Napa Valley Vintners Healthy Community Fund

Analysis

Napa Valley Vintners Healthy Community Fund is a registered charity in United States, based in Saint Helena, CA. It received its IRS tax-exemption ruling in July 1997, 29 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 supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending November 2023, Napa Valley Vintners Healthy Community Fund reported income of $5.9m and spending of $6.8m, spending 115% of what it took in. Across the 5 years on record, from November 2019 to November 2023, income fell from $11.4m to $5.9m (-48%), an average of -15% a year. The sharpest change came in the year to November 2022, when income rose by 407%. Over the whole period it spent 183% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Napa Valley Vintners Healthy Community Fund sits at the 94th percentile: it is larger than about 94% of them. Against every charity in United States with reported income it ranks in the 93rd percentile, and in the 93rd percentile within CA. Charities of a similar size with the same main cause include The Ellis Foundation ($5.9m), Chattanooga Chamber Foundation ($5.9m) and United Way of Central Georgia Inc ($5.9m).

On its Form 990 for the period ending November 2023, revenue came from contributions and grants 73% of the total. At year end it held assets of $24.5m against liabilities of $4.5m, net assets of $20.0m.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.