Civic Intelligence

The Valeo Foundation Inc

EIN 20-5077399 • 501(c)3 • Carmel, IN

Pub. 78 Eligible990-N Coverage

Profile

The foundation solicits contributions from clients associated with valeo financial advisors llc as well as other individuals. The foundatin will then provide donations to various charitable organizations or agencies promoting or supporting social justice, social concerns, educational or religious organizations.

10 W Carmel Dr Ste 400Carmel, IN 46032-3365

www.valeofinancial.com/COMMUNITY

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

38th percentile

-12%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-61%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$329,991

Down $44,621 (-12%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$329,991

Down $44,621 (-12%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

$22,204

Down $34,249 (-61%) from 2021

Expenses

Down

$8

Down $32,428 (-100%) from 2021

Net Income

Down

$22,196

Down $1,821 (-7.6%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2020: $288,315Liabilities 2020: $0Net Assets 2020: $288,3152020Assets 2021: $374,612Net Assets 2021: $374,6122021Assets 2022: $329,991Net Assets 2022: $329,9912022

Highlighted filing

2022

Assets$329,991
Liabilities-
Net Assets$329,991
Open 2022 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2020: $157,032Expenses 2020: $56,993Net Income 2020: $100,0392020Revenue 2021: $56,453Expenses 2021: $32,436Net Income 2021: $24,0172021Revenue 2022: $22,204Expenses 2022: $8Net Income 2022: $22,1962022

Highlighted filing

2022

Revenue$22,204
Expenses$8
Net Income$22,196
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$329,991
Liabilities
-
Net assets
$329,991
Revenue
$22,204
Expenses
$8
Net income
$22,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$3.30$3.30$0.22$0.00$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.75$3.75$0.56$0.32$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$1.57$0.57$1.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 8, 2023
Return Version
2021v4.0
Gross Receipts
$60,451
Mission and Program Overview

Mission

The foundation solicits contributions from clients associated with valeo financial advisors llc as well as other individuals. The foundatin will then provide donations to various charitable organizations or agencies promoting or supporting social justice, social concerns, educational or religious organizations.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION WILL MAKE GRANTS OR GIFTS TO OTHER CHARITABLE ORGANIZATIONS. APPLICATIONS ARE ACCEPTED AT ANY TIME. THE GIFTS WHICH WILL BE MADE WILL GENERALLY BE MADE TO OTHER CHARITABLE ORGANIZATIONS LOCATED IN CENTRAL INDIANA.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C TROTTDirector-$0--
JOHN T WORTMANDirector-$0--
P RICHARD EVANSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Valeo Foundation Inc
EIN
20-5077399
Phone
3172186000
Address
10 W CARMEL DR STE 400, CARMEL, IN 46032-3365

Signing Officer

Name
John C Trott
Title
Director
Phone
3172186000
Signed
2023-05-08
Discuss with paid preparer
Yes

Preparer

Firm
L M Henderson & Company Llp
Address
450 E 96TH ST STE 200, INDIANAPOLIS, IN 46240-3797
Preparer
Jude Thompson
Phone
3175661000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20

“Unrealized losses -66,817”

Form 990-ez, Part III

“The foundation solicits contributions from clients associated with valeo financial advisors llc as well as other individuals. The foundatin will then provide donations to various charitable organizations or agencies promoting or supporting social justice, social concerns, educational or religious organizations.”

Form 990-ez, Part III, Line 28

“The foundation will make grants or gifts to other charitable organizations. Applications are accepted at any time. The gifts which will be made will generally be made to other charitable organizations located in central indiana.”

Raw XML Appendix143 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0GREGORY A FULK
IRS990EZ/BooksInCareOfDetail/PhoneNum03172186000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010 W CARMEL DR STE 400
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0460323365
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0374612
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IRS990EZ/GrossReceiptsAmt060451
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0374612
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0329991
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN C TROTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN T WORTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2P RICHARD EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-66817
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION SOLICITS CONTRIBUTIONS FROM CLIENTS ASSOCIATED WITH VALEO FINANCIAL ADVISORS LLC AS WELL AS OTHER INDIVIDUALS. THE FOUNDATIN WILL THEN PROVIDE DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS OR AGENCIES PROMOTING OR SUPPORTING SOCIAL JUSTICE, SOCIAL CONCERNS, EDUCATIONAL OR RELIGIOUS ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION WILL MAKE GRANTS OR GIFTS TO OTHER CHARITABLE ORGANIZATIONS. APPLICATIONS ARE ACCEPTED AT ANY TIME. THE GIFTS WHICH WILL BE MADE WILL GENERALLY BE MADE TO OTHER CHARITABLE ORGANIZATIONS LOCATED IN CENTRAL INDIANA.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt044008
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08
IRS990EZ/TotalRevenueAmt022204
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VALEOFINANCIAL.COM/COMMUNITY
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0146520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019769
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0231161
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07697
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07844
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05545
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04439
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt031577
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07697
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07844
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05545
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt031577
IRS990ScheduleA/InvestmentIncomeCYPct00.12000
IRS990ScheduleA/InvestmentIncomePYPct00.07000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87980
IRS990ScheduleA/PublicSupportPY509Pct00.92910
IRS990ScheduleA/PublicSupportTotal509Amt0231161
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0146520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07517
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019769
IRS990ScheduleA/Total509Grp/TotalAmt0231161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0152572
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt024208
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0262738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED LOSSES -66,817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION SOLICITS CONTRIBUTIONS FROM CLIENTS ASSOCIATED WITH VALEO FINANCIAL ADVISORS LLC AS WELL AS OTHER INDIVIDUALS. THE FOUNDATIN WILL THEN PROVIDE DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS OR AGENCIES PROMOTING OR SUPPORTING SOCIAL JUSTICE, SOCIAL CONCERNS, EDUCATIONAL OR RELIGIOUS ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION WILL MAKE GRANTS OR GIFTS TO OTHER CHARITABLE ORGANIZATIONS. APPLICATIONS ARE ACCEPTED AT ANY TIME. THE GIFTS WHICH WILL BE MADE WILL GENERALLY BE MADE TO OTHER CHARITABLE ORGANIZATIONS LOCATED IN CENTRAL INDIANA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN C TROTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03172186000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE VALEO FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0VALE
ReturnHeader/Filer/EIN0205077399
ReturnHeader/Filer/PhoneNum03172186000
ReturnHeader/Filer/USAddress/AddressLine1Txt010 W CARMEL DR STE 400
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0460323365
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205520612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L M HENDERSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 E 96TH ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462403797
ReturnHeader/PreparerPersonGrp/PhoneNum03175661000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDE THOMPSON
ReturnHeader/ReturnTs02023-05-12T15:25:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TROTT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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