Nonprofit · EIN 68-0349777
COMMUNITY FOUNDATION OF THE NAPA VALLEY
Tax-exempt · NAPA, CA 94558
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,350,645 | $8,804,361 | $8,546,284 | $96,591,211 | $8,378,485 | $88,212,726 |
| June 30, 2024 | 990 | $13,543,928 | $9,230,370 | $4,313,558 | $79,717,579 | $5,566,757 | $74,150,822 |
| June 30, 2023 | 990 | $13,869,215 | $13,170,325 | $698,890 | $69,307,683 | $4,632,805 | $64,674,878 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $14,574,573
- Program service revenue
- $79,763
- Investment income
- $2,696,309
- Net gain from sales of assets
- $162,558
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,968,055
- Compensation of officers, directors and key employees
- $529,229
- Other salaries and wages
- $914,758
- Salaries, compensation and benefits (total)
- $1,665,659
- Professional fundraising fees
- $0
- Legal fees
- $24,680
- Accounting fees
- $53,812
- Travel
- $16,326
- Depreciation
- $509
- Program services (functional)
- $7,419,342
- Management and general (functional)
- $573,724
- Fundraising (functional)
- $811,295
Balance sheet and other
- Total assets, start of year
- $79,717,579
- Total assets, end of year
- $96,591,211
- Total liabilities, end of year
- $8,378,485
- Net assets, end of year
- $88,212,726
- Land, buildings and equipment
- $596
- Publicly traded securities
- $88,454,726
- Net assets without donor restrictions
- $45,656,119
- Net assets with donor restrictions
- $42,556,607
- Gross receipts
- $21,426,203
- Employees
- 13
- Volunteers
- 50
- Year formed
- 1994
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERENCE MULLIGAN | PRESIDENT Officer | 40 | $267,984 | $66,545 |
| SANDY FASOLD | CFO Officer | 40 | $152,380 | $36,772 |
| JULIA DENATALE | VP OF COMMUNITY IMPACT Highest-paid employee | 40 | $137,916 | $26,999 |
| CAITLIN CHILDS | SR DIR OF COMMS & MARKETING Highest-paid employee | 40 | $115,550 | $14,367 |
| DAWNINE DYER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PETE RICHMOND | CO-VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT MURPHY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ERIKA LUBENSKY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MEACHAN BECKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COLLEEN CHAPPELLET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARIA CISNEROS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| J KEVIN CORLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB FIDDAMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL HOLMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| INDIRA LOPEZ-JONES | DIRECTOR Trustee or director | 1 | $0 |
| MANBIN KHAIRA MONTEVERDI | DIRECTOR Trustee or director | 1 | $0 |
| JANELLE SELLICK | DIRECTOR Trustee or director | 1 | $0 |
| DOUG SHAFER | DIRECTOR Trustee or director | 1 | $0 |
| MAYA DALLA VALLE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERENCE MULLIGAN | PRESIDENT Officer | 40 | $244,237 | $55,578 |
| SANDY FASOLD | CFO Officer | 40 | $145,225 | $26,931 |
| JULIA DENATALE | VP OF COMMUNITY IMPACT Highest-paid employee | 40 | $136,884 | $24,569 |
| DAWNINE DYER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PETE RICHMOND | CO-VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PABLO ZATARAIN | CO-VICE CHAIR (THRU 02/24) Trustee or director, Officer | 1 | $0 | $0 |
| LIZ CHRISTENSEN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ERIKA LUBENSKY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| COLLEEN CHAPPELLET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARIA CISNEROS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| J KEVIN CORLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB FIDDAMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| INDIRA LOPEZ-JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MANBIN KHAIRA MONTEVERDI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT MURPHY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID WHITMER | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERENCE MULLIGAN | PRESIDENT Officer | 40 | $252,872 | $49,384 |
| SANDY FASOLD | CFO Officer | 40 | $152,475 | $21,770 |
| JULIA DENATALE | VP OF COMMUNITY IMPACT Highest-paid employee | 40 | $144,412 | $21,320 |
| DAWNINE DYER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PETE RICHMOND | CO-VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PABLO ZATARAIN | CO-VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LIZ CHRISTENSEN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ERIKA LUBENSKY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MAIRA AYALA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COLLEEN CHAPPELLET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARIA CISNEROS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| J KEVIN CORLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB FIDDAMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MANBIN KHAIRA MONTEVERDI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| INDIRA LOPEZ-JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ED MATOVCIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT MURPHY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID WHITMER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3299 CLAREMONT WAY STE 4, NAPA, CA 94558-3382
- In care of
- % NICOLE F SUARD
- Principal officer (990 for 2024)
- TERENCE MULLIGAN, 3299 CLAREMONT WAY 4, NAPA, CA 94558
- Signed the 990
- TERENCE MULLIGAN, PRESIDENT
- Phone
- (707) 254-9565
- Website
- WWW.NAPAVALLEYCF.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0349777 or by the name COMMUNITY FOUNDATION OF THE NAPA VALLEY.
- 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
TO MOBILIZE RESOURCES, PROMOTE PHILANTHROPY AND PROVIDE LEADERSHIP ON VITAL COMMUNITY ISSUES IN NAPA COUNTY. WE LOOK FOR CHARITABLE PROJECTS THAT MAKE A LASTING DIFFERENCE. WE COMMIT OUR RESOURCES TO THESE PROJECTS, AND INSPIRE OTHERS TO DO SO, (CONTINUE ON SCHEDULE O)AS WELL. WE BELIEVE THERE IS STRENGTH IN NUMBERS - THAT BY WORKING TOGETHER, WE CAN HELP MORE PEOPLE MORE QUICKLY THAN ANY ONE DONOR ACTING ALONE. WE MULTIPLY THE IMPACT OF INDIVIDUAL GIVERS, POOLING RESOURCES FOR THE COMMON GOOD IN OUR COMMUNITY IMPACT FUNDS. WE SERVE AS A CATALYST FOR POSITIVE CHANGE IN NAPA COUNTY.
Program accomplishments
- PROVIDED GRANTS TO 258 ORGANIZATIONS COVERING A VARIETY OF CHARITABLE PURPOSES INCLUDING YOUTH, HEALTH, FAMILY SERVICES, LEGAL IMMIGRATION SERVICES, FOOD, SHELTER, AND OTHER HUMANITARIAN EFFORTS, EDUCATION, RELIGION, THE ARTS AND DISASTER RELIEF AND RECOVERY. ENGAGED IN COMMUNITY LEADERSHIP ACTIVITIES, INCLUDING CONVENING STAKEHOLDERS, NONPROFIT AND LOCAL LEADERS ON IMPORTANT ISSUES FOR NAPA COUNTY. MANAGED A MULTI-YEAR CAMPAIGN TO CREATE NEW CITIZENS IN NAPA COUNTY CALLED THE ONE NAPA VALLEY INITIATIVE, WHICH IN THE 12-YEAR PERIOD ENDING 6/30/25 PROVIDED LEGAL CONSULTATIONS AND (CONTINUATION ON SCH O) ESL CLASSES TO NEARLY 14,000 RESIDENTS, HELPED MORE THAN 8,250 SUBMIT APPLICATIONS FOR CITIZENSHIP AND OTHER IMMIGRATION BENEFITS TO THE U.S. GOVERNMENT, AND ENABLED ALMOST 2,600 PEOPLE TO BECOME U.S. CITIZENS. CONTINUED THE FIFTH YEAR OF A PILOT INITIATIVE CALLED THE NAPA SONOMA ADU CENTER, TO HELP CREATE MORE AFFORDABLE RENTAL UNITS FOR THE VALLEY'S WORKFORCE AND ACCELERATE ADOPTION OF ACCESSORY DWELLING UNITS (ADUS) AND SPUN THE PROJECT OFF IN FEBRUARY 2025 TO A SEPARATE FISCAL SPONSOR, COMMUNITY INITIATIVES. IN THE FIVE YEAR-PERIOD BETWEEN THE LAUNCH AND THE SPINOFF, NEARLY 850 FEASIBILITY REPORTS WERE ISSUED TO HOMEOWNERS TO HELP THEM CONSTRUCT ADUS, AND NEARLY 100 OF THESE HOMEOWNERS HAVE COMMITTED TO RENTING TO LOW-INCOME FAMILIES AT SUBSIDIZED RATES, VIA A PARTNERSHIP WITH THE COUNTY OF NAPA'S AFFORDABLE ADU FORGIVABLE LOAN PROGRAM.THE NAPA VALLEY DISASTER RELIEF FUND (DISASTER RELIEF FUND) AND ITS RELATED FUND, THE 2020 NAPA COUNTY WILDFIRE FUND, WERE ACTIVE DURING THE FISCAL YEAR ENDING AT 6/30/2025, AS A RESULT OF THE RESIDUAL EFFECTS OF THE AUGUST 18, 2020 AND SEPTEMBER 28, 2020 CALIFORNIA STATES OF EMERGENCIES RELATED TO THE LNU AND GLASS FIRES IN NAPA COUNTY. AS A RESULT OF THESE TWO DISASTERS, GRANTMAKING TO QUALIFIED NONPROFITS TO PROVIDE RELIEF, RECOVERY AND DISASTER PREPAREDNESS PROGRAMS AND FINANCIAL ASSISTANCE TO ELIGIBLE PEOPLE WHO LIVE OR WORK IN NAPA COUNTY, WERE MADE DURING THE FISCAL YEAR ENDING JUNE 30, 2025. THESE GRANTS PROVIDED SERVICES AND FINANCIAL ASSISTANCE TO THOSE IN LONG-TERM RECOVERY STILL RECOVERING FROM THE 2020 WILDFIRES. GRANTS ALSO WERE MADE DURING THE PERIOD TO SUPPORT NAPA VALLEY COMMUNITY ORGANIZATIONS ACTIVE IN DISASTERS (COAD), A NETWORK OF NONPROFIT, FAITH COMMUNITY AND GOVERNMENT SECTOR GROUPS WHOSE MISSION IS TO IMPROVE COORDINATION AND COMMUNICATION BEFORE, DURING AND AFTER A DISASTER. ADDITIONAL GRANTS FUNDED THE FIRE PREVENTION EFFORTS OF NAPA COMMUNITIES FIREWISE FOUNDATION.Expenses $7,419,342 · grants $5,968,055 · revenue $79,763
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 68-0349777
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $96,591,211
- Income (IRS master file)
- $21,426,203
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,350,645 | $8,804,361 | $96,591,211 | XML |
| 990 | June 2024 | $13,543,928 | $9,230,370 | $79,717,579 | XML |
| 990 | June 2023 | $13,869,215 | $13,170,325 | $69,307,683 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 68-0349777).
Questions about COMMUNITY FOUNDATION OF THE NAPA VALLEY
- What is the EIN of COMMUNITY FOUNDATION OF THE NAPA VALLEY?
- The employer identification number (EIN) of COMMUNITY FOUNDATION OF THE NAPA VALLEY is 68-0349777.
- Is COMMUNITY FOUNDATION OF THE NAPA VALLEY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to COMMUNITY FOUNDATION OF THE NAPA VALLEY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION OF THE NAPA VALLEY 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 COMMUNITY FOUNDATION OF THE NAPA VALLEY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION OF THE NAPA VALLEY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COMMUNITY FOUNDATION OF THE NAPA VALLEY?
- The 990 for the year ended June 30, 2025 names TERENCE MULLIGAN.
- Who are the officers and directors of COMMUNITY FOUNDATION OF THE NAPA VALLEY?
- The 990 for the year ended June 30, 2025 lists 20 people; 4 received compensation from the organization, the highest $267,984 (TERENCE MULLIGAN, PRESIDENT).
- How much revenue does COMMUNITY FOUNDATION OF THE NAPA VALLEY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,350,645, expenses of $8,804,361 and total assets of $96,591,211 at year end.
Other nonprofits in NAPA
- DOCTORS COMPANY FOUNDATION EIN 26-1636256 · last filed 990-PF for 2025
- OLE HEALTH FOUNDATION EIN 68-0149424 · last filed 990 for 2025
- FIRST DOLLAR FOUNDATION EIN 46-1910598 · last filed 990-PF for 2024
- SYAR FOUNDATION EIN 94-3315815 · last filed 990-PF for 2025
- ISABEL AND MICHAEL MONDAVI FOUNDATION EIN 20-2002457 · last filed 990-PF for 2025
- BOESCHEN FAMILY FOUNDATION EIN 91-1913189 · last filed 990-PF for 2025
- WANG FAMILY FOUNDATION EIN 68-0338738 · last filed 990-PF for 2024
- CFNV CHARITABLE REAL ESTATE FUND EIN 01-0816065 · last filed 990 for 2025
All nonprofits in NAPA · California · Philanthropy, voluntarism and grantmaking foundations