Nonprofit · EIN 26-4008029
NAPA VALLEY FESTIVAL ASSOCIATION
Tax-exempt · WALNUT CREEK, CA 94597
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $9,393,000 | $12,886,913 | -$3,493,913 | $19,039,373 | $1,721,827 | $17,317,546 |
| September 30, 2024 | 990 | $13,254,672 | $9,135,561 | $4,119,111 | $23,227,204 | $1,793,648 | $21,433,556 |
| September 30, 2023 | 990 | $9,542,623 | $7,388,947 | $2,153,676 | $17,939,866 | $1,643,575 | $16,296,291 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $6,535,465
- of which government grants
- $27,500
- Program service revenue
- $1,207,118
- Investment income
- $1,601,226
- Net rental income
- $49,191
- Net gain from sales of assets
- $1,392,352
- Other revenue
- $49,191
Expenses
- Grants and similar amounts paid
- $235,556
- Compensation of officers, directors and key employees
- $905,872
- Other salaries and wages
- $1,920,187
- Salaries, compensation and benefits (total)
- $3,181,117
- Professional fundraising fees
- $0
- Accounting fees
- $193,180
- Occupancy
- $89,208
- Travel
- $160,833
- Depreciation
- $39,569
- Program services (functional)
- $8,588,274
- Management and general (functional)
- $2,500,830
- Fundraising (functional)
- $1,797,809
Balance sheet and other
- Total assets, start of year
- $23,227,204
- Total assets, end of year
- $19,039,373
- Total liabilities, end of year
- $1,721,827
- Net assets, end of year
- $17,317,546
- Land, buildings and equipment
- $296,765
- Publicly traded securities
- $6,120,326
- Net assets without donor restrictions
- $10,258,964
- Net assets with donor restrictions
- $7,058,582
- Gross receipts
- $20,298,771
- Employees
- 32
- Volunteers
- 95
- Year formed
- 2009
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD WALKER | PRESIDENT / CEO Officer | 60 | $599,020 | $17,370 |
| CHARLES LETOURNEAU | VICE PRES., DIRECTOR ARTISTIC Officer | 40 | $243,000 | $0 |
| Tessa Edwards | SR DIR,GROW. PHIL.(TERM 12/24) Officer | 50 | $184,222 | $4,578 |
| Lissa Gibbs | Sr Director, Education & Engag Highest-paid employee | 40 | $142,980 | $4,260 |
| Whitney Haskin | Dir. Strategic Pship. Highest-paid employee | 40 | $114,151 | $8,513 |
| LAUREN ACKERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBIN BAGGETT | CHAIRMAN Trustee or director, Officer | 4 | $0 | $0 |
| ATHENA BLACKBURN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIMOTHY BLACKBURN | CHAIRMAN EMERITUS Trustee or director | 1 | $0 | $0 |
| JEAN-CHARLES BOISSET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTONIO CASTELLUCCI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| OLIVIA DECKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LESLIE FRANK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARIOUSH KHALEDI | FOUNDING CHAIR Trustee or director | 1 | $0 | $0 |
| LARRY MAGUIRE | DIRECTOR Trustee or director | 1 | $0 | $0 |
20 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH NOVACK | DIRECTOR Trustee or director | 1 | $0 |
| MAGGIE OETGEN | DIRECTOR Trustee or director | 1 | $0 |
| DAVID PEARSON | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL POLENSKE | DIRECTOR Trustee or director | 1 | $0 |
| DARIO SATTUI | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN STULL | TREASURER Trustee or director, Officer | 3 | $0 |
| CLARKE SWANSON | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT TORRES | DIRECTOR Trustee or director | 1 | $0 |
| JOHN TREFETHEN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL UYTENGSU | DIRECTOR Trustee or director | 1 | $0 |
| KATHRYN HALL | DIRECTOR Trustee or director | 1 | $0 |
| ROGER WALTHER | SECRETARY Trustee or director, Officer | 3 | $0 |
| SABRINA WEYENTH PERSSON | DIRECTOR Trustee or director | 1 | $0 |
| ROMANA BRACCO | DIRECTOR Trustee or director | 1 | $0 |
| SUZANNE DEAL BOOTH | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER CARPENTER | DIRECTOR Trustee or director | 1 | $0 |
| TIM BUSCH | DIRECTOR Trustee or director | 1 | $0 |
| AMANDA HARLAN MALTAS | DIRECTOR Trustee or director | 1 | $0 |
| DAVID SHIMMON | DIRECTOR Trustee or director | 1 | $0 |
| TRACY SWEENEY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD WALKER | PRESIDENT / CEO Officer | 60 | $523,528 | $29,512 |
| CHARLES LETOURNEAU | VICE PRES., DIRECTOR ARTISTIC Officer | 40 | $204,500 | $0 |
| Tessa Edwards | SR DIRECTOR, GROWTH & PHILANT. Officer | 50 | $162,001 | $4,341 |
| Lissa Gibbs | Sr Director, Education & Engag Highest-paid employee | 40 | $127,500 | $3,188 |
| Whitney Haskin | Dir. Strategic Pship. Highest-paid employee | 40 | $101,354 | $7,553 |
| LAUREN ACKERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBIN BAGGETT | CHAIRMAN Trustee or director | 4 | $0 | $0 |
| ATHENA BLACKBURN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIMOTHY BLACKBURN | CHAIRMAN EMERITUS Trustee or director | 1 | $0 | $0 |
| JEAN-CHARLES BOISSET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTONIO CASTELLUCCI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| OLIVIA DECKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LESLIE FRANK | DIRECTOR Trustee or director | 3 | $0 | $0 |
| DARIOUSH KHALEDI | FOUNDING CHAIR Trustee or director | 3 | $0 | $0 |
| LARRY MAGUIRE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KENNETH NOVACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAGGIE OETGEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID PEARSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL POLENSKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARIO SATTUI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN STULL | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| CLARKE SWANSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT TORRES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN TREFETHEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL UYTENGSU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHRYN HALL | DIRECTOR Trustee or director | 3 | $0 | $0 |
| ROGER WALTHER | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| SABRINA WEYENTH PERSSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| C RICHARD KRAMLICH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROMANA BRACCO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUZANNE DEAL BOOTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER CARPENTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALYCIA MONDAVI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMANDA HARLAN MALTAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID SHIMMON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRACY SWEENEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD WALKER | PRESIDENT / CEO Officer | 60 | $432,819 | $17,181 |
| CHARLES LETOURNEAU | VICE PRES., DIRECTOR ARTISTIC Officer | 40 | $216,917 | $0 |
| Tessa Edwards | SR DIRECTOR, GROWTH & PHILANT. Highest-paid employee | 50 | $134,999 | $0 |
| Lissa Gibbs | Sr Director, Education & Engag Highest-paid employee | 40 | $113,500 | $0 |
| LAUREN ACKERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBIN BAGGETT | CHAIRMAN Trustee or director | 4 | $0 | $0 |
| ATHENA BLACKBURN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIMOTHY BLACKBURN | CHAIRMAN EMERITUS Trustee or director | 3 | $0 | $0 |
| JEAN-CHARLES BOISSET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTONIO CASTELLUCCI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| OLIVIA DECKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LESLIE FRANK | DIRECTOR Trustee or director | 3 | $0 | $0 |
| DARIOUSH KHALEDI | FOUNDING CHAIR Trustee or director | 3 | $0 | $0 |
| LARRY MAGUIRE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KENNETH NOVACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAGGIE OETGEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID PEARSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL POLENSKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARIO SATTUI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN STULL | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| CLARKE SWANSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT TORRES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN TREFETHEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL UYTENGSU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHRYN HALL | DIRECTOR Trustee or director | 3 | $0 | $0 |
| ROGER WALTHER | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| SABRINA WEYENTH PERSSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| C RICHARD KRAMLICH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROMANA BRACCO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUZANNE DEAL BOOTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER CARPENTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALYCIA MONDAVI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMANDA HARLAN MALTAS | DIRECTOR - EFF. 11/2022 Trustee or director | 1 | $0 | $0 |
| DAVID SHIMMON | DIRECTOR - EFF. 04/2023 Trustee or director | 1 | $0 | $0 |
| TRACY SWEENEY | DIRECTOR - EFF. 11/2022 Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1350 TREAT BLVD STE 430, WALNUT CREEK, CA 94597-2284
- In care of
- % RICHARD WALKER
- Principal officer (990 for 2024)
- RICHARD WALKER, 1350 TREAT BOULEVARD 430, WALNUT CREEK, CA 94597
- Signed the 990
- RICHARD WALKER, PRESIDENT
- Phone
- (888) 337-6272
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 26-4008029 or by the name NAPA VALLEY FESTIVAL ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
NAPA VALLEY FESTIVAL ASSOCIATION OFFERS PROGRAMS THAT ENRICH THE ECONOMIC AND CULTURAL VITALITY OF THE REGION AND MAKE THE ARTS ACCESSIBLE TO ALL. THE ASSOCIATION PRESENTS PERFORMANCES AT ICONIC NAPA VALLEY VENUES AND INSPIRING EDUCATIONAL PROGRAMS YEAR-ROUND.
Program accomplishments
- CONCERTS: NAPA VALLEY FESTIVAL ASSOCIATION (NVFA) PRESENTS INSPIRING PROGRAMS THAT ELEVATE THE REGION AS A CULTURAL DESTINATION AND MAKE THE ARTS ACCESSIBLE TO ALL. NVFA PRESENTS THE ANNUAL FESTIVAL NAPA VALLEY, OFFERING THE FINEST IN THE PERFORMING ARTS INCLUDING ORCHESTRAL AND CHAMBER MUSIC, JAZZ, DANCE, OPERA, BALLET AND THEATER, FREE COMMUNITY CONCERTS, CONCERTS FOR KIDS, AND A YOUNG ARTIST SERIES. VENUES RANGE FROM PERFORMING ARTS CENTERS TO SCHOOLS, COMMUNITY CENTERS, CHURCHES, WINERIES, AND OUTDOOR STAGES.Expenses $3,756,885 · revenue $141,063
- EDUCATIONAL INITIATIVES: NAPA VALLEY FESTIVAL ASSOCIATION SPONSORS A WIDE RANGE OF EDUCATIONAL INITIATIVES, SUPPORTING K-12 VISUAL AND PERFORMING ARTS PROGRAMS, PROFESSIONAL DEVELOPMENT FOR TEACHERS, AND PROGRAMS FOR AT-RISK YOUTH. EDUCATIONAL INITIATIVES ALSO INCLUDE A TUITION-FREE SUMMER MUSIC ACADEMY FOR COLLEGIATE, GRADUATE, AND EARLY-CAREER PROFESSIONAL MUSICIANS; MERIT AND NEEDS-BASED SCHOLARSHIP PROGRAMS; AND ARTS FOR ALL SUMMER CAMPS IN PARTNERSHIP WITH THE BOYS & GIRLS CLUBS.Expenses $3,451,083 · grants $235,556 · revenue $508,930
- CULTURAL COMMUNITY EVENTS: NAPA VALLEY FESTIVAL ASSOCIATION ENRICHES THE CULTURAL AND ECONOMIC VITALITY OF THE NAPA VALLEY THROUGH FOOD, WINE, WELLNESS, AND HOSPITALITY EVENTS IN COLLABORATION WITH MORE THAN 100 PARTNER WINERIES, RESTAURANTS, RESORTS, AND INSTITUTIONS. ENCOURAGING INCLUSIVENESS, DIVERSITY AND INNOVATION, AND LEVERAGING MUSIC'S UNPARALLELED ABILITY TO BRING PEOPLE TOGETHER AND TO PROVIDE A SENSE OF BELONGING, NAPA VALLEY FESTIVAL ASSOCIATION PLAYS A VITAL ROLE IN BUILDING A HEALTHY, VIBRANT COMMUNITY.Expenses $1,380,306 · revenue $557,125
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 26-4008029
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A23)
- Assets (IRS master file)
- $19,039,373
- Income (IRS master file)
- $20,298,771
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $9,393,000 | $12,886,913 | $19,039,373 | IRS |
| 990 | September 2024 | $13,254,672 | $9,135,561 | $23,227,204 | XML |
| 990 | September 2023 | $9,542,623 | $7,388,947 | $17,939,866 | XML |
| 990 | September 2022 | $7,645,383 | $6,222,781 | $14,849,046 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-4008029).
Questions about NAPA VALLEY FESTIVAL ASSOCIATION
- What is the EIN of NAPA VALLEY FESTIVAL ASSOCIATION?
- The employer identification number (EIN) of NAPA VALLEY FESTIVAL ASSOCIATION is 26-4008029.
- Is NAPA VALLEY FESTIVAL ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to NAPA VALLEY FESTIVAL ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NAPA VALLEY FESTIVAL ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NAPA VALLEY FESTIVAL ASSOCIATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAPA VALLEY FESTIVAL ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of NAPA VALLEY FESTIVAL ASSOCIATION?
- The 990 for the year ended September 30, 2025 names RICHARD WALKER.
- Who are the officers and directors of NAPA VALLEY FESTIVAL ASSOCIATION?
- The 990 for the year ended September 30, 2025 lists 35 people; 5 received compensation from the organization, the highest $599,020 (RICHARD WALKER, PRESIDENT / CEO).
- How much revenue does NAPA VALLEY FESTIVAL ASSOCIATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $9,393,000, expenses of $12,886,913 and total assets of $19,039,373 at year end.
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- DIABLO REGIONAL ARTS ASSOCIATION EIN 23-7043920 · last filed 990 for 2025
- FESTIVAL OPERA ASSOCIATION INC EIN 68-0248859 · last filed 990 for 2025
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All nonprofits in WALNUT CREEK · California · Arts, culture and humanities