Form 990 for tax year 2023
Filed by COMMUNITY FOUNDATION OF THE NAPA VALLEY.
Totals
- Total revenue
- $13,543,928
- Total expenses
- $9,230,370
- Contributions and grants received
- $11,491,783
- Grants paid
- $6,751,873
- Program service revenue
- $62,035
- Investment income
- $1,990,110
- Other revenue
- $0
- Total assets, end of year
- $79,717,579
- Total liabilities, end of year
- $5,566,757
- Net assets or fund balances, end of year
- $74,150,822
- Program services expenses (Part IX)
- $8,155,716
- Management and general expenses
- $561,993
- Fundraising expenses
- $512,661
- Program service expenses (Part III)
- $8,155,716
Program services were 88.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DAWNINE DYER
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
PETE RICHMOND
CO-VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
PABLO ZATARAIN
CO-VICE CHAIR (THRU 02/24)
- Total calculated
- $0
- Hours/week
- 1
-
LIZ CHRISTENSEN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
ERIKA LUBENSKY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
COLLEEN CHAPPELLET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARIA CISNEROS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
J KEVIN CORLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BOB FIDDAMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
INDIRA LOPEZ-JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MANBIN KHAIRA MONTEVERDI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT MURPHY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID WHITMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TERENCE MULLIGAN
PRESIDENT
- Total calculated
- $299,815
- From this org
- $244,237
- From related orgs
- $0
- Other
- $55,578
- Hours/week
- 40 + 3 related
Schedule J breakdown matched by us
- Base
- $237,574
- Bonus
- $0
- Other
- $6,663
- Deferred
- $31,879
- Nontaxable benefits
- $23,699
- Filer's total
- $299,815
-
SANDY FASOLD
CFO
- Total calculated
- $172,156
- From this org
- $145,225
- From related orgs
- $0
- Other
- $26,931
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $145,225
- Bonus
- $0
- Other
- $0
- Deferred
- $7,261
- Nontaxable benefits
- $19,670
- Filer's total
- $172,156
-
JULIA DENATALE
VP OF COMMUNITY IMPACT
- Total calculated
- $161,453
- From this org
- $136,884
- From related orgs
- $0
- Other
- $24,569
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,884
- Bonus
- $0
- Other
- $0
- Deferred
- $6,844
- Nontaxable benefits
- $17,725
- Filer's total
- $161,453
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
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 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
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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
-
CFNV CHARITABLE REAL ESTATE FUND
$377,143
FOR EV CHARGERS AND CREF BUILDING IMPROVEMENTS
-
$200,000
FOR GENERAL SUPPORT
-
CFNV CHARITABLE REAL ESTATE FUND
$165,000
FOR CREF BUILDING IMPROVEMENTS
-
$100,319
FOR 2020 NAPA COUNTY WILDFIRE RECOVERY FOR DISASTER CASE MANAGEMENT CLIENT WANDA HUDSPETH FOR CONSTRUCTION ON HER REBUILD
-
$100,000
FOR SUPPORT OF OPERATION REBOUND
-
FOR GENERAL SUPPORT FOR THE OPERATIONS OF NAPA VALLEY COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER (COAD) JULY 2023 THROUGH JUNE 2024
-
FOR PARTICIPATION IN THE CITIZENSHIP LEGAL SERVICES (CLS) COLLABORATIVE THAT IS PART OF NAPA VALLEY COMMUNITY FOUNDATION'S ONE NAPA VALLEY INITIATIVE. THIS GRANT COVERS THE PERIOD FROM JULY 1, 2023 THROUGH JUNE 30, 2024
-
$80,000
FOR HOUSING NAVIGATION SERVICES
-
$80,000
FOR GENERAL/OPERATING SUPPORT
-
SANTA ROSA SYMPHONY ASSOCIATION
$80,000
FOR GENERAL/OPERATING SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
CFNV CHARITABLE REAL ESTATE FUND
501(C)(3) · CONDUCTS OR SUPPORTS ACTIVITIES FOR THE BENEFIT OF THE FOUNDATION. · CA · controlled entity
Directly controlled by COMMUNITY FOUNDATION OF THE NAPA VALLEY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 27 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540599349300039
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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