2024-11-15T14:10:53-06:00 2023-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-01-01 364790851 NAPA VALLEY FARMWORKER FOUNDATION NAPA 7079448311 831 LATOUR COURT SUITE A NAPA CA 94558 SONYA DELUCA EXECUTIVE DIRECTOR & CEO 7079448311 2024-11-15 1 1 LESLIE VAN P01294411 4159561500 2024-11-15 2023 2024-10-15 13:58:12Z X SONYA DELUCA 831 LATOUR COURT SUITE A NAPA CA 94558 2614850 0 X WWW.FARMWORKERFOUNDATION.ORG X 2014 CA THE MISSION OF THE NAPA VALLEY FARMWORKER FOUNDATION IS TO SUPPORT AND PROMOTE NAPA VALLEY'S VINEYARD WORKERS THROUGH EDUCATION AND PROFESSIONAL DEVELOPMENT. 6 6 3 13 0 0 83870 2226811 0 7941 95478 -142698 91811 2179591 0 0 35257 613896 61244 150655 50618 818347 85875 1493487 5936 686104 4304401 5163446 75792 110740 4228609 5052706 X THE MISSION OF THE NAPA VALLEY FARMWORKER FOUNDATION IS TO SUPPORT AND PROMOTE NAPA VALLEY'S VINEYARD WORKERS THROUGH EDUCATION AND PROFESSIONAL DEVELOPMENT. 0 0 293602 LEADERSHIP AND MANAGEMENT: ACQUIRING EFFECTIVE LEADERSHIP AND MANAGEMENT SKILLS IS CRUCIAL FOR ADVANCING ONE'S CAREER. THE FOUNDATION HOSTS A SERIES OF WORKSHOPS AIMED AT CULTIVATING STRONG LEADERS IN THE VINEYARD. THESE PROGRAMS LEAD TO A POSITIVE WORKPLACE ENVIRONMENT, HEIGHTENED JOB SATISFACTION, AND INCREASED CONFIDENCE AMONG PARTICIPANTS, BENEFITING THEM BOTH PROFESSIONALLY AND PERSONALLY. IN 2023, IN RESPONSE TO A GROWING NUMBER OF WOMEN PURSUING GRAPE GROWING CAREERS, THE FOUNDATION INTRODUCED A SPECIALIZED WOMEN'S LEADERSHIP WORKSHOP. ADDITIONALLY, A RIGOROUS SUPERVISOR DEVELOPMENT PROGRAM WAS LAUNCHED TO ENHANCE COMMUNICATION AND MANAGEMENT SKILLS AMONG VINEYARD SUPERVISORS. EXAMPLES OF ANNUAL PROGRAMS INCLUDE: TRAIN-THE-TRAINER SERIES (PESTICIDE SAFETY, SOIL HEALTH AND IRRIGATION ASSESSMENT, FORKLIFT OPERATION AND SAFETY) AND THE 3-DAY CULTIVAR LEADERSHIP CONFERENCE. 211002 MENTORSHIP: THE FOUNDATION CONTINUED ITS COMMITMENT TO FOSTERING THE NEXT GENERATION OF NAPA VALLEY FARMERS THROUGH THE 8-WEEK PATRICK FOLEY FIELDS OF OPPORTUNITY SUMMER MENTORSHIP PROGRAM. THIS PROGRAM INVOLVED NAPA COUNTY HIGH SCHOOL STUDENTS, MANY OF WHOM HAVE FAMILY MEMBERS WORKING IN THE VINEYARDS. THESE STUDENTS CAME FROM DIVERSE ACADEMIC BACKGROUNDS, INCLUDING ALTERNATIVE PROGRAMS AND INDEPENDENT STUDY. DURING THE PROGRAM, MENTORS GUIDED THE STUDENTS IN SKILL-BUILDING, SELF-INVESTMENT, EXPANDING THEIR PERSPECTIVES, AND DREAMING BIG. IN 2023, THE PROGRAM HAD A SIGNIFICANT POSITIVE IMPACT ON STUDENTS' LIFE TRAJECTORIES, HELPING THEM RECOGNIZE A VIABLE CAREER PATH THAT PROMISES A FINANCIALLY SUSTAINABLE AND BRIGHTER FUTURE. IN 2023, THE FOUNDATION LAUNCHED THE NEW FIELDS OF OPPORTUNITY ALUMNI PROGRAM TO PROVIDE A MENTOR NETWORK AND SUPPORT GRADUATES AS THEY ENTERED THE WORKFORCE OR BEGAN THEIR COLLEGE JOURNEY. 164141 FAMILY LIFE: BUILDING COMMUNITY EXTENDS BEYOND THE VINEYARD AND CLASSROOM FOR FARMWORKERS AND THEIR FAMILIES. THE FOUNDATION CONTINUES TO EXPAND UPON ITS FAMILY PROGRAMS TO FOSTER A MORE INCLUSIVE NAPA VALLEY COMMUNITY-AT-LARGE. PROGRAMS INCLUDE: ANNUAL COMMUNITY-BUILDING DA DE LA FAMILIA EVENT FEATURING OVER 50 COMMUNITY ORGANIZATIONS, HEALTH SCREENINGS, FAMILY ACTIVITIES, CULTURAL DANCE PERFORMANCES, MARIACHI AND AN AUTHENTIC TACO LUNCH; NAVIGATING THEAMERICAN SCHOOL SYSTEM WORKSHOP TO HELP NEW FARMWORKER FAMILIES IN NAPA ENROLL THEIR CHILDREN INTO THE SCHOOL SYSTEM FOR THE FIRST TIME; AND A NEW ROADMAP TO COLLEGE WORKSHOP THAT PROVIDES INFORMATION AND GUIDANCE TO FARMWORKER FAMILIES ON ESSENTIAL HIGH SCHOOL CLASSES REQUIRED TO APPLY TO COLLEGE, HOW TO BUILD A STRONG COLLEGE APPLICATION, AND FINANCIAL AID AND SCHOLARSHIP INFORMATION. 411756 ADULT LITERACY: THE FOUNDATION PROVIDES CORE LITERACY COURSES IN THE FOLLOWING AREAS - ENGLISH (BEGINNING, INTERMEDIATE AND ADVANCED LEVELS), MATH, COMPUTERS AND TECHNOLOGY, AND FINANCIAL. EXAMPLES OF ANNUAL PROGRAMS INCLUDE: 10-WEEK ENGLISH LITERACY COURSE, 6-SESSION INTRODUCTION TO COMPUTERS CLASS: LEVELS 1 & 2, FINANCIAL LITERACY SERIES, 2-WEEK AND 6-WEEK WORKPLACE MATH INTENSIVE COURSE.VITICULTURE & SAFETY: A VARIETY OF VITICULTURE & SAFETY PROGRAMS ARE OFFERED ANNUALLY TO ENSURE FARMWORKERS REMAIN CURRENT WITH THE LATEST VITICULTURAL ADVANCEMENTS, ENHANCED ENVIRONMENTAL STEWARDSHIP PRACTICES, INNOVATIONS, AND WORKPLACE SAFETY PROTOCOLS AND TRAINING. IN ADDITION, AN EXPANSION OF CERTIFICATE PROGRAMS HAS BEEN A FOCUS WITH COURSES SUCH AS WELDING BOOTCAMP, TO EQUIP INDIVIDUALS WITH VALUABLE SKILLS TO BOLSTER THEIR RESUMES AND SUPPORT OPPORTUNITIES FOR CAREER ADVANCEMENT RESULTING IN INCREASED WAGES AND BENEFITS AND MORE RESPONSIBILITY IN THEIR JOBS. THE NAPA COUNTY PRUNING CONTEST, WHICH CONTINUES TO BE A HIGHLIGHT OF THE FOUNDATION'S WORK, SHOWCASES THE INDUSTRY'S BEST VINEYARD WORKERS IN A COMPETITION HIGHLIGHTING THE ART, SKILL, AND SPEED OF PRUNING NAPA VALLEY VINEYARDS. 411756 1080501 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 65 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 1 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X SONYA DELUCA 7079448311 831 LATOUR COURT SUITE A NAPA CA 94558 PAUL GOLDBERG PRESIDENT 1.00 X X 0 0 0 ARNULFO SOLORIO VICE PRESIDENT 1.00 X X 0 0 0 PETE RICHMOND TREASURER 1.00 X X 0 0 0 MICHAEL WOLF DIRECTOR 1.00 X 0 0 0 DAVE WHITMER DIRECTOR 1.00 X 0 0 0 OSCAR RENTERIA DIRECTOR 1.00 X 0 0 0 JENNIFER PUTNAM EXECUTIVE DIRECTOR (THROUGH 3/23/23) 6.00 X 174828 0 7865 SONYA DELUCA ASSOCIATE DIRECTOR 13.00 X 269740 0 22134 444568 0 29999 0 0 1 1 0 1444927 781884 2226811 93674 93674 129090 127286 1804 1804 1804 130500 1444927 304549 -174049 -174049 34775 3424 31351 31351 2179591 0 0 -47220 X 145854 61536 54426 29892 398342 271472 101005 25865 39671 29718 7374 2579 30029 20606 7440 1983 13117 7608 3935 1574 31351 18184 9405 3762 61244 61244 19356 19356 331729 326083 4033 1613 96783 67235 21106 8442 17011 9868 5102 2041 44656 25900 13397 5359 40521 23502 12156 4863 573 332 172 69 2919 1693 876 350 3250 1885 975 390 5244 3042 1573 629 SUPPLIES 211837 211837 1493487 1080501 262331 150655 260092 347516 1628202 1371954 24074 12380 5088 13229 76234 908151 1416778 1578036 5750 2500 888183 929680 4304401 5163446 45792 87240 30000 23500 75792 110740 X 4174306 4882677 54303 170029 4228609 5052706 4304401 5163446 686104 137993 0 X 0 1 X 1 0 X 720584 1314855 1674537 83870 2226811 6020657 720584 1314855 1674537 83870 2226811 6020657 520641 5500016 20450 14398 21862 7941 93674 158325 692037 746020 1438057 100 100 7617139 34775 0.72210 0.68410 X SCHEDULE A, PART II: THE PUBLIC SUPPORT AMOUNTS CALCULATED ON SCHEDULE A INCLUDES A SHORT TAX YEAR FOR THE 2022 COLUMN, WHICH REPRESENTS FOR THE PERIOD 12/1/22-12/31/22. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 NVCF BENEFICIAL INTEREST IN TRUST 1578036 C 1578036 DUE FROM RELATED PARTY 929680 929680 X 2606201 137993 307973 445966 2160235 19356 19356 2179591 1782104 307973 307973 1474131 19356 19356 1493487 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND 23701D OF THE CALIFORNIA FRANCHISE TAX BOARD EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE COMBINED FINANCIAL STATEMENTS. THE FOUNDATION RECOGNIZE INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN SUPPORTING SERVICES EXPENSE. DURING THE THIRTEEN-MONTH PERIOD ENDED DECEMBER 31, 2023, THERE WERE NO EXPENSES RELATED TO UNCERTAIN TAX POSITIONS RECOGNIZED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 307,973. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 19,356. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 307,973. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 19,356. X 1 MORRISON & COMPANY 1385 RIDGEWOOD DRIVE CHICO CA 95973 GRANT WRITER 0 0 61244 -61244 61244 -61244 CA HARVEST STOMP 1575427 1444927 130500 304549 1575427 1444927 130500 304549 304549 -174049 34775 3424 1 1.00000 34775 3424 3424 31351 CA 1 0 1 0 0.00000 1.00000 SONYA DELUCA 831 LATOUR COURT SUITE A NAPA CA 94558 0 SONYA DELUCA 0 OVERSEE RAFFLE EVENTS. X 1 61054 0 0 0 0 0 0 0 0 0 SONYA DELUCA ASSOCIATE DIRECTOR 199740 0 70000 0 0 0 10077 0 12057 0 291874 0 0 0 JENNIFER PUTNAM EXECUTIVE DIRECTOR (THROUGH 3/23/23) 24828 0 0 0 150000 0 363 0 7502 0 182693 0 0 0 PART I, LINE 3 THE COMPENSTION FOR THE TOP MANAGEMENT OFFICIAL IS SET AND DETERMINED BY AN UNRELATED ORGANIZATION, NAPA VALLEY GRAPEGROWERS FOUNDATION, USING ONE OR MORE OF THE METHODS ON SCHEDULE J, PART I, LINE 3. PART II: JENNIFER PUTNAM AND SONYA DELUCA RECEIVED COMPENSATION FROM NAPA VALLEY GRAPEGROWERS FOUNDATION, AN UNRELATED ORGANIZATION, FOR THEIR SERVICES PROVIDED TO NAPA VALLEY FARMWORKER FOUNDATION. THE COMPENSATION AMOUNTS HAVE BEEN INCLUDED IN PART VII AND SCHEDULE J, PART II. FORM 990, PART V, LINE 2A: NAPA VALLEY GRAPEGROWERS FOUNDATION IS THE COMMON PAYMASTER FOR NAPA VALLEY FARMWORKER FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 PETE RICHMOND AND ARNULFO SOLORIO ARE BUSINESS PARTNERS. FORM 990, PART VI, SECTION A, LINE 7A THE NAPA VALLEY GRAPEGROWERS FOUNDATION BOARD OF DIRECTORS HAS THE AUTHORITY TO APPOINT THREE (3) OF THE SIX (6) TOTAL DIRECTORS TO THE NAPA VALLEY FARMWORKER FOUNDATION, IN ADDITION, ONE OF THESE APPOINTED DIRECTORS MUST SIT ON THE NVGF EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A PUBLIC ACCOUNTING FIRM. THE EXECUTIVE DIRECTOR AND THE ORGANIZATION'S FINANCIAL COMMITTEE EACH REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING. THE FULL BOARD RECEIVES A COPY WITHIN 30 DAYS AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR AND BOARD MEMBERS ARE REQUIRED TO ANNUALLY DOCUMENT IN WRITING ANY INTERESTS, RELATIONSHIPS OR HOLDINGS THAT COULD POTENTIALLY RESULT IN A CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST IS IDENTIFIED FROM AN ANNUAL DISCLOSURE, THE ORGANIZATION'S BOARD WILL REVIEW THE CONFLICT AND TAKE APPROPRIATE ACTION, WHICH MAY INCLUDE PROHIBITING AN INDIVIDUAL FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS AND DECISIONS REGARDING A CERTAIN TRANSACTION. IF A CONFLICT IS IDENTIFIED DURING A MEETING, THE ENTIRE BOARD WILL DECIDE WHAT APPROPRIATE ACTION TO TAKE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 326,083. MANAGEMENT AND GENERAL EXPENSES 4,033. FUNDRAISING EXPENSES 1,613. TOTAL EXPENSES 331,729.