Civic Intelligence

The Valley Foundation

990 • Fiscal year 2023 • EIN 23-7352886

Oct 01, 2022 to Sep 30, 2023 • Filed on Jul 15, 2024

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

37th percentile

0.09x

Higher debt load relative to assets than 37% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.11x

Higher debt load relative to revenue than 31% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

99th percentile

$1,909,843

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

6.6%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$19,433,240

Up $3,004,946 (+18%) from 2022

Net Assets

Up

$17,740,248

Up $2,886,447 (+19%) from 2022

Liabilities

Up

$1,692,992

Up $118,499 (+7.5%) from 2022

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin70th percentile

Revenue

Up

$14,782,794

Up $919,304 (+6.6%) from 2022

Expenses

Up

$12,567,084

Up $931,203 (+8.0%) from 2022

Net Income

Down

$2,215,710

Down $11,899 (-0.5%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th 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 2023: $19,433,240Liabilities 2023: $1,692,992Net Assets 2023: $17,740,2482023Assets 2024: $23,817,639Liabilities 2024: $1,700,903Net Assets 2024: $22,116,7362024

Highlighted filing

2023

Assets$19,433,240
Liabilities$1,692,992
Net Assets$17,740,248
Open 2023 Filing

Operations Trend

Revenue Growth52nd 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 2023: $14,782,794Expenses 2023: $12,567,084Net Income 2023: $2,215,7102023Revenue 2024: $15,184,108Expenses 2024: $12,545,708Net Income 2024: $2,638,4002024

Highlighted filing

2023

Revenue$14,782,794
Expenses$12,567,084
Net Income$2,215,710
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 15, 2024
Return Version
2022v5.0
Gross Receipts
$14,782,794
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$10,053,705$13,299,789▲ $3,246,084
Savings and Temporary Cash Investments$4,214,640$4,940,914▲ $726,274
Accounts Receivable$2,159,672$1,192,260▼ $967,412
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$16,428,294$19,433,240▲ $3,004,946
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,424,493$1,592,992▲ $168,499
Other Liabilities$150,000$100,000▼ $50,000
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$1,574,493$1,692,992▲ $118,499
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,853,801$17,740,248▲ $2,886,447
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$14,853,801$17,740,248▲ $2,886,447
Total Liabilities and Net Assets / Fund Balance$16,428,294$19,433,240▲ $3,004,946

Asset Categories

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Roger SmalliganPresident / CEOFT$249,429$99,452$348,881
Mr W Scott BenceTreasurer/board SecretaryFT$305,786$40,821$346,607
Dr Alan BaggettPhysicianPT$232,122$37,247$269,369
Dr Steffane BattlePhysicianPT$209,007$18,616$227,623
Dr Marcia ChesebroPhysicianFT$172,280$55,286$227,566
Dr Jesse FaulkPhysicianFT$156,654$42,140$198,794
Dr Marsha DaniellPhysicianFT$120,427$63,228$183,655
Dr Shivani MalhotraPhysicianFT$101,921$73,761$175,682
Mr Clinton MartinBoard MemberPT$104,035$66,182$170,217
Dr Nancy BlevinsBoard MemberPT$87,554$77,391$164,945

Board Members and Trustees

NameTitle
Anupam AgarwalChairman of Board
Dr Selwyn Vickers MdFormer Chairman of Board
Dr Lakshmi NallamalaBoard Member
Hon Schuyler RichardsonBoard Member
Mr Charles H JonesBoard Member
Mr Dana TownBoard Member
Mr Don LillyBoard Member
Mr Jeff GronbergBoard Member
Mr John WynnBoard Member
Mr Michael AhearnBoard Member
Mr Peter LoweBoard Member
Mr Ronald GrayBoard Member
Mr Thomas YoungBoard Member
Mr Tim HowardBoard Member
Ms Theresa a Terri CoomerBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,291,105
Investment Income
$491,689
Other Revenue
$0
Change in Net Assets
$2,215,710

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,782,794
Revenue Not Reported on Form 990
$-854,464
Total Revenue per Audited Statements
$13,928,330
Total Revenue per Form 990
$14,782,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,426,336
Salaries, Compensation, and Employee Benefits$5,702,154
Grants and Similar Amounts Paid$438,594
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,686,985--$3,686,985
Current Officers, Directors, Trustees, and Key Employees$1,335,738-$0$1,335,738
Grants to Domestic Orgs$438,594--$438,594
Other Employee Benefits$421,484--$421,484
Payroll Taxes$257,947--$257,947
Fees for Services Other$147,091$37,394-$184,485
Insurance$120,669$4,517-$125,186
Other Expenses$50,966$54,438-$105,404
All Other Expenses$59,344$9,787-$69,131
Fees for Services Accounting-$64,368-$64,368
Conferences and Meetings$50,139--$50,139
Fees for Service Investment Mgmnt Fees-$13,728-$13,728
Advertising-$300-$300
Total Functional Expenses$12,375,552$191,532$0$12,567,084

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,567,084
Expenses per Audited Statements$11,041,883
Total Expenses per Audited Statements$11,041,883
Expenses Not Reported on Financial Statements$1,525,201
Other Expense Adjustments$1,511,473
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Alabama School of MedicineBirmingham, AL501(c)(3)Sprt Acad. Mission$438,594
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$100,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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/secretary
Phone
2565397757
Signed
2024-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Smalligan
Formed
1973
Legal Domicile
Al
Voting Board Members
18
Independent Board Members
12
Employees
36
Volunteers
12

Preparer

Firm
Pwc US Tax Llp
Address
655 NEW YORK AVE NW STE 1100, WASHINGTON, DC 20001
Preparer
Michael D Hoffman
Phone
2024141000
Supplemental Narrative

Financial Statement Notes

Schedule D, Part XI, Line 2D

“The amounts included on this line: investment management fees ($13,728) bad debt expense ($1,511,473)”

Schedule D, Part XII, Line 4B

“The amounts included on this line: bad debt expense ($1,511,473)”

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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

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,433,240
Liabilities
$1,692,992
Net assets
$17,740,248
Revenue
$14,782,794
Expenses
$12,567,084
Net income
$2,215,710
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
2023Detailed filing. Detailed filing data is available for this year.$19.4$1.69$17.7$14.8$12.6$2.22
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