Civic Intelligence

Valley Wealth Alliance

EIN 85-4166168 • 501(c)3 • Allentown, PA

Pub. 78 Eligible990-N CoverageNTEE P51

Profile

Valley Wealth Alliance is a 501c3 nonprofit organization committed to promoting financial literacy economic empowerment and career readiness. The organization provides educational programs workshops and resources designed to equip youth and adults with essential financial knowledge and skills necessary for financial independence and long-term economic success. Through these programs Valley Wealth Alliance serves individuals and families particularly those in underserved communities by empowering them with financial tools and education to achieve economic stability and success. Our mission is to create a financially literate community where individuals can make informed financial decisions build generational wealth and contribute positively to the economy.

2615 Mountain LnAllentown, PA 18103

www.valleywealthalliance.org

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$28,235

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$28,235

No earlier filing loaded for comparison.

Operations

Revenue

$143,521

No earlier filing loaded for comparison.

Expenses

$115,702

No earlier filing loaded for comparison.

Net Income

$27,819

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2023: $28,235Net Assets 2023: $28,2352023

Highlighted filing

2023

Assets$28,235
Liabilities-
Net Assets$28,235

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2023: $143,521Expenses 2023: $115,702Net Income 2023: $27,8192023

Highlighted filing

2023

Revenue$143,521
Expenses$115,702
Net Income$27,819

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.28$1.44$1.16$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 6, 2025
Return Version
2023v6.0
Gross Receipts
$145,346
Mission and Program Overview

Mission

Valley Wealth Alliance is a 501c3 nonprofit organization committed to promoting financial literacy economic empowerment and career readiness. The organization provides educational programs workshops and resources designed to equip youth and adults with essential financial knowledge and skills necessary for financial independence and long-term economic success. Through these programs Valley Wealth Alliance serves individuals and families particularly those in underserved communities by empowering them with financial tools and education to achieve economic stability and success. Our mission is to create a financially literate community where individuals can make informed financial decisions build generational wealth and contribute positively to the economy.

Program Services

DescriptionGrantsExpenses
Youth Financial Literacy Programs K-12 Valley Wealth Alliance provided comprehensive financial education to students across elementary middle and high school levels equipping them with fundamental financial skills such as budgeting saving investing and responsible credit use. Through interactive workshops hands-on activities and real-world financial simulations students gained essential knowledge to make informed financial decisions. In 2023 the program served approximately 300 students across multiple schools and community organizations. The curriculum incorporated Pennsylvania Department of Education financial literacy standards ensuring age-appropriate engaging content that met educational benchmarks. The program was supported by community partnerships and in-kind donations which helped maximize outreach and impact.$0$57,147
The College & Career Readiness Program provided high school students with guidance in financial planning career exploration and post-secondary education preparation. Students learned essential skills such as scholarship application strategies budgeting for college understanding student loans and career decision-making based on financial considerations. In 2023 over 200 high school students across three Allentown high schools-William Allen High School Dieruff High School and Building 21-participated in the program. Students engaged in workshops one-on-one counseling sessions and financial planning simulations to develop a clear roadmap for their future. This program was instrumental in preparing students for life after high school empowering them with knowledge to make informed financial and career choices.$0$44,647
The credit establishment & wealth-building program was designed to support young adults ages 18+ in establishing and managing their credit responsibly with the long-term goal of building wealth and achieving financial stability. The program included workshops on credit fundamentals secured credit card funding assistance and six months of individual credit monitoring and coaching. In 2023 the program successfully assisted 8 young adults in establishing credit with a 100% success rate in credit score improvement. Participants received funding to open secured credit cards learned how to maintain low credit utilization and were guided on best practices to increase their credit scores over time. The programs success has reinforced the importance of early credit education and responsible financial management in young adults financial journeys.$0$26,298
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-InstructorPT$0$43,037$43,037
-AdministrativePT$0$30,350$30,350
-AdministrativePT$0$6,000$6,000
Steve RedmondPresidentPT$0--
Jasmine SalgadoTreasurerPT$0--
Debbie BethelSecretary-$0--
Lonnie ParkerTrustee-$0--
Marvin WidemanTrustee-$0--
Rashad IbrahimTrustee-$0--
Dara GonzalezTrusteePT$0--
Zanetta WorthyTrusteePT$0--
SarahKnutelskyTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Valley Wealth Alliance
EIN
85-4166168
In Care Of
% Steve Redmond
Address
2615 MOUNTAIN LN, ALLENTOWN, PA 18103

Signing Officer

Name
Steve Redmond
Title
Executive Director
Signed
2025-03-06
Supplemental Narrative

Additional Explanations

Part I, line 10

| Grants And Similar Amounts Paid:, Amount:| Youth Program Match to continue to provide financial literacy programs to students in the Allentown School District, $26297| Invest In Your Future-Scholarship for high school seniors who are first-generation college or vocational attendees. Students are required to fill out an application with an attached essay. Recipients are chosen by board of trustees., $1000| Adult Program Match as a community servant to continue Investing your tax return first-time homeowners credit repair establishment and saving for the future programs., $3600|

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Grants And Similar Amounts Paid:, Amount:| Youth Program Match to continue to provide financial literacy programs to students in the Allentown School District, $26297| Invest In Your Future-Scholarship for high school seniors who are first-generation college or vocational attendees. Students are required to fill out an application with an attached essay. Recipients are chosen by board of trustees., $1000| Adult Program Match as a community servant to continue Investing your tax return first-time homeowners credit repair establishment and saving for the future programs., $3600|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Redmond
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Valley Wealth Alliance
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0854166168
ReturnHeader/Filer/ForeignPhoneNum06106530878
ReturnHeader/Filer/InCareOfNm0% Steve Redmond
ReturnHeader/Filer/USAddress/AddressLine1Txt02615 MOUNTAIN LN
ReturnHeader/Filer/USAddress/CityNm0ALLENTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018103
ReturnHeader/ReturnTs02025-03-05T21:43:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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