2021-05-12T17:48:09-07:00 2020-06-30 680465737 Boden Klein & Sneesby A Professional Corp 3005 Douglas Blvd Ste 115 Roseville CA 95661 990 2019-07-01 800023012 UPVALLEY FAMILY CENTERS OF NAPA COUNTY UPVA 7079655010 1440 SPRING ST ST HELENA CA 94574 NORMA FERRIZ FINANCE DIRECTOR 2021-05-12 true James W Boden P00178086 9167741040 2019 2022-09-23 18:48:47Z JENNY OCON 1440 SPRING ST ST HELENA CA 94574 3355165 false X WWW.UPVALLEYFAMILYCENTERS.ORG X 2001 CA The mission of the UpValley Family Centers is to provide guidance, support and resources in the community, in the home and for the individual so that everyone can achieve a better life. 15 15 39 135 0 3104218 3000561 3233 3509 18618 9123 105897 99143 3231966 3112336 56493 369519 0 1779821 1895445 0 204401 729257 702779 2565571 2967743 666395 144593 3318704 4364945 118274 1031886 3200430 3333059 X The mission of the UpValley Family Centers is to provide guidance, support and resources in the community, in the home and for the individual so that everyone can achieve a better life. We serve youth, adults and families in the communities of Calistoga, St. Helena and surrounding areas of Deer Park, Angwin, Pope Valley, Lake Berryessa, Oakville, and Rutherford in northern Napa County. We work with dozens of partner organizations to bring services up valley. false false 884698 Family & Senior Wellness - Programs and services include: health insurance outreach, enrollment, referrals for counseling services, case management, domestic violence services, parenting services, senior social groups, and disaster relief and recovery. The Organization helped 442 people to apply for health insurance, 300 households with emergency financial assistance, 153 adults with parenting education and support, 260 seniors with information and referral or groups, and 23 clients with domestic violence services. 605897 Education - Programs and services include: parent/child playgroups, early literacy and school readiness for entering kindergartners, ESL and adult literacy classes, youth mentoring at junior senior high schools, and coordination of social service partners on school campuses. The Organization served 142 children ages 2-5 and their parents through playgroups, 225 elementary students with school-based tutoring, 152 middle and high school students with mentoring or diversion services, and 105 adults with adult education. 579090 Community Engagement - Programs and services include: immigrant integration services, coordination of health promotora volunteers, community coalition to prevent youth drug and alcohol use, and community education and outreach. The Organization assisted 73 people with citizenship or other immigration applications, trained 12 volunteer promotoras to conduct census 2020 outreach and education reaching 2,496 people, and reached over 100 youth and adults with drug and alcohol prevention education. 394746 3509 2464431 true true false false false false false false true true true false false false false true true false false false false false false false true false false false true true false false false false false false false false false false false false false false false false false true 42 0 true 39 true false false false false false false false 0 false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false CA X NORMA FERRIZ 7079426206 1440 SPRING ST ST HELENA CA 94574 JENNY OCON Executive Direc 40.00 0.00 X 168000 0 18045 ELAINE JONES Director 1.00 0.00 X 0 0 0 KRISTEN GEORGES President 5.00 0.00 X X 0 0 0 CHRISTINE HAYNE Treasurer 3.00 0.00 X X 0 0 0 BONNIE SCHOCH Director 1.00 0.00 X 0 0 0 MICHAEL CALDAROLA Secretary 6.00 0.00 X X 0 0 0 MITCH CELAYA Director 1.00 0.00 X 0 0 0 NELSON CORTEZ Director 1.00 0.00 X 0 0 0 SUSAN DURYEA Director 1.00 0.00 X 0 0 0 KATHYE CITRON Director 1.00 0.00 X 0 0 0 STEPHEN ISAACS Director 1.00 0.00 X 0 0 0 FRED HIPP Director 1.00 0.00 X 0 0 0 KATE BERQUIST Director 1.00 0.00 X 0 0 0 GENEVIEVE WELSH Director 1.00 0.00 X 0 0 0 LAURIE CLAUDON CLARK President 1.00 0.00 X 0 0 0 KAREN CAKEBREAD Director 2.00 0.00 X 0 0 0 168000 18045 1 false true false 0 20755 1041769 1938037 20755 3000561 3509 48358 48358 0 0 0 195239 234474 -39235 -39235 -39235 107498 20755 8355 99143 99143 0 0 0 3112336 -35726 147501 X 0 369519 369519 0 0 170500 144666 13517 12317 0 1379829 1099974 157751 122104 0 221666 185541 21545 14580 123450 99154 13642 10654 0 0 10328 10328 0 0 4544 4544 297471 258437 26406 12628 0 28069 24124 2587 1358 0 0 55062 48141 3917 3004 0 0 0 0 0 12868 10550 1159 1159 16701 13756 1669 1276 SPECIALIZED PROGRAM SERVICES 62438 33170 25161 4107 MISCELLANEOUS 37440 20034 8790 8616 TELEPHONE 37355 32603 2168 2584 STAFF DEVELOPMENT 26428 23319 1469 1640 114075 101443 4258 8374 2967743 2464431 298911 204401 844647 1932631 579672 207748 1180319 1045404 0 0 0 0 0 31444 41697 110296 102680 20484 7616 662138 1129849 0 0 0 0 3318704 4364945 93734 167417 24540 522425 342044 118274 1031886 X 1905759 1969519 1294671 1363540 3200430 3333059 3318704 4364945 144593 -11964 X false true X true false X 2282520 1737437 2868082 3226748 3021316 13136103 0 0 2282520 1737437 2868082 3226748 3021316 13136103 118502 13017601 15583 22728 34780 42901 48358 164350 43501 26396 53239 -16633 -55743 50760 0 13351213 143149 0.97500 0.95880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 2039654 1441129 779646 2701137 1482338 1237024 679708 2039654 752944 828770 99376 1482338 652324 224869 124249 752944 43803 652324 43803 652324 0.49520 0.50480 false false false 6709 6709 103587 102680 907 7616 X 3129516 -11964 25333 13369 3116147 4544 -8355 -3811 3112336 2996887 25333 25333 2971554 4544 -8355 -3811 2967743 Part IV, Line 2b: Explanation of escrow account liability UpValley is acting as a pass-through entity for funds received from various sources to assist individuals affected by wild fires in the Napa area as well as COVID 19. These funds are not UpValley's funds, and therefore, are treated as an agency account. Part V, Line 4: Intended uses of the endowment fund. Endowment funds are used to sustain operations through delays in payments of committed funding and reimbursable contracts; to meet unfunded/unexpected organizational needs due to an emergency or emerging needs. Part X : FIN48 Footnote THE ORGANIZATION EVALUATES ON AN ANNUAL BASIS THE IMPACT FROM UNCERTAIN TAX POSITIONS. THERE WAS NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS AS A RESULT OF THIS EVALUATION.THE ORGANIZATION FILES TAX RETURNS IN THE UNITED STATES FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY FOR THREE YEARS. THE ORGANIZATION'S CALIFORNIA TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD GENERALLY FOR FOUR YEARS. false VIVA ONLINE FUNDRAISER 128253 20755 107498 8355 128253 20755 107498 8355 8355 99143 true 0 0 EMERGENCY FINANICAL ASSISTANCE 322 369519 Grantmaker's Description of How Grants are Used Each potential recipient completes an application and provides documentation of needs. Grantees are selected based upon eligibility. Detailed records are maintained for the amount of each grant and the grantee's use of the funds. X X X false false false false false false false false false JENNY OCON Executive Direc 168000 1200 16845 186045 Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: The primary goal of the economic success programs is to increase the number of families from Up Valley who are economically self sufficient. We fulfill this goal through financial literacy, access to financial institutions and subsidy programs, free tax preparation, job skills development, and development of assets through increased saving and credit building services. The Organization assisted 605 low-income households with free tax preparation services generating $1,083,613 in refunds, over 400 families with holiday food packages, 17 people with zero interest loans via lending circles, and 11 individuals completed a constructions trades training program. Form 990, Part VI, Line 11b: Form 990 Review Process THE FORM 990 IS PREPARED BY A CPA FIRM AND REVIEWED BY THE Internal Committee after which the full board will review before filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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 take appropriate action, which may include prohibiting an individual from participating in the board's deliberations and 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management Up Valley Family Centers Board of Directors independently reviews and approves the compensation for the Executive Director with assurances that members do not have a financial interest in the process. In making its decision, the Board reviews compensation data from an independent report of salaries from other nonprofit organizations in our geographic region to determine a reasonable compensation amount. Upon approving the salary, full documentation of the decision is kept in the organization's employment files. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees NO OTHER OFFICERS/DIRECTORS ARE COMPENSATED. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Organization's governing documents, policies, and financial statements are available upon request.