Community Foundation of the Napa Valley

Analysis

Community Foundation of the Napa Valley is a registered charity in United States, based in Napa, CA. It received its IRS tax-exemption ruling in August 1995, 31 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. 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, Community Foundation of the Napa Valley reported income of $13.9m and spending of $13.2m, spending 95% of its income. Across the 5 years on record, from June 2019 to June 2023, income fell from $17.9m to $13.9m (-22%), an average of -6.1% a year. The sharpest change came in the year to June 2021, when income rose by 162%. Over the whole period it spent 67% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Community Foundation of the Napa Valley sits at the 97th percentile: it is larger than about 97% of them. Against every charity in United States with reported income it ranks in the 96th percentile, and in the 96th percentile within CA. Charities of a similar size with the same main cause include Jewish Federation of Northern New Jersey Inc ($13.9m), Pinellas Community Foundation ($13.9m) and Community Foundation of the Lowcountry Inc ($13.8m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 90% and program service revenue 0.4% of the total. Compensation of current officers, directors and key employees was $483k (3.7% of expenses). Other salaries and wages came to $621k. At year end it held assets of $69.3m against liabilities of $4.6m, net assets of $64.7m. It reported 10 employees.