Nonprofit · EIN 94-2690901
NAPA COUNTY HISTORICAL SOCIETY
Tax-exempt · NAPA, CA 94559
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990 | $705,499 | $264,950 | $440,549 | $1,172,985 | $182,410 | $990,575 |
| May 31, 2025 | 990 | $209,695 | $252,682 | -$42,987 | $814,932 | $188,970 | $625,962 |
| May 31, 2024 | 990 | $217,853 | $227,045 | -$9,192 | $1,203,727 | $191,919 | $1,011,808 |
Financial details: 990 for the year ended May 31, 2026
Revenue
- Contributions, gifts and grants
- $551,796
- of which government grants
- $48,468
- Membership dues
- $15,496
- Program service revenue
- $16,089
- Investment income
- $51,677
- Net rental income
- $67,818
- Net income from sales of inventory
- $18,119
- Other revenue
- $85,937
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $73,461
- Other salaries and wages
- $43,362
- Salaries, compensation and benefits (total)
- $136,957
- Professional fundraising fees
- $0
- Accounting fees
- $9,163
- Occupancy
- $27,856
- Depreciation
- $11,453
- Program services (functional)
- $175,909
- Management and general (functional)
- $49,401
- Fundraising (functional)
- $39,637
Balance sheet and other
- Total assets, start of year
- $739,290
- Total assets, end of year
- $1,172,985
- Total liabilities, end of year
- $182,410
- Net assets, end of year
- $990,575
- Land, buildings and equipment
- $119,314
- Gross receipts
- $727,701
- Employees
- 3
- Volunteers
- 0
- Year formed
- 1948
- 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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kaitlyn Scott Moxon | Executive Dir Highest-paid employee | 43 | $85,000 |
| Kelly Wallace | President Officer | 1 | $0 |
| Hannah Housley | Treasurer Trustee or director | 1 | $0 |
| Liz Alessio | Secretary Officer | 1 | $0 |
| Mayor Scott Sedgely | Director Trustee or director | 1 | $0 |
| John McCormick | Director Trustee or director | 1 | $0 |
| Lisa Massaro | Vice-President Officer | 1 | $0 |
| Dr Sheli Smith | Director Trustee or director | 1 | $0 |
| Tom Fuller | Director Trustee or director | 1 | $0 |
| Brad Wagenknect | President Officer | 1 | $0 |
| Don Winter | Director Trustee or director | 1 | $0 |
| Margaret Wong | Director Trustee or director | 1 | $0 |
| Shannon Murray Kuleto | Director Trustee or director | 1 | $0 |
| Dr Kim Hester Williams | Director Trustee or director | 1 | $0 |
| James JT Thompson | Director Trustee or director | 1 | $0 |
990 for the year ended May 31, 2025: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kaitlyn Scott Moxon | Executive Dir Key employee, Highest-paid employee | 43 | $80,000 |
| Kelly Wallace | Vice President Trustee or director, Officer | 1 | $0 |
| Hannah Housley | Director Trustee or director | 1 | $0 |
| Liz Alessio | Director Trustee or director | 1 | $0 |
| Scott Sedgely | Director Trustee or director | 1 | $0 |
| Gordon Huether | Director Trustee or director | 1 | $0 |
| Sandy Sims | Secretary Trustee or director, Officer | 1 | $0 |
| Monica Hunter | Director Trustee or director | 1 | $0 |
| Tom Fuller | Director Trustee or director | 1 | $0 |
| Brad Wagenknect | President Trustee or director, Officer | 1 | $0 |
| Don Winter | Director Trustee or director | 1 | $0 |
| Margaret Wong | Director Trustee or director | 1 | $0 |
| Shannon Kuleto | Director Trustee or director | 1 | $0 |
| Kim Hester Williams | Director Trustee or director | 1 | $0 |
| John McCormick | Director Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sheli Smith | Executive Dir. Officer | 43 | $81,800 |
| Kelly Wallace | Vice President Trustee or director | 1 | $0 |
| Hannah Housley | Director Trustee or director | 1 | $0 |
| Liz Alessio | Director Trustee or director | 1 | $0 |
| Scott Sedgely | Director Trustee or director | 1 | $0 |
| Gordon Huether | Director Trustee or director | 1 | $0 |
| Sandy Sims | Secretary Trustee or director | 1 | $0 |
| Monica Hunter | Director Trustee or director | 1 | $0 |
| Tom Fuller | Director Trustee or director | 1 | $0 |
| Brad Wagenknect | President Trustee or director, Officer | 1 | $0 |
| Don Winter | Director Trustee or director | 1 | $0 |
| Margaret Wong | Director Trustee or director | 1 | $0 |
| Shannon Kuleto | Director Trustee or director | 1 | $0 |
| Kim Hester Williams | Director Trustee or director | 1 | $0 |
| John McCormick | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1219 1ST ST, NAPA, CA 94559-2929
- In care of
- % KAITLYN SCOTT MOXON
- Principal officer (990 for 2025)
- Kaitlyn Scott Moxon, 1219 1ST ST, Napa, CA 945592929
- Signed the 990
- Kaitlyn Moxon, Executive Director
- Phone
- (415) 235-7900
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2690901 or by the name NAPA COUNTY HISTORICAL SOCIETY.
- 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
Vision Statement:To be one of the premier county historical societies in America as measured by robust membership 1% of the county population financial sustainability and national and state recognition.Purpose & Mission: The purpose of the Napa County Historical Society is to discover and keep history alive through exhibits lectures and events as well as research publication and educational activities. As a membership and sponsorship-based archival and educational organization the Society is dedicated to the discovery preservation and presentation of the people and history of Napa County and its place in California history and the world.We must always strive to exceed the expectations of the community our members and our supporters to fulfill our purpose and achieve our vision. By doing so our leadership in the world of county historical societies is assured.Values Statement:The following values are guiding principles defining the NCHS operating template. They represent
Program accomplishments
- The organization conducts historic tours and events including historical exhibits tours and other events. Public assess to the library and museum materials is provided to the public.Expenses $78,268 · revenue $4,436
- The Organization maintains an historical library museum and gift shop.Expenses $61,635 · revenue $22,132
- The Organization maintains historic properties and rents them for the use of legacy business and collections regarding Historic Napa ValleyExpenses $36,006 · revenue $86,007
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990 on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2690901
- 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
- 1981
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $1,172,985
- Income (IRS master file)
- $727,701
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2026 | $705,499 | $264,950 | $1,172,985 | XML |
| 990 | May 2025 | $209,695 | $252,682 | $814,932 | XML |
| 990 | May 2024 | $217,853 | $227,045 | $1,203,727 | XML |
| 990 | May 2023 | $196,181 | $228,443 | $717,410 | IRS |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | 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 94-2690901).
Questions about NAPA COUNTY HISTORICAL SOCIETY
- What is the EIN of NAPA COUNTY HISTORICAL SOCIETY?
- The employer identification number (EIN) of NAPA COUNTY HISTORICAL SOCIETY is 94-2690901.
- Is NAPA COUNTY HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to NAPA COUNTY HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NAPA COUNTY HISTORICAL SOCIETY 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 COUNTY HISTORICAL SOCIETY due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAPA COUNTY HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2026.
- Who is the principal officer of NAPA COUNTY HISTORICAL SOCIETY?
- The 990 for the year ended May 31, 2026 names Kaitlyn Scott Moxon.
- Who are the officers and directors of NAPA COUNTY HISTORICAL SOCIETY?
- The 990 for the year ended May 31, 2026 lists 15 people; 1 received compensation from the organization, the highest $85,000 (Kaitlyn Scott Moxon, Executive Dir).
- How much revenue does NAPA COUNTY HISTORICAL SOCIETY have?
- On its 990 for the year ended May 31, 2026 it reported revenue of $705,499, expenses of $264,950 and total assets of $1,172,985 at year end.
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All nonprofits in NAPA · California · Arts, culture and humanities