Civic Intelligence

The Valley Foundation

990PF • Fiscal year 2012 • EIN 94-1584547

Oct 01, 2011 to Sep 30, 2012 • Filed on Apr 23, 2013

Organization Profile

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16450 Los Gatos Blvd No 21095032
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$57,220,429

Flat from 2012

Net Assets

$54,170,984

No earlier filing loaded for comparison.

Liabilities

Flat

$3,049,445

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$598,696

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $50,076,170Liabilities 2011: $2,973,0002011Assets 2012: $57,220,429Liabilities 2012: $3,049,445Net Assets 2012: $54,170,9842012Assets 2012: $57,220,429Liabilities 2012: $3,049,4452012Assets 2013: $61,414,106Liabilities 2013: $2,011,000Net Assets 2013: $59,403,1062013Assets 2014: $64,105,532Liabilities 2014: $1,000,000Net Assets 2014: $63,105,5322014Assets 2015: $59,255,926Liabilities 2015: $1,560Net Assets 2015: $59,254,3662015Assets 2016: $61,596,826Liabilities 2016: $98,720Net Assets 2016: $61,498,1062016Assets 2017: $64,654,280Liabilities 2017: $4,275Net Assets 2017: $64,650,0052017Assets 2018: $64,999,914Liabilities 2018: $17,800Net Assets 2018: $64,982,1142018Assets 2019: $65,710,326Liabilities 2019: $72,000Net Assets 2019: $65,638,3262019Assets 2020: $63,028,626Liabilities 2020: $67,485Net Assets 2020: $62,961,1412020Assets 2021: $75,319,298Liabilities 2021: $252,901Net Assets 2021: $75,066,3972021Assets 2022: $61,408,022Liabilities 2022: $585,423Net Assets 2022: $60,822,5992022Assets 2023: $64,359,918Liabilities 2023: $41,000Net Assets 2023: $64,318,9182023Assets 2024: $70,531,065Liabilities 2024: $145,000Net Assets 2024: $70,386,0652024

Highlighted filing

2012

Assets$57,220,429
Liabilities$3,049,445
Net Assets$54,170,984
Open 2012 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,629,590Expenses 2011: $1,517,542Net Income 2011: $2,112,0482011Expenses 2012: $598,6962012Revenue 2012: $10,225,022Expenses 2012: $598,696Net Income 2012: $9,626,3262012Expenses 2013: $626,9912013Revenue 2014: $5,117,324Expenses 2014: $584,283Net Income 2014: $4,533,0412014Revenue 2015: $3,445,512Expenses 2015: $1,308,718Net Income 2015: $2,136,7942015Revenue 2016: $3,628,345Expenses 2016: $4,157,582Net Income 2016: -$529,2372016Revenue 2017: $1,371,828Expenses 2017: $2,631,777Net Income 2017: -$1,259,9492017Revenue 2018: $3,316,856Expenses 2018: $2,454,492Net Income 2018: $862,3642018Revenue 2019: $3,685,772Expenses 2019: $2,862,211Net Income 2019: $823,5612019Revenue 2020: $778,052Expenses 2020: $3,418,682Net Income 2020: -$2,640,6302020Revenue 2021: $7,719,370Expenses 2021: $3,881,210Net Income 2021: $3,838,1602021Revenue 2022: $4,930,247Expenses 2022: $4,436,224Net Income 2022: $494,0232022Revenue 2023: -$623,505Expenses 2023: $4,034,123Net Income 2023: -$4,657,6282023Revenue 2024: $1,099,222Expenses 2024: $3,924,426Net Income 2024: -$2,825,2042024

Highlighted filing

2012

Revenue-
Expenses$598,696
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Apr 23, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP R BOYCEChairman-$14,000-$14,000
DR RICHARD SIEVEVice Chairman-$14,000-$14,000
DR HERBERT KAINSecretary-$14,000-$14,000
DANIEL P DOORETreasurer-$14,000-$14,000
DR ARTHUR A BASHAMTrustee-$14,000-$14,000
DR EDGAR G LAVEQUETrustee-$7,000-$7,000
JOSHEPH PARISITrustee-$7,000-$7,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRANSACCESSGENERAL SUPPORT501(C)(3)SAN JOSE, CA, US$50,000
Filing and Contact Details

Filer

EIN
94-1584547
Raw XML AppendixShowing 400 of 655 raw XML fields

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DistributionFromCorpusElection/Election0PURSUANT TO IRC SEC. 4942(H) (2) AND REG. 53.4942 (A)-3 (D) (2), THE VALLEY FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AND THE AMOUNT NEEDED TO SATISFY THE CURRENT YEAR DISTRIBUTION REQUIREMENTS AS BEING MADE OUT OF CORPUS.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation614000
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PHILLIP R BOYCE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DR RICHARD SIEVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DR HERBERT KAIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3DANIEL P DOORE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4DR EDGAR G LAVEQUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5JOSHEPH PARISI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6DR ARTHUR A BASHAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CHAIRMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE CHAIRMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1016450 LOS GATOS BLVD NO 210
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1116450 LOS GATOS BLVD NO 210
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1216450 LOS GATOS BLVD NO 210
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1316450 LOS GATOS BLVD NO 210
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1416450 LOS GATOS BLVD NO 210
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1516450 LOS GATOS BLVD NO 210
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1616450 LOS GATOS BLVD NO 210
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LOS GATOS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LOS GATOS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LOS GATOS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3LOS GATOS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4LOS GATOS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City5LOS GATOS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City6LOS GATOS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State5CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State6CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode095032
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode195032
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode295032
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode395032
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode495032
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode595032
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode695032
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets02928045
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.054774
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.071535
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.063891
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.070905
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.067538
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.273869
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0120542
IRS990PF/QualifyingDistributions/ExpensesAndContributions0120542
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0120542
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10THE FOUNDATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04083584545
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1016450 LOS GATOS BLVD SUITE 210
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LOS GATOS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode095032
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,220,429
Liabilities
$3,049,445
Net assets
$54,170,984
Revenue
-
Expenses
$598,696
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$70.5$0.15$70.4$1.10$3.92$2.83
2023Detailed filing. Detailed filing data is available for this year.$64.4$0.04$64.3$0.62$4.03$4.66
2022Detailed filing. Detailed filing data is available for this year.$61.4$0.59$60.8$4.93$4.44$0.49
2021Detailed filing. Detailed filing data is available for this year.$75.3$0.25$75.1$7.72$3.88$3.84
2020Detailed filing. Detailed filing data is available for this year.$63.0$0.07$63.0$0.78$3.42$2.64
2019Detailed filing. Detailed filing data is available for this year.$65.7$0.07$65.6$3.69$2.86$0.82
2018Detailed filing. Detailed filing data is available for this year.$65.0$0.02$65.0$3.32$2.45$0.86
2017Detailed filing. Detailed filing data is available for this year.$64.7$0.00$64.7$1.37$2.63$1.26
2016Detailed filing. Detailed filing data is available for this year.$61.6$0.10$61.5$3.63$4.16$0.53
2015Detailed filing. Detailed filing data is available for this year.$59.3$0.00$59.3$3.45$1.31$2.14
2014Detailed filing. Detailed filing data is available for this year.$64.1$1.00$63.1$5.12$0.58$4.53
2013Detailed filing. Detailed filing data is available for this year.$61.4$2.01$59.4$0.63
2012Detailed filing. Detailed filing data is available for this year.$57.2$3.05$54.2$0.60
2012Summary only. Only limited summary data is available for this year.$57.2$3.05$10.2$0.60$9.63
2011Summary only. Only limited summary data is available for this year.$50.1$2.97$3.63$1.52$2.11