Civic Intelligence

Valley Forward

990EZ • Fiscal year 2021 • EIN 82-3323720

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 25, 2022

Organization ProfileN/A
3485 W Shaw Avenue 101Fresno, CA 93711

(559) 275-1151

Siviq Scores

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

Liabilities / Assets

81st percentile

0.17x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.09x

Higher debt load relative to revenue than 74% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

31st percentile

-4.0%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

62nd percentile

10.0%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-59%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$88,919

Up $8,059 (+10.0%) from 2020

Net Assets

Down

$73,878

Down $6,591 (-8.2%) from 2020

Liabilities

Up

$15,041

Up $14,650 (+3747%) from 2020

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin31st percentile

Revenue

Down

$163,530

Down $232,615 (-59%) from 2020

Expenses

Down

$170,121

Down $170,148 (-50%) from 2020

Net Income

Down

-$6,591

Down $62,467 (-112%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$150K$100K$50K$0Assets 2017: $1Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $71,765Liabilities 2018: $286Net Assets 2018: $71,4792018Assets 2019: $25,119Liabilities 2019: $526Net Assets 2019: $24,5932019Assets 2020: $80,860Liabilities 2020: $391Net Assets 2020: $80,4692020Assets 2021: $88,919Liabilities 2021: $15,041Net Assets 2021: $73,8782021Assets 2022: $48,291Liabilities 2022: $2,224Net Assets 2022: $46,0672022Assets 2023: $129,701Liabilities 2023: $1,279Net Assets 2023: $128,4222023Assets 2024: $91,451Liabilities 2024: $4,872Net Assets 2024: $86,5792024

Highlighted filing

2021

Assets$88,919
Liabilities$15,041
Net Assets$73,878
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500KRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $520,553Expenses 2018: $449,074Net Income 2018: $71,4792018Revenue 2019: $114,333Expenses 2019: $161,219Net Income 2019: -$46,8862019Revenue 2020: $396,145Expenses 2020: $340,269Net Income 2020: $55,8762020Revenue 2021: $163,530Expenses 2021: $170,121Net Income 2021: -$6,5912021Revenue 2022: $497,107Expenses 2022: $524,918Net Income 2022: -$27,8112022Revenue 2023: $933,503Expenses 2023: $851,148Net Income 2023: $82,3552023Revenue 2024: $597,248Expenses 2024: $639,091Net Income 2024: -$41,8432024

Highlighted filing

2021

Revenue$163,530
Expenses$170,121
Net Income-$6,591
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 25, 2022
Return Version
2021v4.0
Gross Receipts
$163,530
Mission and Program Overview

Mission

The purpose of this organization is to raise the level of civic engagement and the quality of life in the san joaquin valley through strategic education

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF THIS ORGANIZATION IS TO RAISE THE LEVEL OF CIVIC ENGAGEMENT AND THE QUALITY OF LIFE IN THE SAN JOAQUIN VALLEY THROUGH STRATEGIC EDUCATION-$170,121
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DILLON SAVORYPresident-$0--
MARIA LEMUSVice President-$0--
RUBEN ZARATETreasurer-$0--
FELIPE GRIMALDOSecretary-$0--
JEFF ROBERTSAt Large-$0--
LOUIS JAMERSONAt Large-$0--
DAN NUNCIOAt Large-$0--
JONHENRY LOPEZAt Large-$0--
Filing and Contact Details

Filer

Filer Name
Valley Forward
EIN
82-3323720
Phone
5592751151
Address
3485 W SHAW AVENUE 101, FRESNO, CA 93711

Signing Officer

Name
Dillon Savory
Title
President
Signed
2022-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Wm M Sivick Accountancy Corp
Address
3455 W Shaw 101, Fresno, CA 93711
Preparer
William M Sivick CPA
Phone
5592768400
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1363”

Other Expenses.1003

“Information Technology $20386”

Other Expenses.1005

“Travel $1650”

Other Expenses.1009

“Depreciation $2738”

Other Expenses.1012

“Insurance $3860”

Other Expenses.1

“Contracted services $115509”

Other Expenses.2

“AUTO EXPENSE $4843”

Other Expenses.4

“SUPPLIES $2031”

Other Expenses.5

“MEALS $432”

Other Expenses.6

“TAXES & FEES $325”

Other Expenses.7

“BANK CHARGES $324”

Other Assets.1004

“Miscellaneous - Beginning $2059 Miscellaneous - Ending $8978”

Total Liabilities.1

“CREDIT CARD PAYABLE - Beginning $391 CREDIT CARD PAYABLE - Ending $15041”

Raw XML Appendix163 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FRESNO
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IRS990EZ/ExcessOrDeficitForYearAmt0-6591
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/OccupancyRentUtltsAndMaintAmt06000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DILLON SAVORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARIA LEMUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RUBEN ZARATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FELIPE GRIMALDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFF ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LOUIS JAMERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAN NUNCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JONHENRY LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02059
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08978
IRS990EZ/OtherExpensesTotalAmt0153461
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THIS ORGANIZATION IS TO RAISE THE LEVEL OF CIVIC ENGAGEMENT AND THE QUALITY OF LIFE IN THE SAN JOAQUIN VALLEY THROUGH STRATEGIC EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt02062
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PURPOSE OF THIS ORGANIZATION IS TO RAISE THE LEVEL OF CIVIC ENGAGEMENT AND THE QUALITY OF LIFE IN THE SAN JOAQUIN VALLEY THROUGH STRATEGIC EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0170121
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0391
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015041
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0170121
IRS990EZ/TotalProgramServiceExpensesAmt0170121
IRS990EZ/TotalRevenueAmt0163530
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $20386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $1650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $2738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $3860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRACTED SERVICES $115509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AUTO EXPENSE $4843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES $2031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEALS $432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAXES & FEES $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK CHARGES $324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous - Beginning $2059 Miscellaneous - Ending $8978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CREDIT CARD PAYABLE - Beginning $391 CREDIT CARD PAYABLE - Ending $15041
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DILLON SAVORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY FORWARD
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0823323720
ReturnHeader/Filer/PhoneNum05592751151
ReturnHeader/Filer/USAddress/AddressLine1Txt03485 W SHAW AVENUE 101
ReturnHeader/Filer/USAddress/CityNm0FRESNO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942861987
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wm M Sivick Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03455 W Shaw 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fresno
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093711
ReturnHeader/PreparerPersonGrp/PhoneNum05592768400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM M SIVICK CPA
ReturnHeader/ReturnTs02022-08-25T11:21:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DILLON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAVORY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$88,919
Liabilities
$15,041
Net assets
$73,878
Revenue
$163,530
Expenses
$170,121
Net income
-$6,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.05$0.87$5.97$6.39$0.42
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.01$1.28$9.34$8.51$0.82
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.02$0.46$4.97$5.25$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.15$0.74$1.64$1.70$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.80$3.96$3.40$0.56
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.01$0.25$1.14$1.61$0.47
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.71$5.21$4.49$0.71
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00