAT APPROPRIATE ACTION TO TAKE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE ORGANIZATION HAS GENERAL OVERSIGHT OF THE ORGANIZATION'S HUMAN RESOURCE PLAN. SPECIFIC DUTIES INCLUDE YEARLY EVALUATION OF THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. THE EXECUTIVE DIRECTOR, IN COOPERATION WITH THE EXECUTIVE COMMITTEE, REVIEWS ALL KEY EMPLOYEES OF THE ORGANIZATION. THE NORTHERN CALIFORNIA WAGE AND COMPENSATION SURVEY FOR NONPROFIT ORGANIZATIONS AND OTHER STUDIES ARE USED TO BENCHMARK COMPENSATION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MEETS INDEPENDENTLY OF THE EXECUTIVE DIRECTOR TO DELIBERATE PERFORMANCE AND CONSIDER COMPENSATION. FINDINGS AND RECOMMENDATIONS OF THE COMMITTEE ARE PRESENTED TO THE FULL BOARD OF DIRECTORS ANNUALLY FOR REVIEW AND APPROVAL. ONCE THE EVALUATION AND COMPENSATION PLAN IS APPROVED, THE COMMITTEE OR THE BOARD CHAIR MEETS WITH THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR IN TURN MEETS WITH KEY EMPLOYEES. ALL OF THESE PROCEDURES ARE CONTEMPORANEOUSLY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAPA VALLEY GRAPEGROWERS ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 831 LATOUR COURT SUITE A | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237437810 | EIN |
| Primary Activities | PRESERVE & PROMOTE VINEYARDS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(5) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAPA VALLEY GRAPEGROWERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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