Civic Intelligence

The Valley Foundation

990 • Fiscal year 2022 • EIN 23-7352886

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 11, 2023

Organization ProfileN/A

View Organization Page

301 Governors Drive SWHuntsville, AL 35801

(256) 539-7757

Siviq Scores

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

Liabilities / Assets

39th percentile

0.10x

Higher debt load relative to assets than 39% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

34th percentile

0.11x

Higher debt load relative to revenue than 34% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

67th percentile

16%

Higher net margin than 67% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

99th percentile

$1,903,806

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

59th percentile

4.0%

Faster asset growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

15%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$16,428,294

Up $625,719 (+4.0%) from 2021

Net Assets

Up

$14,853,801

Up $396,659 (+2.7%) from 2021

Liabilities

Up

$1,574,493

Up $229,060 (+17%) from 2021

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin67th percentile

Revenue

Up

$13,863,490

Up $1,774,835 (+15%) from 2021

Expenses

Up

$11,635,881

Up $1,524,526 (+15%) from 2021

Net Income

Up

$2,227,609

Up $250,309 (+13%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$30M$20M$10M$0Assets 2014: $10,157,473Liabilities 2014: $1,426,823Net Assets 2014: $8,730,6502014Assets 2015: $10,339,927Liabilities 2015: $1,432,208Net Assets 2015: $8,907,7192015Assets 2016: $10,280,624Liabilities 2016: $921,883Net Assets 2016: $9,358,7412016Assets 2017: $11,040,917Liabilities 2017: $1,203,719Net Assets 2017: $9,837,1982017Assets 2018: $12,387,223Liabilities 2018: $2,390,961Net Assets 2018: $9,996,2622018Assets 2019: $13,299,781Liabilities 2019: $2,903,672Net Assets 2019: $10,396,1092019Assets 2020: $14,705,356Liabilities 2020: $3,664,624Net Assets 2020: $11,040,7322020Assets 2021: $15,802,575Liabilities 2021: $1,345,433Net Assets 2021: $14,457,1422021Assets 2022: $16,428,294Liabilities 2022: $1,574,493Net Assets 2022: $14,853,8012022Assets 2024: $23,817,639Liabilities 2024: $1,700,903Net Assets 2024: $22,116,7362024

Highlighted filing

2022

Assets$16,428,294
Liabilities$1,574,493
Net Assets$14,853,801
Open 2022 Filing

Operations Trend

Revenue Growth66th percentile

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

$20M$15M$10M$5.0M$0Revenue 2014: $9,017,294Expenses 2014: $8,499,869Net Income 2014: $517,4252014Revenue 2015: $9,015,725Expenses 2015: $8,484,635Net Income 2015: $531,0902015Revenue 2016: $7,223,038Expenses 2016: $7,074,287Net Income 2016: $148,7512016Revenue 2017: $8,415,262Expenses 2017: $8,169,911Net Income 2017: $245,3512017Revenue 2018: $9,790,140Expenses 2018: $9,715,860Net Income 2018: $74,2802018Revenue 2019: $9,659,281Expenses 2019: $9,135,028Net Income 2019: $524,2532019Revenue 2020: $10,177,445Expenses 2020: $9,549,838Net Income 2020: $627,6072020Revenue 2021: $12,088,655Expenses 2021: $10,111,355Net Income 2021: $1,977,3002021Revenue 2022: $13,863,490Expenses 2022: $11,635,881Net Income 2022: $2,227,6092022Revenue 2024: $15,184,108Expenses 2024: $12,545,708Net Income 2024: $2,638,4002024

Highlighted filing

2022

Revenue$13,863,490
Expenses$11,635,881
Net Income$2,227,609
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 11, 2023
Return Version
2021v4.2
Gross Receipts
$13,863,490
Mission and Program Overview

Mission

To gratefully treat all patients and staff with compassion, respect and understanding while providing the highest quality medical care and service available in north alabama. We are dedicated to satisfying the individual needs of our patients through providing easy access to services in a safe and caring environment where everyone feels special. The school of medicine is dedicated to the education of physicians and scientists in all of the disciplines of medicine and biomedical investigation for careers in practice, teaching and research. Necessary to this educational mission is the provision of outstanding medical care and services and the enhancement of new knowledge through clinical and basic biomedical research.

The foundation provides assistance to the university of alabama at birmingham for its medical education, training, and research programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,965,060$10,053,705▲ $88,645
Savings and Temporary Cash Investments$4,869,929$4,214,640▼ $655,289
Accounts Receivable$967,309$2,159,672▲ $1,192,363
Cash and Non-Interest-Bearing Accounts$277$277→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$15,802,575$16,428,294▲ $625,719
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,339,015$1,424,493▲ $85,478
Other Liabilities$6,418$150,000▲ $143,582
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,345,433$1,574,493▲ $229,060
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,457,142$14,853,801▲ $396,659
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$14,457,142$14,853,801▲ $396,659
Total Liabilities and Net Assets / Fund Balance$15,802,575$16,428,294▲ $625,719

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$135,332$135,332
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr W Scott BenceSecretary/treasurerFT$298,237$86,213$384,450
Mr Roger SmalliganPresident / CEOFT$241,265$100,798$342,063
Dr Alan BaggettPhysicianPT$232,820$50,391$283,211
Mr John FanningBoard MemberPT$122,784$90,122$212,906
Dr Jesse FaulkPhysicianFT$156,411$56,154$212,565
Dr Marsha DaniellPhysicianFT$121,533$65,006$186,539
Dr Farrah IbrahimPhysicianPT$122,688$51,864$174,552
Dr Katherine MoodyPhysicianFT$123,972$49,905$173,877
Dr Nancy BlevinsBoard MemberPT$88,948$73,428$162,376
Mr Clinton MartinBoard MemberPT$80,199$65,012$145,211

Board Members and Trustees

NameTitle
Dr Selwyn Vickers MdChairman of Board(until 08/22)
Dr Lakshmi NallamalaBoard Member
Hon Schuyler RichardsonBoard Member
Mr Charles H JonesBoard Member
Mr Dana TownBoard Member
Mr Devyn KeithBoard Member
Mr Don LillyBoard Member
Mr John WynnBoard Member
Mr Michael AhearnBoard Member
Mr Peter LoweBoard Member
Mr Ronald GrayBoard Member
Mr Tim HowardBoard Member
Mr William Britt SextonBoard Member
Mr Thomas YoungBoard Member (until 09/2021)

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,405,777
Investment Income
$457,713
Other Revenue
$0
Change in Net Assets
$2,227,609

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,863,490
Revenue Not Reported on Form 990
$-3,791,172
Total Revenue per Audited Statements
$10,072,318
Total Revenue per Form 990
$13,863,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,370,019
Salaries, Compensation, and Employee Benefits$4,970,791
Grants and Similar Amounts Paid$295,071
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,824,796$0$0$2,824,796
Current Officers, Directors, Trustees, and Key Employees$1,247,006$0$0$1,247,006
Other Employee Benefits$690,556$0$0$690,556
Grants to Domestic Orgs$295,071--$295,071
Insurance$257,239$5,352$0$262,591
Payroll Taxes$208,433$0$0$208,433
All Other Expenses$144,800$2,308-$147,108
Fees for Services Other$114,525$18,870$0$133,395
Other Expenses$3,221$60,493$0$63,714
Fees for Services Accounting$0$49,451$0$49,451
Office Expenses$5,058$36,980$0$42,038
Conferences and Meetings$6,953$24,986$0$31,939
Advertising$17,325$1,350$0$18,675
Travel$0$10,622$0$10,622
Fees for Service Investment Mgmnt Fees-$9,553-$9,553
Occupancy$0$3,546$0$3,546
Total Functional Expenses$11,412,370$223,511$0$11,635,881

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,635,881
Expenses per Audited Statements$9,675,659
Total Expenses per Audited Statements$9,675,659
Expenses Not Reported on Financial Statements$1,960,222
Other Expense Adjustments$1,950,669
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Alabama School of MedicineBirmingham, AL501(c)(3)Sprt Acad. Mission$295,071
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Huntsville Hosp Recruitment Loan$150,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, LINE 2:

“Michael ahearn and peter lowe - family relationship”

FORM 990, PART VI, LINE 11B:

“The finance committee and the board of directors review the form 990 before it is filed.”

FORM 990, PART VI, LINE 12C:

“Annual disclosures are made and submitted to legal counsel for review and mitigation suggestions. An ad-hoc committee of the board then reviews and enforces compliance with the policy.”

FORM 990, PART VI, LINES 15A & 15B:

“The compensation committee of board retains sole approval authority for compensation and is comprised of independent directors. The compensation committee reviews and compares current salary to national salary/wage data for similarly situated individuals.”

FORM 990, PART VI, LINE 19:

“The valley foundation makes its governing documents, conflict of interest policy and financial statements available to the public only upon request.”

Filing and Contact Details

Filer

Filer Name
The Valley Foundation
EIN
23-7352886
In Care Of
% W SCOTT BENCE
Phone
2565397757
Address
301 GOVERNORS DRIVE SW, HUNTSVILLE, AL 35801

Signing Officer

Name
W Scott Bence
Title
Treasurer
Phone
2565397757
Signed
2023-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Smalligan
Formed
1973
Legal Domicile
Al
Voting Board Members
16
Independent Board Members
11
Employees
36
Volunteers
12

Preparer

Firm
Pwc US Tax Llp
Address
655 NEW YORK AVE NW STE 1100, WASHINGTON, DC 35203
Preparer
Travis L Patton
Phone
2024141000
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D:

“Provision for bad debts: ($1,950,669) investment expenses: ($9,553) ----------- total: ($1,960,222)”

PART XII, LINE 4B:

“Provision for bad debts: $1,950,669”

Raw XML AppendixShowing 400 of 937 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$16,428,294
Liabilities
$1,574,493
Net assets
$14,853,801
Revenue
$13,863,490
Expenses
$11,635,881
Net income
$2,227,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$1.70$22.1$15.2$12.5$2.64
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$1.57$14.9$13.9$11.6$2.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$1.35$14.5$12.1$10.1$1.98
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$3.66$11.0$10.2$9.55$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$2.90$10.4$9.66$9.14$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$2.39$10.00$9.79$9.72$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$1.20$9.84$8.42$8.17$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.92$9.36$7.22$7.07$0.15
2015Detailed filing. Detailed filing data is available for this year.$10.3$1.43$8.91$9.02$8.48$0.53
2014Detailed filing. Detailed filing data is available for this year.$10.2$1.43$8.73$9.02$8.50$0.52