Totals
- Total revenue
- $6,361,367
- Total expenses
- $6,662,954
- Contributions and grants received
- $2,331,015
- Grants paid
- $204,106
- Program service revenue
- $2,749,549
- Investment income
- $187,038
- Other revenue
- $1,093,765
- Total assets, end of year
- $12,894,848
- Total liabilities, end of year
- $691,490
- Net assets or fund balances, end of year
- $12,203,358
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$325,000
-
1f · All other contributions, gifts and grants
$2,006,015
-
1g · Noncash contributions included above
$1,643,040
-
2a · Program service revenue: Appellation Marketing
total $16,261 · related or exempt $16,261
-
2b · Program service revenue: Domestic Marketing
total $34,610 · related or exempt $34,610
-
2c · Program service revenue: International Marketing
total $40,625 · related or exempt $40,625
-
2d · Program service revenue: Member Relations
total $9,100 · related or exempt $9,100
-
2e · Program service revenue: Membership Dues & Assessments
total $2,648,953 · related or exempt $2,648,953
-
3 · Investment income
total $187,038 · excluded $187,038
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$3,405,600
-
8b · Fundraising events: direct expenses
$2,311,835
-
8c · Net income from fundraising events
total $1,093,765 · excluded $1,093,765
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $194,106
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $10,000
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $1,706,071
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,243,765
-
8 · Pension plan contributions
total $95,540
-
9 · Other employee benefits
total $286,013
-
10 · Payroll taxes
total $231,527
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $212,977
-
11c · Fees: accounting
total $120,160
-
11d · Fees: lobbying
total $37,600
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $718,262
-
12 · Advertising and promotion
total $171,981
-
13 · Office expenses
total $0
-
14 · Information technology
total $108,448
-
15 · Royalties
total $0
-
16 · Occupancy
total $200,635
-
17 · Travel
total $253,735
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $201,168
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $194,447
-
23 · Insurance
total $49,434
-
24a · Other expenses: Equipment Rental and Maint
total $376,495
-
24b · Other expenses: Bad Debts
total $260,198
-
24c · Other expenses: FOOD AND BEVERAGE CATERING
total $259,869
-
24d · Other expenses: Printing and Publications
total $250,473
-
24e · All other expenses
total -$1,519,950
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,883,561 · end of year $2,707,903
-
2 · Savings and temporary cash investments
beginning of year $2,903,631 · end of year $3,145,210
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $1,150,291 · end of year $1,914,245
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $864,201 · end of year $590,242
-
10a · Land, buildings and equipment: cost or other basis
$5,953,912
-
10b · Land, buildings and equipment: accumulated depreciation
$1,416,664
-
10c · Land, buildings and equipment, net
beginning of year $4,629,501 · end of year $4,537,248
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $789,884 · end of year $570,560
-
19 · Deferred revenue
beginning of year $147,722 · end of year $120,930
-
27 · Net assets without donor restrictions
beginning of year $12,493,579 · end of year $12,203,358
Mission and programs · 2022
Mission
Ensure the economic viability and sustainability of the Napa Valley appellation through marketing, promotional, educational and training programs, work on critical industry issues, and enhance the well-being of the Napa County Community.
-
Domestic Marketing supports the Organization's overall vision and goals by marketing and promoting the Napa Valley Appellation in the United States. This consists of strategic positioning (branding) of the Napa Valley Appellation and program activities that serve members domestic needs.
-
International Marketing includes all marketing and promotional activities conducted in support of wine exports to foreign markets. Certain International Program expenditures qualify for reimbursement under federal grants. As fiscal agent for the Organization, The Wine Institute and the United States Department of Agriculture Commodity Credit Corporation funds these disbursements and collects the corresponding government funding. The remaining International Program expenses are paid by the Organization and are partially funded through member program fees and dues.
-
Member Relations handles issues relating to member communications, member involvement and member satisfaction. The Member Relations department organizes workshops on topics of interest that are held throughout the year. In addition, the department also organizes general members meetings and social events, including the annual meeting and the vintage celebration.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Linda Reiff
President & CEO
- Total calculated
- $687,495
- From this org
- $643,918
- From related orgs
- $0
- Other
- $43,577
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $460,399
- Bonus
- $178,719
- Other
- $4,800
- Deferred
- $21,084
- Nontaxable benefits
- $22,493
- Filer's total
- $687,495
-
Stacey Dolan Capitani
VP of Marketing
- Total calculated
- $348,244
- From this org
- $326,368
- From related orgs
- $0
- Other
- $21,876
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $251,368
- Bonus
- $75,000
- Other
- not reported
- Deferred
- $19,582
- Nontaxable benefits
- $2,294
- Filer's total
- $348,244
-
Steven Tradewell
CFO
- Total calculated
- $331,990
- From this org
- $286,227
- From related orgs
- $0
- Other
- $45,763
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $236,227
- Bonus
- $50,000
- Other
- not reported
- Deferred
- $16,745
- Nontaxable benefits
- $29,018
- Filer's total
- $331,990
-
Rex Stults
Industry Relations Director
- Total calculated
- $268,971
- From this org
- $234,915
- From related orgs
- $0
- Other
- $34,056
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $199,915
- Bonus
- $35,000
- Other
- not reported
- Deferred
- $14,095
- Nontaxable benefits
- $19,961
- Filer's total
- $268,971
-
Teresa Wall
Communications Dir
- Total calculated
- $213,652
- From this org
- $178,028
- From related orgs
- $0
- Other
- $35,624
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,028
- Bonus
- $20,000
- Other
- not reported
- Deferred
- $9,499
- Nontaxable benefits
- $26,125
- Filer's total
- $213,652
-
Kathleen Corcoran
Strategic Ptnr Dir
- Total calculated
- $199,014
- From this org
- $172,406
- From related orgs
- $0
- Other
- $26,608
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,406
- Bonus
- $18,000
- Other
- not reported
- Deferred
- $8,331
- Nontaxable benefits
- $18,277
- Filer's total
- $199,014
-
James Best
Int'l Mktg Directo
- Total calculated
- $192,652
- From this org
- $169,522
- From related orgs
- $0
- Other
- $23,130
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,522
- Bonus
- $18,000
- Other
- not reported
- Deferred
- $10,424
- Nontaxable benefits
- $12,706
- Filer's total
- $192,652
-
Michelle Novi
Industry Relations
- Total calculated
- $191,012
- From this org
- $168,738
- From related orgs
- $0
- Other
- $22,274
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,738
- Bonus
- $23,000
- Other
- not reported
- Deferred
- $10,208
- Nontaxable benefits
- $12,066
- Filer's total
- $191,012
-
Joe Thrift
IT Manager
- Total calculated
- $187,232
- From this org
- $155,450
- From related orgs
- $0
- Other
- $31,782
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,450
- Bonus
- $10,000
- Other
- not reported
- Deferred
- $9,327
- Nontaxable benefits
- $22,455
- Filer's total
- $187,232
-
Cyril Chappellet
Board Vice-Chai
- Total calculated
- $0
- Hours/week
- 1
-
Emma Swain
Director
- Total calculated
- $0
- Hours/week
- 1
-
Schatzi Throckmorton
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jack Bittner
Director
- Total calculated
- $0
- Hours/week
- 1
-
Beth Novak Milliken
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jamie Araujo
Secretary/Treas
- Total calculated
- $0
- Hours/week
- 1
-
Donna Walker
Director
- Total calculated
- $0
- Hours/week
- 1
-
Andy Erickson
Board Chair
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth Vianna
Director
- Total calculated
- $0
- Hours/week
- 1
-
Doug Shafer
Director
- Total calculated
- $0
- Hours/week
- 1
-
Alycia Mondavi
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$107,000
Support environmental certification
-
Napa Valley Expo
$23,232
Support agricultural association
-
$10,000
Support for local public library
-
$10,000
Support inclusiveness wine industry
-
Napa High School
$5,500
Support college readiness program
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Raise funds to support local nonprofits · CA
-
501(c)(3) · Support of local nonprofit organizations · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202432289349303648
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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