Civic Intelligence

Santa Ynez Valley Foundation

990 • Fiscal year 2011 • EIN 33-0450151

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 13, 2012

Organization Profilewww.syvalleyfoundation.org
540 Alisal Road93463
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

89th percentile

33%

Faster asset growth than 89% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$4,103,292

Up $1,024,148 (+33%) from 2010

Net Assets

Up

$4,103,292

Up $1,024,148 (+33%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$335,955

Up $31,341 (+10%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,079,144Liabilities 2010: $0Net Assets 2010: $3,079,1442010Assets 2011: $4,103,292Liabilities 2011: $0Net Assets 2011: $4,103,2922011Assets 2012: $3,945,909Liabilities 2012: $0Net Assets 2012: $3,945,9092012Assets 2013: $4,381,405Liabilities 2013: $0Net Assets 2013: $4,381,4052013Assets 2014: $4,284,555Liabilities 2014: $0Net Assets 2014: $4,284,5552014Assets 2015: $4,214,357Liabilities 2015: $0Net Assets 2015: $4,214,3572015Assets 2016: $4,056,824Liabilities 2016: $0Net Assets 2016: $4,056,8242016Assets 2017: $3,923,665Liabilities 2017: $1,640Net Assets 2017: $3,922,0252017Assets 2018: $3,802,543Liabilities 2018: $1,895Net Assets 2018: $3,800,6482018Assets 2019: $3,910,176Liabilities 2019: $1,809Net Assets 2019: $3,908,3672019Assets 2021: $4,010,968Liabilities 2021: $1,037Net Assets 2021: $4,009,9312021Assets 2022: $4,914,747Liabilities 2022: $1,874Net Assets 2022: $4,912,8732022Assets 2023: $5,271,554Liabilities 2023: $615Net Assets 2023: $5,270,9392023Assets 2024: $5,041,627Liabilities 2024: $1,266Net Assets 2024: $5,040,3612024Assets 2025: $4,868,219Liabilities 2025: $236Net Assets 2025: $4,867,9832025

Highlighted filing

2011

Assets$4,103,292
Liabilities$0
Net Assets$4,103,292
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $304,6142010Expenses 2011: $335,9552011Expenses 2012: $347,0982012Revenue 2013: $770,328Expenses 2013: $334,832Net Income 2013: $435,4962013Revenue 2014: $458,012Expenses 2014: $554,862Net Income 2014: -$96,8502014Revenue 2015: $404,584Expenses 2015: $474,782Net Income 2015: -$70,1982015Revenue 2016: $336,780Expenses 2016: $494,313Net Income 2016: -$157,5332016Revenue 2017: $320,828Expenses 2017: $455,627Net Income 2017: -$134,7992017Revenue 2018: $283,650Expenses 2018: $405,027Net Income 2018: -$121,3772018Revenue 2019: $510,746Expenses 2019: $403,027Net Income 2019: $107,7192019Revenue 2021: $544,949Expenses 2021: $500,351Net Income 2021: $44,5982021Revenue 2022: $1,401,095Expenses 2022: $498,153Net Income 2022: $902,9422022Revenue 2023: $771,088Expenses 2023: $413,022Net Income 2023: $358,0662023Revenue 2024: $300,564Expenses 2024: $531,142Net Income 2024: -$230,5782024Revenue 2025: $376,130Expenses 2025: $548,508Net Income 2025: -$172,3782025

Highlighted filing

2011

Revenue-
Expenses$335,955
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 13, 2012
Return Version
2011v1.2
Gross Receipts
$4,014,693
Mission and Program Overview

Mission

Grant making to nonprofit organizations in the santa ynez valley and los alamos. Provide scholarships to students from the santa ynez valley and los alamos.

Filing and Contact Details

Filer

EIN
33-0450151
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IRS990/Description0DURING THE YEAR 2011 GRANTS WERE MADE TO VARIOUS NONPROFIT ORGANIZATIONS TO BE USED IN THE SANTA YNEZ VALLEY AND LOS ALAMOS VALLEY OF SANTA BARBARA COUNTY, CALIFORNIA. IN ADDITION 37 STUDENTS OF THE SAME COMMUNITIES WERE AWARDED SCHOLARSHIPS.EACH YEAR THE FOUNDATION BOARD OF DIRECTORS APPROVES A BUDGET BASED ON 5% OF THE NET ASSET BALANCE AT THE END OF THE PREVIOUS YEAR.THE FOUNDATION SEEKS ADDITIONAL ENDOWMENT FUNDS FROM THE LOCAL PUBLIC AS THE COMMUNITY NEED GROWS SO THAT IT CAN FULFILL THE MISSION. THE MISSION OF THE SANTA YNEZ VALLEY FOUNDATION IS:The Valley Foundation works to improve the lives of people in the Santa Ynez Valley and Los Alamos by investing in programs that feed the poor, promote health, nurture seniors, challenge our youth and inspire the community to make a difference. With the help of caring supporters the Foundation also builds permanent funds to enhance the quality of life now and in the future.
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IRS990ScheduleA/GeneralExplanation010% FACTS AND CIRCUMSTANCES:THE FOUNDATION MAINTAINS CONTINUOUS EFFORTS TO COLLECT FUNDS FROM THE GENERAL PUBLIC OF THE SANTA YNEZ VALLEY AND LOS ALAMOS VALLEY, CALIFORNIA. THESE EFFORTS INCLUDE AN AFFILIATES PROGRAM FOR INDIVIDUALS AND THE BUSINESS PARTNERS PROGRAM FOR LOCAL BUSINESSES. AFFILIATES AND PARTNERS RECEIVE REGULAR MAILINGS REQUESTING SUPPORT. THE FOUNDATION ALSO MAINTAINS PUBLIC AWARENESS THROUGH NEWS PAPER PRESS RELEASES, A NEWSLETTER CALLED "NEIGHBORTALK", AND THROUGH ITS ANNUAL AWARDS CEREMONY HONORING OUTSTANDING LOCAL VOLUNTEER INDIVIDUALS.THE FOUNDATION SEEKS ADDITIONAL ENDOWMENT FUNDS FROM THE LOCAL PUBLIC AS THE COMMUNITY NEED GROWS SO THAT IT CAN FULFILL THE MISSION. THE MISSION OF THE SANTA YNEZ VALLEY FOUNDATION IS:The Valley Foundation works to improve the lives of people in the Santa Ynez Valley and Los Alamos by investing in programs that feed the poor, promote health, nurture seniors, challenge our youth and inspire the community to make a difference. With the help of caring supporters the Foundation also builds permanent funds to enhance the quality of life now and in the future.THE DIRECTORS OF THE FOUNDATION ACT ON A VOLUNTEER BASIS AND ARE ADVOCATES OF THE FOUNDATION IN THE COMMUNITY. THE GRANTS PROVIDED BY THE FOUNDATION DIRECTLY BENEFIT THE PUBLIC AS THEY ARE MADE TO LOCAL NONPROFIT ORGANIZATIONS AND AS SCHOLARSHIPS TO LOCAL STUDENTS. THE FOUNDATION STRIVES TO INCLUDE AT LEAST ONE BOARD MEMBER WHO RESIDES IN EACH OF THE LOCAL TOWNSHIPS OF THE SANTA YNEZ VALLEY AND LOS ALAMOS.
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IRS990ScheduleD/CurrentYear/BeginningOfYearBalance03202839
IRS990ScheduleD/CurrentYear/Contributions0116525
IRS990ScheduleD/CurrentYear/EndOfYearBalance03044100
IRS990ScheduleD/CurrentYear/GrantsOrScholarships0144380
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0-34289
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses095394
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance03232852
IRS990ScheduleD/CurrentYearMinus1Year/Contributions054585
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance03202839
IRS990ScheduleD/CurrentYearMinus1Year/GrantsOrScholarships0184750
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0195546
IRS990ScheduleD/CurrentYearMinus2Years/AdministrativeExpenses0102889
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance02729264
IRS990ScheduleD/CurrentYearMinus2Years/Contributions039459
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance03232852
IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships0112981
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0679999
IRS990ScheduleD/DisclosedForCharitablePurposes0false
IRS990ScheduleD/DisclosedOrgsLegalControl0false
IRS990ScheduleD/DonorAdvisedContributions01063775
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/Equipment/BookValue01526
IRS990ScheduleD/Equipment/Depreciation017430
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis018956
IRS990ScheduleD/GrantsPaidFromDonorFunds078498
IRS990ScheduleD/LeaseholdImprovements/Depreciation03333
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis03333
IRS990ScheduleD/NumberDAFsHeld04
IRS990ScheduleD/PermanentEndowmentEOYBalance00.02000
IRS990ScheduleD/TotalOfBookValueLandBuildings01526
IRS990ScheduleG/AgreementRefFundraising0false
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents018763
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent1015493
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents015493
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1021363
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal021363
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1021363
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents021363
IRS990ScheduleG/EventsInformation/NameOfEvent10MAN AND WOMAN OF THE YEAR BANQUET
IRS990ScheduleG/EventsInformation/NetIncomeSummary02600
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent103270
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents03270
IRS990ScheduleG/MailSolicitations0X

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,103,292
Liabilities
$0
Net assets
$4,103,292
Revenue
-
Expenses
$335,955
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.38$0.55$0.17
2024Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.30$0.53$0.23
2023Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.77$0.41$0.36
2022Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$1.40$0.50$0.90
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.54$0.50$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.51$0.40$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.28$0.41$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.32$0.46$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.34$0.49$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.40$0.47$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.46$0.55$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.77$0.33$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.00$3.95$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$0.00$4.10$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.00$3.08$0.30