Civic Intelligence

The Valley Rock Foundation

990PF • Fiscal year 2018 • EIN 26-4742502

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
PO Box 3510Yountville, CA 94599

(707) 265-7734

Siviq Scores

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

Liabilities / Assets

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

100th percentile

682%

Higher net margin than 100% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

4th percentile

-16%

Faster asset growth than 4% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$25,147,408

Down $4,644,552 (-16%) from 2017

Net Assets

Down

$24,910,531

Down $4,764,720 (-16%) from 2017

Liabilities

Up

$236,877

Up $120,168 (+103%) from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$685,562

Down $1,614,756 (-174%) from 2017

Expenses

Up

$3,990,112

Up $1,392,945 (+54%) from 2017

Net Income

Down

-$4,675,674

Down $3,007,701 (-180%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$60M$40M$20M$0Assets 2014: $44,320,148Liabilities 2014: $15,142Net Assets 2014: $44,305,0062014Assets 2015: $35,253,527Liabilities 2015: $105,797Net Assets 2015: $35,147,7302015Assets 2016: $27,233,612Liabilities 2016: $113,807Net Assets 2016: $27,119,8052016Assets 2017: $29,791,960Liabilities 2017: $116,709Net Assets 2017: $29,675,2512017Assets 2018: $25,147,408Liabilities 2018: $236,877Net Assets 2018: $24,910,5312018Assets 2019: $21,857,470Liabilities 2019: $332,674Net Assets 2019: $21,524,7962019Assets 2020: $19,180,787Liabilities 2020: $644,764Net Assets 2020: $18,536,0232020Assets 2021: $20,986,712Liabilities 2021: $596,337Net Assets 2021: $20,390,3752021Assets 2022: $18,345,172Liabilities 2022: $213,069Net Assets 2022: $18,132,1032022Assets 2023: $15,217,267Liabilities 2023: $545,295Net Assets 2023: $14,671,9722023Assets 2024: $2,393,289Liabilities 2024: $172,008Net Assets 2024: $2,221,2812024

Highlighted filing

2018

Assets$25,147,408
Liabilities$236,877
Net Assets$24,910,531
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10M-$20MRevenue 2014: $1,230,299Expenses 2014: $1,651,809Net Income 2014: -$421,5102014Revenue 2015: $849,095Expenses 2015: $7,753,400Net Income 2015: -$6,904,3052015Revenue 2016: $1,336,465Expenses 2016: $10,725,902Net Income 2016: -$9,389,4372016Revenue 2017: $929,194Expenses 2017: $2,597,167Net Income 2017: -$1,667,9732017Revenue 2018: -$685,562Expenses 2018: $3,990,112Net Income 2018: -$4,675,6742018Revenue 2019: $1,476,453Expenses 2019: $6,535,035Net Income 2019: -$5,058,5822019Revenue 2020: $466,755Expenses 2020: $567,859Net Income 2020: -$101,1042020Revenue 2021: $867,438Expenses 2021: $387,934Net Income 2021: $479,5042021Revenue 2022: -$613,551Expenses 2022: $809,060Net Income 2022: -$1,422,6112022Revenue 2023: $1,244,204Expenses 2023: $3,057,876Net Income 2023: -$1,813,6722023Revenue 2024: $455,210Expenses 2024: $12,057,992Net Income 2024: -$11,602,7822024

Highlighted filing

2018

Revenue-$685,562
Expenses$3,990,112
Net Income-$4,675,674
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Celeste Keith WhiteEx Dir/Trt'EePT$0--
Robert A WhiteSec/TreasPT$0--
Filing and Contact Details

Filer

Filer Name
The Valley Rock Foundation
EIN
26-4742502
Phone
7072657734
Address
PO Box 3510, Yountville, CA 94599

Signing Officer

Name
Celeste White
Title
Executive Director
Signed
2019-11-15
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Adler & Colvin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Prudentia Napa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3Shartsis Friese LLP
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgmt
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3Legal
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0One Pershing Plaza
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1135 Main St 20th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2PO Box 2019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt31 Maritime Plz 18
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Jersey City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2St Helena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NJ
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Celeste Keith White
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Robert A White
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Ex Dir/Trt'ee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 3510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 3510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Yountville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Yountville
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03539795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02465056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010432693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt07766941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01565190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01037230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.140989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.09732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.34281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.20083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.02683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt010439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt025032844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt025330728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt030433241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt038674528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt042106703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt038667219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03443081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.704946
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03443081
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03443081
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03443081
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Other Revenue
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 3510
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Yountville
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094599
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Robert A White
IRS990PF/StatementsRegardingActyGrp/PhoneNum07072657734
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,147,408
Liabilities
$236,877
Net assets
$24,910,531
Revenue
-$685,562
Expenses
$3,990,112
Net income
-$4,675,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.17$2.22$0.46$12.1$11.6
2023Detailed filing. Detailed filing data is available for this year.$15.2$0.55$14.7$1.24$3.06$1.81
2022Detailed filing. Detailed filing data is available for this year.$18.3$0.21$18.1$0.61$0.81$1.42
2021Detailed filing. Detailed filing data is available for this year.$21.0$0.60$20.4$0.87$0.39$0.48
2020Detailed filing. Detailed filing data is available for this year.$19.2$0.64$18.5$0.47$0.57$0.10
2019Detailed filing. Detailed filing data is available for this year.$21.9$0.33$21.5$1.48$6.54$5.06
2018Detailed filing. Detailed filing data is available for this year.$25.1$0.24$24.9$0.69$3.99$4.68
2017Detailed filing. Detailed filing data is available for this year.$29.8$0.12$29.7$0.93$2.60$1.67
2016Detailed filing. Detailed filing data is available for this year.$27.2$0.11$27.1$1.34$10.7$9.39
2015Detailed filing. Detailed filing data is available for this year.$35.3$0.11$35.1$0.85$7.75$6.90
2014Detailed filing. Detailed filing data is available for this year.$44.3$0.02$44.3$1.23$1.65$0.42