Civic Intelligence

Valley Settlement

990 • Fiscal year 2017 • EIN 81-2401368

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 21, 2018

520 S 3rd Street No 9Carbondale, CO 81623

(970) 963-0851

Siviq Scores

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

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.04x

Higher debt load relative to revenue than 32% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$124,091

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

94th percentile

75%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

37%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,695,793

Up $1,157,419 (+75%) from 2016

Net Assets

Up

$2,568,984

Up $1,074,166 (+72%) from 2016

Liabilities

Up

$126,809

Up $83,253 (+191%) from 2016

Revenue

Up

$3,500,758

Up $951,003 (+37%) from 2016

Expenses

Up

$2,426,592

Up $1,371,655 (+130%) from 2016

Net Income

Down

$1,074,166

Down $420,652 (-28%) from 2016

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$0Assets 2016: $1,538,374Liabilities 2016: $43,556Net Assets 2016: $1,494,8182016Assets 2017: $2,695,793Liabilities 2017: $126,809Net Assets 2017: $2,568,9842017Assets 2018: $2,688,098Liabilities 2018: $104,729Net Assets 2018: $2,583,3692018Assets 2019: $3,511,917Liabilities 2019: $160,504Net Assets 2019: $3,351,4132019Assets 2020: $3,765,520Liabilities 2020: $131,293Net Assets 2020: $3,634,2272020Assets 2021: $4,686,533Liabilities 2021: $405,663Net Assets 2021: $4,280,8702021Assets 2022: $3,881,082Liabilities 2022: $510,158Net Assets 2022: $3,370,9242022Assets 2023: $7,050,732Liabilities 2023: $476,895Net Assets 2023: $6,573,8372023Assets 2024: $7,376,256Liabilities 2024: $446,213Net Assets 2024: $6,930,0432024

Highlighted filing

2017

Assets$2,695,793
Liabilities$126,809
Net Assets$2,568,984

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2016: $2,549,755Expenses 2016: $1,054,937Net Income 2016: $1,494,8182016Revenue 2017: $3,500,758Expenses 2017: $2,426,592Net Income 2017: $1,074,1662017Revenue 2018: $2,528,640Expenses 2018: $2,514,255Net Income 2018: $14,3852018Revenue 2019: $3,455,082Expenses 2019: $2,687,038Net Income 2019: $768,0442019Revenue 2020: $3,382,516Expenses 2020: $3,099,702Net Income 2020: $282,8142020Revenue 2021: $3,306,256Expenses 2021: $2,659,613Net Income 2021: $646,6432021Revenue 2022: $2,332,007Expenses 2022: $3,241,953Net Income 2022: -$909,9462022Revenue 2023: $7,098,141Expenses 2023: $3,901,043Net Income 2023: $3,197,0982023Revenue 2024: $4,407,134Expenses 2024: $4,050,928Net Income 2024: $356,2062024

Highlighted filing

2017

Revenue$3,500,758
Expenses$2,426,592
Net Income$1,074,166
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 21, 2018
Return Version
2017v2.3
Gross Receipts
$3,500,758
Mission and Program Overview

Mission

Valley settlement's mission is to empower immigrant families in the colorado roaring fork valley to improve their lives.

To empower immigrant familes in the roaring fork valley to improve their lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$1,163,745$1,971,438▲ $807,693
Cash and Non-Interest-Bearing Accounts$373,429$562,334▲ $188,905
Savings and Temporary Cash Investments-$100,004-
Land, Buildings, and Equipment, Net$0$53,694▲ $53,694
Other Notes and Loans Receivable, Net$1,200$3,796▲ $2,596
Total Assets$1,538,374$2,695,793▲ $1,157,419
Other Assets Total$0$4,527▲ $4,527
Liabilities
Accounts Payable and Accrued Expenses$24,033$126,809▲ $102,776
Other Liabilities$19,523$0▼ $19,523
Total Liabilities$43,556$126,809▲ $83,253
Net Assets / Fund Balance
Unrestricted Net Assets$28,739$1,534,570▲ $1,505,831
Temporarily Rstr Net Assets$1,466,079$1,034,414▼ $431,665
Total Net Assets Fund Balance$1,494,818$2,568,984▲ $1,074,166
Total Liabilities and Net Assets / Fund Balance$1,538,374$2,695,793▲ $1,157,419

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$53,694$8,949$62,643
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jon Fox-rubinExecutive DirectorFT$121,991$2,100$124,091
Morgan JacoberProgram DirectorFT$113,751-$113,751
Elaine GrossmanDirector of Strategic PartnershipsFT$111,366$2,038$113,404

Board Members and Trustees

NameTitle
Ellen FreedmanPresident
Elaine Gantz BermanVice President
Carlos JaquezDirector
Jamie HelzbergDirector
Patti StranahanDirector
Paula NickellDirector
Richard GonzalesDirector
Robert SteinDirector
Robert Pew IiiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,493,542
Program Service Revenue
$0
Investment Income
$98
Other Revenue
$7,118
All Other Contributions
$3,077,507
Change in Net Assets
$1,074,166

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 AmountValuation Method
Other Non Cash Contri Table1$38,463Fair Market Value
Total Noncash Contributions1$38,463-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,500,758
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,021
Total Revenue per Audited Statements
$3,501,779
Total Revenue per Form 990
$3,500,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,388,290
Other Expenses$946,786
Total Fundraising Expense$201,381
Professional Fundraising Fees$91,516
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$878,822$179,403$101,208$1,159,433
Fees for Services Other$494,559$39,573-$534,132
Current Officers, Directors, Trustees, and Key Employees-$121,991-$121,991
Payroll Taxes$70,138$21,093$7,027$98,258
Fees for Services Professional Fundraising--$91,516$91,516
Occupancy$16,414$34,357-$50,771
Office Expenses$14,968$25,687-$40,655
Travel$22,143$14,213-$36,356
Information Technology-$26,194-$26,194
Insurance-$25,766-$25,766
Fees for Services Accounting-$22,107-$22,107
Other Expenses$17,705--$17,705
Advertising-$17,242-$17,242
Conferences and Meetings$6,288$8,908-$15,196
All Other Expenses$9,580--$9,580
Depreciation Depletion-$8,949-$8,949
Pension Plan Contributions$2,975$4,003$1,630$8,608
Fees for Services Legal$5,200$688-$5,888
Total Functional Expenses$1,675,037$550,174$201,381$2,426,592

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,427,613
Expenses per Audited Statements$2,426,592
Total Expenses per Form 990$2,426,592
Expenses Not Reported on Form 990$1,021
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$91,516
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

Any action that may be taken at a meeting of the directors may be taken without a formal meeting if the action taken is set forth in writing. All directors must set forth in writing that they waive the required meeting notice and whether they vote for, against, or abstain from voting on the action. The number of affirmative votes must equal the required number of affirmative votes if all directors had been present at the meeting. Minutes setting forth the action taken and the votes of the directors shall be kept within the corporation's minutes.

Form 990, Part VI, Section B, Line 11B

The organization gives a copy of the 990 to each board member and they review it before it is filed.

Form 990, Part VI, Section B, Line 12C

The valley settlement executive director, all board members and any sub-committee member of the board are covered under this policy. They are required to sign an affirmation of conflict of interest policy on an annual basis per the policy. The policy for valley settlement went into effect in october 2016. Once a conflict of interest is disclosed, the remaining board members will discuss the determination of conflict of interest and vote upon.

Form 990, Part VI, Section B, Line 15A

The organization compares salaries paid to its executive director with national and local salary surveys, determining that salary payments are on par to survey averages. No other officers or key employees are compensated by the organization.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, policies and finanical statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Valley Settlement
EIN
81-2401368
Phone
9709630851
Address
520 S 3RD STREET NO 9, CARBONDALE, CO 81623

Signing Officer

Name
Ellen Freedman
Title
President
Phone
9709630851
Signed
2018-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellen Freedman
Formed
2016
Legal Domicile
Co
Voting Board Members
9
Independent Board Members
9
Employees
46
Volunteers
60

Preparer

Firm
Eks&h Lllp
Address
8181 E TUFTS AVENUE SUITE 600, DENVER, CO 80237-2579
Preparer
Dori J Eggett
Phone
3037409400
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

In partnership with the university of colorado at boulder, valley settlement is helping to develop and evaluate the alma program: structured peer mentoring for depressed perinatal spanish-speaking women.

Form 990, Part IX, Line 11G

Family educators: program service expenses 106,529. Management and general expenses 0. Fundraising expenses 0. Total expenses 106,529. Parent mentor organizer: program service expenses 50,142. Management and general expenses 0. Fundraising expenses 0. Total expenses 50,142. Parent mentor: program service expenses 114,668. Management and general expenses 0. Fundraising expenses 0. Total expenses 114,668. Promotoras: program service expenses 55,765. Management and general expenses 0. Fundraising expenses 0. Total expenses 55,765. Other professional fees: program service expenses 167,455. Management and general expenses 39,573. Fundraising expenses 0. Total expenses 207,028.

Financial Statement Notes

PART X, LINE 2:

The organization applies a more-likely-than-not measurement methodology to reflect the financial statement impact of uncertain tax positions taken or expected to be taken in a tax return. After evaluating the tax positions taken, none are considered to be uncertain; therefore, no amounts have been recognized as of the year ended december 31, 2017 and period ended december 31, 2016.

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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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IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO EMPOWER IMMIGRANT FAMILES IN THE ROARING FORK VALLEY TO IMPROVE THEIR LIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01494818
IRS990/NetAssetsOrFundBalancesEOYAmt02568984
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt038463
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt034357
IRS990/OccupancyGrp/ProgramServicesAmt016414
IRS990/OccupancyGrp/TotalAmt050771
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025687
IRS990/OfficeExpensesGrp/ProgramServicesAmt014968
IRS990/OfficeExpensesGrp/TotalAmt040655
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt04527
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1VEHICLE EXPENSE
IRS990/OtherExpensesGrp/Desc2ADULT EDUCATION
IRS990/OtherExpensesGrp/Desc3NUTRITION SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt049628
IRS990/OtherExpensesGrp/ProgramServicesAmt148180
IRS990/OtherExpensesGrp/ProgramServicesAmt238437
IRS990/OtherExpensesGrp/ProgramServicesAmt317705
IRS990/OtherExpensesGrp/TotalAmt049628
IRS990/OtherExpensesGrp/TotalAmt148180
IRS990/OtherExpensesGrp/TotalAmt238437
IRS990/OtherExpensesGrp/TotalAmt317705
IRS990/OtherLiabilitiesGrp/BOYAmt019523
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07118
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07118
IRS990/OtherRevenueTotalAmt07118
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0101208
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0179403
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0878822
IRS990/OtherSalariesAndWagesGrp/TotalAmt01159433
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01200
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03796
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07027
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021093
IRS990/PayrollTaxesGrp/ProgramServicesAmt070138
IRS990/PayrollTaxesGrp/TotalAmt098258
IRS990/PensionPlanContributionsGrp/FundraisingAmt01630
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04003
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02975
IRS990/PensionPlanContributionsGrp/TotalAmt08608
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01163745
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01971438
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ELLEN FREEDMAN
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0LEARNING WITH LOVE: INFANTS TO THREE YEAR-OLDS AND THEIR PARENTS COME TOGETHER WITH A LEADER TWICE A WEEK TO LEARN STRATEGIES THAT PROMOTE THE HEALTHY DEVELOPMENT OF THEIR CHILD WELL BEFORE PRESCHOOL IN VALLEY SETTLEMENT'S LEARNING WITH LOVE PROGRAM. THIS FOUNDATION FOR THE TWO-GENERATION APPROACH EMPOWERS PARENTS WITH THE CONFIDENCE AND SKILLS TO BECOME THEIR CHILD'S FIRST, AND MOST IMPORTANT, TEACHER.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0375000
IRS990/ProgSrvcAccomActy3Grp/Desc0PARENT MENTOR: EMPOWERMENT AND ENGAGEMENT PROGRAM TO INCREASE PARENT PARTICIPATION IN ELEMENTARY SCHOOLS AND TO HELP ADDRESS LARGE CLASS SIZES, LANGUAGE AND CULTURAL BARRIERS. PARENTS ASSIST IN A CLASSROOM FOUR DAYS PER WEEK DURING THE SCHOOL YEAR, WHILE ALSO ATTENDING A WEEKLY TRAINING THAT INCLUDES PERSONAL GOAL SETTING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt083785
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALMA: ALMA IS A PEER-DELIVERED PROGRAM TO PROVIDE SUPPORT FOR MOTHERS EXPERIENCING PERINATAL DEPRESSION. VALLEY SETTLEMENT IS CONDUCTING A RESEARCH PROJECT ON THE ALMA PROGRAM IN CONJUNCTION WITH THE UNIVERSITY OF COLORADO, BOULDER, DEPARTMENT OF PSYCHOLOGY AND NEUROSCIENCE. BILINGUAL AND BICULTURAL PEERS (COMPAERAS) TRAINED IN BEHAVIORAL ACTIVATION TECHNIQUES PROVIDE PEER SUPPORT TO OTHER SPANISH-SPEAKING MOTHERS WITH UNTREATED PERINATAL DEPRESSION. IN 2018, 60 MOTHERS ARE EXPECTED TO BE CONSENTED INTO THE PROGRAM.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1OTHER PROGRAMS OF VALLEY SETTLEMENT INCLUDE LIFELONG LEARNING, ALUMNI & FAMILY, AND FRIENDS & NEIGHBORS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt081050
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1816441
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02539399
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0179
IRS990/PYOtherExpensesAmt0313506
IRS990/PYOtherRevenueAmt010177
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01494818
IRS990/PYSalariesCompEmpBnftPaidAmt0706091
IRS990/PYTotalExpensesAmt01054937
IRS990/PYTotalProfFndrsngExpnsAmt035340
IRS990/PYTotalRevenueAmt02549755
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01074166
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100004
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2016 AMOUNT: $ 10,177. 2017 AMOUNT: $ 7,118.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1AN INITIAL SHORT YEAR RETURN WAS FILED FOR THE REPORTING PERIOD SEPTEMBER 1, 2016 THROUGH DECEMBER 31, 2016.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03493738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02539399
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06033137
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0179
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0277
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07118
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010177
IRS990ScheduleA/OtherIncome170Grp/TotalAmt017295
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt03939438
IRS990ScheduleA/SubstantialContributorsTotAmt02093699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03493738
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02539399
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06033137
IRS990ScheduleA/TotalSupportAmt06050709
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt01021
IRS990ScheduleD/DonatedServicesUseFcltsAmt01021
IRS990ScheduleD/ExpensesNotReportedAmt01021
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02426592
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt053694
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08949
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt062643
IRS990ScheduleD/RevenueNotReportedAmt01021
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03500758
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF THE YEAR ENDED DECEMBER 31, 2017 AND PERIOD ENDED DECEMBER 31, 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt053694
IRS990ScheduleD/TotalExpensesPerForm990Amt02426592
IRS990ScheduleD/TotalRevenuePerForm990Amt03500758
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03501779
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02427613
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0GRANT WRITING & RESEARCH
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0CAROLINE BRADFORD
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt091516
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0PO BOX 930
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0EAGLE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd081631
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CO
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0THE PROFESSIONAL FUNDRAISER PROVIDES ASSISTANCE TO AN EMPLOYEE OF VALLEY SETTLEMENT ON GRANT APPLICATIONS; THEREFORE, THE AMOUNT OF GRANT AWARDS ATTRIBUTABLE TO THE PROFESSIONAL FUNDRAISER IS CLOSELY INTERMINGLED WITH THE EMPLOYEE AND CANNOT BE EASILY DISTINGUISHED. CONSEQUENTLY, VALLEY SETTLEMENT DISCLOSES THE AMOUNT PAID TO THE PROFESSIONAL FUNDRAISER BUT DOES NOT ATTEMPT TO ESTIMATE THE RECEIPTS ATTRIBUTABLE TO THE PROFESSIONAL FUNDRAISER'S SERVICES.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2B, COLUMN (IV) AND COLUMN (VI):
IRS990ScheduleG/TotalRetainedByContractorsAmt091516
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0FURNITURE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt038463
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN PARTNERSHIP WITH THE UNIVERSITY OF COLORADO AT BOULDER, VALLEY SETTLEMENT IS HELPING TO DEVELOP AND EVALUATE THE ALMA PROGRAM: STRUCTURED PEER MENTORING FOR DEPRESSED PERINATAL SPANISH-SPEAKING WOMEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY ACTION THAT MAY BE TAKEN AT A MEETING OF THE DIRECTORS MAY BE TAKEN WITHOUT A FORMAL MEETING IF THE ACTION TAKEN IS SET FORTH IN WRITING. ALL DIRECTORS MUST SET FORTH IN WRITING THAT THEY WAIVE THE REQUIRED MEETING NOTICE AND WHETHER THEY VOTE FOR, AGAINST, OR ABSTAIN FROM VOTING ON THE ACTION. THE NUMBER OF AFFIRMATIVE VOTES MUST EQUAL THE REQUIRED NUMBER OF AFFIRMATIVE VOTES IF ALL DIRECTORS HAD BEEN PRESENT AT THE MEETING. MINUTES SETTING FORTH THE ACTION TAKEN AND THE VOTES OF THE DIRECTORS SHALL BE KEPT WITHIN THE CORPORATION'S MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION GIVES A COPY OF THE 990 TO EACH BOARD MEMBER AND THEY REVIEW IT BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE VALLEY SETTLEMENT EXECUTIVE DIRECTOR, ALL BOARD MEMBERS AND ANY SUB-COMMITTEE MEMBER OF THE BOARD ARE COVERED UNDER THIS POLICY. THEY ARE REQUIRED TO SIGN AN AFFIRMATION OF CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS PER THE POLICY. THE POLICY FOR VALLEY SETTLEMENT WENT INTO EFFECT IN OCTOBER 2016. ONCE A CONFLICT OF INTEREST IS DISCLOSED, THE REMAINING BOARD MEMBERS WILL DISCUSS THE DETERMINATION OF CONFLICT OF INTEREST AND VOTE UPON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION COMPARES SALARIES PAID TO ITS EXECUTIVE DIRECTOR WITH NATIONAL AND LOCAL SALARY SURVEYS, DETERMINING THAT SALARY PAYMENTS ARE ON PAR TO SURVEY AVERAGES. NO OTHER OFFICERS OR KEY EMPLOYEES ARE COMPENSATED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FAMILY EDUCATORS: PROGRAM SERVICE EXPENSES 106,529. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 106,529. PARENT MENTOR ORGANIZER: PROGRAM SERVICE EXPENSES 50,142. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,142. PARENT MENTOR: PROGRAM SERVICE EXPENSES 114,668. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 114,668. PROMOTORAS: PROGRAM SERVICE EXPENSES 55,765. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,765. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 167,455. MANAGEMENT AND GENERAL EXPENSES 39,573. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 207,028.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01

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