Totals
- Total revenue
- $12,833,454
- Total expenses
- $12,787,435
- Contributions and grants received
- $560,577
- Grants paid
- $0
- Program service revenue
- $12,321,225
- Investment income
- -$468
- Other revenue
- -$47,880
- Total assets, end of year
- $4,042,868
- Total liabilities, end of year
- $2,894,237
- Net assets or fund balances, end of year
- $1,148,631
- Program services expenses (Part IX)
- $11,883,487
- Management and general expenses
- $903,948
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $11,883,487
Program services were 92.9% 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.
-
1c · Fundraising events
$87,500
-
1f · All other contributions, gifts and grants
$473,077
-
1g · Noncash contributions included above
$8,000
-
2a · Program service revenue: FEES FOR SERVICE
total $12,321,225 · related or exempt $12,321,225
-
3 · Investment income
total $613 · excluded $613
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $35,524
-
6c · Rental income or loss
real property $35,524
-
6d · Net rental income or loss
total $35,524 · excluded $35,524
-
7a · Gross sales of assets other than inventory
other assets $4,307
-
7b · Less cost or other basis and sales expenses
other assets $5,388
-
7c · Gain or loss
other assets -$1,081
-
7d · Net gain or loss
total -$1,081 · excluded -$1,081
-
8a · Fundraising events: gross income
$5,525
-
8a · Fundraising events: contributions included on line 1c
$87,500
-
8b · Fundraising events: direct expenses
$90,214
-
8c · Net income from fundraising events
total -$84,689
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Miscellaneous Income
total $1,285 · related or exempt $1,285
-
11e · Other revenue, total
$1,285
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $244,984 · program services $153,486 · management and general $91,498
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,338,990 · program services $842,275 · management and general $496,715
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $205,029 · program services $116,305 · management and general $88,724
-
10 · Payroll taxes
total $121,355 · program services $76,373 · management and general $44,982
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $138,421 · program services $87,804 · management and general $50,617
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $8,508,914 · program services $8,505,063 · management and general $3,851
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $25,142 · program services $19,211 · management and general $5,931
-
14 · Information technology
total $31,685 · program services $22,065 · management and general $9,620
-
15 · Royalties
total $0
-
16 · Occupancy
total $122,229 · program services $78,048 · management and general $44,181
-
17 · Travel
total $45,310 · program services $30,941 · management and general $14,369
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $4,343 · management and general $4,343
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $6,536 · management and general $6,536
-
23 · Insurance
total $4,896 · program services $3,106 · management and general $1,790
-
24a · Other expenses: Printing and Publications
total $1,029,016 · program services $1,027,236 · management and general $1,780
-
24b · Other expenses: Event and Meeting Expenses
total $891,945 · program services $872,741 · management and general $19,204
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $36,496 · program services $27,996 · management and general $8,500
-
24d · Other expenses: UTILITIES
total $31,913 · program services $20,691 · management and general $11,222
-
24e · All other expenses
total $231 · program services $146 · management and general $85
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $273,811 · end of year $98,744
-
2 · Savings and temporary cash investments
beginning of year $350,221 · end of year $100,328
-
3 · Pledges and grants receivable
beginning of year $1,402,865 · end of year $3,484,277
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $25,129 · end of year $35,694
-
10a · Land, buildings and equipment: cost or other basis
$25,022
-
10b · Land, buildings and equipment: accumulated depreciation
$15,944
-
10c · Land, buildings and equipment, net
beginning of year $11,860 · end of year $9,078
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $66,342 · end of year $314,747
-
17 · Accounts payable and accrued expenses
beginning of year $827,953 · end of year $2,238,316
-
19 · Deferred revenue
beginning of year $2,480 · end of year $1,942
-
23 · Secured mortgages and notes payable
beginning of year $57,145 · end of year $261,843
-
25 · Other liabilities
beginning of year $140,038 · end of year $392,136
-
27 · Net assets without donor restrictions
beginning of year $954,083 · end of year $1,021,629
-
28 · Net assets with donor restrictions
beginning of year $148,529 · end of year $127,002
Mission and programs · 2023
Mission
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.
-
Healthy Communities: Valley Vision works comprehensively to address all barriers to living a healthy life, including access to healthcare, transportation, safety, education, and community amenities. Valley Vision worked with the State of California to implement Listos California, a statewide effort to boost disaster preparedness, resonse, and recovery among the states most disadvantaged communities. We also led the Housing Stanislaus project, which is creating a plan for stimulating housing development in Stanislaus County.
Expenses $8,961,259
-
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.
Expenses $1,868,690
-
Clean Economy: Valley Vision is working to address our environmental challenges at a systems level, in a manner compatible with improving public health and ensuring economic prosperity for all. Climate change is a global problem tied to local policies and actions. Through our management of the Cleaner Air Partnership and more, we are helping the Sacramento region achieve emissions reductions and improve health outcomes to protect lives and support a thriving economy. Valley Vision leads a group of local organization in the Sacramento Neighborhoods Activating on Air Quality Project, which empower residents to identify solutions for achieving cleaner air. We've also undertaken a Zero Emision Hydrogen Locomotive Pilot in West Sacramento.
Expenses $321,774
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Evan Schmidt
CEO
- Total calculated
- $244,985
- From this org
- $234,985
- From related orgs
- $0
- Other
- $10,000
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $234,985
- Bonus
- not reported
- Other
- not reported
- Deferred
- $9,400
- Nontaxable benefits
- $600
- Filer's total
- $244,985
-
Trish Kelly
Managing Director
- Total calculated
- $136,551
- From this org
- $135,951
- From related orgs
- $0
- Other
- $600
- Hours/week
- 40
-
Alan Lange
Managing Director
- Total calculated
- $130,413
- From this org
- $124,820
- From related orgs
- $0
- Other
- $5,593
- Hours/week
- 40
-
Renee John
Managing Director
- Total calculated
- $122,625
- From this org
- $105,191
- From related orgs
- $0
- Other
- $17,434
- Hours/week
- 40
-
Dawnte Early
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Chelsea Carbahal Minor
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Clay Nutting
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Jeff Dorso
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
George Claire
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Linda Cutler
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Christopher Callahan
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
William Duncan
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Cate Dyer
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Kerry Wood
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Gayle Garbolino-Mojica
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Shawn Harrison
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Chet Hewitt
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Brian King
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Garry Maisel
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Lori Rianda
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Gary May
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Jahmal Miller
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Kimberly Menzel
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Paul Lau
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Meghan Phillips
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Gina Lujan Armstrong
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
James Jordan
Board member
- Total calculated
- $0
- Hours/week
- 3
-
Taylor Toledo
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Randy Sater
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Scott Shapiro
Board member
- Total calculated
- $0
- Hours/week
- 3
-
Erica Taylor
Chair
- Total calculated
- $0
- Hours/week
- 3
-
Louise Walker
Treasurer
- Total calculated
- $0
- Hours/week
- 3
-
Michelle Skinner
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
John Costa
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Michael Lynch
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Michael Marion
Board Member
- Total calculated
- $0
- Hours/week
- 3
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 · 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
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
- 2023
- Filed
- 25 June 2024
- IRS schema version
- 2023v5.1
- Source object
- 202421779349301682
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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