Civic Intelligence

Valley Oak Foundation

EIN 47-2785994 • 501(c)4 • Kalamazoo, MI

Profile

To educate individuals and business owners on all of the various ways they can maximize their charitable donations, both while living, and after they have passed away. Through this education, our mission is to raise funds on behalf of the foundation, for the purpose of supporting various charitable causes of our donor's chosen charities and/or to support their local communities. Our goal is to create foundation revenue providing benefits to communities for decades, better yet, centuries to come.

6011 Stadium DriveKalamazoo, MI 49009
Siviq Scores

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

Liabilities / Assets

70th percentile

0.26x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.49x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Source year 2024

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

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

501(c)4 • $5M-$10M nonprofits • Source year 2024

Asset Growth

84th percentile

28%

Faster asset growth than 84% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-27%

Faster revenue growth than 10% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$7,673,723

Up $1,666,504 (+28%) from 2023

Liabilities

Flat

$1,978,225

Flat from 2023

Net Assets

Up

$5,695,498

Up $1,666,504 (+41%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin98th percentile

Revenue

Down

$4,056,102

Down $1,463,768 (-27%) from 2023

Expenses

Down

$5,979

Down $1,976,665 (-100%) from 2023

Net Income

Up

$4,050,123

Up $512,897 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2022: $428,580Liabilities 2022: $0Net Assets 2022: $428,5802022Assets 2023: $6,007,219Liabilities 2023: $1,978,225Net Assets 2023: $4,028,9942023Assets 2024: $7,673,723Liabilities 2024: $1,978,225Net Assets 2024: $5,695,4982024

Highlighted filing

2024

Assets$7,673,723
Liabilities$1,978,225
Net Assets$5,695,498
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2022: $406,577Expenses 2022: $0Net Income 2022: $406,5772022Revenue 2023: $5,519,870Expenses 2023: $1,982,644Net Income 2023: $3,537,2262023Revenue 2024: $4,056,102Expenses 2024: $5,979Net Income 2024: $4,050,1232024

Highlighted filing

2024

Revenue$4,056,102
Expenses$5,979
Net Income$4,050,123
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,673,723
Liabilities
$1,978,225
Net assets
$5,695,498
Revenue
$4,056,102
Expenses
$5,979
Net income
$4,050,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.67$1.98$5.70$4.06$0.01$4.05
2023Detailed filing. Detailed filing data is available for this year.$6.01$1.98$4.03$5.52$1.98$3.54
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.41$0.00$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$4,056,102
Mission and Program Overview

Mission

To educate individuals and business owners on all of the various ways they can maximize their charitable donations, both while living, and after they have passed away. Through this education, our mission is to raise funds on behalf of the foundation, for the purpose of supporting various charitable causes of our donor's chosen charities and/or to support their local communities. Our goal is to create foundation revenue providing benefits to communities for decades, better yet, centuries to come.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,490,764$6,027,486▲ $2,536,722
Savings and Temporary Cash Investments-$72,700-
Cash and Non-Interest-Bearing Accounts$83,101$42,550▼ $40,551
Total Assets$3,599,776$7,673,723▲ $4,073,947
Other Assets Total$25,911$1,530,987▲ $1,505,076
Liabilities
Other Liabilities$1,978,225$1,978,225→ $0
Total Liabilities$1,978,225$1,978,225→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,621,551$5,695,498▲ $4,073,947
Total Net Assets Fund Balance$1,621,551$5,695,498▲ $4,073,947
Total Liabilities and Net Assets / Fund Balance$3,599,776$7,673,723▲ $4,073,947

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$25,911--
Closely Held Equity Interests$3,551,626--
Financial Derivatives$2,475,860--
Compensation and Service Providers
Top Officer Pay45th percentile

Board Members and Trustees

NameTitle
Matthew RzepkaFounder
Revenue and Support

Revenue Composition

Contributions and Grants
$1,959,951
Program Service Revenue
$0
Investment Income
$2,096,151
Other Revenue
$0
All Other Contributions
$1,959,951
Change in Net Assets
$4,050,123

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 Amount
Securities Closely Held Stock1$1,505,076
Total Noncash Contributions1$1,505,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,979
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$3,450-$3,450
Other Expenses$2,529--$2,529
Total Functional Expenses$2,529$3,450$0$5,979
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
N/p Daf Lae Legacy LLC$907,725
N/p Daf Woztoy Legacy LLC$487,500
N/p Daf Dreysse Legacy LLC$388,000
N/p Daf Rze$195,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Valley Oak Foundation
EIN
47-2785994
Phone
2694927220
Address
6011 STADIUM DRIVE, KALAMAZOO, MI 49009

Signing Officer

Name
Matthew Rzepka
Title
Founder
Phone
2694927220
Signed
2025-11-13

Organization Details

Principal Officer
Matthew Rzepka
Formed
2015
Legal Domicile
Mi
Voting Board Members
2
Independent Board Members
1
Employees
0

Preparer

Firm
Valley Oak
Address
6011 STADIUM DRIVE, KALAMAZOO, MI 49009-2007
Preparer
Matthew L Rzepka
Phone
2694927220
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To educate individuals and business owners on all of the various ways they can maximize their charitable donations, both while living, and after they have passed away. Through this education, our mission is to raise funds on behalf of the foundation, for the purpose of supporting various charitable causes of our donor's chosen charities and/or to support their local communities. Our goal is to create foundation revenue providing benefits to communities for decades, better yet, centuries to come.”

Form 990, Part IX, Line 11G

“Professional fees 0 3,450 0”

Raw XML Appendix253 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO EDUCATE INDIVIDUALS AND BUSINESS OWNERS ON ALL OF THE VARIOUS WAYS THEY CAN MAXIMIZE THEIR CHARITABLE DONATIONS, BOTH WHILE LIVING, AND AFTER THEY HAVE PASSED AWAY. THROUGH THIS EDUCATION, OUR MISSION IS TO RAISE FUNDS ON BEHALF OF THE FOUNDATION, FOR THE PURPOSE OF SUPPORTING VARIOUS CHARITABLE CAUSES OF OUR DONOR'S CHOSEN CHARITIES AND/OR TO SUPPORT THEIR LOCAL COMMUNITIES. OUR GOAL IS TO CREATE FOUNDATION REVENUE PROVIDING BENEFITS TO COMMUNITIES FOR DECADES, BETTER YET, CENTURIES TO COME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
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ReturnHeader/ReturnTs02025-11-20T12:28:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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