NAPA VALLEY MARATHON (EIN 680147558) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Phone

7077324192

Tax Period

2024-07-01 to 2025-06-30

NAPA VALLEY MARATHON, founded in 1987, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $992K left a modest 11% surplus.

Mission

The Napa Valley Marathon provides a world-class marathon footrace. The race promotes year-round physical activity and a healthy lifestyle. Proceeds from the marathon are passed onto local schools and small charitable organizations within the Napa Valley.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,093,572

Investment Income $26,465

Other Revenue $0

TOTAL REVENUE $1,120,037

Expense Breakdown

Grants Paid $61,450

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $955,805

Other Expenses $930,567

TOTAL EXPENSES $992,017

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,120,037	$948,835	+0.2%
Expenses	$992,017	$829,832	+0.2%
Net Income	$128,020	$119,003	+0.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mike Wilmarth	Vice President	10.00	Officer Director	$0	$0	$0
Mark Bunger	Secretary	10.00	Officer Director	$0	$0	$0
Andrea Clarke	Board Member	10.00	Director	$0	$0	$0
James Cotter	Pres - Emeritus	10.00	Officer Director	$0	$0	$0
Jonathan Williams	President	20.00	Officer Director	$0	$0	$0
Kirsten Niesar	Board Member	10.00	Officer Director	$0	$0	$0
Aaron Thornton	Board Member	5.00	Director	$0	$0	$0
Mike Scully	Treasurer	5.00	Officer Director	$0	$0	$0
Alisa Wickstrom	Board Member	5.00	Director	$0	$0	$0
Shari Costanzo	Board Member	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,120,037	$992,017	$923,982	$128,020
2024	No data	No data	No data	No data
2023	$1,000,859	$829,816	$692,810	$171,043
2023	$998,401	$774,115	$746,053	$224,286

NAPA VALLEY MARATHON