Civic Intelligence

Valency Fund Inc.

EIN 33-1948235 • 501(c)3 • Madison, WI

Pub. 78 EligibleNTEE S30

Profile

To lessen the burdens of government by supporting and carrying out their programs and initiatives to encourage economic development and combat community deterioration. This is accomplished by fulfilling unmet capital and additional resource needs of early and growth stage businesses in wisconsin who are underserved by traditional for-profit capital markets.

3300 Commercial AvenueMadison, WI 53714

valencyfund.org

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$9,967,353

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$9,967,353

No earlier filing loaded for comparison.

Operations

Revenue

$10,044,036

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$10,044,036

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2024: $9,967,353Liabilities 2024: $0Net Assets 2024: $9,967,3532024

Highlighted filing

2024

Assets$9,967,353
Liabilities$0
Net Assets$9,967,353
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Revenue 2024: $10,044,036Expenses 2024: $0Net Income 2024: $10,044,0362024

Highlighted filing

2024

Revenue$10,044,036
Expenses$0
Net Income$10,044,036
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,967,353
Liabilities
$0
Net assets
$9,967,353
Revenue
$10,044,036
Expenses
$0
Net income
$10,044,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.97$0.00$9.97$10.0$0.00$10.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 12, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$10,277,343
Mission and Program Overview

Mission

To lessen the burdens of government by supporting and carrying out their programs and initiatives to encourage economic development and combat community deterioration. This is accomplished by fulfilling unmet capital and additional resource needs of early and growth stage businesses in wisconsin who are underserved by traditional for-profit capital markets.

Lessen the burdens of government by supporting and encouraging economic development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$0$9,967,353▲ $9,967,353
Savings and Temporary Cash Investments-$6,183,828-
Investments in Publicly Traded Securities-$3,753,525-
Cash and Non-Interest-Bearing Accounts-$30,000-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$9,967,353▲ $9,967,353
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$9,967,353▲ $9,967,353
Total Liabilities and Net Assets / Fund Balance$0$9,967,353▲ $9,967,353
Compensation and Service Providers

Board Members and Trustees

NameTitle
Laura StrongPresident
Todd KearneyDirector
Ralph KautenTreasurer, Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$10,013,515
Program Service Revenue
$0
Investment Income
$30,521
Other Revenue
$0
All Other Contributions
$10,013,515
Change in Net Assets
$10,044,036

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$4,063,515Fair Market Value
Total Noncash Contributions1$4,063,515-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
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 A, Line 8B

“There are no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The full board will receive a copy of the 990 prior to filing for review.”

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

“Annually each employee, director, officer and committee member shall sign the conflict of interest policy. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees considering the proposed transaction or arrangement. If a conflict is found to exist, the individual with the conflict may not be present during the discussion of, and the vote on, the transaction or arrangement. The board meeting minutes shall contain the name of the person who has an actual or potential conflict of interest, the nature of the interest, any action taken to determine if a conflict exists, and the board's decision as to whether a conflict of interest actually existed.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Valency Fund
EIN
33-1948235
Phone
6089958253
Address
3300 COMMERCIAL AVENUE, MADISON, WI 53714

Signing Officer

Name
Laura Strong
Title
President
Phone
6089958253
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Strong
Formed
2024
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
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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/ExplanationTxt1THE FULL BOARD WILL RECEIVE A COPY OF THE 990 PRIOR TO FILING FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY EACH EMPLOYEE, DIRECTOR, OFFICER AND COMMITTEE MEMBER SHALL SIGN THE CONFLICT OF INTEREST POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IF A CONFLICT IS FOUND TO EXIST, THE INDIVIDUAL WITH THE CONFLICT MAY NOT BE PRESENT DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT. THE BOARD MEETING MINUTES SHALL CONTAIN THE NAME OF THE PERSON WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE NATURE OF THE INTEREST, ANY ACTION TAKEN TO DETERMINE IF A CONFLICT EXISTS, AND THE BOARD'S DECISION AS TO WHETHER A CONFLICT OF INTEREST ACTUALLY EXISTED.
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ReturnHeader/TaxPeriodBeginDt02024-11-12
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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