Civic Intelligence

Santa Ynez Valley Foundation

990 • Fiscal year 2012 • EIN 33-0450151

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 12, 2013

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.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$3,945,909

Down $157,383 (-3.8%) from 2011

Net Assets

Down

$3,945,909

Down $157,383 (-3.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$347,098

Up $11,143 (+3.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2012

Assets$3,945,909
Liabilities$0
Net Assets$3,945,909
Open 2012 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

2012

Revenue-
Expenses$347,098
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 12, 2013
Return Version
2012v2.0
Gross Receipts
$3,064,939
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
Raw XML AppendixShowing 400 of 560 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.

Path#Value
IRS990/AccountantCompileOrReview0false
IRS990/AccountsReceivable/EOY00
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0GRANT MAKING TO NONPROFIT ORGANIZATIONS IN THE SANTA YNEZ VALLEY AND LOS ALAMOS. PROVIDE SCHOLARSHIPS TO STUDENTS FROM THE SANTA YNEZ VALLEY AND LOS ALAMOS.
IRS990/Advertising/Total00
IRS990/AllAffiliatesIncluded0false
IRS990/AllOtherContributions098404
IRS990/AllOtherExpenses/ManagementAndGeneral0831
IRS990/AllOtherExpenses/Total0831
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsToMembers/Total00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY02719
IRS990/CashNonInterestBearing/EOY0633
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral029201
IRS990/CompCurrentOfficersDirectors/Total029201
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConferencesMeetings/ManagementAndGeneral0829
IRS990/ConferencesMeetings/Total0829
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear098404
IRS990/ContributionsGrantsPriorYear01180300
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/ManagementAndGeneral0331
IRS990/DepreciationDepletion/Total0331
IRS990/DescribedIn501C30true
IRS990/Description0DURING THE YEAR 2012 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 58 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.
IRS990/DisregardedEntity0false
IRS990/DistributionToDonor0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0true
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0true
IRS990/EscrowAccount0false
IRS990/ExcessBenefitTransaction0false
IRS990/ExcessBusinessHoldings0false
IRS990/Expense0242007
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/ManagementAndGeneral09154
IRS990/FeesForServicesAccounting/Total09154
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral039160
IRS990/FeesForServicesInvstMgmntFees/Total039160
IRS990/FeesForServicesLegal/Total00
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total00
IRS990/FeesForServicesOther/Total00
IRS990/FeesForServicesProfFundraising/Total00
IRS990/FiledLieu10410false
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form1098CFiled0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form8899Filed0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek50.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek60.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek70.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek80.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek90.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1020.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated00.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated10.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated20.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated30.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated40.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated50.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated60.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated70.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated80.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated90.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated100.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/NamePerson0RICHARD NAGLER
IRS990/Form990PartVIISectionA/NamePerson1GREGORY A PENSA
IRS990/Form990PartVIISectionA/NamePerson2ALLAN S JONES
IRS990/Form990PartVIISectionA/NamePerson3PRISCILLA J HIGGINS
IRS990/Form990PartVIISectionA/NamePerson4KYLE ABELLO
IRS990/Form990PartVIISectionA/NamePerson5W PETER ROBBINS
IRS990/Form990PartVIISectionA/NamePerson6TRESHA SELL
IRS990/Form990PartVIISectionA/NamePerson7WILLIAM H SERRITSLEV
IRS990/Form990PartVIISectionA/NamePerson8ALFONSO GONZALEZ
IRS990/Form990PartVIISectionA/NamePerson9LINDA STAFFORD BURROWS
IRS990/Form990PartVIISectionA/NamePerson10ANNE CHRISTENSEN
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization1029201
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/Title0Director
IRS990/Form990PartVIISectionA/Title1Director
IRS990/Form990PartVIISectionA/Title2Director
IRS990/Form990PartVIISectionA/Title3Vice President
IRS990/Form990PartVIISectionA/Title4Director
IRS990/Form990PartVIISectionA/Title5Director
IRS990/Form990PartVIISectionA/Title6Director
IRS990/Form990PartVIISectionA/Title7CFO
IRS990/Form990PartVIISectionA/Title8Director
IRS990/Form990PartVIISectionA/Title9President
IRS990/Form990PartVIISectionA/Title10Secretary
IRS990/Form990ProvidedToGoverningBody0false
IRS990/Form990-TFiled0false
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0true
IRS990/FundraisingDirectExpenses023039
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Other07678
IRS990/GainOrLoss/Securities0-2361
IRS990/Gaming0false
IRS990/Grants0242007
IRS990/GrantsAndSimilarAmntsCY0242007
IRS990/GrantsAndSimilarAmntsPriorYear0222878
IRS990/GrantsToDomesticIndividuals/ProgramServices042017
IRS990/GrantsToDomesticIndividuals/Total042017
IRS990/GrantsToDomesticOrgs/ProgramServices0199990
IRS990/GrantsToDomesticOrgs/Total0199990
IRS990/GrantsToIndividuals0true
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Other07678
IRS990/GrossAmountSalesAssets/Securities02849824
IRS990/GrossIncomeFundraisingEvents021595
IRS990/GrossReceipts03064939
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/ManagementAndGeneral02388
IRS990/Insurance/Total02388
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear092755
IRS990/InvestmentIncome/ExclusionAmount087438
IRS990/InvestmentIncomePriorYear0177203
IRS990/InvestmentIncome/TotalRevenueColumn087438
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/EOY00
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/BOY02339239
IRS990/InvestmentsPubTradedSecurities/EOY02706896
IRS990/InvestTaxExemptBonds0false
IRS990/LandBldgEquipmentAccumDeprec021095
IRS990/LandBuildingsEquipmentBasis022289
IRS990/LandBuildingsEquipmentBasisNet/BOY01526
IRS990/LandBuildingsEquipmentBasisNet/EOY01194
IRS990/LessCostOthBasisSalesExpenses/Securities02852185
IRS990/LicensedMoreThanOneState0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0GRANT MAKING TO NONPROFIT ORGANIZATIONS IN THE SANTA YNEZ VALLEY AND LOS ALAMOS. PROVIDE SCHOLARSHIPS TO STUDENTS FROM THE SANTA YNEZ VALLEY AND LOS ALAMOS.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NbrIndependentVotingMembers010
IRS990/NbrVotingGoverningBodyMembers010
IRS990/NbrVotingMembersGoverningBody010
IRS990/NetAssetsOrFundBalancesBOY04103292
IRS990/NetAssetsOrFundBalancesEOY03945909
IRS990/NetGainOrLossInvestments/ExclusionAmount05317
IRS990/NetGainOrLossInvestments/TotalRevenueColumn05317
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn0-1444
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109603
IRS990/NumberIndependentVotingMembers010
IRS990/NumberIndividualsGT100K00
IRS990/NumberOf8282Filed00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees01
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral06900
IRS990/Occupancy/Total06900
IRS990/OfficeExpenses/ManagementAndGeneral04281
IRS990/OfficeExpenses/Total04281
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/EOY00
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensePriorYear082890
IRS990/OtherExpensesCurrentYear073383
IRS990/OtherExpenses/Description0UTILITIES
IRS990/OtherExpenses/Description1DUES
IRS990/OtherExpenses/Description2TELEPHONE
IRS990/OtherExpenses/Description3FUND RAISING
IRS990/OtherExpenses/Fundraising03991
IRS990/OtherExpenses/ManagementAndGeneral01160
IRS990/OtherExpenses/ManagementAndGeneral11650
IRS990/OtherExpenses/ManagementAndGeneral22708
IRS990/OtherExpenses/Total01160
IRS990/OtherExpenses/Total11650
IRS990/OtherExpenses/Total22708
IRS990/OtherExpenses/Total33991
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear0-1444
IRS990/OtherRevenuePriorYear02600
IRS990/OtherSalariesAndWages/Total00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/ManagementAndGeneral02507
IRS990/PayrollTaxes/Total02507
IRS990/PensionPlanContributions/Total00
IRS990/PermanentlyRestrictedNetAssets/BOY050000
IRS990/PermanentlyRestrictedNetAssets/EOY097869
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PrepaidExpensesDeferredCharges/BOY0500
IRS990/PrepaidExpensesDeferredCharges/EOY0500
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationRevenueExpenses0-157383
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0-157383
IRS990/RevenuesLessExpensesPriorYear01024148
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear031708
IRS990/SalariesEtcPriorYear030187
IRS990/SavingsAndTempCashInvestments/BOY01759308
IRS990/SavingsAndTempCashInvestments/EOY01236686
IRS990ScheduleA/AmountsSubstContributorsTotal048950
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.
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear036404
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year066525
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years093210
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years057459
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years075333
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0328931
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear087438
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year086206
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years082453
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years051108
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0140107
IRS990ScheduleA/GrossInvestmentIncome170/Total0447312
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.36070
IRS990ScheduleA/PublicSupportPertcentPriorYear00.36050
IRS990ScheduleA/PublicSupportTotal1700279981
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear036404
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year066525
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years093210
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years057459
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years075333
IRS990ScheduleA/Total170/Total0328931
IRS990ScheduleA/TotalSupport0776243
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired0true
IRS990ScheduleD/AggregateDAFValue01061746
IRS990ScheduleD/AreRelatedOrgsListedScheduleR0false
IRS990ScheduleD/BoardDesignatedEOYBalance00.97000
IRS990ScheduleD/CurrentYear/AdministrativeExpenses093024
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance03044100
IRS990ScheduleD/CurrentYear/Contributions096954
IRS990ScheduleD/CurrentYear/EndOfYearBalance02946442
IRS990ScheduleD/CurrentYear/GrantsOrScholarships0168031
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses066443
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses096595
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance03202839
IRS990ScheduleD/CurrentYearMinus1Year/Contributions0116525
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance03044100
IRS990ScheduleD/CurrentYearMinus1Year/GrantsOrScholarships0144380
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0-34289
IRS990ScheduleD/CurrentYearMinus2Years/AdministrativeExpenses095394
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance03232852
IRS990ScheduleD/CurrentYearMinus2Years/Contributions054585
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance03202839
IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships0184750
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0195546
IRS990ScheduleD/CurrentYearMinus3Years/AdministrativeExpenses0102889
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance02729264
IRS990ScheduleD/CurrentYearMinus3Years/Contributions039459
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance03232852
IRS990ScheduleD/CurrentYearMinus3Years/GrantsOrScholarships0112981
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses0679999
IRS990ScheduleD/CurrentYearMinus4Years/AdministrativeExpenses02729264
IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance071333
IRS990ScheduleD/CurrentYearMinus4Years/Contributions0-1942189
IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance02729264
IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses0163700
IRS990ScheduleD/CurrentYearMinus4Years/OtherExpenditures0103102
IRS990ScheduleD/DisclosedForCharitablePurposes0false
IRS990ScheduleD/DisclosedOrgsLegalControl0false
IRS990ScheduleD/DonorAdvisedContributions01450
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/Equipment/BookValue01194
IRS990ScheduleD/Equipment/Depreciation017762
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis018956
IRS990ScheduleD/GrantsPaidFromDonorFunds076476
IRS990ScheduleD/LeaseholdImprovements/Depreciation03333
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis03333
IRS990ScheduleD/NumberDAFsHeld04
IRS990ScheduleD/PermanentEndowmentEOYBalance00.03000
IRS990ScheduleD/TotalOfBookValueLandBuildings01194
IRS990ScheduleG/AgreementRefFundraising0false
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents023039
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent1017688
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents017688
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1021595

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,945,909
Liabilities
$0
Net assets
$3,945,909
Revenue
-
Expenses
$347,098
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