Community Foundation Of The Napa Valley, operating under the name Napa Valley Community Foundation, is located in Napa, CA. The organization was established in 1995. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, Napa Valley Community Foundation employed 11 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Napa Valley Community Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Napa Valley Community Foundation generated $20.0m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 25.8% each year . All expenses for the organization totaled $7.7m during the year ending 06/2022. While expenses have increased by 5.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Napa Valley Community Foundation has awarded 1,057 individual grants totaling $62,618,765. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO MOBILIZE RESOURCES, PROMOTE PHILANTHROPY AND PROVIDE LEADERSHIP ON VITAL ISSUES IN NAPA COUNTY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDED GRANTS TO 237 ORGANIZATIONS COVERING A VARIETY OF CHARITABLE PURPOSES INCLUDING YOUTH, HEALTH, FAMILY SERVICES, LEGAL IMMIGRATION SERVICES, FOOD, SHELTER, AND OTHER HUMANITARIAN EFFORTS, EDUCATION, RELIGION, THE ARTS AND DISASTER RELIEF AND RECOVERY. ENGAGED IN COMMUNITY LEADERSHIP ACTIVITIES, INCLUDING CONVENING STAKEHOLDERS, NONPROFIT AND LOCAL LEADERS ON IMPORTANT ISSUES FOR NAPA COUNTY. MANAGED A MULTI-YEAR CAMPAIGN TO CREATE NEW CITIZENS IN NAPA COUNTY CALLED THE ONE NAPA VALLEY INITIATIVE, WHICH IN THE NINE-YEAR PERIOD ENDING 6/30/22 PROVIDED LEGAL CONSULTATIONS (CONTINUE ON SCHEDULE O) ESL CLASSES TO NEARLY 10,000 RESIDENTS; HELPED MORE THAN 5,750 SUBMIT APPLICATIONS FOR CITIZENSHIP AND OTHER IMMIGRATION BENEFITS TO THE U.S. GOVERNMENT; AND ENABLED 1,907 PEOPLE TO BECOME U.S. CITIZENS. CONTINUED THE THIRD YEAR OF A PILOT INITIATIVE CALLED THE NAPA SONOMA ADU CENTER, TO HELP CREATE MORE AFFORDABLE RENTAL UNITS FOR THE VALLEY'S WORKFORCE AND ACCELERATE ADOPTION OF ACCESSORY DWELLING UNITS (ADUS). THE NAPA SONOMA ADU CENTER OFFICIALLY OPENED IN APRIL 2020, AND AS OF THE FISCAL YEAR END AT 6/30/2022, THE CENTER HAD PROVIDED TOOLS TO HELP HOMEOWNERS BUILD ADUS (INFORMATIONAL WEBINARS, ONE-ON-ONE PROCESS NAVIGATION ASSISTANCE, A WORKBOOK, WEBSITE, AND COST CALCULATOR) TO MORE THAN 2,500 NAPA AND SONOMA RESIDENTS, NEARLY 140 OF WHOM RECEIVED A PERSONALIZED ADU FEASIBILITY ASSESSMENT OF THEIR HOME PROPERTY. THE CENTER ALSO WORKED WITH 16 JURISDICTIONS ACROSS THE TWO COUNTIES TO PROVIDE TECHNICAL ASSISTANCE TO IMPROVE ADU PERMITTING POLICIES AND PROCESSES, AND LAUNCHED A "STANDARD ADU PLANS" PROGRAM, IN WHICH A SELECTION OF MORE THAN 50 ADU PLANS ARE AVAILABLE IN AN ONLINE GALLERY; 14 OF THOSE HAVE ALREADY BEEN REVIEWED BY JURISDICTIONS SO THAT HOMEOWNERS WILL SAVE TIME AND MONEY IN THE DEVELOPMENT REVIEW PROCESS. THE NAPA VALLEY DISASTER RELIEF FUND (DISASTER RELIEF FUND) AND ITS RELATED FUNDS, THE COVID-19 RESPONSE FUND AND THE 2020 NAPA COUNTY WILDFIRE FUND, WERE ACTIVE DURING THE FISCAL YEAR ENDING AT 6/30/2022, AS A RESULT OF THE ONGOING NAPA COUNTY EMERGENCY DECLARATION OF MARCH 12, 2020 RELATED TO THE COVID-19 PANDEMIC AND THE AUGUST 18, 2020 AND SEPTEMBER 28, 2020 CALIFORNIA STATES OF EMERGENCIES RELATED TO THE LNU AND GLASS FIRES IN NAPA COUNTY. AS A RESULT OF THESE TWO DISASTERS, GRANTMAKING TO QUALIFIED NONPROFITS TO PROVIDE RELIEF, RECOVERY AND DISASTER PREPAREDNESS PROGRAMS AND FINANCIAL ASSISTANCE TO ELIGIBLE PEOPLE WHO LIVE OR WORK IN NAPA COUNTY, WERE MADE DURING THE FISCAL YEAR ENDING JUNE 30, 2022. THESE GRANTS PROVIDED DIRECT FINANCIAL AID TO APPROXIMATELY 150 FAMILIES WHO HAD COVID-19 AND WERE MANDATED TO QUARANTINE BUT COULDN'T AFFORD TO MISS WORK AND WERE INELIGIBLE FOR OTHER GOVERNMENT SUBSIDIES, AS WELL AS AN EVICTION PROTECTION PROGRAM FOR PEOPLE AT RISK OF HOMELESSNESS DUE TO THE PANDEMIC. GRANTS WERE ALSO MADE DURING THE PERIOD TO SUPPORT NAPA COUNTY RESIDENTS WHO HAD LOST HOMES IN THE 2020 WILDFIRES IN RELOCATING AND/OR REBUILDING. GRANTS ALSO WERE MADE DURING THE PERIOD TO SUPPORT NAPA VALLEY COMMUNITY ORGANIZATIONS ACTIVE IN DISASTERS (COAD), A NETWORK OF NONPROFIT, FAITH COMMUNITY AND GOVERNMENT SECTOR GROUPS WHOSE MISSION IS TO IMPROVE COORDINATION AND COMMUNICATION BEFORE, DURING AND AFTER A DISASTER. ADDITIONAL GRANTS FUNDED THE OPERATIONS OF NAPA COMMUNITIES FIREWISE FOUNDATION SO IT COULD MANAGE FUEL MITIGATION EFFORTS COUNTYWIDE, AND PROVIDED A WORKFORCE DEVELOPMENT PROGRAM IN THE CONSTRUCTION TRADES TO HELP LOW-WAGE WORKERS BE MORE RESILIENT AND BOOST THE LOCAL CONSTRUCTION WORKFORCE TO AID IN REBUILDING FROM FIRES.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Terence Mulligan President | Officer | 40 | $238,852 |
Sandy Fasold CFO | Officer | 40 | $144,094 |
Julia Denatale VP Of Community Impact | 40 | $136,562 | |
David Whitmer Co-Vice Chair | OfficerTrustee | 1 | $0 |
Robert Murphy Treasurer | OfficerTrustee | 1 | $0 |
Ed Matovcik Co-Vice Chair | OfficerTrustee | 1 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Baker Street Advisors Investment Management | 6/29/22 | $138,149 |
Buchalter A Professional Corporation Legal Services | 6/29/22 | $133,350 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $46,022 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $18,969,600 |
Noncash contributions included in lines 1a–1f | $3,560,004 |
Total Revenue from Contributions, Gifts, Grants & Similar | $19,015,622 |
Total Program Service Revenue | $39,043 |
Investment income | $972,976 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $30,000 |
Net Gain/Loss on Asset Sales | -$62,419 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $19,995,222 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $5,576,161 |
Grants and other assistance to domestic individuals. | $143,879 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $460,983 |
Compensation of current officers, directors, key employees. | $221,908 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $620,472 |
Pension plan accruals and contributions | $15,642 |
Other employee benefits | $68,998 |
Payroll taxes | $73,793 |
Fees for services: Management | $0 |
Fees for services: Legal | $100,694 |
Fees for services: Accounting | $36,433 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $131,989 |
Fees for services: Other | $239,650 |
Advertising and promotion | $0 |
Office expenses | $42,273 |
Information technology | $74,708 |
Royalties | $0 |
Occupancy | $0 |
Travel | $241 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $19,788 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $508 |
Insurance | $3,241 |
All other expenses | $0 |
Total functional expenses | $7,656,435 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $2,856,896 |
Pledges and grants receivable | $4,185,410 |
Accounts receivable, net | $13,008 |
Loans from Officers, Directors, or Controlling Persons | $6,663 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $520,965 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $2,121 |
Investments—publicly traded securities | $55,075,322 |
Investments—other securities | $1,682,212 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $29,240 |
Total assets | $64,371,837 |
Accounts payable and accrued expenses | $142,048 |
Grants payable | $327,650 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $3,597,701 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $4,067,399 |
Net assets without donor restrictions | $29,077,951 |
Net assets with donor restrictions | $31,226,487 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $64,371,837 |
Over the last fiscal year, Community Foundation Of The Napa Valley has awarded $5,574,001 in support to 385 organizations.
Grant Recipient | Amount |
---|---|
Cambridge, MA PURPOSE: TO ESTABLISH THE DAVID MARTIN GRADUATE STUDENT LEADERSHIP FORUM AT HARVARD UNIVERSITY, PURSUANT TO ATTACHED MOU | $150,000 |
St Helena, CA PURPOSE: TO CLOSE THE RECOVERY GAPS OF $15,000 OR LESS PER HOUSEHOLD FOR NAPA COUNTY LONG-TERM RECOVERY DISASTER CASE MANAGEMENT CLIENTS | $150,000 |
Napa, CA PURPOSE: FOR OPERATIONAL SUPPORT FOR PARTICIPATION IN THE EMERGENCY RENTAL ASSISTANCE (ERAP) COLLABORATIVE TO HELP ELIGIBLE NAPA COUNTY RESIDENTS | $143,304 |
Napa, CA PURPOSE: FOR THE EXPANSION OF CHILD CARE SLOTS IN NAPA COUNTY PROGRAM | $132,250 |
Ukiah, CA PURPOSE: TO PROVIDE TEMPORARY HOUSING TO SURVIVORS OF THE CACHE FIRE IN LAKE COUNTY | $100,000 |
Napa, CA PURPOSE: TO SUBSIDIZE STUDENT FEES | $100,000 |
Over the last fiscal year, we have identified 22 grants that Community Foundation Of The Napa Valley has recieved totaling $1,475,988.
Awarding Organization | Amount |
---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $513,665 |
Tides Foundation San Francisco, CA PURPOSE: HEALTHY INDIVIDUALS AND COMMUNITIES | $250,000 |
Network For Good Inc Washington, DC PURPOSE: UNRESTRICTED | $180,037 |
Isabel And Michael Mondavi Foundation Napa, CA PURPOSE: TO FOSTER COMMUNITY AND YOUTH DEVELOPMENT, HEALTH SERVICES, AND PROVIDE GRANTS TO OTHER COMMUNITY ORGANIZATIONS. GRANTEE ORGANIZATIONS INCLUDE HEALTH CARE, YOUTH ACTIVITIES, SUPPORT FOR WOMEN, THE FOOD BANK AND MANY SOCIAL CAUSES. | $113,000 |
League Of California Community Foundations Sonora, CA PURPOSE: DISASTER RELIEF, RECOVERY AND RESILIENCE | $100,000 |
Phelps Foundation St Helena, CA PURPOSE: CHARITABLE | $69,928 |
Beg. Balance | $23,895,594 |
Earnings | -$2,752,431 |
Net Contributions | $7,024,210 |
Other Expense | $870,135 |
Ending Balance | $27,297,238 |
Organization Name | Assets | Revenue |
---|---|---|
Community Foundation Sonoma County Santa Rosa, CA | $227,314,167 | $31,190,414 |
North Valley Community Foundation Chico, CA | $60,759,000 | $16,028,341 |
Community Foundation For Southern Arizona Tucson, AZ | $172,311,447 | $35,644,345 |
International Community Foundation National City, CA | $29,422,268 | $13,734,101 |
Rancho Santa Fe Foundation Rancho Santa Fe, CA | $166,599,422 | $22,283,277 |
Community Foundation Of Western Nevada Reno, NV | $127,209,186 | $12,894,705 |
Humboldt Area Foundation Bayside, CA | $172,334,910 | $13,192,449 |
Jewish Community Foundation Of Southern Arizona Tucson, AZ | $157,844,908 | $29,193,344 |
Mayors Fund For Los Angeles Los Angeles, CA | $12,037,706 | $5,243,106 |
Jewish Community Foundation Of Orange County Irvine, CA | $108,015,348 | $20,165,393 |
Pasadena Community Foundation Pasadena, CA | $160,872,116 | $33,042,535 |
Stanislaus Community Foundation Modesto, CA | $47,035,948 | $9,403,966 |