Civic Intelligence

Valley View Foundation

990 • Fiscal year 2023 • EIN 02-0585977

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 15, 2024

790 Garfield AvenueMilford, OH 45150

(513) 218-1098

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.06x

Higher debt load relative to revenue than 44% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$62,474

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 38.2% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

37th percentile

0.1%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-69%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$4,848,913

Up $5,910 (+0.1%) from 2022

Net Assets

Up

$4,839,453

Up $15,145 (+0.3%) from 2022

Liabilities

Down

$9,460

Down $9,235 (-49%) from 2022

Revenue

Down

$163,657

Down $359,684 (-69%) from 2022

Expenses

Down

$140,304

Down $4,993 (-3.4%) from 2022

Net Income

Down

$23,353

Down $354,691 (-94%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $2,972,955Liabilities 2011: $0Net Assets 2011: $2,972,9552011Assets 2012: $2,969,144Liabilities 2012: $0Net Assets 2012: $2,969,1442012Assets 2013: $2,959,349Liabilities 2013: $43Net Assets 2013: $2,959,3062013Assets 2014: $3,188,784Liabilities 2014: $1,535Net Assets 2014: $3,187,2492014Assets 2015: $4,146,126Liabilities 2015: $1,221Net Assets 2015: $4,144,9052015Assets 2016: $4,237,155Liabilities 2016: $10,781Net Assets 2016: $4,226,3742016Assets 2017: $4,261,886Liabilities 2017: $25,985Net Assets 2017: $4,235,9012017Assets 2018: $4,240,822Liabilities 2018: $18,438Net Assets 2018: $4,222,3842018Assets 2019: $4,250,685Liabilities 2019: $5,083Net Assets 2019: $4,245,6022019Assets 2020: $4,446,338Liabilities 2020: $103,685Net Assets 2020: $4,342,6532020Assets 2021: $4,511,202Liabilities 2021: $63,453Net Assets 2021: $4,447,7492021Assets 2022: $4,843,003Liabilities 2022: $18,695Net Assets 2022: $4,824,3082022Assets 2023: $4,848,913Liabilities 2023: $9,460Net Assets 2023: $4,839,4532023Assets 2024: $4,864,084Liabilities 2024: $5,348Net Assets 2024: $4,858,7362024

Highlighted filing

2023

Assets$4,848,913
Liabilities$9,460
Net Assets$4,839,453

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $26,7942011Expenses 2012: $34,5122012Revenue 2013: $54,778Expenses 2013: $52,833Net Income 2013: $1,9452013Revenue 2014: $284,618Expenses 2014: $56,675Net Income 2014: $227,9432014Revenue 2015: $1,045,777Expenses 2015: $88,120Net Income 2015: $957,6572015Revenue 2016: $164,643Expenses 2016: $83,174Net Income 2016: $81,4692016Revenue 2017: $103,935Expenses 2017: $94,408Net Income 2017: $9,5272017Revenue 2018: $116,244Expenses 2018: $129,761Net Income 2018: -$13,5172018Revenue 2019: $154,911Expenses 2019: $131,693Net Income 2019: $23,2182019Revenue 2020: $228,947Expenses 2020: $131,896Net Income 2020: $97,0512020Revenue 2021: $232,115Expenses 2021: $127,019Net Income 2021: $105,0962021Revenue 2022: $523,341Expenses 2022: $145,297Net Income 2022: $378,0442022Revenue 2023: $163,657Expenses 2023: $140,304Net Income 2023: $23,3532023Revenue 2024: $171,060Expenses 2024: $151,730Net Income 2024: $19,3302024

Highlighted filing

2023

Revenue$163,657
Expenses$140,304
Net Income$23,353
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$199,319
Mission and Program Overview

Mission

Conservation of land, historic preservation and education.

Conserving land, preserviing history and sharing it with the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,824,308$4,839,453▲ $15,145
Land, Buildings, and Equipment, Net$3,094,331$3,094,331→ $0
Cash and Non-Interest-Bearing Accounts$587,438$316,114▼ $271,324
Total Assets$4,843,003$4,848,913▲ $5,910
Other Assets Total$1,161,234$1,438,468▲ $277,234
Liabilities
Mortgage Notes Payable Secured by Investment Property$16,524--
Accounts Payable and Accrued Expenses$2,171$9,460▲ $7,289
Total Liabilities$18,695$9,460▼ $9,235
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,824,308$4,839,453▲ $15,145
Total Liabilities and Net Assets / Fund Balance$4,843,003$4,848,913▲ $5,910

Asset Categories

AssetBook ValueDepreciationBasis
Land$3,094,331-$3,094,331
Equipment-$53,978$53,978
Other Assets Org$428,468--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Vanessa HannahExecutive DirectorPT$62,474$62,474

Board Members and Trustees

NameTitle
Christopher HabelChair
David LilesTreasurer Vice Chair
Amy ThompsonBoard Member
Brian MalthouseBoard Member
Bryan WolfBoard Member
Christopher HabelBoard Member
Christy WillardBoard Member
Doug BullaBoard Member
Erin WisecupBoard Member
Jeff LykinsBoard Member
Jeff WrightBoard Member
Mike HusemanBoard Member
Mike MccurdyBoard Member
Catherine GatchEmeritus Board Member
Andy StevensonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$133,756
Program Service Revenue
$0
Investment Income
$21,204
Other Revenue
$8,697
All Other Contributions
$114,984
Change in Net Assets
$23,353
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$71,317
Salaries, Compensation, and Employee Benefits$68,987
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$62,474-$62,474
Occupancy$13,775--$13,775
Office Expenses-$9,440-$9,440
Information Technology-$6,901-$6,901
Payroll Taxes-$6,513-$6,513
Other Expenses$6,056--$6,056
Insurance$5,705--$5,705
Fees for Services Accounting-$1,915-$1,915
Advertising-$527-$527
Interest$411--$411
All Other Expenses$11--$11
Total Functional Expenses$52,534$87,770$0$140,304
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,327
Fundraising Direct Expenses$15,630
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$24,327$24,327$15,630$8,697
Total Events$24,327$24,327$15,630$8,697
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Valley View Foundation
EIN
02-0585977
Phone
5132181098
Address
790 GARFIELD AVENUE, MILFORD, OH 45150

Signing Officer

Name
CHRISTOPHER Habel
Title
chairman
Phone
5132181098
Signed
2024-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
CHRISTOPHER Habel
Formed
2002
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
0
Employees
1
Volunteers
500

Preparer

Firm
Mary Troha CPA
Address
5772 WHISTLING ELK RUN, CINCINNATI, OH 45247
Preparer
Mary Troha
Phone
5132075444
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 0, Grants and allocations 0, Revenue 0 COMMUNITY GARDEN PROJECT FOR MORE THAN 40 FAMILIES AND A CUB SCOUT PACK. INDIVIDUAL PLOTS ARE APPROXIMATELY 30 FEET LONG BY 5 FEET WIDE. GIVEN THE STRONG COMMUNITY INTEREST IN THIS PROJECT THE GARDEN WAS EXPANDED IN 2011. APPROXIMATELY 3 ACRES ARE IRRIGATED AND SURROUNDED BY A DEER FENCE.

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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CONSERVATION OF LAND, HISTORIC PRESERVATION AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt016524
IRS990/NetAssetsOrFundBalancesBOYAmt04824308
IRS990/NetAssetsOrFundBalancesEOYAmt04839453
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010060
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08697
IRS990/NetUnrlzdGainsLossesInvstAmt0-8208
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt013775
IRS990/OccupancyGrp/TotalAmt013775
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09440
IRS990/OfficeExpensesGrp/TotalAmt09440
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01161234
IRS990/OtherAssetsTotalGrp/EOYAmt01438468
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BARN RESTORATION
IRS990/OtherExpensesGrp/Desc1GATCH PROPERTYCOSTS
IRS990/OtherExpensesGrp/Desc2GROUNDS MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0398
IRS990/OtherExpensesGrp/ProgramServicesAmt13397
IRS990/OtherExpensesGrp/ProgramServicesAmt222781
IRS990/OtherExpensesGrp/ProgramServicesAmt36056
IRS990/OtherExpensesGrp/TotalAmt0398
IRS990/OtherExpensesGrp/TotalAmt13397
IRS990/OtherExpensesGrp/TotalAmt222781
IRS990/OtherExpensesGrp/TotalAmt36056
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06513
IRS990/PayrollTaxesGrp/TotalAmt06513
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHRISTOPHER Habel
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0511570
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0720
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt076977
IRS990/PYOtherRevenueAmt011051
IRS990/PYRevenuesLessExpensesAmt0378044
IRS990/PYSalariesCompEmpBnftPaidAmt068320
IRS990/PYTotalExpensesAmt0145297
IRS990/PYTotalRevenueAmt0523341
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt023353
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt018772
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04824308
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04839453
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0133756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0511570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0209787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0194307
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0152566
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01201986
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021204
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0720
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0564
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0149
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022654
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt011051
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt022420
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt034076
IRS990ScheduleA/OtherIncome170Grp/TotalAmt067547
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93020
IRS990ScheduleA/PublicSupportPY170Pct00.94400
IRS990ScheduleA/PublicSupportTotal170Amt01201986
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0133756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0511570
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0209787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0194307
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0152566
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01201986
IRS990ScheduleA/TotalSupportAmt01292187
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt053978
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt053978
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt03094331
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03094331
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01010000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1428468
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSERVATION EASEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1VVF SHELTER CAP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/StaffHoursSpentEnforcementCnt01.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/TotalAcreageCnt038.87
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03094331
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01438468
IRS990ScheduleD/TotalEasementsCnt01
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015630
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024327
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08697
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015630
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015630
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 0, Grants and allocations 0, Revenue 0 COMMUNITY GARDEN PROJECT FOR MORE THAN 40 FAMILIES AND A CUB SCOUT PACK. INDIVIDUAL PLOTS ARE APPROXIMATELY 30 FEET LONG BY 5 FEET WIDE. GIVEN THE STRONG COMMUNITY INTEREST IN THIS PROJECT THE GARDEN WAS EXPANDED IN 2011. APPROXIMATELY 3 ACRES ARE IRRIGATED AND SURROUNDED BY A DEER FENCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.01$4.86$0.17$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.85$0.01$4.84$0.16$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.02$4.82$0.52$0.15$0.38
2021Detailed filing. Detailed filing data is available for this year.$4.51$0.06$4.45$0.23$0.13$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.45$0.10$4.34$0.23$0.13$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.25$0.01$4.25$0.15$0.13$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.24$0.02$4.22$0.12$0.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.26$0.03$4.24$0.10$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.24$0.01$4.23$0.16$0.08$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.14$1.05$0.09$0.96
2014Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.28$0.06$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.05$0.05$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.00$2.97$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.00$2.97$0.03