2013-10-15T09:53:12-07:00 2012-11-30 Brotemarkle Davis & Co LLP 899 ADAMS ST STE H SAINT HELENA CA 945741160 990 2011-12-01 942702203 Napa Valley Wine Auction NAPA 7079633388 PO Box 141 St Helena CA 94574 Steve Tradewell 2013-10-15 true Guy W Carl 7079634466 X 2011 2016-03-07 17:11:31Z Rick Jones PO Box 141 St Helena CA 94574 10430144 false false X www.napavintners.com/auction/wineauction X 1980 CA THE NAPA VALLEY WINE AUCTION RAISES FUNDS TO SUPPORT LOCAL HEALTH CARE PROVIDERS, LOW-INCOME HOUSING, AND YOUTH SERVICES. 15 15 0 450 0 6729722 7466074 0 8153 -23918 0 6737875 7442156 6576308 6006500 0 0 0 0 593785 582847 7170093 6589347 -432218 852809 9920979 7942422 4781201 1949835 5139778 5992587 THE NAPA VALLEY WINE AUCTION RAISES FUNDS TO SUPPORT LOCAL HEALTH CARE PROVIDERS, LOW-INCOME HOUSING, AND YOUTH SERVICES. false false 3931689 3690863 The organization awarded grants to approximately 20 recipients including hospitals and clinics that provide health care services to low-income individuals and Organizations that provide social services. 1624880 1525352 The organization awarded grants to approximately 14 recipients including organizations that provide a wide variety of services for children and youth. 841851 790285 The organization awarded grants to approximately 7 recipients including organizations that provide for the housing needs of low-income individuals. 6398420 true true false false false false false false false true true false false false false true true true false false false false false false true false false true false false false false false false false false false false false false false true false false false false true false false false false true 23 0 true 0 false false false false false false false false false true true false 0 false false false false false false false false false false false X 15 15 false true false false false false false true true false false false false true true true false true false false false false CA X Steve Tradewell 7079684216 1475 Library Lane St Helena CA 94574 X Russ Weis 2.00 X X 0 0 0 Clay Gregory 1.00 X 0 0 0 Rachel Wyckoff 1.00 X 0 0 0 Dave Meyers 2.00 X X 0 0 0 Doug Shafer 1.00 X 0 0 0 Pat Stotesbery 1.00 X 0 0 0 Bob Torres 1.00 X 0 0 0 Susan Boswell 1.00 X 0 0 0 Janet Viader 1.00 X 0 0 0 Bruce Cakebread 1.00 X 0 0 0 Michael Honig 1.00 X 0 0 0 Kathleen Heitz Myers 1.00 X 0 0 0 Ed Matovcik 1.00 X 0 0 0 Rick Jones 2.00 X X 0 0 0 Eric Sklar 2.00 X X 0 0 0 0 false false false 0 6396098 800000 269976 3423250 7466074 0 2565 2565 0 0 0 26483 -26483 -26483 -26483 2961505 6396098 2961505 0 0 0 0 7442156 -23918 6006500 6006500 0 0 0 0 0 0 0 0 0 0 1825 1825 12487 12487 0 0 0 442613 373797 68816 0 1119 1119 0 0 0 107 107 0 13321 12311 1010 0 0 28529 5705 22824 34158 34158 Postage and Shipping 2063 2063 Miscellaneous 2418 2418 Taxes and Licenses 44207 44207 0 6589347 6398420 190927 0 1062557 2988854 1889459 750000 800000 3007656 884499 0 0 0 0 29757 88414 3386336 278040 3141562 3108296 0 0 0 3150 109197 0 9920979 7942422 2669486 385620 2111715 1564215 4781201 1949835 X 5139778 5992587 5139778 5992587 9920979 7942422 852809 X false true true X false false X 8151689 3934899 7116299 6729722 7466074 33398683 0 0 8151689 3934899 7116299 6729722 7466074 33398683 3526719 29871964 235488 38752 4145 8153 2565 289103 0 0 33687786 0.88670 0.80890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2061 988939 991000 472542 470481 2061 4225205 3752663 472542 1.00000 false false false 955374 955374 2164983 159441 2005542 13242 3973 9269 252737 114626 138111 3108296 7442156 6589347 852809 852809 10430144 2961505 2961505 7468639 -26483 -26483 7442156 9577335 2987988 2987988 6589347 6589347 Part X Part X : FIN48 Footnote Generally Accepted Accounting Principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered it's tax positions and believes that all of the positions taken by the Napa Valley Wine Auction and Affiliates in its federal and state tax exempt organizations tax returns are more likely than not to be sustained upon examination. The Napa Valley Wine Auction and Affiliates returns are subject to examination by federal and state taxing authorities. Tax years still open to examination extend back to 2009 for Federal purposes and to 2008 for California purposes. Part XIII, Line 2d Part XIII, Line 2d: Other expenses and losses per audited F/S Direct Expenses of Special Events $2961505 Loss on Sale of depreciable assets $26483 Part XII, Line 2d Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 Direct Expenses of Special Events $2961505 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. The Board Designated Endowment Funds are reserved for education grants. The recipients of the funds have not been identified. false Wine Auction 9357603 6396098 2961505 248133 263612 2449760 9357603 6396098 2961505 248133 263612 2449760 2961505 true Wolfe Center 2310 First Street Napa CA 94559 680345721 501(c)(3) 142951 0 Children & Youth The Salvation Army Napa Corps PO Box 2250 Napa CA 94558 941156347 501(c)(3) 57000 0 Health & Wellness Summer Search North Bay 159 H Street Petaluma CA 94952 680200138 501(c)(3) 76179 0 Children & Youth St Helena Hospital Foundation 10 Woodland Road St Helena CA 94574 201384250 501(c)(3) 400000 0 Health & Wellness St Helena Family Center 1440 Spring Street St Helena CA 94574 680362076 501(c)(3) 103100 0 Health & Wellness Rianda Senior Activity Center 1475 Main Street St Helena CA 94574 202411077 501(c)(3) 25334 0 Health & Wellness Queen of the Valley Medical Cntr 1000 Trancas Street Napa CA 94558 237081153 501(c)(3) 400000 0 Health & Wellness Puertas Abiertas CRC PO Box 3009 Napa CA 94558 203126333 501(c)(3) 50000 0 Children & Youth Planned Parenthood of Shasta Diablo 2185 Pacheco Street Concord CA 94520 941575233 501(c)(3) 150000 0 Health & Wellness ParentsCAN 1909 Jefferson St Napa CA 94559 562498308 501(c)(3) 51674 0 Children & Youth On The MoveVoices 780 Lincoln Avenue Napa CA 94558 753149095 501(c)(3) 230000 0 Children & Youth NV Hospice & Adult Day Services 414 South Jefferson Street Napa CA 94559 680393144 501(c)(3) 250000 0 Health & Wellness Napa Valley Community Housing 5 Financial Plaza Napa CA 94558 942442233 501(c)(3) 191100 0 Housing Napa Valley Adult Education 1600 Lincoln Avenue Napa CA 94558 680005743 501(c)(3) 95000 0 Children & Youth Napa Learns PO Box 93 Saint Helena CA 94574 272705006 501(c)(3) 300000 0 Children & Youth Napa Emergency Womens Services 1141 Pear Tree Lane Napa CA 94558 942745889 501(c)(3) 103100 0 Health & Wellness Napa County Housing Authority 1195 Third Street Suite B-310 Napa CA 94559 371548136 501(c)(3) 90000 0 Housing Legal Aid of Napa Valley 1001 Second Street Suite 225 Napa CA 94559 941649624 501(c)(3) 75000 0 Housing Greater Napa Fair Housing 601 Cabot Way Napa CA 94559 421576121 501(c)(3) 75000 0 Housing Family Service of Napa Valley 709 Franklin Street Napa CA 94559 941236934 501(c)(3) 178301 0 Health & Wellness Cope Family Center 1340 Fourth Street Napa CA 94559 942322399 501(c)(3) 152852 0 Health & Wellness Community Health Clinic Ole 1141 Pear Tree Lane Napa CA 94558 237221695 501(c)(3) 1201550 0 Health & Wellness Community Action NV 2310 Laurel Street Napa CA 94559 941610851 501(c)(3) 242635 0 Housing Childrens Health Inititive Napa County 2160 Jefferson Suite 110 Napa CA 94559 251924934 501(c)(3) 270000 0 Health & Wellness Child Start Inc 439 Devlin Road Napa CA 94558 680442009 501(c)(3) 52325 0 Children & Youth Catholic Diosese of Santa Rosa 1248 Hayes Street Napa CA 94558 942479393 501(c)(3) 71550 0 Housing CASA a Voice for Children 1804 Soscol Ave Suite 203 Napa CA 94559 203594007 501(c)(3) 53708 0 Health & Wellness Calistoga Family Center 1500 Cedar Street Calistoga CA 94515 800023012 501(c)(3) 103301 0 Health & Wellness Calistoga Affordable Housing 1332 Lincoln Avenue Calistoga CA 94515 680472556 501(c)(3) 45000 0 Housing Boys and Girls Club of St Helena 1420 Tainter Street St Helena CA 94574 680226714 501(c)(3) 175000 0 Children & Youth Boys and Girls Club of Napa 1515 Pueblo Avenue Napa CA 94558 946033413 501(c)(3) 297500 0 Children & Youth Big Brothers Big Sisters 190 Camino Oruga Suite 4 Napa CA 94558 942502278 501(c)(3) 50000 0 Children & Youth Area Agency on Aging PO Box 3069 Vallejo CA 94590 942742309 501(c)(3) 64000 0 Health & Wellness American Canyon Family Resource Center 3431 Broadway Suite A-5 American Canyon CA 94503 364612853 501(c)(3) 50000 0 Health & Wellness Aldea Children and Family Services PO Box 841 Napa CA 94559 942159248 501(c)(3) 123301 0 Health & Wellness 32 3 Grantmaker's Description of How Grants are Used All grant recipients are required to provide follow up reports, financial statements and tax returns both before and after grants are received. The Grant Review Committee and staff review all grants to ensure that funds are used as intended. X 2 566590 FMV X Auction Items 320 2856660 Retail Value false false false Form 990, Part VI, Lines 13 & 15 The organization has no employees. As a result, a whistleblower policy and a compensation review and approval policy are not applicable. 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 available to the public at the organization's office. 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 The Form 990 was reviewed by the organization's senior financial executive prior to filing. Form 990, Part VI, Line 3 Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company The organization reimburses the Napa Valley Vintners Association (NVVA), a 501(c)(6) exempt organization, for staff expenses. NVVA employs the staff that oversees day-to-day operations and the annual special event that the organization operates. The organization reimburses the NVVA for its share of employee salaries and related costs. Napa Valley Vintners Comm Health Center 1141 Pear Tree Lane Napa CA 94558 680467715 Support of local health care providers CA 501(c)(3) 11 na false Napa Valley Health Care Fund 1475 Library Lane St Helena CA 94574 911813537 Holding funds for NV Wine Auction CA 501(c)(3) 11 na false Napa Valley Vintners Association 1475 Library Lane St Helena CA 94574 941496715 Promotion of member wineries CA 501(c)(6) n/a na false false false true false false false false false false false false false true true false true true false Napa Valley Vintners Comm Health Center p 9420 % Allocation Napa Valley Health Care Fund p 4300 % Allocation Napa Valley Health Care Fund c 800000 Cash Grant Napa Valley Vintners Association q 103989 Cost Napa Valley Vintners Association n 1450300 Time Allocation Napa Valley Vintners Association m 71454 Time Allocation