Civic Intelligence

Valley Oak Foundation

990 • Fiscal year 2023 • EIN 47-2785994

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

72nd percentile

0.33x

Higher debt load relative to assets than 72% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.36x

Higher debt load relative to revenue than 65% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2023

Net Margin

92nd percentile

64%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2023 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2023

Asset Growth

100th percentile

1302%

Faster asset growth than 100% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1258%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$6,007,219

Up $5,578,639 (+1302%) from 2022

Net Assets

Up

$4,028,994

Up $3,600,414 (+840%) from 2022

Liabilities

Up

$1,978,225

Up $1,978,225 from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin92nd percentile

Revenue

Up

$5,519,870

Up $5,113,293 (+1258%) from 2022

Expenses

Up

$1,982,644

Up $1,982,644 from 2022

Net Income

Up

$3,537,226

Up $3,130,649 (+770%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

2023

Assets$6,007,219
Liabilities$1,978,225
Net Assets$4,028,994
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

2023

Revenue$5,519,870
Expenses$1,982,644
Net Income$3,537,226
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v6.0
Gross Receipts
$5,519,870
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-$5,898,207-
Cash and Non-Interest-Bearing Accounts$407,292$83,101▼ $324,191
Total Assets$428,580$6,007,219▲ $5,578,639
Other Assets Total$21,288$25,911▲ $4,623
Liabilities
Other Liabilities-$1,978,225-
Total Liabilities$0$1,978,225▲ $1,978,225
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$428,580$4,028,994▲ $3,600,414
Total Net Assets Fund Balance$428,580$4,028,994▲ $3,600,414
Total Liabilities and Net Assets / Fund Balance$428,580$6,007,219▲ $5,578,639

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$3,867,207--
Financial Derivatives$2,031,000--
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Matthew RzepkaFounder
Revenue and Support

Revenue Composition

Contributions and Grants
$4,043,408
Program Service Revenue
$0
Investment Income
$1,476,462
Other Revenue
$0
All Other Contributions
$4,043,408
Change in Net Assets
$3,537,226

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$2,407,443
Total Noncash Contributions1$2,407,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,982,644
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-$750-$750
Other Expenses$3,667$2-$2
Total Functional Expenses$1,981,892$752$0$1,982,644
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
2024-11-15

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.”

Raw XML Appendix245 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AllOtherContributionsAmt04043408
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0MATTHEW RZEPKA
IRS990/BooksInCareOfDetail/PhoneNum02694927220
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06011 STADIUM DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0KALAMAZOO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049009
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0407292
IRS990/CashNonInterestBearingGrp/EOYAmt083101
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04043408
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01476462
IRS990/CYOtherExpensesAmt01982644
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03537226
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01982644
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05519870
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0EDUCATION OF INDIVIDUALS AND BUSINESS OWNERS TO MAXIMIZE THEIR CHARITABLE CONTRIBUTIONS IN ORDER TO SUSTAINABLY SUPPORT THEIR COMMUNITY.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01981892
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0750
IRS990/FeesForServicesOtherGrp/TotalAmt0750
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0MATTHEW RZEPKA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0FOUNDER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05519870
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01476462
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01476462
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05898207
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0428580
IRS990/NetAssetsOrFundBalancesEOYAmt04028994
IRS990/NetUnrlzdGainsLossesInvstAmt063188
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0428580
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04028994
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt02407443
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt021288
IRS990/OtherAssetsTotalGrp/EOYAmt025911
IRS990/OtherExpensesGrp/Desc0GIFT EXPENSE
IRS990/OtherExpensesGrp/Desc1FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02
IRS990/OtherExpensesGrp/ProgramServicesAmt01978225
IRS990/OtherExpensesGrp/ProgramServicesAmt13667
IRS990/OtherExpensesGrp/TotalAmt01978225
IRS990/OtherExpensesGrp/TotalAmt13667
IRS990/OtherExpensesGrp/TotalAmt22
IRS990/OtherLiabilitiesGrp/EOYAmt01978225
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MATTHEW RZEPKA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0405275
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01302
IRS990/PYRevenuesLessExpensesAmt0406577
IRS990/PYTotalRevenueAmt0406577
IRS990/ReconcilationRevenueExpnssAmt03537226
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt03867207
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt02031000
IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0907725
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1487500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2388000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3195000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0N/P DAF LAE LEGACY LLC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1N/P DAF WOZTOY LEGACY LLC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2N/P DAF DREYSSE LEGACY LLC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3N/P DAF RZE
IRS990ScheduleD/TotalBookValueSecuritiesAmt05898207
IRS990ScheduleD/TotalLiabilityAmt01978225
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NoncashContributionsRptF990Amt02407443
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0false
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0428580
IRS990/TotalAssetsEOYAmt06007219
IRS990/TotalAssetsGrp/BOYAmt0428580
IRS990/TotalAssetsGrp/EOYAmt06007219
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04043408
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0752
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01981892
IRS990/TotalFunctionalExpensesGrp/TotalAmt01982644
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt01978225
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01978225
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0428580
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04028994
IRS990/TotalProgramServiceExpensesAmt01981892
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01476462
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05519870
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0428580
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06007219
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt06011 STADIUM DRIVE
IRS990/USAddress/CityNm0KALAMAZOO
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049009
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW RZEPKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER
ReturnHeader/BusinessOfficerGrp/PhoneNum02694927220
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY OAK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0472785994
ReturnHeader/Filer/PhoneNum02694927220
ReturnHeader/Filer/USAddress/AddressLine1Txt06011 STADIUM DRIVE
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205030243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VALLEY OAK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06011 STADIUM DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0490092007
ReturnHeader/PreparerPersonGrp/PhoneNum02694927220
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW L RZEPKA
ReturnHeader/ReturnTs02025-11-21T11:14:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,007,219
Liabilities
$1,978,225
Net assets
$4,028,994
Revenue
$5,519,870
Expenses
$1,982,644
Net income
$3,537,226
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