Civic Intelligence

Valley Charitable Trust

990PF • Fiscal year 2023 • EIN 20-7490417

Jan 01, 2023 to Dec 31, 2023

Hockessin, DE
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 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

46th percentile

2.4%

Faster asset growth than 46% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

5.5%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$6,512,366

Up $150,887 (+2.4%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2022

Revenue

Up

$613,376

Up $31,955 (+5.5%) from 2022

Expenses

Down

$462,489

Down $74,608 (-14%) from 2022

Net Income

Up

$150,887

Up $106,563 (+240%) from 2022

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,301,381Liabilities 2011: $02011Assets 2012: $1,783,067Liabilities 2012: $0Net Assets 2012: $1,783,0672012Assets 2013: $2,440,344Liabilities 2013: $02013Assets 2014: $3,252,429Liabilities 2014: $02014Assets 2015: $4,077,824Liabilities 2015: $02015Assets 2019: $6,022,378Liabilities 2019: $02019Assets 2020: $5,851,309Liabilities 2020: $0Net Assets 2020: $5,851,3092020Assets 2021: $6,311,155Liabilities 2021: $0Net Assets 2021: $6,311,1552021Assets 2022: $6,361,479Liabilities 2022: $0Net Assets 2022: $6,361,4792022Assets 2023: $6,512,366Liabilities 2023: $12023Assets 2024: $6,960,723Liabilities 2024: $0Net Assets 2024: $6,960,7232024

Highlighted filing

2023

Assets$6,512,366
Liabilities$1
Net Assets-

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $464,295Expenses 2011: $76,232Net Income 2011: $388,0632011Expenses 2012: $118,3742012Revenue 2013: $796,671Expenses 2013: $139,394Net Income 2013: $657,2772013Revenue 2014: $1,014,514Expenses 2014: $202,429Net Income 2014: $812,0852014Revenue 2015: $1,073,307Expenses 2015: $247,912Net Income 2015: $825,3952015Revenue 2019: $393,450Expenses 2019: $446,155Net Income 2019: -$52,7052019Revenue 2020: $302,302Expenses 2020: $473,871Net Income 2020: -$171,5692020Revenue 2021: $976,496Expenses 2021: $516,650Net Income 2021: $459,8462021Revenue 2022: $581,421Expenses 2022: $537,097Net Income 2022: $44,3242022Revenue 2023: $613,376Expenses 2023: $462,489Net Income 2023: $150,8872023Revenue 2024: $954,846Expenses 2024: $511,489Net Income 2024: $443,3572024

Highlighted filing

2023

Revenue$613,376
Expenses$462,489
Net Income$150,887
Filing Detail Status

This 2023 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023

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