2020-05-15T15:11:29-07:00 2019-06-30 680465737 Boden Klein & Sneesby A Professional Corp 3005 Douglas Blvd Ste 115 Roseville CA 95661 990 2018-07-01 800023012 UPVALLEY FAMILY CENTERS OF NAPA COUNTY UPVA 7079655010 1440 SPRING ST ST HELENA CA 94574 JENNY OCON Executive Director 2020-05-15 true James W Boden P00178086 9167741040 2018 2020-09-23 17:36:50Z JENNY OCON 1440 SPRING ST ST HELENA CA 94574 3550074 false 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. 14 14 33 135 0 2868082 3104218 133635 3233 38468 18618 53239 105897 3093424 3231966 192421 56493 0 1402885 1779821 0 223750 587728 729257 2183034 2565571 910390 666395 2632477 3318704 111755 118274 2520722 3200430 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 659343 EDUCATION - Programs and services include: parent/child playgroups, early literacy and school readiness for entering kindergartners, parent education workshops, ESL and adult literacy classes, youth mentoring at junior senior high schools, and coordination of social service partners on school campuses. The Organization served 175 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 85 adults with adult education. 480105 14908 Family & Senior Wellness - Programs and services include: health insurance outreach, enrollment, referrals for counseling services, case management, domestic violence services, prevention services to address youth drug and alcohol use, coordination of health promotoras volunteers, and exercise classes. The Organization helped 409 people to apply for health insurance, 235 adults with parenting education and support, 260 seniors with information and referral or groups, and 25 clients with domestic violence services. 467825 34605 3234 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 comprehensive family income support activities, 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 732 low-income households with free tax preparation and provided essential emergency financial assistance to 468 households. 451598 6980 2058871 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 true false false false false false false false false true 63 0 true 33 true false false false false false false false false 0 false false false false false false false false false false false false X 14 14 false false true 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 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 7.00 0.00 X X 0 0 0 MITCH CELAYA Director 2.00 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 ROB MORROW Director 2.00 0.00 X 0 0 0 GENEVIEVE WELSH Director 2.00 0.00 X 0 0 0 LAURIE CLAUDON CLARK President 1.00 0.00 X 0 0 0 KAREN CAKEBREAD Director 1.00 0.00 X 0 0 0 RANDY GNAGY Director 1.00 0.00 X 0 0 0 JENNY OCON Executive Direc 40.00 0.00 X 148875 0 16019 148875 16019 1 false true false 0 122530 786740 2194948 122530 3104218 3233 42901 42901 0 0 0 283756 308039 -24283 -24283 -24283 115966 122530 10069 105897 105897 0 0 0 3231966 3233 124515 X 0 56493 56493 0 0 165139 132111 16514 16514 0 1288847 992077 169174 127596 0 205917 167219 22565 16133 119918 93455 14697 11766 0 0 10847 10847 0 0 5464 5464 351915 310540 21468 19907 0 17204 14612 1229 1363 0 0 51618 47437 3149 1032 0 0 0 0 0 18352 12236 3058 3058 16427 13161 1885 1381 STAFF DEVELOPMENT 60787 54776 4670 1341 SUPPLIES 40693 31946 922 7825 TELEPHONE 31789 27814 2063 1912 SPECIALIZED PROGRAM SERVICES 23906 22898 1008 100255 82096 5245 12914 2565571 2058871 282950 223750 1089128 844647 579672 813821 1180319 0 0 0 0 0 17216 31444 110296 89812 38836 20484 673476 662138 0 0 0 0 2632477 3318704 56113 93734 55642 24540 111755 118274 X 1711860 1905759 808862 1294671 2520722 3200430 2632477 3318704 666395 13313 X false true X true false X 1251345 2282520 1737437 2868082 3226748 11366132 0 0 1251345 2282520 1737437 2868082 3226748 11366132 212712 11153420 12357 15583 22728 34780 42901 128349 31219 43501 26396 53239 -16633 137722 0 11632203 139640 0.95880 0.95680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 1482338 1237024 679708 2039654 752944 828770 99376 1482338 652324 224869 124249 752944 43803 652324 43803 652324 47282 42832 46311 43803 0.36520 0.63480 false false false 6709 6709 103587 89812 13775 20484 X 3275219 13313 25335 38648 3236571 5464 -10069 -4605 3231966 2595511 25335 25335 2570176 5464 -10069 -4605 2565571 Part IV, Line 2b: Explanation of escrow account liability UpValley is acting as a pass-through entity for funds received from 2 sources to assist individuals affected by wild fires in the Napa area. 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 238496 122530 115966 10069 238496 122530 115966 10069 10069 105897 true 0 0 EMERGENCY FINANICAL ASSISTANCE 138 56493 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 false JENNY OCON Executive Direc 148875 16019 164894 AUCTION LOTS 83 122530 FMV false true false 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 comprehensive family income support activities, 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 732 low-income households with free tax preparation and provided essential emergency financial assistance to 468 households. Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents The organization made the following significant changes to its bylaws.1. At the annual meeting, the next fiscal year's operating budget and schedule of meetings requires approval.2. Eliminated provisions permitting theelection or appointment of subordinate officers, assistant secretaries, and assistant treasurers.3. All officers except the executive director, are to be directors.4. The board president is a member and chair of the executive committee.5. The vice president, treasurer, secretary, and executive director are members of the executive committee.6. The secretary is to keep any required waivers, consents and approvals.7. A director is prohibited from voting on the approval of his/her second term.8. Eliminated the 2/3 super-majority requirements for approving significant changes in information technology infrastructure and approving contracts for services or goods in excess of $10,000.9. A 2/3 super-majority is required to approve non-budgeted expenditures over $10,000.10. An officer can be elected to a second one-year term as long as his/her term as a director does not expire before the end of that year.11. Board approval required for a second term as Director.12. Eliminated a provision permitting the compensation of Directors.13. Retention of minutes and related documents can be in digital form that can be converted into legible tangible form. 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.