Civic Intelligence

Valence Foundation

990PF • Fiscal year 2018 • EIN 81-3915710

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profile
1333 Elm StreetSan Carlos, CA 94070

(650) 822-8253

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-2189%

Higher net margin than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-2.8%

Faster asset growth than 40% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

727%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$233,061

Down $6,697 (-2.8%) from 2017

Net Assets

Down

$233,061

Down $6,697 (-2.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Up

$306

Up $269 (+727%) from 2017

Expenses

Up

$7,003

Up $3,622 (+107%) from 2017

Net Income

Down

-$6,697

Down $3,353 (-100%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$300K$200K$100K$0Assets 2016: $243,102Liabilities 2016: $0Net Assets 2016: $243,1022016Assets 2017: $239,758Liabilities 2017: $0Net Assets 2017: $239,7582017Assets 2018: $233,061Liabilities 2018: $0Net Assets 2018: $233,0612018Assets 2019: $222,141Liabilities 2019: $0Net Assets 2019: $222,1412019Assets 2020: $210,984Liabilities 2020: $0Net Assets 2020: $210,9842020Assets 2021: $194,575Liabilities 2021: $0Net Assets 2021: $194,5752021Assets 2022: $178,294Liabilities 2022: $0Net Assets 2022: $178,2942022Assets 2023: $161,979Liabilities 2023: $0Net Assets 2023: $161,9792023Assets 2024: $145,611Liabilities 2024: $0Net Assets 2024: $145,6112024

Highlighted filing

2018

Assets$233,061
Liabilities$0
Net Assets$233,061
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $250,001Expenses 2016: $6,899Net Income 2016: $243,1022016Revenue 2017: $37Expenses 2017: $3,381Net Income 2017: -$3,3442017Revenue 2018: $306Expenses 2018: $7,003Net Income 2018: -$6,6972018Revenue 2019: $268Expenses 2019: $11,188Net Income 2019: -$10,9202019Revenue 2020: $30Expenses 2020: $11,187Net Income 2020: -$11,1572020Revenue 2021: $21Expenses 2021: $16,430Net Income 2021: -$16,4092021Revenue 2022: $19Expenses 2022: $16,300Net Income 2022: -$16,2812022Revenue 2023: $18Expenses 2023: $16,333Net Income 2023: -$16,3152023Revenue 2024: $16Expenses 2024: $16,384Net Income 2024: -$16,3682024

Highlighted filing

2018

Revenue$306
Expenses$7,003
Net Income-$6,697
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON LANGOPresident-$0--
JANE LUISecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Valence Foundation
EIN
81-3915710
Phone
6508228253
Address
1333 ELM STREET, SAN CARLOS, CA 94070

Signing Officer

Name
Jane Lui
Title
Secretary/treasurer
Phone
6508228253
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Vanessa Mun CPA
Phone
4082521800
Raw XML Appendix224 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0238077
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06828
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06828
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06828
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07272 GREENVILLE AVE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0493
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ReturnHeader/Filer/BusinessNameControlTxt0VALE
ReturnHeader/Filer/EIN0813915710
ReturnHeader/Filer/PhoneNum06508228253
ReturnHeader/Filer/USAddress/AddressLine1Txt01333 ELM STREET
ReturnHeader/Filer/USAddress/CityNm0SAN CARLOS
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-06-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:50:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 SARATOGA AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951294951
ReturnHeader/PreparerPersonGrp/PhoneNum04082521800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VANESSA MUN CPA
ReturnHeader/ReturnTs02019-06-26T14:50:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$233,061
Liabilities
$0
Net assets
$233,061
Revenue
$306
Expenses
$7,003
Net income
-$6,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.00$0.16$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.00$0.16$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.00$0.16$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.00$0.16$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.00$0.11$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.00$0.11$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.00$0.07$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.00$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$2.50$0.07$2.43