Civic Intelligence

Three Valleys Community Foundation

990 • Fiscal year 2023 • EIN 87-1782380

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 06, 2024

Organization Profile3VCF.ORG
5960 Inglewood Drive Suite 201Pleasanton, CA 94588

(925) 437-4002

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$31,600

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

99th percentile

715%

Faster asset growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

494%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,521,793

Up $1,334,989 (+715%) from 2022

Net Assets

Up

$1,521,793

Up $1,334,989 (+715%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin95th percentile

Revenue

Up

$1,854,928

Up $1,542,626 (+494%) from 2022

Expenses

Up

$527,456

Up $403,961 (+327%) from 2022

Net Income

Up

$1,327,472

Up $1,138,665 (+603%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$6.0M$4.0M$2.0M$0Assets 2022: $186,804Liabilities 2022: $0Net Assets 2022: $186,8042022Assets 2023: $1,521,793Liabilities 2023: $0Net Assets 2023: $1,521,7932023Assets 2024: $1,916,275Liabilities 2024: $7,302Net Assets 2024: $1,908,9732024Assets 2025: $5,596,848Liabilities 2025: $1,271,298Net Assets 2025: $4,325,5502025

Highlighted filing

2023

Assets$1,521,793
Liabilities$0
Net Assets$1,521,793
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2022: $312,302Expenses 2022: $123,495Net Income 2022: $188,8072022Revenue 2023: $1,854,928Expenses 2023: $527,456Net Income 2023: $1,327,4722023Revenue 2024: $1,128,805Expenses 2024: $875,400Net Income 2024: $253,4052024Revenue 2025: $4,706,834Expenses 2025: $2,226,133Net Income 2025: $2,480,7012025

Highlighted filing

2023

Revenue$1,854,928
Expenses$527,456
Net Income$1,327,472
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 6, 2024
Return Version
2022v5.0
Gross Receipts
$1,854,928
Mission and Program Overview

Mission

We envision a community where everyone has the opportunity to live a full and rewarding life. We work collaboratively with community leaders, philanthropists, corporations and front line nonprofits to identify, surface, and address our region's most pressing needs. We channel local resources toward worthy localcauses in order to make a positive, lasting and transformative impact on our region.

Three valleys community foundation's mission is to strengthen the tri valley region through inclusive leadership, thoughtful funding, informed giving, and collaborative action.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$96,757$1,205,635▲ $1,108,878
Cash and Non-Interest-Bearing Accounts$56,714$216,159▲ $159,445
Pledges and Grants Receivable$33,333$99,999▲ $66,666
Total Assets$186,804$1,521,793▲ $1,334,989
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$177,393$1,394,074▲ $1,216,681
Net Assets With Donor Restrictions$9,411$127,719▲ $118,308
Total Net Assets Fund Balance$186,804$1,521,793▲ $1,334,989
Total Liabilities and Net Assets / Fund Balance$186,804$1,521,793▲ $1,334,989
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nelson FialhoInterim Chief Executive OfficerPT$31,600$31,600
Dr Kelly BowersChief Executive OfficerPT$26,563$26,563

Board Members and Trustees

NameTitle
John SensibaBoard Chairman
Christine WenteDirector
Colleen GregersonDirector
Jiexing Margaret LiangDirector
Judy LloydDirector
Kenneth G CooperDirector
Steve Mccoy-thompsonDirector
Susan M HoughtonDirector/ Secretary
PATRICK O'BRIENTreasurer/ CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$1,809,283
Program Service Revenue
$0
Investment Income
$18,736
Other Revenue
$26,909
All Other Contributions
$1,659,283
Change in Net Assets
$1,327,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$265,394
Other Expenses$166,645
Salaries, Compensation, and Employee Benefits$95,417
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$265,394--$265,394
Current Officers, Directors, Trustees, and Key Employees-$81,330-$81,330
Fees for Services Other-$41,630-$41,630
Fees for Services Legal-$30,603-$30,603
Fees for Services Accounting-$29,231-$29,231
Other Salaries and Wages-$14,087-$14,087
Office Expenses-$2,156-$2,156
Insurance-$2,153-$2,153
Advertising-$1,325-$1,325
Other Expenses$54,774$108-$108
Total Functional Expenses$320,168$207,288$0$527,456
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pleasanton Partners in EducationPleasanton, CA501c3To Support the Organization$225,679
Rotary Club of PleasantonPleasanton, CA-To Support the Organization$12,665
City of PleasantonPleasanton, CA501c3To Support the Organization$6,500
Rotary DafWoburn, MA-To Support the Organization$5,742
County of AlamedaOakland, CA501c3To Support the Organization$5,617
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
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
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

“Form 990 is provided to the board treasurer before filing.”

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

“The steps are used to monitor the conflict of interest policy: 1. Each member of the board and the advisors signs the policy upon joining the board or advisors. 2. The conflict-of-interest disclosure form is submitted annually. 3. Compliance with policy is discussed regularly by the board chair at board meetings and meetings with the advisors. 4. Directors and advisors are encouraged to seek guidance when potential conflicts arise.”

Form 990, Part VI, Section C, Line 19

“Conflict of interest policy is available.”

Filing and Contact Details

Filer

Filer Name
Three Valleys Community Foundation
EIN
87-1782380
Phone
9254374002
Address
5960 INGLEWOOD DRIVE SUITE 201, PLEASANTON, CA 94588

Signing Officer

Name
PATRICK O'BRIEN
Title
Treasurer
Phone
9256001966
Signed
2024-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
PATRICK O'BRIEN
Formed
2021
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
9

Preparer

Firm
Aprio Llp
Address
150 POST STREET SUITE 200, SAN FRANCISCO, CA 94108
Preparer
Edward Fahey
Phone
4157774488
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IRS990/PYContributionsGrantsAmt0313542
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt080000
IRS990/PYInvestmentIncomeAmt0377
IRS990/PYOtherExpensesAmt033395
IRS990/PYOtherRevenueAmt0-1617
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0188807
IRS990/PYSalariesCompEmpBnftPaidAmt010100
IRS990/PYTotalExpensesAmt0123495
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0312302
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01327472
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01851071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0313542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02164613
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018736
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0377
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt019113
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt02164613
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01851071
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0313542
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02164613
IRS990ScheduleA/TotalSupportAmt02183726
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt01073518
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt035600
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01172789
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0670393
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0231296
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt012
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0249004
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0225679
IRS990ScheduleI/RecipientTable/CashGrantAmt16500
IRS990ScheduleI/RecipientTable/CashGrantAmt25617
IRS990ScheduleI/RecipientTable/CashGrantAmt312665
IRS990ScheduleI/RecipientTable/CashGrantAmt45742
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT THE ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO SUPPORT THE ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO SUPPORT THE ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4TO SUPPORT THE ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PLEASANTON PARTNERS IN EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CITY OF PLEASANTON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COUNTY OF ALAMEDA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ROTARY CLUB OF PLEASANTON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ROTARY DAF
IRS990ScheduleI/RecipientTable/RecipientEIN0943046738
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04659-B BERNAL AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 520
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21221 OAK STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31807 SANTA RITA RD UNIT H 352
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt412 GILL STREET SUITE 2600
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PLEASANTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PLEASANTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm3PLEASANTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4WOBURN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094566
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194566
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294612
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394566
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd401801
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO THE BOARD TREASURER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE STEPS ARE USED TO MONITOR THE CONFLICT OF INTEREST POLICY: 1. EACH MEMBER OF THE BOARD AND THE ADVISORS SIGNS THE POLICY UPON JOINING THE BOARD OR ADVISORS. 2. THE CONFLICT-OF-INTEREST DISCLOSURE FORM IS SUBMITTED ANNUALLY. 3. COMPLIANCE WITH POLICY IS DISCUSSED REGULARLY BY THE BOARD CHAIR AT BOARD MEETINGS AND MEETINGS WITH THE ADVISORS. 4. DIRECTORS AND ADVISORS ARE ENCOURAGED TO SEEK GUIDANCE WHEN POTENTIAL CONFLICTS ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY IS AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0186804
IRS990/TotalAssetsEOYAmt01521793
IRS990/TotalAssetsGrp/BOYAmt0186804
IRS990/TotalAssetsGrp/EOYAmt01521793
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01809283
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0207288
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0320168
IRS990/TotalFunctionalExpensesGrp/TotalAmt0527456
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0186804
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01521793
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0320168
IRS990/TotalReportableCompFromOrgAmt058163
IRS990/TotalRevenueGrp/ExclusionAmt045645
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01854928
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0186804
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01521793
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05960 INGLEWOOD DRIVE SUITE 201

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,521,793
Liabilities
$0
Net assets
$1,521,793
Revenue
$1,854,928
Expenses
$527,456
Net income
$1,327,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.60$1.27$4.33$4.71$2.23$2.48
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.01$1.91$1.13$0.88$0.25
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$1.85$0.53$1.33
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.31$0.12$0.19