Nonprofit · EIN 80-0023012
UP VALLEY FAMILY CENTERS OF NAPA COUNTY
Tax-exempt · SAINT HELENA, CA 94574
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,909,148 | $4,642,288 | $266,860 | $5,910,988 | $966,833 | $4,944,155 |
| June 30, 2024 | 990 | $3,965,129 | $3,981,002 | -$15,873 | $5,087,679 | $499,362 | $4,588,317 |
| June 30, 2023 | 990 | $4,136,520 | $3,717,808 | $418,712 | $5,035,353 | $614,610 | $4,420,743 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,650,342
- of which government grants
- $2,445,458
- Program service revenue
- $45
- Investment income
- $189,734
- Net gain from sales of assets
- $25,929
- Net income from fundraising events
- $69,027
- Other revenue
- $69,027
Expenses
- Grants and similar amounts paid
- $127,069
- Compensation of officers, directors and key employees
- $201,946
- Other salaries and wages
- $2,426,483
- Salaries, compensation and benefits (total)
- $3,206,817
- Professional fundraising fees
- $0
- Legal fees
- $12,509
- Accounting fees
- $10,400
- Occupancy
- $91,020
- Depreciation
- $26,164
- Program services (functional)
- $3,791,778
- Management and general (functional)
- $663,489
- Fundraising (functional)
- $187,021
Balance sheet and other
- Total assets, start of year
- $5,087,679
- Total assets, end of year
- $5,910,988
- Total liabilities, end of year
- $966,833
- Net assets, end of year
- $4,944,155
- Land, buildings and equipment
- $231,390
- Publicly traded securities
- $2,935,063
- Net assets without donor restrictions
- $3,500,962
- Net assets with donor restrictions
- $1,443,193
- Gross receipts
- $5,427,719
- Employees
- 42
- Volunteers
- 150
- Year formed
- 2002
- 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 |
|---|---|---|---|---|
| JENNY OCON | Executive Direc Officer | 40 | $199,078 | $26,330 |
| SAM MARTIN | Director Trustee or director | 2 | $0 | $0 |
| DOUG BOESCHEN | Vice President Trustee or director, Officer | 3 | $0 | $0 |
| ZIGGY GUTIERREZ | Director Trustee or director | 2 | $0 | $0 |
| MELISSA DEVORE | Director Trustee or director | 2 | $0 | $0 |
| TERRY BYRNES FIDDAMAN | Director Trustee or director | 2 | $0 | $0 |
| CAITLIN STUART | Director Trustee or director | 2 | $0 | $0 |
| DOUG MARRIOTT | Director Trustee or director | 2 | $0 | $0 |
| SYLVIA TAPLIN | Director Trustee or director | 2 | $0 | $0 |
| BONNIE SCHOCH | President Trustee or director, Officer | 3 | $0 | $0 |
| GENEVIEVE WELSH | Director Trustee or director | 2 | $0 | $0 |
| BRAULIO MUNOZ | Director Trustee or director | 2 | $0 | $0 |
| JULIA LEZA GARDNER | Secretary Trustee or director, Officer | 3 | $0 | $0 |
| FRED HIPP | Treasurer Trustee or director, Officer | 3 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNY OCON | Executive Direc Officer | 40 | $195,675 | $25,156 |
| SAM MARTIN | Director Trustee or director | 2 | $0 | $0 |
| DOUG BOESCHEN | Vice President Trustee or director, Officer | 3 | $0 | $0 |
| ZIGGY GUTIERREZ | Director Trustee or director | 2 | $0 | $0 |
| BONNIE SCHOCH | President Trustee or director, Officer | 3 | $0 | $0 |
| TERRY BYRNES FIDDAMAN | Director Trustee or director | 2 | $0 | $0 |
| CAITLIN STUART | Director Trustee or director | 2 | $0 | $0 |
| DOUG MARRIOTT | Director Trustee or director | 2 | $0 | $0 |
| SYLVIA TAPLIN | Director Trustee or director | 2 | $0 | $0 |
| KATHYE CITRON | Director Trustee or director | 2 | $0 | $0 |
| GENEVIEVE WELSH | Director Trustee or director | 2 | $0 | $0 |
| FRED HIPP | Treasurer Trustee or director, Officer | 3 | $0 | $0 |
| JULIA LEZA GARDNER | Secretary Trustee or director, Officer | 3 | $0 | $0 |
| BRAULIO MUNOZ | Director Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNY OCON | Executive Direc Officer | 40 | $190,308 | $23,649 |
| SAM MARTIN | Director Trustee or director | 1 | $0 | $0 |
| KRISTEN GEORGES | Director Trustee or director | 1 | $0 | $0 |
| PATTY CAMPOY | Secretary Trustee or director, Officer | 3 | $0 | $0 |
| BONNIE SCHOCH | President Trustee or director, Officer | 3 | $0 | $0 |
| TERRY BYRNES FIDDAMAN | Director Trustee or director | 1 | $0 | $0 |
| CAITLIN STUART | Director Trustee or director | 1 | $0 | $0 |
| NELSON CORTEZ | Director Trustee or director | 1 | $0 | $0 |
| SUSAN DURYEA | Director Trustee or director | 2 | $0 | $0 |
| KATHYE CITRON | Director Trustee or director | 1 | $0 | $0 |
| GENEVIEVE WELSH | Director Trustee or director | 1 | $0 | $0 |
| FRED HIPP | Treasurer Trustee or director, Officer | 3 | $0 | $0 |
| JULIA LEZA GARDNER | Director Trustee or director | 1 | $0 | $0 |
| CLAUDIA BECK | Director Trustee or director | 1 | $0 | $0 |
| BRAULIO MUNOZ | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1440 SPRING ST, SAINT HELENA, CA 94574-2038
- Principal officer (990 for 2024)
- JENNY OCON, 1440 SPRING ST, ST HELENA, CA 94574
- Signed the 990
- JENNY OCON, Executive Direc
- Phone
- (707) 965-5010
- Return prepared by
- Boden Klein & Sneesby A Professional Corp
California records
California keeps its own records of charities and corporations. Search them by EIN 80-0023012 or by the name UP VALLEY FAMILY CENTERS OF NAPA COUNTY.
- 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
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. We serve youth, adults and families in the communities of Calistoga, St. Helena and surrounding areas of Deer Park, Angwin, Pope Valley, Lake Berryessa, Oakville, and Rutherford in northern Napa County. We work with dozens of partner organizations to bring services up valley.
Program accomplishments
- 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 student wellness centers and mental health partners on school campuses. The Organization served 100 children ages 0-5 and their parents with developmentally appropriate early learning playgroups, reached 160 teens with individual and group mentoring on school campuses, assisted elementary students with school-based tutoring, 28 students with diversion and restorative services. The Organization served as the backbone agency for the Calistoga community schools initiative, coordinating $2.6 million in partner services for students and families.Expenses $1,564,488
- 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 made 1,507 guided referrals to various resources, helped 160 households with emergency financial assistance, 224 adults with parenting education and support, 57 people apply for health insurance, 457 seniors with resources and workshops, and 86 families with student assistance program wrap-around services.Expenses $922,204
- Community Engagement - Programs and services include: immigrant integration services, coordination of health promotora volunteers, and community education and outreach. The Organization provided over 300 immigration legal services including consultations and applications for citizenship or other immigration benefits, and supported development of a worker owned Promotoras cooperative.Expenses $849,014
- The primary goal of the economic success programs is to increase economic self sufficiency. We fulfill this through financial literacy, access to financial institutions and subsidy programs, free tax preparation, job skills development, and development of assets through saving and credit building. The Organization assisted 552 low-income households with free tax preparation services generating $881,848 in refunds. 300 families were provided with food and toys for the holidays.Expenses $456,072
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
- 80-0023012
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P11)
- Assets (IRS master file)
- $5,910,988
- Income (IRS master file)
- $5,427,719
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,909,148 | $4,642,288 | $5,910,988 | XML |
| 990 | June 2024 | $3,965,129 | $3,981,002 | $5,087,679 | IRS |
| 990 | June 2023 | $4,136,520 | $3,717,808 | $5,035,353 | XML |
| 990 | June 2022 | $3,631,934 | $3,618,995 | $4,275,376 | 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 80-0023012).
Questions about UP VALLEY FAMILY CENTERS OF NAPA COUNTY
- What is the EIN of UP VALLEY FAMILY CENTERS OF NAPA COUNTY?
- The employer identification number (EIN) of UP VALLEY FAMILY CENTERS OF NAPA COUNTY is 80-0023012.
- Is UP VALLEY FAMILY CENTERS OF NAPA COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to UP VALLEY FAMILY CENTERS OF NAPA COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UP VALLEY FAMILY CENTERS OF NAPA COUNTY 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 UP VALLEY FAMILY CENTERS OF NAPA COUNTY 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 UP VALLEY FAMILY CENTERS OF NAPA COUNTY 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 UP VALLEY FAMILY CENTERS OF NAPA COUNTY?
- The 990 for the year ended June 30, 2025 names JENNY OCON.
- Who are the officers and directors of UP VALLEY FAMILY CENTERS OF NAPA COUNTY?
- The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $199,078 (JENNY OCON, Executive Direc).
- How much revenue does UP VALLEY FAMILY CENTERS OF NAPA COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,909,148, expenses of $4,642,288 and total assets of $5,910,988 at year end.
Other nonprofits in SAINT HELENA
- GUNILDA RIANDA SENIOR CENTER ASSOCIATION EIN 20-2411077 · last filed 990 for 2025
- NAPA VALLEY YOUTH ADVOCACY CENTER EIN 13-4293407 · last filed 990-EZ for 2025
- WHITE BARN EIN 68-0414651 · last filed 990-EZ for 2025
- CRUSH CANCER NAPA VALLEY INC EIN 82-1102306 · last filed 990-N for 2023
- CLIF BAR FAMILY FOUNDATION EIN 20-4345935 · last filed 990-PF for 2024
- ST HELENA MONTESSORI SCHOOL INC EIN 68-0187708 · last filed 990 for 2025
- NAPA VALLEY VINTNERS INC EIN 94-1496715 · last filed 990 for 2025
- NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND EIN 91-1813537 · last filed 990 for 2024
All nonprofits in SAINT HELENA · California · Human services