Civic Intelligence

Valdez Charitable Foundation

990EZ • Fiscal year 2020 • EIN 80-0665923

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 23, 2022

Organization ProfileValdezfoundation .org
329 Tennessee StVallejo, CA 94590

(707) 554-1986

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

87th percentile

46%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$21,345

No earlier filing loaded for comparison.

Net Assets

$21,345

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

$46,871

No earlier filing loaded for comparison.

Expenses

$25,526

No earlier filing loaded for comparison.

Net Income

$21,345

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.

$30K$20K$10K$0Assets 2020: $21,345Net Assets 2020: $21,3452020Assets 2022: $4,093Net Assets 2022: $4,0932022

Highlighted filing

2020

Assets$21,345
Liabilities-
Net Assets$21,345
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2020: $46,871Expenses 2020: $25,526Net Income 2020: $21,3452020Revenue 2022: $18,819Expenses 2022: $16,029Net Income 2022: $2,7902022

Highlighted filing

2020

Revenue$46,871
Expenses$25,526
Net Income$21,345
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 23, 2022
Return Version
2020v4.2
Gross Receipts
$46,871
Mission and Program Overview

Mission

to provide medical care to underserved Asian countries.

Program Services

DescriptionGrantsExpenses
Shipped medications, supplies to typhoon victims in the Philippines$36,287$44,935
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMELIA B VALDEZPresident-$0--
Filing and Contact Details

Filer

Filer Name
Valdez Charitable Foundation
EIN
80-0665923
Phone
7075541986
Address
329 TENNESSEE ST, Vallejo, CA 94590

Signing Officer

Name
Amelia Valdez
Title
President
Phone
7075541986
Signed
2022-07-23
Discuss with paid preparer
No

Preparer

Firm
Caramat and Associates
Address
23 ROEMER WAY, SAN FRANCISCO, CA 94112
Preparer
Nati B Caramat
Phone
4155841315
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Medical supplies/equipment/medications/medical projects 22,033”

Raw XML Appendix117 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0AMELIA B VALDEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07075541986
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0329 TENNESSEE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALLEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094590
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021345
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt046871
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021345
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021345
IRS990EZ/GrossReceiptsAmt046871
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021345
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021345
IRS990EZ/OccupancyRentUtltsAndMaintAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMELIA B VALDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022033
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to provide medical care to underserved Asian countries.
IRS990EZ/PrintingPublicationsPostageAmt02293
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Shipped medications, supplies to typhoon victims in the Philippines
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt036287
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044935
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt025526
IRS990EZ/TotalProgramServiceExpensesAmt044935
IRS990EZ/TotalRevenueAmt046871
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt046871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt046871
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt046871
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt046871
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt046871
IRS990ScheduleA/TotalSupportAmt046871
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
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Medical supplies/equipment/medications/medical projects 22,033
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0AMELIA VALDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07075541986
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALDEZ CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VALD
ReturnHeader/Filer/EIN0800665923
ReturnHeader/Filer/PhoneNum07075541986
ReturnHeader/Filer/USAddress/AddressLine1Txt0329 TENNESSEE ST
ReturnHeader/Filer/USAddress/CityNm0Vallejo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARAMAT AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 ROEMER WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094112
ReturnHeader/PreparerPersonGrp/PhoneNum04155841315
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATI B CARAMAT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-07-23T05:40:50-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMELIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VALDEZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,345
Liabilities
-
Net assets
$21,345
Revenue
$46,871
Expenses
$25,526
Net income
$21,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$4.09$4.09$18.8$16.0$2.79
2020Detailed filing. Detailed filing data is available for this year.$21.3$21.3$46.9$25.5$21.3