Civic Intelligence

The Valley Foundation Inc

EIN 22-3473532 • Wayne, NJ

1455 Valley RoadWayne, NJ 07470
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

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2022

Net Margin

8th percentile

-183%

Higher net margin than 8% of similar nonprofits.

<$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.

<$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

729%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $189,146 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $147,208 (-100%) from 2021

Operations
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Up

$103,335

Up $90,865 (+729%) from 2021

Expenses

Up

$292,481

Up $281,982 (+2686%) from 2021

Net Income

Down

-$189,146

Down $191,117 (-9696%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$200K$150K$100K$50K$0Assets 2011: $170,562Liabilities 2011: $02011Assets 2012: $170,533Liabilities 2012: $02012Assets 2013: $170,229Liabilities 2013: $02013Assets 2014: $170,175Liabilities 2014: $02014Assets 2015: $163,396Liabilities 2015: $02015Assets 2019: $145,044Liabilities 2019: $02019Assets 2020: $188,015Liabilities 2020: $0Net Assets 2020: $145,2372020Assets 2021: $189,146Liabilities 2021: $0Net Assets 2021: $147,2082021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth98th percentile

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

$400K$200K$0-$200KRevenue 2011: $3Expenses 2011: $205Net Income 2011: -$2022011Revenue 2012: $1Expenses 2012: $30Net Income 2012: -$292012Revenue 2013: $1Expenses 2013: $305Net Income 2013: -$3042013Revenue 2014: $1Expenses 2014: $55Net Income 2014: -$542014Revenue 2015: $1Expenses 2015: $6,780Net Income 2015: -$6,7792015Revenue 2019: $8,068Expenses 2019: $16,087Net Income 2019: -$8,0192019Revenue 2020: $9,443Expenses 2020: $9,250Net Income 2020: $1932020Revenue 2021: $12,470Expenses 2021: $10,499Net Income 2021: $1,9712021Revenue 2022: $103,335Expenses 2022: $292,481Net Income 2022: -$189,1462022

Highlighted filing

2022

Revenue$103,335
Expenses$292,481
Net Income-$189,146
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$103,335
Expenses
$292,481
Net income
-$189,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.03$2.92$1.89
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.47$0.12$0.10$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.45$0.09$0.09$0.00
2019Summary only. Only limited summary data is available for this year.$1.45$0.00$0.08$0.16$0.08
2015Summary only. Only limited summary data is available for this year.$1.63$0.00$0.00$0.07$0.07
2014Summary only. Only limited summary data is available for this year.$1.70$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$1.70$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$1.71$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$1.71$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ira RobbinsDirector-$0--
Thomas IadanzaDirector-$0--
Yvonne SurowiecPresident-$0--
Bernadette MuellerVice President-$0--
Mark FernandezVice President-$0--
Sara PalmerVice President-$0--
Daniel McCartyVice President-$0--
Tina ZarkadasTreasurer-$0--
Mitchell CrandellAssistant Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantValley Workplace Giving-Fidelity CharitableGeneral Charitable Purposes of Donee Organization.-Covington, KY, US$292,481
Filing and Contact Details

Filer

Filer Name
The Valley Foundation Inc
EIN
22-3473532
In Care Of
% VALLEY NATIONAL BANK
Phone
9736865017
Address
1455 Valley Road, Wayne, NJ 07470

Signing Officer

Name
Daniel McCarty
Title
FSVP & Tax Director
Phone
9736865017
Signed
2023-05-10
Raw XML Appendix294 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.

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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01455 VALLEY ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAYNE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007470
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0VALLEY NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum09736865017
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0292481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable Purposes of Donee Organization.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Valley Workplace Giving-Fidelity Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 Crosby Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0KC1D-FCS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Covington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd041015
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0292481
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012884
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015098
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0264499
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0264499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0292481
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0264499
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0264499
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015098
LiquidationExplanationStmt/ExplanationTxt0On 12/31/2022 the foundation board of directors voted to distribute all foundation assets to Fidelity Charitable, 100 Crosby Parkway, Covington, KY 41015, a public charity that had been in existence and publicly supported for over 60 months at the time of the distribution. Accordingly, the foundation assets were liquidated and $292,481 in cash, constituting all the foundation's net assets, was distributed to this organization. Foundation status is therefore terminated under Internal Revenue Code section 507(b)(1)(A) by distribution of all net assets to an organization described in that section. The foundation corporation plans to terminate in 2023 but did not do so prior to the end of 2022. The "final return" box is checked on page 1, however, because of the 507(b)(1)(A) termination of foundation status.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE EXPENSES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt041938
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CLOSING ADJUSTMENT
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel McCarty
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FSVP & Tax Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09736865017
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Valley Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0223473532
ReturnHeader/Filer/InCareOfNm0% VALLEY NATIONAL BANK
ReturnHeader/Filer/PhoneNum09736865017
ReturnHeader/Filer/USAddress/AddressLine1Txt01455 Valley Road
ReturnHeader/Filer/USAddress/CityNm0Wayne
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007470
ReturnHeader/ReturnTs02023-05-10T15:27:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Daniel
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McCarty
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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