Civic Intelligence

Valley Oak Foundation

990 • Fiscal year 2022 • EIN 47-2785994

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
6011 Stadium DriveKalamazoo, MI 49009

(269) 492-7220

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

$428,580

No earlier filing loaded for comparison.

Net Assets

$428,580

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin100th percentile

Revenue

$406,577

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$406,577

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2022

Assets$428,580
Liabilities$0
Net Assets$428,580
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$406,577
Expenses$0
Net Income$406,577
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$406,577
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
Cash and Non-Interest-Bearing Accounts$12,003$407,292▲ $395,289
Total Assets$22,003$428,580▲ $406,577
Other Assets Total$10,000$21,288▲ $11,288
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,003$428,580▲ $406,577
Total Net Assets Fund Balance$22,003$428,580▲ $406,577
Total Liabilities and Net Assets / Fund Balance$22,003$428,580▲ $406,577
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Matthew RzepkaFounder
Revenue and Support

Revenue Composition

Contributions and Grants
$405,275
Program Service Revenue
$0
Investment Income
$1,302
Other Revenue
$0
All Other Contributions
$405,275
Change in Net Assets
$406,577
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
Subject to proxy tax
No
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
2023-11-15

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.”

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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$428,580
Liabilities
$0
Net assets
$428,580
Revenue
$406,577
Expenses
$0
Net income
$406,577
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