Civic Intelligence

Valley Forward

990 • Fiscal year 2023 • EIN 82-3323720

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 08, 2024

Organization ProfileN/A
2721 Ventura Ave 108Fresno, CA 93721

(559) 275-1151

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Net Margin

52nd percentile

8.8%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Asset Growth

97th percentile

169%

Faster asset growth than 97% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

88%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$129,701

Up $81,410 (+169%) from 2022

Net Assets

Up

$128,422

Up $82,355 (+179%) from 2022

Liabilities

Down

$1,279

Down $945 (-42%) from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin52nd percentile

Revenue

Up

$933,503

Up $436,396 (+88%) from 2022

Expenses

Up

$851,148

Up $326,230 (+62%) from 2022

Net Income

Up

$82,355

Up $110,166 (+396%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2023

Assets$129,701
Liabilities$1,279
Net Assets$128,422
Open 2023 Filing

Operations Trend

Revenue Growth90th 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

2023

Revenue$933,503
Expenses$851,148
Net Income$82,355
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 8, 2024
Return Version
2023v5.1
Gross Receipts
$933,503
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$42,614$126,398▲ $83,784
Land, Buildings, and Equipment, Net$5,677$3,303▼ $2,374
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$48,291$129,701▲ $81,410
Other Assets Total-$0-
Liabilities
Other Liabilities$2,224$1,279▼ $945
Total Liabilities$2,224$1,279▼ $945
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$46,067$128,422▲ $82,355
Total Net Assets Fund Balance$46,067$128,422▲ $82,355
Total Liabilities and Net Assets / Fund Balance$48,291$129,701▲ $81,410

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,303$10,069$13,372
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Dillon SavoryPresident
Maria LemusVice President
Jayson MartinezAt Large
Jeff RobertsAt Large
Jonhenry LopezAt Large
Louis JamersonAt Large
Pablo VillagranaAt Large
Felipe GrimaldoSecretary
Ruben ZarateTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$439,964
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$493,539
All Other Contributions
$439,964
Change in Net Assets
$82,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$433,053
Other Expenses$418,095
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$353,083--$353,083
Other Employee Benefits$51,450--$51,450
Payroll Taxes$28,520--$28,520
Information Technology$24,640--$24,640
Other Expenses$19,177--$19,177
Occupancy-$11,000-$11,000
Insurance$8,162--$8,162
Fees for Services Accounting$7,470--$7,470
Fees for Services Other$1,218$4,485-$5,703
All Other Expenses$4,199$518-$4,717
Total Functional Expenses$835,145$16,003$0$851,148
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$1,101
Garnishment Wh$178
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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 B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Valley Forward
EIN
82-3323720
Phone
5592751151
Address
2721 VENTURA AVE 108, FRESNO, CA 93721

Signing Officer

Name
Dillon Savory
Title
President
Signed
2024-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dillon Savory
Formed
2017
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
8

Preparer

Firm
Wm M Sivick Accountancy Corp
Address
3455 W Shaw 101, Fresno, CA 93711
Preparer
William M Sivick CPA
Phone
5592768400
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GARNISHMENT WH
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03303
IRS990ScheduleD/TotalLiabilityAmt01279
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt048291
IRS990/TotalAssetsEOYAmt0129701
IRS990/TotalAssetsGrp/BOYAmt048291
IRS990/TotalAssetsGrp/EOYAmt0129701
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0439964
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016003
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0835145
IRS990/TotalFunctionalExpensesGrp/TotalAmt0851148
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02224
IRS990/TotalLiabilitiesEOYAmt01279
IRS990/TotalLiabilitiesGrp/BOYAmt02224
IRS990/TotalLiabilitiesGrp/EOYAmt01279
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt046067
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0128422
IRS990/TotalProgramServiceExpensesAmt0835145
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0493539
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0933503
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt048291
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0129701
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt02721 VENTURA AVE 108
IRS990/USAddress/CityNm0FRESNO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093721
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DILLON SAVORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY FORWARD
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0823323720
ReturnHeader/Filer/PhoneNum05592751151
ReturnHeader/Filer/USAddress/AddressLine1Txt02721 VENTURA AVE 108
ReturnHeader/Filer/USAddress/CityNm0FRESNO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093721
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-08-08T13:28:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,701
Liabilities
$1,279
Net assets
$128,422
Revenue
$933,503
Expenses
$851,148
Net income
$82,355
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