Civic Intelligence

The Valenzuela Family Foundation

EIN 77-0533954 • Saratoga, CA

15244 Montalvo Heights CourtSaratoga, CA 95070
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

6th percentile

-385%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

670%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$245,546

Down $9,913 (-3.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$245,546

Down $9,913 (-3.9%) from 2020

Operations
Liabilities / Revenue66th percentileNet Margin6th percentile

Revenue

Down

$5,337

Down $1,669 (-24%) from 2020

Expenses

Down

$15,250

Down $210,139 (-93%) from 2020

Net Income

Up

-$9,913

Up $208,470 (+95%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$800K$600K$400K$200K$0Assets 2011: $491,475Liabilities 2011: $02011Assets 2012: $368,914Liabilities 2012: $02012Assets 2013: $784,012Liabilities 2013: $02013Assets 2014: $723,198Liabilities 2014: $02014Assets 2015: $603,806Liabilities 2015: $02015Assets 2016: $535,698Liabilities 2016: $0Net Assets 2016: $535,6982016Assets 2017: $528,898Liabilities 2017: $0Net Assets 2017: $528,8982017Assets 2018: $506,796Liabilities 2018: $0Net Assets 2018: $506,7962018Assets 2019: $473,842Liabilities 2019: $0Net Assets 2019: $473,8422019Assets 2020: $255,459Liabilities 2020: $0Net Assets 2020: $255,4592020Assets 2021: $245,546Liabilities 2021: $0Net Assets 2021: $245,5462021

Highlighted filing

2021

Assets$245,546
Liabilities$0
Net Assets$245,546
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $722Expenses 2011: $160,365Net Income 2011: -$159,6432011Revenue 2012: $749Expenses 2012: $123,310Net Income 2012: -$122,5612012Revenue 2013: $468,025Expenses 2013: $52,927Net Income 2013: $415,0982013Revenue 2014: $521Expenses 2014: $61,335Net Income 2014: -$60,8142014Revenue 2015: $868Expenses 2015: $120,260Net Income 2015: -$119,3922015Revenue 2016: $2,177Expenses 2016: $70,285Net Income 2016: -$68,1082016Revenue 2017: $103,485Expenses 2017: $110,285Net Income 2017: -$6,8002017Revenue 2018: $13,208Expenses 2018: $35,310Net Income 2018: -$22,1022018Revenue 2019: $14,322Expenses 2019: $47,276Net Income 2019: -$32,9542019Revenue 2020: $7,006Expenses 2020: $225,389Net Income 2020: -$218,3832020Revenue 2021: $5,337Expenses 2021: $15,250Net Income 2021: -$9,9132021

Highlighted filing

2021

Revenue$5,337
Expenses$15,250
Net Income-$9,913
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$245,546
Liabilities
$0
Net assets
$245,546
Revenue
$5,337
Expenses
$15,250
Net income
-$9,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.05$0.15$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.07$2.25$2.18
2019Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.14$0.47$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.00$5.07$0.13$0.35$0.22
2017Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$1.03$1.10$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.02$0.70$0.68
2015Summary only. Only limited summary data is available for this year.$6.04$0.00$0.01$1.20$1.19
2014Summary only. Only limited summary data is available for this year.$7.23$0.00$0.01$0.61$0.61
2013Summary only. Only limited summary data is available for this year.$7.84$0.00$4.68$0.53$4.15
2012Summary only. Only limited summary data is available for this year.$3.69$0.00$0.01$1.23$1.23
2011Summary only. Only limited summary data is available for this year.$4.91$0.00$0.01$1.60$1.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY VALENZUELAPresident-$0--
JANICE VALENZUELAVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Valenzuela Family Foundation
EIN
77-0533954
In Care Of
% ROSEWOOD FAMILY ADVISORS LLP
Phone
6503132000
Address
15244 MONTALVO HEIGHTS COURT, SARATOGA, CA 95070

Signing Officer

Name
Gary Valenzuela
Title
President
Phone
6503132000
Signed
2022-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Rosewood Family Advisors LLP
Address
2475 Hanover Street Ste 100, Palo Alto, CA 94304
Preparer
Cayce L Craven
Phone
6503132000
Raw XML Appendix262 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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05250
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0GARY AND JANICE VALENZUELA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt015244 MONTALVO HEIGHTS COURT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SARATOGA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd095070
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY VALENZUELA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06503132000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE VALENZUELA FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VALE
ReturnHeader/Filer/EIN0770533954
ReturnHeader/Filer/InCareOfNm0% ROSEWOOD FAMILY ADVISORS LLP
ReturnHeader/Filer/PhoneNum06503132000
ReturnHeader/Filer/USAddress/AddressLine1Txt015244 MONTALVO HEIGHTS COURT
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rosewood Family Advisors LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02475 Hanover Street Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094304
ReturnHeader/PreparerPersonGrp/PhoneNum06503132000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cayce L Craven
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-02T23:55:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VALENZUELA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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