Napa Valley Unified Educational Foundation

Analysis

Napa Valley Unified Educational Foundation is a registered charity in United States, based in Napa, CA. It received its IRS tax-exemption ruling in October 1985, 41 years ago. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Napa Valley Unified Educational Foundation reported income of $3.3m and spending of $2.6m, leaving 22% of income unspent that year. Across the 5 years on record, from June 2019 to June 2023, income grew from $1.0m to $3.3m (+215%), an average of +33% a year. The sharpest change came in the year to June 2023, when income rose by 121%. Over the whole period it spent 82% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Napa Valley Unified Educational Foundation sits at the 89th percentile: it is larger than about 89% of them. Against every charity in United States with reported income it ranks in the 90th percentile, and in the 90th percentile within CA. Charities of a similar size with the same main cause include Ligonier Valley Learning Center Inc ($3.3m), Dreams Come True of Jacksonville Inc ($3.3m) and Colonial Farmhouse Restoration Society of Bellerose Inc ($3.3m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 101% of the total. Compensation of current officers, directors and key employees was $160k (6.2% of expenses). Other salaries and wages came to $529k. At year end it held assets of $3.3m against liabilities of $1.1m, net assets of $2.3m. It reported 36 employees.