UPVALLEY FAMILY CENTERS OF NAPA COUNTY

EIN: 800023012 501(c)(3) Human Services

ST HELENA, CA

Total Revenue
$4,909,148
Total Expenses
$4,642,288
Total Assets
$5,910,988
Net Assets
$4,944,155
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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
CA
Principal Officer
JENNY OCON
Phone
7079655010
Tax Period
2024-07-01 to 2025-06-30

UPVALLEY FAMILY CENTERS OF NAPA COUNTY, founded in 2002, is a community nonprofit in the Human Services sector that reported $4.9M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $4.6M left a modest 5% surplus.

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 Service Accomplishments

Program 1
Expenses: $1,564,488

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...

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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.

Program 2
Expenses: $922,204

Family & Senior Wellness - Programs and services include: health insurance outreach, enrollment, referrals for counseling services, case management, domestic violence services, parenting services...

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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.

Program 3
Expenses: $849,014

Community Engagement - Programs and services include: immigrant integration services, coordination of health promotora volunteers, and community education and outreach. The Organization provided over...

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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.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,650,342
Program Service Revenue $45
Investment Income $189,734
Other Revenue $69,027
TOTAL REVENUE $4,909,148

Expense Breakdown

Grants Paid $127,069
Salaries & Benefits $3,206,817
Fundraising Expenses $187,021
Program Expenses $3,791,778
Other Expenses $1,308,402
TOTAL EXPENSES $4,642,288

Year-over-Year Comparison

2024 2023 Change
Revenue $4,909,148 $3,965,129 +0.2%
Expenses $4,642,288 $3,981,002 +0.2%
Net Income $266,860 $-15,873 -17.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
42
Volunteers
150

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
5
$225,408
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JENNY OCON Executive Direc 40.00
Officer
$199,078 $26,330 $225,408
SAM MARTIN Director 2.00
Director
$0 $0 $0
DOUG BOESCHEN Vice President 3.00
Officer Director
$0 $0 $0
ZIGGY GUTIERREZ Director 2.00
Director
$0 $0 $0
MELISSA DEVORE Director 2.00
Director
$0 $0 $0
TERRY BYRNES FIDDAMAN Director 2.00
Director
$0 $0 $0
CAITLIN STUART Director 2.00
Director
$0 $0 $0
DOUG MARRIOTT Director 2.00
Director
$0 $0 $0
SYLVIA TAPLIN Director 2.00
Director
$0 $0 $0
BONNIE SCHOCH President 3.00
Officer Director
$0 $0 $0
GENEVIEVE WELSH Director 2.00
Director
$0 $0 $0
BRAULIO MUNOZ Director 2.00
Director
$0 $0 $0
JULIA LEZA GARDNER Secretary 3.00
Officer Director
$0 $0 $0
FRED HIPP Treasurer 3.00
Officer 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 $4,909,148 $4,642,288 $5,910,988 $266,860
2024 No data No data No data No data
2023 $4,136,520 $3,717,808 $5,035,353 $418,712
2022 $3,631,934 $3,618,995 $4,275,376 $12,939
2021 $4,153,607 $3,492,923 $4,974,617 $660,684
2020 $3,112,336 $2,967,743 $4,364,945 $144,593
2019 $3,231,966 $2,565,571 $3,318,704 $666,395
2018 $3,093,424 $2,183,034 $2,632,477 $910,390
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