Civic Intelligence

Valley Vision

EIN 94-3214572 • 501(c)3 • Sacramento, CA

Profile

Valley Vision is a civic leadership organization dedicated to improving the livability of the Sacramento region. Through research and action, we collaborate on bold, long-term solutions that improve people's lives.

3400 3rd AvenueSacramento, CA 95817

www.valleyvision.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.79x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.42x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

42nd percentile

1.7%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$282,420

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

94th percentile

61%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-4.7%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,505,736

Up $2,462,868 (+61%) from 2023

Liabilities

Up

$5,155,293

Up $2,261,056 (+78%) from 2023

Net Assets

Up

$1,350,443

Up $201,812 (+18%) from 2023

Revenue

Down

$12,228,805

Down $604,649 (-4.7%) from 2023

Expenses

Down

$12,026,993

Down $760,442 (-5.9%) from 2023

Net Income

Up

$201,812

Up $155,793 (+339%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $917,501Liabilities 2011: $647,829Net Assets 2011: $269,6722011Assets 2012: $1,015,709Liabilities 2012: $692,773Net Assets 2012: $322,9362012Assets 2013: $809,812Liabilities 2013: $484,293Net Assets 2013: $325,5192013Assets 2014: $1,036,286Liabilities 2014: $750,124Net Assets 2014: $286,1622014Assets 2015: $618,048Liabilities 2015: $458,426Net Assets 2015: $159,6222015Assets 2016: $600,836Liabilities 2016: $361,772Net Assets 2016: $239,0642016Assets 2017: $774,235Liabilities 2017: $471,016Net Assets 2017: $303,2192017Assets 2018: $793,610Liabilities 2018: $432,736Net Assets 2018: $360,8742018Assets 2019: $1,136,021Liabilities 2019: $569,197Net Assets 2019: $566,8242019Assets 2020: $3,765,516Liabilities 2020: $2,736,339Net Assets 2020: $1,029,1772020Assets 2021: $1,459,627Liabilities 2021: $309,052Net Assets 2021: $1,150,5752021Assets 2022: $2,130,228Liabilities 2022: $1,027,616Net Assets 2022: $1,102,6122022Assets 2023: $4,042,868Liabilities 2023: $2,894,237Net Assets 2023: $1,148,6312023Assets 2024: $6,505,736Liabilities 2024: $5,155,293Net Assets 2024: $1,350,4432024

Highlighted filing

2024

Assets$6,505,736
Liabilities$5,155,293
Net Assets$1,350,443

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,567,531Expenses 2011: $1,565,255Net Income 2011: $2,2762011Revenue 2012: $1,795,920Expenses 2012: $1,742,656Net Income 2012: $53,2642012Revenue 2013: $1,589,630Expenses 2013: $1,587,047Net Income 2013: $2,5832013Revenue 2014: $1,345,625Expenses 2014: $1,384,982Net Income 2014: -$39,3572014Revenue 2015: $2,145,666Expenses 2015: $2,233,133Net Income 2015: -$87,4672015Revenue 2016: $2,070,933Expenses 2016: $1,972,938Net Income 2016: $97,9952016Revenue 2017: $2,035,927Expenses 2017: $1,971,772Net Income 2017: $64,1552017Revenue 2018: $2,049,913Expenses 2018: $2,018,654Net Income 2018: $31,2592018Revenue 2019: $2,457,094Expenses 2019: $2,251,144Net Income 2019: $205,9502019Revenue 2020: $13,896,991Expenses 2020: $13,434,638Net Income 2020: $462,3532020Revenue 2021: $4,632,311Expenses 2021: $4,510,913Net Income 2021: $121,3982021Revenue 2022: $3,489,872Expenses 2022: $3,537,835Net Income 2022: -$47,9632022Revenue 2023: $12,833,454Expenses 2023: $12,787,435Net Income 2023: $46,0192023Revenue 2024: $12,228,805Expenses 2024: $12,026,993Net Income 2024: $201,8122024

Highlighted filing

2024

Revenue$12,228,805
Expenses$12,026,993
Net Income$201,812

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.51$5.16$1.35$12.2$12.0$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.04$2.89$1.15$12.8$12.8$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.13$1.03$1.10$3.49$3.54$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.31$1.15$4.63$4.51$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.77$2.74$1.03$13.9$13.4$0.46
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.57$0.57$2.46$2.25$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.43$0.36$2.05$2.02$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.47$0.30$2.04$1.97$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.36$0.24$2.07$1.97$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.46$0.16$2.15$2.23$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.75$0.29$1.35$1.38$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.48$0.33$1.59$1.59$0.00
2012Summary only. Only limited summary data is available for this year.$1.02$0.69$0.32$1.80$1.74$0.05
2011Summary only. Only limited summary data is available for this year.$0.92$0.65$0.27$1.57$1.57$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 25, 2025
Return Version
2024v5.0
Gross Receipts
$12,295,109
Mission and Program Overview

Mission

Valley Vision is an objective, nonpartisan "Action Tank" committed to regional problem solving and impartial research for sound decision-making.

Valley vision is a civic leadership organization dedicated to improving the livability of the sacramento region through research and action, we collaborate on bold, long-term solutions that improve people's lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$100,328$3,279,286▲ $3,178,958
Accounts Receivable$3,484,277$2,524,937▼ $959,340
Cash and Non-Interest-Bearing Accounts$98,744$449,353▲ $350,609
Prepaid Expenses and Deferred Charges$35,694$45,120▲ $9,426
Land, Buildings, and Equipment, Net$9,078$9,929▲ $851
Total Assets$4,042,868$6,505,736▲ $2,462,868
Other Assets Total$314,747$197,111▼ $117,636
Liabilities
Deferred Revenue$1,942$3,157,063▲ $3,155,121
Accounts Payable and Accrued Expenses$2,238,316$1,790,100▼ $448,216
Unsecured Notes Loans Payable$261,843--
Other Liabilities$392,136$208,130▼ $184,006
Total Liabilities$2,894,237$5,155,293▲ $2,261,056
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,021,629$1,232,233▲ $210,604
Net Assets With Donor Restrictions$127,002$118,210▼ $8,792
Total Net Assets Fund Balance$1,148,631$1,350,443▲ $201,812
Total Liabilities and Net Assets / Fund Balance$4,042,868$6,505,736▲ $2,462,868

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,929$16,972$26,901
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Evan SchmidtCEOFT$245,771$36,649$282,420
Trish KellyManaging DirectorFT$146,576$7,907$154,483
Renee JohnManaging DirectorFT$126,398$19,018$145,416
Alan LangeCOOFT$135,657$5,428$141,085

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Wearerally LLCConsulting5670 WILSHIRE BLVD SUITE 820, Los Angeles, CA 90036$403,366
Cities Gps LLCConsulting6109 29TH STREET NW, Washington, DC 20015$240,000
Xomad LLCEvent Managemen3109 SERRA WAY, Sacramento, CA 95816$147,175
-Consulting3616 THE STRAND UNIT B, Manhattan Beach, CA 90266$141,000
Revenue and Support

Revenue Composition

Contributions and Grants
$424,547
Program Service Revenue
$11,821,943
Investment Income
$4,709
Other Revenue
$-22,394
All Other Contributions
$355,047
Change in Net Assets
$201,812

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,228,805
Revenue Not Reported on Form 990
$66,304
Total Revenue per Audited Statements
$12,295,109
Total Revenue per Form 990
$12,228,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,927,833
Salaries, Compensation, and Employee Benefits$2,099,160
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$8,053,200$218,000-$8,271,200
Other Salaries and Wages$992,847$477,863-$1,470,710
Conferences and Meetings$441,059$56,306-$497,365
Current Officers, Directors, Trustees, and Key Employees$192,998$87,863-$280,861
Other Employee Benefits$149,330$70,835-$220,165
Fees for Services Accounting$97,773$38,942-$136,715
Occupancy$90,450$39,017-$129,467
Payroll Taxes$87,583$39,841-$127,424
Information Technology$34,232$8,580-$42,812
Office Expenses$15,273$5,057-$20,330
Travel$10,205$7,861-$18,066
Insurance$5,479$2,278-$7,757
Depreciation Depletion-$7,143-$7,143
Interest-$2,003-$2,003
Other Expenses$818$374-$1,192
Total Functional Expenses$10,950,289$1,076,704$0$12,026,993

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,093,297
Expenses per Audited Statements$12,026,993
Total Expenses per Form 990$12,026,993
Expenses Not Reported on Form 990$66,304
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$66,304
Fundraising Gross Income$8,320
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
30th Anniversar$77,820$8,320$66,304$-57,984
Total Events$77,820$8,320$66,304$-57,984
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$200,699
Funds Held in Trust$7,431
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

An independent certified public accounting firm prepares form 990. Initial drafts are reviewed by the ceo, board treasurer, cfo and coo. The final return is circulated to the board of directors at the next board meeting.

Form 990, Page 6, Part VI, Line 12C

All officers, board of director members, and senior staff are subject to a 'conflict of interest policy', which is reviewed and updated annually.

Form 990, Page 6, Part VI, Line 15A

Prior to hiring or promotion action, the chairperson of the board and the executive committee conduct a market study of ceo pay based on scope and performance requirements.

Form 990, Page 6, Part VI, Line 15B

Prior to hiring or promotion action, the ceo conducts a market study of senior level pay for key employees based on scope and performance requirements.

Form 990, Page 6, Part VI, Line 19

Valley vision makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Valley Vision
EIN
94-3214572
Phone
9163251630
Address
3400 3RD AVENUE, SACRAMENTO, CA 95817

Signing Officer

Name
Evan Schmidt
Title
CEO
Phone
9163251630
Signed
2025-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Evan Schmidt
Formed
1994
Legal Domicile
CA
Voting Board Members
32
Independent Board Members
32
Employees
26
Volunteers
32

Preparer

Firm
Rood & Dinis Llp
Address
715 UNIVERSITY AVE, SACRAMENTO, CA 95825-6708
Preparer
Manuel T Dinis CPA
Phone
9169294450
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

Civic leadership and engagement: valley vision tackles tough, systemic issues that transend business and political cycles. Our highly respected research unit is responsible for producing sound data to inform the decisions of leaders and elected officials, and to set the region on a path toward a more livable future. In the past year, we engaged the community and informed decision makers with published public opinion polls on livability factors in the region. To share findings, valley vision held a livablity summit attended by nearly 400 civic and community leaders to talk about solutions to community challenges. Valley vision also served as the backbone organization for the state of california's community economic resilience fund, a regional effort to foster inclusive economic development.

Form 990, Page 2, Part III, Line 4D

21st century workforce: valley vision has adopted a systems approach to understanding the complex needs of the workforce ecosystem. Valley vision serves a primary role to align public systems, jurisdictions, and industries to advance workforce development efforts for our capital region. Areas of focus include: leading future mobility and digital inclusion/skills efforts; convening industry advisories that support and inform the region's job training providers; and supporting the city of sacramento in developing a workforce development framework to guide current and future investments and strategies. Some of the major accomplishments include convening regional workforce advisory bodies and aligning partners in the workforce and education systems. Broadband and digital equity: access to digital infrastructure is as important today as roads or electricity. Broadband is critical infrastructure for commerce, access to education, and healthcare. We work with cities, community groups, businesses, policymakers and others to close the digital divide and promote equal access to technology. Valley vision works with public agencies, internet service providers, infrastructure developers, and others in the greater sacramento region to expand broadband infrastructure. The organization also works to support access to broadband amongst underserved communities through promotion of low-cost services and prioritization of areas that are under enrolled in broadband utilization. Food and agriculture: food and agriculture production is an integral part of our region's status as america's farm-to-fork capital. Our work centers on growing a viable food and ag economy, increasing access to healthy foods in underserved communities, and promoting agricultural innovation. Valley vision coordinated stakeholders to design and advance the yolo food hub to improve business markets for agricultural producers and help better link locally grown food with the local institutional market. Valley vision also initiated a project with sacramento area council of governments to assess and promote investment in infrastructure and programs that will strengthen the sacramento region's agricultural economy.

Form 990, Part IX, Line 11G

Profssional fees 8,053,200 218,000 0

Form 990, Part X

Beginning of year balances related to accounts receivable, net was reclassified from pledges and grants receivable, net to more accurately reflect the nature of the receivable.

Financial Statement Notes

Schedule D, Page 3, Part X

Pursuant to a determination letter from the internal revenue service, the organization is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and section 23701(d) of the california revenue and taxation code. Therefore, no provision for income taxes has been made. Fasb asc 740-10 prescribes a recognition threshold and measurement standard for financial statement recognition and measurement of an income tax position taken or expected to be taken in a tax return. In addition, fasb asc 740- 10 provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosures, and transition. The provisions of fasb asc 740-10 have been applied to all tax positions of the organization and it did not have a material impact on the organization's financial position, results of operations, or cash flows.

Schedule D, Page 4, Part XI, Line 2D

Fundraising expense 66,304

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses 66,304

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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