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Nonprofiteer
← VALLEY SETTLEMENT

Form 990 for tax year 2024

Filed by VALLEY SETTLEMENT.

Totals

Total revenue
$4,407,134
Total expenses
$4,050,928
Contributions and grants received
$4,052,827
Grants paid
$101,544
Program service revenue
$177,466
Investment income
$152,079
Other revenue
$24,762
Total assets, end of year
$7,376,256
Total liabilities, end of year
$446,213
Net assets or fund balances, end of year
$6,930,043
Program services expenses (Part IX)
$3,111,730
Management and general expenses
$625,597
Fundraising expenses
$313,601
Program service expenses (Part III)
$3,111,730

Program services were 76.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $919,743

  • 1f · All other contributions, gifts and grants

    $3,133,084

  • 2a · Program service revenue: PROGRAM TRANSP FEES

    total $177,466 · related or exempt $177,466

  • 3 · Investment income

    total $152,079 · excluded $152,079

  • 11a · Other revenue: OTHER INCOME/REIMB EXP

    total $24,762 · related or exempt $24,762

  • 11e · Other revenue, total

    $24,762

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $101,544 · program services $101,544

  • 5 · Compensation of officers, directors and key employees

    total $702,626 · program services $231,791 · management and general $270,370 · fundraising $200,465

  • 7 · Other salaries and wages

    total $1,990,858 · program services $1,780,759 · management and general $162,808 · fundraising $47,291

  • 10 · Payroll taxes

    total $208,153 · program services $160,280 · management and general $32,201 · fundraising $15,672

  • 11b · Fees: legal

    total $8,719 · program services $4,825 · management and general $3,894

  • 11c · Fees: accounting

    total $15,250 · management and general $15,250

  • 11g · Fees: other

    total $354,221 · program services $272,013 · management and general $46,882 · fundraising $35,326

  • 12 · Advertising and promotion

    total $31,459 · program services $19,751 · management and general $9,940 · fundraising $1,768

  • 13 · Office expenses

    total $71,237 · program services $64,010 · management and general $4,531 · fundraising $2,696

  • 14 · Information technology

    total $53,221 · program services $19,823 · management and general $32,899 · fundraising $499

  • 16 · Occupancy

    total $122,395 · program services $108,957 · management and general $8,586 · fundraising $4,852

  • 17 · Travel

    total $64,220 · program services $59,294 · management and general $4,502 · fundraising $424

  • 19 · Conferences, conventions and meetings

    total $29,908 · program services $22,389 · management and general $7,519

  • 22 · Depreciation, depletion and amortization

    total $21,478 · program services $16,056 · management and general $3,441 · fundraising $1,981

  • 23 · Insurance

    total $62,055 · program services $45,620 · management and general $13,808 · fundraising $2,627

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $181,690 · program services $181,690 · management and general $0 · fundraising $0

  • 24b · Other expenses: FAMILY RESOURCE CENTER

    total $15,000 · program services $15,000 · management and general $0 · fundraising $0

  • 24c · Other expenses: OTHER EXPENSES

    total $6,795 · program services $880 · management and general $5,915 · fundraising $0

  • 24d · Other expenses: VEHICLE EXPENSE

    total $3,674 · program services $3,674 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $6,425 · program services $3,374 · management and general $3,051

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $162,983 · end of year $1,507,913

  • 2 · Savings and temporary cash investments

    beginning of year $5,414,427 · end of year $3,777,398

  • 3 · Pledges and grants receivable

    beginning of year $953,534 · end of year $1,559,671

  • 4 · Accounts receivable

    beginning of year $625 · end of year $24,863

  • 10a · Land, buildings and equipment: cost or other basis

    $484,055

  • 10b · Land, buildings and equipment: accumulated depreciation

    $113,625

  • 10c · Land, buildings and equipment, net

    beginning of year $302,366 · end of year $370,430

  • 15 · Other assets

    beginning of year $216,797 · end of year $135,981

  • 17 · Accounts payable and accrued expenses

    beginning of year $278,631 · end of year $337,153

  • 25 · Other liabilities

    beginning of year $198,264 · end of year $109,060

  • 27 · Net assets without donor restrictions

    beginning of year $5,142,773 · end of year $5,844,924

  • 28 · Net assets with donor restrictions

    beginning of year $1,431,064 · end of year $1,085,119

Mission and programs · 2024

Mission

VALLEY SETTLEMENT'S MISSION IS TO WORK WITH FAMILIES IN EARLY CHILDHOOD AND ADULT EDUCATION SO CHILDREN AND FAMILIES CAN THRIVE. VALLEY SETTLEMENT OFFERS SIX TWO-GENERATION PROGRAMS TO INCREASE ACCESS TO EARLY CHILDHOOD AND ADULT EDUCATION, ADDRESS MATERNAL MENTAL HEALTH, BUILD LEADERSHIP SKILLS, AND CONNECT INDIVIDUALS AND FAMILIES WITH CRITICAL RESOURCES TO ADDRESS EDUCATION, HEALTH, SOCIAL DETERMINANTS OF HEALTH, AND ECONOMIC NEEDS, ALONG WITH ADDITIONAL SUPPORTING PROGRAMS

Activities or mission (Part I)

TO WORK WITH FAMILIES IN EARLY CHILDHOOD AND ADULT EDUCATION SO CHILDREN AND FAMILIES CAN THRIVE.

  • VALLEY SETTLEMENT'S EL BUSESITO PRESCHOOL PROGRAM PROVIDES HIGH-QUALITY BILINGUAL, MOBILE PRESCHOOL EDUCATION VIA FULLY EQUIPPED CLASSROOMS IN RETROFITTED BUSES, REACHING CHILDREN IN UNDER-RESOURCED NEIGHBORHOODS WHO WOULD OTHERWISE NOT HAVE ACCESS. PARTICIPATING PARENTS ARE ENGAGED AS PARTNERS IN THEIR CHILD'S EDUCATION THROUGH VOLUNTEERISM, HOME VISITS, AND FAMILY NIGHTS. IN ADDITION TO LEARNING HOW TO SUPPORT THEIR CHILDREN'S DEVELOPMENT AND EDUCATION, PARENTS MAKE SOCIAL CONNECTIONS AND INCREASE ENGAGEMENT IN THEIR COMMUNITY.

    Expenses $915,831 · Revenue $177,466

  • VALLEY SETTLEMENT'S LEARNING WITH LOVE PROGRAM IS A HYBRID MODEL OF GROUP CLASSES AND HOME VISITS DESIGNED FOR FAMILIES WITH CHILDREN AGES 0-3. THE PROGRAM EQUIPS CHILDREN WITH A STRONG FOUNDATION OF SOCIAL-EMOTIONAL LEARNING AND ENABLES THEM TO ARRIVE AT PRESCHOOL AND KINDERGARTEN READY TO LEARN ALONGSIDE THEIR PEERS. PARTICIPATING PARENTS RECEIVE SUPPORT AND ARE ENGAGED AS PARTNERS IN THEIR CHILD'S EDUCATION THROUGH GROUP CLASSES, HOME VISITS, AND REGULAR FAMILY NIGHTS, AND TAKE-HOME ACTIVITIES. IN ADDITION TO LEARNING HOW TO SUPPORT THEIR CHILDREN'S DEVELOPMENT AND EDUCATION, PARENTS MAKE SOCIAL CONNECTIONS AND INCREASE ENGAGEMENT IN THEIR COMMUNITY.

    Expenses $585,313

  • VALLEY SETTLEMENT'S FAMILY, FRIENDS, AND NEIGHBORS PROGRAM PROVIDES INFORMAL, IN-HOME CHILDCARE CAREGIVERS WITH THE SKILLS AND TOOLS THEY NEED TO ENSURE CHILDREN ARE CARED FOR IN A SAFE, HEALTHY ENVIRONMENT. THROUGH A TWO-YEAR IN-HOME COACHING AND TRAINING PROGRAM, PARTICIPATING CAREGIVERS RECEIVE INDIVIDUAL, IN-HOME COACHING ON EARLY CHILDHOOD DEVELOPMENT, CREATING EMERGENCY PLANS, ADDRESSING ENVIRONMENTAL SAFETY CONCERNS, AND MORE. PARTICIPATING PROVIDERS ALSO RECEIVE PERIODIC GROUP TRAINING, INCLUDING CERTIFICATION IN FIRST AID, CPR, AND MORE. PROGRAM STAFF SERVE AS A BRIDGE, CONNECTING CHILDREN TO EARLY INTERVENTION SERVICES AND ACCESS TO IN-HOME PRESCHOOL.

    Expenses $438,612

  • VALLEY SETTLEMENT'S PARENT MENTOR PROGRAM IS AN ADULT VOLUNTEER PROGRAM HOSTED IN PARTNERSHIP WITH LOCAL ELEMENTARY SCHOOLS. PARENT MENTOR VOLUNTEERS PROVIDE IN-CLASSROOM SUPPORT TO CHILDREN AND TEACHERS AND ENGAGE IN WEEKLY TRAININGS TO ENCOURAGE PERSONAL AND PROFESSIONAL GROWTH AND LEARN ABOUT COMMUNITY RESOURCES. IN ADDITION TO SUPPORTING SCHOOL SYSTEMS AND ENGAGING IN LEADERSHIP DEVELOPMENT, PARENT MENTOR VOLUNTEERS BUILD BRIDGES BETWEEN FAMILIES AND SCHOOL COMMUNITIES.

    Expenses $357,702

  • VALLEY SETTLEMENT'S LIFELONG LEARNING PROGRAM OFFERS FREE ADULT EDUCATION IN THE SUBJECT AREAS OF ENGLISH, SPANISH LITERACY, MATH, COMPUTER SKILLS, AND MORE. A STRONG CONNECTION WITH COLORADO MOUNTAIN COLLEGE ENCOURAGES STUDENTS TO PURSUE THEIR GED, HIGHER EDUCATION, AND PROFESSIONAL CERTIFICATIONS TO IMPROVE THEIR EMPLOYMENT PROSPECTS. THE PROGRAM ACTS AS A LAUNCHPAD FOR ADULTS LOOKING TO PURSUE THEIR DREAMS AND CREATE BRIGHT FUTURES FOR THEMSELVES AND THEIR FAMILIES.

    Expenses $321,553

  • VALLEY SETTLEMENT'S FAMILY SUPPORT TEAM OFFERS WRAPAROUND SERVICES TO PROGRAM PARTICIPANTS AND COMMUNITY MEMBERS, ENSURING FAMILIES HAVE ACCESS TO THE RESOURCES THEY NEED TO THRIVE. FAMILY NAVIGATORS CONNECT FAMILIES AND INDIVIDUALS WITH RESOURCES TO ADDRESS SOCIAL DETERMINANTS OF HEALTH, AND VOLUNTEER COMMUNITY HEALTH WORKERS (PROMOTORAS) PROVIDE EDUCATION AND RESOURCE CONNECTION TO FAMILIES AND PREGNANT/POSTPARTUM MOTHERS IN THEIR NEIGHBORHOODS.

    Expenses $225,791

  • VALLEY SETTLEMENT'S ALMA PROGRAM IS A PEER-DELIVERED PERINATAL MENTAL HEALTH INITIATIVE THAT SIGNIFICANTLY REDUCES ANXIETY, DEPRESSION, AND STRESS AMONG PREGNANT WOMEN AND MOTHERS OF CHILDREN AGES 0-5. USING AN EVIDENCE-BASED APPROACH, BEHAVIORAL ACTIVATION, THE PROGRAM EQUIPS TRAINED COMPAERAS WITH TOOLS TO SUPPORT PARTICIPANTS IN IMPROVING THEIR MENTAL HEALTH AND WELL-BEING. ORIGINALLY DEVELOPED AS A RESEARCH STUDY WITH THE UNIVERSITY OF COLORADO AT BOULDER'S DEPARTMENT OF PSYCHOLOGY AND NEUROSCIENCE, ALMA PROVIDES AN INNOVATIVE MODEL OF PEER SUPPORT FOR WOMEN EXPERIENCING PERINATAL DEPRESSION.

    Expenses $163,076

  • VALLEY SETTLEMENT'S EMERGENCY RELIEF FUND PROGRAM PROVIDES COMMUNITYASSISTANCE AND GRANTS FOR RENTAL ASSISTANCE, TRANSPORTATION SUPPORT, MEDICAL ASSISTANCE, AND ACCESS TO FOOD AND FUNERAL EXPENSE SUPPORT TO ENSURE CHILDREN AND FAMILIES ARE STABLE AND SUPPORTED DURING TIMES OF CRISIS.

    Expenses $101,544 · Grants $101,544

  • VALLEY SETTLEMENT'S SUMMER CAMP PROVIDES FREE SUMMER WORKSHOPS TO ENGAGE YOUTH FROM MIDDLE AND HIGH SCHOOL AGE GROUPS WITH A VARIETY OF CREATIVE AND ENGAGING ACTIVITIES.

    Expenses $2,308

  • OTHER REIMBURSED EXPENSES

    Revenue $24,762

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paula Losada Nickell

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10
  • Ana Soler

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    10
  • Susie Meraz

    TREASURER

    Total calculated
    $0
    Hours/week
    10
  • Claire Noone

    SECRETARY

    Total calculated
    $0
    Hours/week
    10
  • Tina Avarez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Jon-Paul Bianchi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Zulema Gomez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Doug Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Rob Stein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Jamie Montgomery Helzberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Patti Stranahan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Maria Tarajano Rodman

    EXECUTIVE DIRECTOR

    Total calculated
    $249,013
    From this org
    $249,013
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,103
    Bonus
    $0
    Other
    $12,910
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $249,013
  • Tracy Bethell

    DIRECTOR OF FINANCE & OPER

    Total calculated
    $170,451
    From this org
    $170,451
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,117
    Bonus
    $0
    Other
    $11,334
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $170,451
  • Kenia Pinela Marioni

    DIRECTOR OF PROGRAMS & INN

    Total calculated
    $157,087
    From this org
    $157,087
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,015
    Bonus
    $0
    Other
    $11,072
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $157,087
  • Sarah Boughton

    DIRECTOR OF DEVELOPMENT &

    Total calculated
    $126,075
    From this org
    $126,075
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART II
ANNUAL COMPENSATION OF EXECUTIVE DIRECTOR AND KEY MANAGEMENT ARE DETERMINED THROUGH INDUSTRY COMPARISON, AND JOB PERFORMANCE, WITH REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202513189349305886

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