Civic Intelligence

Valente Family Foundation

EIN 46-1045236 • Campbell, CA

125 E Sunnyoaks Ave 201Campbell, CA 95008
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

69%

Higher net margin than 92% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

70%

Faster revenue growth than 86% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,015,392

Up $132,347 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,015,392

Up $132,347 (+15%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin92nd percentile

Revenue

Up

$192,439

Up $79,323 (+70%) from 2023

Expenses

Up

$60,092

Up $5,083 (+9.2%) from 2023

Net Income

Up

$132,347

Up $74,240 (+128%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$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

2024

Assets$1,015,392
Liabilities$0
Net Assets$1,015,392
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$192,439
Expenses$60,092
Net Income$132,347
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,015,392
Liabilities
$0
Net assets
$1,015,392
Revenue
$192,439
Expenses
$60,092
Net income
$132,347
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.19$0.06$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.11$0.06$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.11$0.06$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.10$0.03$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.01$0.72$0.12$0.05$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.11$0.03$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.11$0.03$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.08$0.03$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.08$0.02$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.09$0.02$0.06
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.26$0.02$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 27, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

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

Filer

Filer Name
Valente Family Foundation
EIN
46-1045236
Phone
4088715914
Address
125 E SUNNYOAKS AVE 201, CAMPBELL, CA 95008

Signing Officer

Name
Vincent G Valente
Title
Trustee
Phone
4088715914
Signed
2025-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Ellis Chi CPA
Address
1484 SARATOGA AVE, SARATOGA, CA 95070-3612
Preparer
Ellis Chi CPA
Phone
4082452191
Raw XML Appendix327 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TREAT CHILDHOOD CANCER AND OTHER LIFE THREATENING DISEASES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ELIMINATE RACISM, EMPOWER WOMEN, AND PROMOTE PEACE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YMCA OF KAUAI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt082 COUNTY ROAD PMB 79
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23094 ELUA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MATTAPOISETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LIHUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002739
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd138105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd296766
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt056427
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/AppliedToCurrentYearAmt048342
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08085
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056427
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020295
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08085
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0VALENTE CHARITABLE LEAD ANNUITY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0125 E SUNNYOAKS AVE 201
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CAMPBELL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095008
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0144908
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PENALTY & INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt131
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt131
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21170
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UNION CHECKING #4804 - BANK SVC CHARGE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1NATIONAL FIN'L #6112 - INV MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt21170
ReasonableCauseExplanation/ExplanationTxt0ONE OF THE TRUSTEES RESIDES IN TENNESSEE, A DISASTER AREA QUALIFIED FOR IRS RELIEF TO EXTEND FILING DEADLINE TO NOVEMBER 3, 2025. THIS TRUSTEE ASSISTED WITH PREPARING AND GATHERING TAX INFORMATION.
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0VALENTE CHARITABLE LEAD ANNUITY TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0125 E SUNNYOAKS AVE 201
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CAMPBELL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd095008
TaxesSchedule/TaxesDetail/Amt0729
TaxesSchedule/TaxesDetail/Amt1560
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR TY FED TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt1CUR TY FED ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0729
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1560
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCENT G VALENTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04088715914
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALENTE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VALE
ReturnHeader/Filer/EIN0461045236
ReturnHeader/Filer/PhoneNum04088715914
ReturnHeader/Filer/USAddress/AddressLine1Txt0125 E SUNNYOAKS AVE 201
ReturnHeader/Filer/USAddress/CityNm0CAMPBELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383781633
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIS CHI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01484 SARATOGA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARATOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950703612
ReturnHeader/PreparerPersonGrp/PhoneNum04082452191
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLIS CHI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-27T19:58:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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