Napa County Historical Society

Address
PO Box 10527
Napa, CA 94581
Contact
Website: http://www.napahistory.org
Phone: +1 (707) 224-1739
Nonprofit
NTEE: A82 - Arts, culture and humanities
EIN: 94-2690901

Mission

THE NAPA COUNTY HISTORICAL SOCIETY IS A NON-PROFIT, PRIVATELY FUNDED 501 (C) 3 RESEARCH ARCHIVAL AND EDUCATIONAL ORGANIZATION DEDICATED TO THE DISCOVERY, PRESERVATION AND PRESENTATION OF THE PEOPLE AND HISTORY OF THE NAPA COUNTY AND ITS PLACE IN CALIFORNIA HISTORY.
 201820172016
Basic features of the organization
Year of formation1948
Subsection501(c)(3)
Organization typeAssociation
Metropolitan statistical area7362
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$46,667.00  
Sum of reportable (W2/1099) compensation$46,667.00$0.00$0.00
Number of employees222
Number of people compensated >$100k000
Number of volunteers625050
Number of highly compensated contractors000
Personnel
Alessio, Elizabeth
TitleDirector  
Name of key/compensated personElizabeth Alessio  
Average hours per week working for org1.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Average hours per week working for related orgs0.00  
Bortz, Betty
Title  DIRECTOR
Name of key/compensated person  BETTY BORTZ
Average hours per week working for org  1.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Britton, Molly
Title DIRECTORDIRECTOR
Name of key/compensated person MOLLY BRITTONMOLLY BRITTON
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Cull, Ed
TitleDirectorDIRECTORDIRECTOR
Name of key/compensated personEd CullED CULLED CULL
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.00  
Gonzalez, Lindsey
TitleVice PresidentDIRECTOR 
Name of key/compensated personLindsey GonzalezLINDSEY GONZALEZ 
Average hours per week working for org1.001.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or director, OfficerIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Average hours per week working for related orgs0.00  
Hart, Robin
Title TREASURERTREASURER
Name of key/compensated person ROBIN HARTROBIN HART
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Holt, John
TitleDirectorDIRECTORDIRECTOR
Name of key/compensated personJohn HoltJOHN HOLTJOHN HOLT
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.00  
Lampton, Sharon
TitleSecretarySECRETARYSECRETARY
Name of key/compensated personSharon LamptonSHARON LAMPTONSHARON LAMPTON
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.00  
Levenberg, Nancy
TitleExecutive Dir.  
Name of key/compensated personNancy Levenberg  
Average hours per week working for org1.00  
Reportable compensation from org$46,667.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director, Officer  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Average hours per week working for related orgs0.00  
Lewis, Keeta
Title DIRECTORDIRECTOR
Name of key/compensated person KEETA LEWISKEETA LEWIS
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Massey, Conor
Title DIRECTORDIRECTOR
Name of key/compensated person CONOR MASSEYCONOR MASSEY
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
McEnery, Nancy
Title CO-PRESIDENTCO-PRESIDENT
Name of key/compensated person NANCY MCENERYNANCY MCENERY
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Mohler, Margie
TitleDirector  
Name of key/compensated personMargie Mohler  
Average hours per week working for org1.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Average hours per week working for related orgs0.00  
Pogue, Lindsey
Title  DIRECTOR
Name of key/compensated person  LINDSEY POGUE
Average hours per week working for org  1.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Sedgely, Scott
TitlePresident & CEO  
Name of key/compensated personScott Sedgely  
Average hours per week working for org1.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director, Officer  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Average hours per week working for related orgs0.00  
Sedgley, Scott
Title VICE-PRESIDENTVICE PRESIDENT
Name of key/compensated person SCOTT SEDGLEYSCOTT SEDGLEY
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Shinnamon, Felicia
Title CO-PRESIDENTCO-PRESIDENT
Name of key/compensated person FELICIA SHINNAMONFELICIA SHINNAMON
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Spaulding, Tom
TitleVP & Secretary  
Name of key/compensated personTom Spaulding  
Average hours per week working for org1.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Average hours per week working for related orgs0.00  
Treadway, James
Title DIRECTOR 
Name of key/compensated person JAMES TREADWAY 
Average hours per week working for org 1.00 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Treadway, Jim
TitleDirector  
Name of key/compensated personJim Treadway  
Average hours per week working for org1.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Average hours per week working for related orgs0.00  
Wagenknecht, Brad
Title DIRECTOR 
Name of key/compensated person BRAD WAGENKNECHT 
Average hours per week working for org 1.00 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director, Officer 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Wagenknect, Brad
TitleTreasurer  
Name of key/compensated personBrad Wagenknect  
Average hours per week working for org1.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director, Officer  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Average hours per week working for related orgs0.00  
Winter, Don
TitleDirector DIRECTOR
Name of key/compensated personDon Winter DON WINTER
Average hours per week working for org1.00 1.00
Reportable compensation from org$0.00 $0.00
Other comp, non-reportable, from org and related orgs$0.00 $0.00
PositionIndividual trustee or director Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00
Average hours per week working for related orgs0.00  
Purpose: mission, activities & accomplishments
Mission or significant activitiesTHE NAPA COUNTY HISTORICAL SOCIETY IS AN EDUCATIONAL ORGANIZATION DEDICATED TO THE DISCOVERY, PRESERVATION AND PRESENTATION OF THE PEOPLE AND HISTORY OF THE NAPA COUNTY AND ITS PLACE IN CALIFORNIA HISTORY.THE NAPA COUNTY HISTORICAL SOCIETY IS AN EDUCATIONAL ORGANIZATION DEDICATED TO THE DISCOVERY, PRESERVATION AND PRESENTATION OF THE PEOPLE AND HISTORY OF THE NAPA COUNTY AND ITS PLACE IN CALIFORNIA HISTORY. OUR PURPOSE IS TO KEEP HISTORY ALIVE THROUGH HISTORICAL RESEARCH, PUBLICATIONS AND EDUCATIONAL ACTIVITIES.THE NAPA COUNTY HISTORICAL SOCIETY IS AN EDUCATIONAL ORGANIZATION DEDICATED TO THE DISCOVERY, PRESERVATION AND PRESENTATION OF THE PEOPLE AND HISTORY OF THE NAPA COUNTY AND ITS PLACE IN CALIFORNIA HISTORY. OUR PURPOSE IS TO KEEP HISTORY ALIVE THROUGH HISTORICAL RESEARCH, PUBLICATIONS AND EDUCATIONAL ACTIVITIES.
Program expenses (total)$91,478.00$127,210.00$196,876.00
Programs, including revenue & expenses
THE ORGANIZATION CONDUCTS HISTORIC TOURS AND EVENTS INCLUDING A BIKE TOUR AND WLKING TOURS. IN THE PRIOR FISCAL YEAR THE ORGANIZATION ALSO CONDUCTED HALL OF FAME EVENT HONORING THE HOTEL INDUSTRY, AND THE NAPA VALLEY HISTORY TOUR.
Program expenses$24,678.00$34,318.00$84,167.00
Program revenue  $37,040.00
Program descriptionTHE ORGANIZATION CONDUCTS HISTORIC TOURS AND EVENTS INCLUDING A BIKE TOUR AND WLKING TOURS. IN THE PRIOR FISCAL YEAR THE ORGANIZATION ALSO CONDUCTED HALL OF FAME EVENT HONORING THE HOTEL INDUSTRY, AND THE NAPA VALLEY HISTORY TOUR.THE ORGANIZATION CONDUCTES HISTORIC TOURS AND EVENTS INCLUDING A BIKE TOUR AND WALKING TOURS. IN THE PRIOR FISCAL YEAR THE ORGANIZATION ALSO CONDUCTED HALL OF FAME EVENT HONORING THE HOTEL INDUSTRY, AND THE NAPA VALLEY HISTORY TOUR.THE ORGANIZATION CONDUCTES HISTORIC TOURS AND EVENTS INCLUDING A BIKE TOUR, WALKING TOURS, HALL OF FAME HONORING THE HOTEL INDUSTRY, AND THE NAPA VALLEY HISTORY TOUR.
THE ORGANIZATION MAINTAINS A LIBRARY AND MUSEUM
Program expenses$32,312.00$44,933.00$38,559.00
Program descriptionTHE ORGANIZATION MAINTAINS A LIBRARY AND MUSEUMTHE ORGANIZATION MAINTAINS A LIBRARY AND MUSEUM.THE ORGANIZATION MAINTAINS A LIBRARY AND MUSEUM.
THE ORGANIZATION PROVIDES PUBLIC ACCESS TO THE LIBRARY AND TO MUSEUM MATERIALS.
Program expenses$34,488.00$47,959.00$74,150.00
Program descriptionTHE ORGANIZATION PROVIDES PUBLIC ACCESS TO THE LIBRARY AND TO MUSEUM MATERIALS.THE ORGANIZATION PROVIDES PUBLIC ACCESS TO THE LIBRARY AND MUSEUM MATERIALS.THE ORGANIZATION PROVIDES PUBLIC ACCESS TO THE LIBRARY AND MUSEUM MATERIALS.
Financial data
Expense categories (totals)
Sum (total functional expenses)$153,158.00$134,860.00$203,709.00
Program services (total functional expenses)$91,478.00$127,210.00$196,876.00
Management & general (total functional expenses)$7,641.00$4,927.00$2,880.00
Fundraising (total functional expenses)$1,777.00$2,723.00$3,953.00
Revenue
Total revenue$138,054.00$82,704.00$526,770.00
Program service revenue (total)$2,018.00 $37,040.00
Revenue from contributions (total)$78,530.00$36,231.00$452,251.00
Investment income$29,682.00$16,672.00$6,261.00
Total unrelated business revenue$0.00$0.00$0.00
Other revenue, current yr$27,824.00$29,801.00$31,218.00
Net unrelated business taxable revenue $0.00$0.00
Total revenue from grants, etc., current yr$78,530.00$36,231.00$452,251.00
Gross receipts$589,459.00$138,391.00$538,271.00
Sources of contributions
Contributions revenue from membership dues$14,380.00$11,776.00$12,433.00
Revenue from fundraising events$3,955.00  
Revenue from gov't grants $15,750.00$44,100.00
Revenue from all other contributions$60,195.00$8,705.00$395,718.00
Other types of revenue
Royalties (total)$0.00  
Miscellaneous revenue (total)$0.00  
Net revenue from gaming (total)$0.00  
Income from dividends, interest, and similar investments$17,616.00$4,448.00$6,261.00
Net rental income$27,824.00$29,205.00$30,249.00
Net income from fundraising events$0.00  
Net inventory sales (total)$0.00$596.00$969.00
Fees for services
Lobbying fees (total)$0.00  
Legal fees (total)$0.00$1,647.00$2,805.00
Fundraising service fees (total)$0.00$0.00$0.00
General management fees (total)$0.00  
Investment management fees (total)$2,205.00  
Accounting service fees (total)$3,616.00$900.00 
Assets and liabilities
Total assets$590,624.00$596,538.00$649,558.00
Total assets, beginning of year$596,195.00$649,558.00$306,220.00
Total liabilities$19,377.00$19,435.00$20,299.00
Total liabilities, beginning of year$19,435.00$20,299.00$22.00
Pledges & accounts receivable, net$0.00  
Loans & receivables from key persons$0.00  
Net assets$571,247.00$577,103.00$629,259.00
Net assets, beginning of year$576,760.00$629,259.00$306,198.00
Intangible assets$0.00  
Other assets$440,258.00$8.00 
Investments: other securities$0.00  
Investments: publicly traded securities$0.00$456,986.00$509,713.00
Cash: non-interest bearing$16,848.00$13,713.00$9,629.00
Cash: non-interest bearing, beginning of year$13,721.00$9,629.00$25,946.00
Investments: program-related$0.00  
Inventories for sale or use$0.00  
Other financial variables
Revenue less expenses-$15,104.00-$52,156.00$323,061.00
Advertising (total)$241.00$2,723.00$29,511.00
Savings & temp cash investment$0.00  
Accounts receivable, net$0.00  
Prepaid expenses & deferred charges$0.00  
Accounts payable & accrued expenses$23.00$6.00$159.00
Secured mortgages and notes payable$19,354.00$19,429.00$20,140.00
Total net assets or fund balances$571,247.00$577,103.00$629,259.00
Depreciation, depletion, amortization$5,595.00$9,268.00$9,061.00
Payment to affiliates$0.00  
Governance and accountability
Number of voting members121313
Number of independent voting members121313
Tax year start date2017-06-012016-06-012015-06-01
Tax year end date2018-05-312017-05-312016-05-31
Accounting methodCashCashCash
Metadata about the filing
E-return type990990990
Reason for form submission
Address change  True
Date e-filing submitted2018-11-082018-01-032017-01-24
IRS schema version2017v2.22016v3.02015v2.1
Filing identifier201832849349301428201713149349302646201622899349300507
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