2016-08-11T11:15:55-07:00 2015-09-30 Brotemarkle Davis & Co LLP 899 ADAMS ST STE H SAINT HELENA CA 945741160 990 2014-10-01 264008029 Napa Valley Festival Association NAPA 9259432248 1350 Treat Blvd Walnut Creek CA 94597 RICHARD WALKER President 2016-08-11 true Guy W Carl P01292373 7079634466 X 2014 2017-02-10 21:41:12Z RICHARD WALKER 1350 TREAT BLVD 400 WALNUT CREEK CA 94597 4483103 false false X www.festivalnapavalley.org X 2009 CA Napa Valley Festival Association is committed to enriching the cultural vitality of the community and making the arts accessible to all. The Association supports arts education initiatives and presents the annual Festival Napa Valley. 16 16 0 200 0 2489060 3000521 812560 7915 19391 523611 0 3020586 3832472 150000 276500 0 506500 547700 0 331778 1722611 2652748 2379111 3476948 641475 355524 1569153 2109047 281543 491987 1287610 1617060 Napa Valley Festival Association is committed to enriching the cultural vitality of the community and making the arts accessible to all. The Association supports arts education initiatives and presents the annual Festival Napa Valley, a 10-day summer celebration pairing world-class performances with culinary and wine pursuits staged in iconic wine country settings. false false 2469265 812560 Napa Valley Festival Association presents the annual Festival Napa Valley, a ten-day summer celebration that enriches the cultural and economic vitality of the region. Blending the beauty and bounty of Napa Valley with the very finest performing arts, the festival pairs world-class performances with culinary and wine pursuits staged in iconic wine country settings. More than 200 artists, wineries, resorts, theaters, restaurants and vintners participate each year. Programs include classical music, jazz, opera, theater and dance, food and wine events, wellness programs, free community concerts, and a young artist series providing performance opportunities and scholarship support for emerging talent. One in every four seats is provided free of charge to veterans, seniors, youth and low-income families. The organization supports numerous arts education initiatives in schools and community organizations year-round. 276500 276500 The organization awards grants to local schools and non-profit arts organizations to support K-12 visual and performing arts programs. Festival artists offer free workshops, master classes and performances to local students, artists, teachers and community organizations. In addition, one in every four Festival Napa Valley seats is provided free of charge to veterans, seniors, youth and low-income families. 2745765 true true false false false false false false false false false false false false false false true false false false false false false false true false false true false true false false false false false false false false false false true true false false false false false false false false false true 54 0 true 0 false false false false false false false true true false 0 false false false false false false false false false false X 16 16 true false false false false false false true true false false false true true true true true true false false CA X Kelly Kaplan 9259432248 1350 Treat Blvd 400 Walnut Creek CA 94597 DARIOUSH KHALEDI Chairman 5.00 0.00 X X 0 0 0 MICHAEL POLENSKE Treasurer 5.00 0.00 X X 0 0 0 ATHENA BLACKBURN Director 1.00 0.00 X 0 0 0 TIMOTHY BLACKBURN Secretary 5.00 0.00 X X 0 0 0 MARGRIT BIEVER MONDAVI Director 1.00 0.00 X 0 0 0 ANTONIO CASTELLUCCI Director 1.00 0.00 X 0 0 0 STEVEN STULL Director 1.00 0.00 X 0 0 0 MARIA SHUSTOROVICH Director 1.00 0.00 X 0 0 0 LARRY MAGUIRE Director 1.00 0.00 X 0 0 0 KATHRYN WALT HALL Director 1.00 0.00 X 0 0 0 MAGGIE OETGEN Director 1.00 0.00 X 0 0 0 ROBIN BAGGETT Director 1.00 0.00 X 0 0 0 AGUSTIN HUNEEUS Director 1.00 0.00 X 0 0 0 DAVID PEARSON Director 1.00 0.00 X 0 0 0 DARIO SATTUI Director 1.00 0.00 X 0 0 0 W CLARKE SWANSON Director 1.00 0.00 X 0 0 0 RICHARD WALKER President 60.00 0.00 X 325000 0 0 325000 1 false true false IMG ARTISTS LLC 152 WEST 57TH STREET NEW YORK NY 10019 FESTIVAL PRODUCTION 209000 Sphinx Organization Inc 400 Renaissance Center Ste 2550 Detroit MI 48243 Performance Fees 172500 Stephanie Curtan Event Design 4885 Fulton Drive A Farifield CA 94534 Event Production 132562 3 930140 2070381 109890 3000521 Festival Napa Valley 812560 812560 812560 18583 18583 0 0 0 44904 44096 808 808 808 606535 930140 606535 0 0 0 0 3832472 812560 19391 X 276500 276500 0 0 0 325000 108334 108333 108333 0 203547 102457 24850 76240 0 0 19153 8300 4677 6176 0 103136 103136 44274 6577 37697 0 0 0 1752503 1606393 15296 130814 73797 73797 10658 10658 62517 62517 0 60696 34016 26680 246601 232308 5953 8340 0 524 524 0 0 0 6579 2515 4064 Printing and Publications 121258 120651 607 Lodging 73430 73430 Bad Debts 50400 50400 Equipment Rent 33799 33799 12576 4171 7054 1351 3476948 2745765 399405 331778 849761 852399 0 0 450903 449246 0 0 0 60116 143770 1750 1750 0 206623 661882 0 0 0 0 1569153 2109047 196195 215487 83703 276500 1645 281543 491987 X 1287610 1617060 1287610 1617060 1569153 2109047 355524 -26074 X false true X true false X 1160691 1321200 1725900 2403508 3000521 9611820 0 0 1160691 1321200 1725900 2403508 3000521 9611820 4456003 5155817 1325 7915 18583 27823 449739 653848 523611 1627198 0 11266841 812560 0.45760 0.46250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4639007 806535 806535 3832472 3832472 4283483 806535 806535 3476948 3476948 Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Special Event Expenses $806535 Part XII, Line 2d: Other expenses and losses per audited F/S Special Event Expenses $806535 false Gala Auction 1536675 930140 606535 136237 58400 223759 188139 1536675 930140 606535 136237 58400 223759 188139 606535 true American Canyon High School 3000 Newell Drive American Canyon CA 94503 521550087 501(c)(3) 24000 0 TO SUPPORT ARTS IN SCHOOL PROGRAMS. American Canyon Middle School 300 Benton Way American Canyon CA 94503 521550087 501(c)(3) 17000 0 TO SUPPORT ARTS IN SCHOOL PROGRAMS. ARTS COUNCIL NAPA VALLEY PO BOX 2782 NAPA CA 94558 942710866 501(c)(3) 50000 0 TO SUPPORT ARTS IN SCHOOL PROGRAMS. Cinema Napa Valley PO Box 10994 Napa CA 94581 271064967 501(c)(3) 9000 0 Performing arts field trip Lincoln Theater Foundation PO Box 2675 Yountville CA 94599 680337428 501(c)(3) 30000 0 TO SUPPORT ARTS IN SCHOOL PROGRAMS. Los Angeles VIRTUOSI 4706 BALBOA AVE ENCINO CA 91316 371746111 501(c)(3) 25000 0 Community arts education NAPA COUNTY OFFICE OF ED 2121 IMOLA AVE NAPA CA 94558 946002406 501(c)(3) 6000 0 TO SUPPORT ARTS IN SCHOOL PROGRAMS. Napa High School 2475 Jefferson Napa CA 94558 521550087 501(c)(3) 20000 0 TO SUPPORT ARTS IN SCHOOL PROGRAMS. NAPA VALLEY YOUTH SYMPHONY PO BOX 6594 NAPA CA 94581 141843988 501(c)(3) 15000 0 Scholarship grants for students Opera Parallele 44 Page Street Ste 403 San Francisco CA 94102 721584393 501(c)(3) 25000 0 Community concert Silverado Middle School 1133 Coombsville Rd Napa CA 94558 262191276 501(c)(3) 10000 0 TO SUPPORT ARTS IN SCHOOL PROGRAMS. Vintage High School 1375 Trower Napa CA 94558 521550087 501(c)(3) 22000 0 TO SUPPORT ARTS IN SCHOOL PROGRAMS. 12 0 Grantmaker's Description of How Grants are Used Substantially all grants are made to public charities in California. A letter accompanies the issuance of the grant funds. When applicable, organization staff contacts grantees to obtain summary reports regarding the use of the funds. X X X X false false false false false false false false false false RICHARD WALKER President 300000 25000 325000 MARIA SHUSTOROVICH Director 209000 Festival Production false Schedule L, Part V Supplemental Information DIRECTOR MARIA SHUSTOROVICH IS THE MOTHER OF THE MAJORITY OWNER OF IMG ARTISTS LLC. IMG assisted the organization in the production of its Festival Napa Valley under a contract that was subject to the initial contract exception of regulation section 53.4958-4(a)(3). Ms. Shustorovich became a director after the contract was executed. Ms. Shustorovich resigned her director position on October 1, 2015, and the contract was terminated on December 5, 2015. X Rare wines 1 35986 FMV X Rare Wines 1 3927 FMV X Other wines 750 69977 FMV false false false Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et ATHENA AND TIMOTHY BLACKBURN ARE MARRIED. Form 990, Part VI, Line 11b: Form 990 Review Process The Form 990 is prepared by a public accounting firm. The Executive Committee conducts a review of the organization's Form 990 (including all related Schedules). Any questions, comments, and suggested revisions identified by the Executive Committee are addressed and the preparer of the Form 990 makes any necessary revisions. The form is then filed with the internal revenue service. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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 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 The organization's executive committee has general oversight of the organization's human resource plan, including annual evaluation of the executive director of the organization. A salary survey is used to benchmark compensation for the executive director position. The committee meets independent of the executive director to discuss performance relative to the position description. During these meetings, the committee also considers input obtained from other board members, staff, professional advisors, grant recipients, and other informed community leaders. Once a consensus is reached regarding performance, a similar discussion is held concerning compensation relative to annual benchmark and established objectives. The committee then meets with the executive director to discuss and document strengths, weaknesses, and goals for the upcoming year. Compensation for the upcoming year is also discussed and documented. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION'S ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S PRINCIPAL PLACE OF BUSINESS. Form 990, Part VI, Section B, line 15b Compensation review and approval procedures for other officers or key employees are not applicable. No other officers of the organization are compensated and the organization has no key employees.