Up Valley Family Centers Of Napa County
- Assets
- $5.0m
- Revenue
- $4.2m
- Investments
- $0.0
- Employees
- 36
- Location
- St Helena, CA
- Founding
- 02/2002
- Data as of
- 06/2021
- EIN
- 80-0023012
Organization Overview
Up Valley Family Centers Of Napa County is located in St Helena, CA. The organization was established in 2002. According to its NTEE Classification (P11) the organization is classified as: Single Organization Support, under the broad grouping of Human Services and related organizations. As of 06/2021, Up Valley Family Centers Of Napa County employed 36 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Up Valley Family Centers Of Napa County is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Up Valley Family Centers Of Napa County generated $4.2m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 9.8% each year. All expenses for the organization totaled $3.5m during the year ending 06/2021. While expenses have increased by 10.5% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF THE UPVALLEY FAMILY CENTERS IS TO PROVIDE GUIDANCE, SUPPORT AND RESOURCES IN THE COMMUNITY, IN THE HOME AND FOR THE INDIVIDUAL SO THAT EVERYONE CAN ACHIEVE A BETTER LIFE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
FAMILY & SENIOR WELLNESS - PROGRAMS AND SERVICES INCLUDE: HEALTH INSURANCE OUTREACH, ENROLLMENT, REFERRALS FOR COUNSELING SERVICES, CASE MANAGEMENT, DOMESTIC VIOLENCE SERVICES, PARENTING SERVICES, SENIOR SOCIAL GROUPS, AND DISASTER RELIEF AND RECOVERY. THE ORGANIZATION HELPED 477 HOUSEHOLDS WITH EMERGENCY FINANCIAL ASSISTANCE, 123 ADULTS WITH PARENTING EDUCATION AND SUPPORT, 159 PEOPLE APPLY FOR HEALTH INSURANCE, 135 SENIORS WITH RESOURCES VIA PHYSICALLY DISTANCED EVENTS, AND 53 FAMILIES WITH STUDENT ASSISTANCE PROGRAM WRAP-AROUND SERVICES.
EDUCATION - PROGRAMS AND SERVICES INCLUDE: PARENT/CHILD PLAYGROUPS, EARLY LITERACY AND SCHOOL READINESS FOR ENTERING KINDERGARTNERS, ESL AND ADULT LITERACY CLASSES, STUDENTS WITH YOUTH MENTORING AT JUNIOR SENIOR HIGH SCHOOLS, AND COORDINATION OF MENTAL HEALTH PARTNERS ON SCHOOL CAMPUSES. THE ORGANIZATION DISTRIBUTED 360 TAKE HOME ACTIVITY KITS FOR CHILDREN AGES 2-5 AND THEIR PARENTS DURING THE PANDEMIC, REACHED 174 TEENS WITH VIRTUAL OR IN PERSON MENTORING, ASSISTED ELEMENTARY STUDENTS WITH VIRTUAL SCHOOL-BASED TUTORING, 26 STUDENTS WITH DIVERSION AND RESTORATIVE SERVICES, AND 19 ADULTS WITH ADULT EDUCATION.
COMMUNITY ENGAGEMENT - PROGRAMS AND SERVICES INCLUDE: IMMIGRANT INTEGRATION SERVICES, COORDINATION OF HEALTH PROMOTORA VOLUNTEERS, COMMUNITY COALITION TO PREVENT YOUTH DRUG AND ALCOHOL USE, AND COMMUNITY EDUCATION AND OUTREACH. THE ORGANIZATION ASSISTED 73 PEOPLE WITH CITIZENSHIP OR OTHER IMMIGRATION APPLICATIONS, VOLUNTEER PROMOTORAS REACHED 5,772 PEOPLE WITH BILINGUAL OUTREACH ABOUT COVID-19 PREVENTION AND WILDFIRE PREPAREDNESS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jenny Ocon Executive Direc | Officer | 40 | $173,050 |
Kristen Georges President | OfficerTrustee | 3 | $0 |
Bonnie Schoch Vice President | OfficerTrustee | 3 | $0 |
Stephen Isaacs Secretary | OfficerTrustee | 3 | $0 |
Fred Hipp Treasurer | OfficerTrustee | 3 | $0 |
Michael Caldarola Director | Trustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $81,212 |
| Related organizations | $0 |
| Government grants | $1,557,651 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,349,728 |
| Noncash contributions included in lines 1a–1f | $81,212 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,988,591 |
| Total Program Service Revenue | $3,340 |
| Investment income | $50,327 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $7,316 |
| Net Income from Fundraising Events | $104,033 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,153,607 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $667,011 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $176,100 |
| Compensation of current officers, directors, key employees. | $14,088 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,560,482 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $202,753 |
| Payroll taxes | $139,902 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $10,463 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $10,335 |
| Fees for services: Other | $346,266 |
| Advertising and promotion | $0 |
| Office expenses | $17,323 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $55,055 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $7,749 |
| Insurance | $18,556 |
| All other expenses | $105,886 |
| Total functional expenses | $3,492,923 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,106,251 |
| Savings and temporary cash investments | $8,896 |
| Pledges and grants receivable | $1,187,083 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $39,614 |
| Net Land, buildings, and equipment | $7,868 |
| Investments—publicly traded securities | $1,624,905 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,974,617 |
| Accounts payable and accrued expenses | $645,573 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $86,406 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $731,979 |
| Net assets without donor restrictions | $3,171,123 |
| Net assets with donor restrictions | $1,071,515 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,974,617 |
Grants Recieved
Over the last fiscal year, we have identified 33 grants that Up Valley Family Centers Of Napa County has recieved totaling $822,696.
| Awarding Organization | Amount |
|---|---|
Community Foundation Of The Napa Valley Napa, CA PURPOSE: TO CLOSE THE RECOVERY GAPS OF $15,000 OR LESS PER HOUSEHOLD FOR NAPA COUNTY LONG-TERM RECOVERY DISASTER CASE MANAGEMENT CLIENTS | $150,000 |
Latino Community Foundation San Francisco, CA PURPOSE: RAPID RESPONSE | $140,000 |
Community Foundation Of The Napa Valley Napa, CA PURPOSE: FOR OPERATIONAL SUPPORT FOR PARTICIPATION IN THE EMERGENCY RENTAL ASSISTANCE (ERAP) COLLABORATIVE TO HELP ELIGIBLE NAPA COUNTY RESIDENTS | $74,610 |
Community Foundation Of The Napa Valley Napa, CA PURPOSE: FOR OPERATIONAL SUPPORT FOR PARTICIPATION IN THE EMERGENCY RENTAL ASSISTANCE (ERAP) COLLABORATIVE TO HELP ELIGIBLE NAPA COUNTY RESIDENTS | $74,610 |
Community Foundation Of The Napa Valley Napa, CA PURPOSE: FOR PROGRAM SUPPORT OF, AND PARTICIPATION IN, THE WORKFORCE PATHWAYS COLLABORATIVE THROUGH JUNE 30, 2022 | $36,959 |
Local Initiatives Support Corporation New York, NY PURPOSE: SEE PART IV | $33,500 |
Endowment Analysis
| Beg. Balance | $2,701,137 |
| Net Contributions | $1,716,457 |
| Other Expense | $1,712,278 |
| Ending Balance | $2,705,316 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Scan Foundation Long Beach, CA | $251,069,671 | $11,732,897 |
Scan Group Long Beach, CA | $329,187,465 | $17,231,312 |
Latino Community Foundation San Francisco, CA | $24,983,949 | $19,515,663 |
Visions Global Development Irvine, CA | $26,663 | $3,381,380 |
Direct Relief Foundation Santa Barbara, CA | $77,237,327 | $23,596,905 |
Providence Trinitycare Hospice Foundation Torrance, CA | $15,729,740 | $2,314,489 |
Up Valley Family Centers Of Napa County St Helena, CA | $4,974,617 | $4,153,607 |
Housing With Heart Inc Irvine, CA | $938,916 | $3,376,969 |
Del Harbor Foundation Torrance, CA | $30,905,773 | $3,867,350 |
Friends Of My Family Riverside, CA | $1,696,847 | -$100,887 |
Hawaii Leadership Forum Los Gatos, CA | $1,629,789 | $2,394,054 |
Providence Childrens Health Foundation Portland, OR | $41,165,105 | $3,328,803 |