Civic Intelligence

Valley Foundation Inc.

990EZ • Fiscal year 2018 • EIN 73-1601729

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

321 S Boston Ste 200Tulsa, OK 74104

(918) 548-4800

Siviq Scores

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

Liabilities / Assets

97th percentile

1.70x

Higher debt load relative to assets than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

98th percentile

3.43x

Higher debt load relative to revenue than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$141,528

Up $8,520 (+6.4%) from 2017

Net Assets

Up

-$98,657

Up $9,276 (+8.6%) from 2017

Liabilities

Down

$240,185

Down $756 (-0.3%) from 2017

Revenue

Down

$70,000

Down $20,000 (-22%) from 2017

Expenses

Down

$60,724

Down $28,756 (-32%) from 2017

Net Income

Up

$9,276

Up $8,756 (+1684%) from 2017

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $6,561Liabilities 2010: $259,889Net Assets 2010: -$253,3282010Assets 2011: $3,707Liabilities 2011: $259,160Net Assets 2011: -$255,4532011Assets 2012: $13,727Liabilities 2012: $257,930Net Assets 2012: -$244,2032012Assets 2013: $15,844Liabilities 2013: $257,9302013Assets 2014: $104,844Liabilities 2014: $257,930Net Assets 2014: -$153,0862014Assets 2015: $135,850Liabilities 2015: $267,973Net Assets 2015: -$132,1232015Assets 2016: $142,561Liabilities 2016: $251,763Net Assets 2016: -$109,2022016Assets 2017: $133,008Liabilities 2017: $240,941Net Assets 2017: -$107,9332017Assets 2018: $141,528Liabilities 2018: $240,185Net Assets 2018: -$98,6572018Assets 2019: $143,003Liabilities 2019: $240,234Net Assets 2019: -$97,2312019Assets 2020: $121,071Liabilities 2020: $222,418Net Assets 2020: -$101,3472020Assets 2021: $156,202Liabilities 2021: $232,979Net Assets 2021: -$76,7772021Assets 2022: $229,342Liabilities 2022: $252,979Net Assets 2022: -$23,6372022Assets 2023: $253,918Liabilities 2023: $287,979Net Assets 2023: -$34,0612023Assets 2024: $6,376,206Liabilities 2024: $257,979Net Assets 2024: $6,118,2272024

Highlighted filing

2018

Assets$141,528
Liabilities$240,185
Net Assets-$98,657

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $18,237Expenses 2010: $43,084Net Income 2010: -$24,8472010Revenue 2011: $5,712Expenses 2011: $7,837Net Income 2011: -$2,1252011Revenue 2012: $20,150Expenses 2012: $8,900Net Income 2012: $11,2502012Revenue 2013: $5,000Expenses 2013: $2,883Net Income 2013: $2,1172013Revenue 2014: $39,067Expenses 2014: $20,315Net Income 2014: $18,7522014Revenue 2015: $175,551Expenses 2015: $154,588Net Income 2015: $20,9632015Revenue 2016: $147,346Expenses 2016: $123,950Net Income 2016: $23,3962016Revenue 2017: $90,000Expenses 2017: $89,480Net Income 2017: $5202017Revenue 2018: $70,000Expenses 2018: $60,724Net Income 2018: $9,2762018Revenue 2019: $52,000Expenses 2019: $50,574Net Income 2019: $1,4262019Revenue 2020: $49,613Expenses 2020: $53,729Net Income 2020: -$4,1162020Revenue 2021: $83,517Expenses 2021: $58,947Net Income 2021: $24,5702021Revenue 2022: $324,743Expenses 2022: $271,603Net Income 2022: $53,1402022Revenue 2023: $323,247Expenses 2023: $333,671Net Income 2023: -$10,4242023Revenue 2024: $6,415,046Expenses 2024: $262,758Net Income 2024: $6,152,2882024

Highlighted filing

2018

Revenue$70,000
Expenses$60,724
Net Income$9,276
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$70,000
Mission and Program Overview

Mission

To promote education and participation in activities that focus on health, food security, good sportsmanship, and land stewardship and conservation for children and adults from all socioeconomic and cultural backgrounds.

Program Services

DescriptionGrantsExpenses
JANE GOODAL WANTS TO INTRODUCE HER ROOTS AND SHOOTS PROGRAM TO PERMACULTURE AND USE VALLEY PARK AGROECOLOGY CENTER AS ITS HOMEBASE. IN 2015,THE FOUNDATION CONDUCTED A CAMP TO INTRODUCE PERMACULTURE TO THE SHOOTS INTERNATIONAL ELITE PROGRAM AT THE DISNEY CENTER IN ORLANDO FL. WE ARE NOW WORKING WITH ROOTS & SHOOTS GROUPS IN UGANDA AND TANZANIA TO USE PERMACULTURE AS A MEANS TO ESTABLISH FOOD SECURITY AND TO LESSEN ANIMAL/HUMAN CONFLICT IN AREAS WHERE THE CHIMPANZEE IS THREATENED BY HUMAN ENCROACHMENT.THE VALLEY FOUNDATION IS WORKING TO INTRODUCE SUSTAINABLE FARMING ON PROPERTIES OWNED BY COMPATIBLE LANDS FOUNDATION. WE ARE ALSO LAUNCHING A VERY EXCITING PROJECT TO CREATE PERENNIAL FOOD FORESTS ON LAND SET ASIDE FOR BUFFER ZONES AROUND MILITARY BASES. WE WILL BE WORKING WITH SOLDIERS AND VETS WITH PTSD, TEACHING THEM SKILLS OF PERMACULTURE WHILE USING GARDENING AS A HEALING PROCESS. THIS PROGRAM WILL BE PARTIALLY FUNDED BY THE DEPARTMENT OF DEFENSE WITH THE FIRST LAND ALREADY PURCHASED BORDERING FORT HOOD, TX.THROUGH THE INTRODUCTION OF RUTH KAISER NELSON, PAST CHAIRMAN OF THE BOARD AT TULSA HOUSING AUTHORITY, WE HAVE BEGUN WORKING WITH THE TULSA HOUSING AUTHORITY TO FIGHT FOOD INSECURITY AND PROMOTE COMMUNITY BUILDING IN SUBSIDIZED HOUSING COMPLEXES IN NORTH TULSA, AT WALT WHITMAN SCHOOL AND EMERSON SCHOOL, WE HAVE ESTABLISHED A CONNECTION WITH THE TULSA SCHOOL DISTRICT AND HOPE TO START FOOD SECURITY PROGRAMS AT EVERY SCHOOL IN NORTH TULSA.$25,895-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REED OPPENHEIMERPresidentFT$0--
ERIC JULES OPPENHEIMERSecretaryFT$0--
SOPHIA OPPENHEIMERTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Valley Foundation Inc
EIN
73-1601729
Phone
9185484800
Address
321 S BOSTON STE 200, TULSA, OK 74104

Signing Officer

Name
Reed Oppenheimer
Title
President
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Woodrum Tate & Associates PLLC
Address
321 S Boston Ste 200, Tulsa, OK 74103
Preparer
Clayton E Woodrum
Phone
9185844800
Supplemental Narrative

Additional Explanations

Other Expenses.1009

Depreciation $9711

Other Expenses.1012

Insurance $4706

Other Expenses.1

CONTRACT LABOR $19355

Other Expenses.2

SMALL EQUIPEMENT $3700

Other Expenses.3

UTILITIES $3212

Other Expenses.4

FUEL $2840

Other Expenses.6

BANK FEES $97

Other Assets.1003

Machinery and Equipment - Beginning $45808 Machinery and Equipment - Ending $52933

Other Assets.1005

Accounts Receivable - Beginning $2648 Accounts Receivable - Ending $2648

Other Assets.1012

Intangible Assets - Beginning $2000 Intangible Assets - Ending $2000

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $240941 Accounts Payable and Accrued Expenses - Ending $240185

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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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ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.38$0.26$6.12$6.42$0.26$6.15
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.29$0.03$0.32$0.33$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.25$0.02$0.32$0.27$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.23$0.08$0.08$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.22$0.10$0.05$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.24$0.10$0.05$0.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.24$0.10$0.07$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.13$0.24$0.11$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.25$0.11$0.15$0.12$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.27$0.13$0.18$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.26$0.15$0.04$0.02$0.02
2013Summary only. Only limited summary data is available for this year.$0.02$0.26$0.01$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.26$0.24$0.02$0.01$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.26$0.26$0.01$0.01$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.26$0.25$0.02$0.04$0.02