Civic Intelligence

The Valenzuela Family Foundation

990PF • Fiscal year 2018 • EIN 77-0533954

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

Organization Profile
15244 Montalvo Heights CourtSaratoga, CA 95070-6300

(650) 313-2000

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

3rd percentile

-167%

Higher net margin than 3% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

28th percentile

-4.2%

Faster asset growth than 28% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$506,796

Down $22,102 (-4.2%) from 2017

Net Assets

Down

$506,796

Down $22,102 (-4.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin3rd percentile

Revenue

Down

$13,208

Down $90,277 (-87%) from 2017

Expenses

Down

$35,310

Down $74,975 (-68%) from 2017

Net Income

Down

-$22,102

Down $15,302 (-225%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2018

Assets$506,796
Liabilities$0
Net Assets$506,796
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

2018

Revenue$13,208
Expenses$35,310
Net Income-$22,102
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th 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 95070-6300

Signing Officer

Name
Gary Valenzuela
Title
president
Phone
6503132000
Signed
2019-05-03
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 Appendix300 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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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020704
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032685
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07213
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0264383
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0257170
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GARY AND JANICE VALENZUELA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt015244 MONTALVO HEIGHTS COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARATOGA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095070
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05250
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FTB FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY VALENZUELA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum06503132000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
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/ZIPCd0950706300
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09138593795B3DD2BB5FE381BA1FA08A2F8689E5E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06DB9A5CE895828C313AE392BC4FE923DEB33FB45
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId094661420191295000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
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/PreparationDt02019-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cayce L Craven
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-09T14:09:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$506,796
Liabilities
$0
Net assets
$506,796
Revenue
$13,208
Expenses
$35,310
Net income
-$22,102
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
2018Detailed filing. Detailed filing data is available for this year.$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