Civic Intelligence

Jose Valdes Math Foundation

990 • Fiscal year 2021 • EIN 26-0825700

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profilewww.josevaldesmath.org
25 North 14th Street Suite 670San Jose, CA 95112

(408) 217-8673

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

61st percentile

17%

Higher net margin than 61% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

87th percentile

82%

Faster asset growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

10%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$144,051

Up $64,915 (+82%) from 2020

Net Assets

Up

$143,610

Up $81,108 (+130%) from 2020

Liabilities

Down

$441

Down $16,193 (-97%) from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin61st percentile

Revenue

Up

$490,049

Up $45,272 (+10%) from 2020

Expenses

Up

$408,941

Up $87,746 (+27%) from 2020

Net Income

Down

$81,108

Down $42,474 (-34%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$600K$400K$200K$0-$200KAssets 2016: $343,622Liabilities 2016: $15,921Net Assets 2016: $327,7012016Assets 2017: $424,476Liabilities 2017: $0Net Assets 2017: $424,4762017Assets 2018: $129,913Liabilities 2018: $0Net Assets 2018: $129,9132018Assets 2019: $8,601Liabilities 2019: $69,681Net Assets 2019: -$61,0802019Assets 2020: $79,136Liabilities 2020: $16,634Net Assets 2020: $62,5022020Assets 2021: $144,051Liabilities 2021: $441Net Assets 2021: $143,6102021Assets 2022: $244,244Liabilities 2022: $28,825Net Assets 2022: $215,4192022Assets 2023: $194,080Liabilities 2023: $9,452Net Assets 2023: $184,6282023Assets 2024: $18,245Liabilities 2024: $4,832Net Assets 2024: $13,4132024

Highlighted filing

2021

Assets$144,051
Liabilities$441
Net Assets$143,610
Open 2021 Filing

Operations Trend

Revenue Growth55th percentile

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

$1.0M$500K$0-$500KRevenue 2016: $762,700Expenses 2016: $711,642Net Income 2016: $51,0582016Revenue 2017: $751,022Expenses 2017: $654,247Net Income 2017: $96,7752017Revenue 2018: $510,314Expenses 2018: $804,864Net Income 2018: -$294,5502018Revenue 2019: $525,836Expenses 2019: $716,829Net Income 2019: -$190,9932019Revenue 2020: $444,777Expenses 2020: $321,195Net Income 2020: $123,5822020Revenue 2021: $490,049Expenses 2021: $408,941Net Income 2021: $81,1082021Revenue 2022: $493,540Expenses 2022: $414,657Net Income 2022: $78,8832022Revenue 2023: $687,795Expenses 2023: $718,586Net Income 2023: -$30,7912023Revenue 2024: $463,096Expenses 2024: $634,312Net Income 2024: -$171,2162024

Highlighted filing

2021

Revenue$490,049
Expenses$408,941
Net Income$81,108
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.0
Gross Receipts
$490,049
Mission and Program Overview

Mission

Teaching Math

The mission of the Jose Valdes Math Institute is to provide comprehensive math education to middle school and high school students particularly the math under-represented within our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$77,894$142,809▲ $64,915
Accounts Receivable$1,242$1,242→ $0
Total Assets$79,136$144,051▲ $64,915
Liabilities
Accounts Payable and Accrued Expenses$16,634$441▼ $16,193
Total Liabilities$16,634$441▼ $16,193
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$62,502$143,610▲ $81,108
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$62,502$143,610▲ $81,108
Total Liabilities and Net Assets / Fund Balance$79,136$144,051▲ $64,915
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Marcos HerreraPresident
Cheryl LawtonVice President
Gaspar Models HowardBoard Member
James PriettoBoard Member
Jose CastellonBoard Member
Kate ValdesBoard Member
Maria A BravoBoard Member
Marisa GaskaBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$489,855
Investment Income
$194
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$81,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$260,867
Salaries, Compensation, and Employee Benefits$148,074
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$234,263--$234,263
Current Officers, Directors, Trustees, and Key Employees$137,551--$137,551
Occupancy$11,766--$11,766
Payroll Taxes$10,523--$10,523
Office Expenses$6,804--$6,804
Fees for Services Accounting$5,992--$5,992
Information Technology$1,597--$1,597
Insurance$445--$445
Total Functional Expenses$408,941$0$0$408,941
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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, Section B, Line 11B

“Form 990 is completed and submitted to the Board for review and comments”

Form 990, Part VI, Section B, Line 12C

“The conflict of Interest policy is reviewed each year at an annual meeting”

Form 990, Part VI, Section C, Line 19

“All documents are available for the public on request”

Filing and Contact Details

Filer

Filer Name
Jose Valdes Math Foundation
EIN
26-0825700
Phone
4082178673
Address
25 North 14th Street Suite 670, San Jose, CA 95112

Signing Officer

Name
Robert Escobar
Title
Officer
Phone
4087588831
Signed
2022-05-10

Organization Details

Principal Officer
Robert Escobar
Formed
2007
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
10
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“School teachers and Assistances for the programs = $213,837.74 Program Services and School supplier for the programs = $20,425.00”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is completed and submitted to the Board for review and comments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict of Interest policy is reviewed each year at an annual meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All documents are available for the public on request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School teachers and Assistances for the programs = $213,837.74 Program Services and School supplier for the programs = $20,425.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt079136
IRS990/TotalAssetsEOYAmt0144051
IRS990/TotalAssetsGrp/BOYAmt079136
IRS990/TotalAssetsGrp/EOYAmt0144051
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0408941
IRS990/TotalFunctionalExpensesGrp/TotalAmt0408941
IRS990/TotalGrossUBIAmt0194
IRS990/TotalLiabilitiesBOYAmt016634
IRS990/TotalLiabilitiesEOYAmt0441
IRS990/TotalLiabilitiesGrp/BOYAmt016634
IRS990/TotalLiabilitiesGrp/EOYAmt0441
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt062502
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0143610
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0408941
IRS990/TotalProgramServiceRevenueAmt0489855
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0489855
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0490049
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0194
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt079136
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0144051
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt025 North 14th Street Suite 670
IRS990/USAddress/CityNm0San Jose
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095112
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.josevaldesmath.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfileEmailAddressChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Escobar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum04087588831
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSE VALDES MATH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0260825700
ReturnHeader/Filer/PhoneNum04082178673
ReturnHeader/Filer/USAddress/AddressLine1Txt025 North 14th Street Suite 670
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095112
ReturnHeader/ReturnTs02022-05-13T17:05:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,051
Liabilities
$441
Net assets
$143,610
Revenue
$490,049
Expenses
$408,941
Net income
$81,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.05$0.13$4.63$6.34$1.71
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.09$1.85$6.88$7.19$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.29$2.15$4.94$4.15$0.79
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$4.90$4.09$0.81
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.17$0.63$4.45$3.21$1.24
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.70$0.61$5.26$7.17$1.91
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$5.10$8.05$2.95
2017Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$7.51$6.54$0.97
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.16$3.28$7.63$7.12$0.51