NAPA COUNTY HISTORICAL SOCIETY Charity Report

Public IRS 990 nonprofit record

NAPA COUNTY HISTORICAL SOCIETY

EIN 94-2690901 · Arts, Culture & Humanities (A82Z)

What they do

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

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $65.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

79.39%of revenue went to mission work65.9% of expenses · Program services

$35.82spent for every $100 of revenueRevenue covered expenses this year.

40.52%of revenue went to management and office costs33.6% of expenses

$4.64in assets for every $1 spent this yearSome assets cannot be spent right away.

14.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $80,000 for KAITLYN SCOTT MOXON (EXECUTIVE DIR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$209,695

Mission workProgram services$166,47979.39% of revenue65.9% of expenses

ManagementOffice and general costs$84,97140.52% of revenue33.6% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$252,682120.50% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 65.9% mission · 33.6% management · 0.0% fundraisingTotal expenses: 120.50% of revenue

2023Expense mix: 65.8% mission · 34.2% management · 0.0% fundraisingTotal expenses: 104.22% of revenue

2022Expense mix: 59.9% mission · 40.1% management · 0.0% fundraisingTotal expenses: 116.45% of revenue

2021Expense mix: 76.9% mission · 23.1% management · 0.0% fundraisingTotal expenses: 111.13% of revenue

2020Expense mix: 69.9% mission · 26.4% management · 0.0% fundraisingTotal expenses: 129.59% of revenue

2019Expense mix: 93.3% mission · 4.1% management · 2.6% fundraisingTotal expenses: 109.98% of revenue

2018Expense mix: 62.8% mission · 35.4% management · 1.8% fundraisingTotal expenses: 130.08% of revenue

2017Expense mix: 59.7% mission · 5.0% management · 1.2% fundraisingTotal expenses: 110.94% of revenue

Money in and money out

Revenue$705,499

Expenses$252,682

Annual surplus $452,817 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$166,479 · 65.9% of expenses

Management and office costs$84,971 · 33.6% of expenses

See all reported dollar amounts

Revenue$705,499

Expenses$252,682

Assets$1,172,985

Income$727,701

Contributions$104,151

Mission work (program services)$166,479

Management and general$84,971

Accounting fees$7,531

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KAITLYN SCOTT MOXONEXECUTIVE DIR · 43 hrs/week $80,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (15)

KAITLYN SCOTT MOXONEXECUTIVE DIR

BRAD WAGENKNECTPRESIDENT

DON WINTERDIRECTOR

GORDON HUETHERDIRECTOR

HANNAH HOUSLEYDIRECTOR

JOHN MCCORMICKDIRECTOR

KELLY WALLACEVICE PRESIDENT

KIM HESTER WILLIAMSDIRECTOR

LIZ ALESSIODIRECTOR

MARGARET WONGDIRECTOR

MONICA HUNTERDIRECTOR

SANDY SIMSSECRETARY

SCOTT SEDGELYDIRECTOR

SHANNON KULETODIRECTOR

TOM FULLERDIRECTOR

About this charity

Recognized since: January 1981
Location: 1219 1ST ST, NAPA, CA 94559-2929
County: Napa
In care of: % KAITLYN SCOTT MOXON
Primary officer: Kaitlyn Moxon, Executive Director

How to reach them

Emailinfo@napahistory.org Phone(415) 235-7900

Filing and classification

Latest tax year: 2024
Tax period began: June 1, 2024
Return type: 990
NTEE classification: Arts, Culture & Humanities (A82Z)