Civic Intelligence

Valente Family Foundation

990PF • Fiscal year 2013 • EIN 46-1045236

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 12, 2014

4062 Fabian Way No 1194303

(650) 855-9927

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

76th percentile

$560

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$239,811

No earlier filing loaded for comparison.

Net Assets

$239,811

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$257,976

No earlier filing loaded for comparison.

Expenses

$18,165

No earlier filing loaded for comparison.

Net Income

$239,811

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2013: $239,811Liabilities 2013: $0Net Assets 2013: $239,8112013Assets 2014: $303,854Liabilities 2014: $0Net Assets 2014: $303,8542014Assets 2015: $361,323Liabilities 2015: $0Net Assets 2015: $361,3232015Assets 2016: $417,724Liabilities 2016: $0Net Assets 2016: $417,7242016Assets 2017: $501,066Liabilities 2017: $0Net Assets 2017: $501,0662017Assets 2019: $648,414Liabilities 2019: $0Net Assets 2019: $648,4142019Assets 2020: $727,919Liabilities 2020: $10,000Net Assets 2020: $717,9192020Assets 2021: $784,635Liabilities 2021: $0Net Assets 2021: $784,6352021Assets 2022: $824,938Liabilities 2022: $0Net Assets 2022: $824,9382022Assets 2023: $883,045Liabilities 2023: $0Net Assets 2023: $883,0452023Assets 2024: $1,015,392Liabilities 2024: $0Net Assets 2024: $1,015,3922024

Highlighted filing

2013

Assets$239,811
Liabilities$0
Net Assets$239,811

Operations Trend

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

$300K$200K$100K$0Revenue 2013: $257,976Expenses 2013: $18,165Net Income 2013: $239,8112013Revenue 2014: $87,834Expenses 2014: $23,790Net Income 2014: $64,0442014Revenue 2015: $82,431Expenses 2015: $24,962Net Income 2015: $57,4692015Revenue 2016: $82,183Expenses 2016: $25,782Net Income 2016: $56,4012016Revenue 2017: $113,553Expenses 2017: $28,610Net Income 2017: $84,9432017Revenue 2019: $108,751Expenses 2019: $34,895Net Income 2019: $73,8562019Revenue 2020: $115,911Expenses 2020: $46,406Net Income 2020: $69,5052020Revenue 2021: $98,404Expenses 2021: $31,688Net Income 2021: $66,7162021Revenue 2022: $110,211Expenses 2022: $55,940Net Income 2022: $54,2712022Revenue 2023: $113,116Expenses 2023: $55,009Net Income 2023: $58,1072023Revenue 2024: $192,439Expenses 2024: $60,092Net Income 2024: $132,3472024

Highlighted filing

2013

Revenue$257,976
Expenses$18,165
Net Income$239,811
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 12, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VINCENT G VALENTETrustee-$560-$560
JANELLE CHIAMPARINOTrustee-$0--
CHRISTA MANORTrustee-$0--
Filing and Contact Details

Filer

EIN
46-1045236
Phone
6508559927

Signing Officer

Name
Vincent G Valente
Title
Trustee
Phone
6508559927
Signed
2014-08-12
Discuss with paid preparer
Yes

Preparer

Preparer
Ellis Chi CPA
Phone
4082452191
Raw XML Appendix368 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.

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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine104062 FABIAN WAY SUITE 11
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PALO ALTO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode094303
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10VALENTE FAMILY FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum06508559927
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HELP SURVIVORS OF DOMESTIC VIOLENCE AND CHANGE PERCEPTIONS ABOUT RELATIONSHIP ABUSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT SCIENTIFIC RESEARCH AND CLINICAL STUDIES ON LYSOSOMAL STORAGE DISEASES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PREPARE AMERICA'S YOUNGEST CHILDREN TO SUCCEED IN SCHOOL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10FAMILY VIOLENCE LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11NEW HOPE RESEARCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12REACH OUT AND READ NATIONAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10470 27TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine116 CHARLEY LAKE COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1256 ROLAND STREET SUITE 100D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1NORTH OAKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode094612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1551276219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode2021291243
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012543
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012411
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012411
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0132
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0132
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012543
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0132
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0132
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10VALENTE CHARITABLE LEAD ANNUITY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine11LAURENCE J VALENTE IRREVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine104062 FABIAN WAY STE 11
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine114062 FABIAN WAY STE 11
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City1PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0943034639
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode1943034639
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0227927
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt122906
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NATIONAL FIN'L #0360 - ACCRUED INT PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1798
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1798
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03361
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0NATIONAL FIN'L #0360 - INV MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03361
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0VALENTE CHARITABLE LEAD ANNUITY TRU
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine104062 FABIAN WAY SUITE 11
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0PALO ALTO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode094303
TaxesSchedule/TaxesDetail/Amt053
TaxesSchedule/TaxesDetail/CategoryTxt0NATIONAL FIN'L #0360 - FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt053
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCENT G VALENTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06508559927
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10VALENTE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VALE
ReturnHeader/Filer/EIN0461045236
ReturnHeader/Filer/PhoneNum06508559927
ReturnHeader/Filer/USAddress/AddressLine104062 FABIAN WAY NO 11
ReturnHeader/Filer/USAddress/City0PALO ALTO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094303
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383781633
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ELLIS CHI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104320 STEVENS CREEK BLVD STE 195
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0951291282
ReturnHeader/PreparerPersonGrp/PhoneNum04082452191
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLIS CHI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-08-13T11:22:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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