Blue Valley INC: FY2023 Nonprofit Profile & Form 990 (EIN 39-1809155)

Revenue by fiscal year
FY2020	$57K
FY2021	$59K
FY2022	$57K
FY2023	$57K
FY2024	$57K
FY2025	$63K
FY2025	$66K

Expenses by fiscal year
FY2020	$56K
FY2021	$65K
FY2022	$62K
FY2023	$85K
FY2024	$58K
FY2025	$67K
FY2025	$66K

Net assets by fiscal year
FY2020	$228K
FY2021	$221K
FY2022	$217K
FY2023	$189K
FY2024	$188K
FY2025	$183K
FY2025	$183K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

86%

14%

Program services 86% · $72K Management & general 14% · $12K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII

Michael Welch

President

$0Pt VII · Sec A

Dale Johnson

Vice President

$0Pt VII · Sec A

Jeff Urbaniak

Secretary/Treasurer

$0Pt VII · Sec A

Sue Blank

Board Director

$0Pt VII · Sec A

Mary Ann Rotondi

Board Director

$0Pt VII · Sec A

See Blue Valley INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides affordable housing for low-income individuals with chronic mental illness.

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Provided by the organization

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1 program · $72K · in their own filed words · FY2022

01

8 units of housing for low income chronically mentally ill people whose rents are subsidized by the U.S. Department of Housing and Urban Development which enables them to live independently in the community.

$72Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$57K

Ln 12

Gifts and grantsLn 1h$29K

Fees for servicesLn 2g$28K

Investment incomeLn 3$61

Money outPt IX

$85K

Ln 25

Programscol B$72K

Managementcol C$12K

Owns and owesPt X

$189K

net assets · Ln 32

Cash and savingsLn 1–2$51K

Total assetsLn 16$219K

LiabilitiesLn 26$30K

PeoplePt VI, VII

5

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b5

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$29K

Government grantsLn 1e$29K

Noncash giftsLn 1g$0

Fundraising eventsLn 1c$0

Fees for servicesLn 2g$28K

Investment incomeLn 3$61

Total revenueLn 12$57K

Assets in detailPt X, end of year

CashLn 1$6K

SavingsLn 2$45K

Cash and savings togetherLn 1–2$51K

Land, buildings, equipmentLn 10c$168K

Total assetsLn 16$219K

LiabilitiesLn 26$30K

Net assetsLn 32$189K

OperationsPt I, VI

EmployeesI 50

VolunteersI 65

Fiscal year endsHeaderMarch

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$43K	$51K
Land, buildings, equipmentLn 10c	$179K	$168K
Total assetsLn 16	$224K	$219K
LiabilitiesLn 26	$7K	$30K
Net assetsLn 32	$217K	$189K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$18K	$14K	$5K
Other employee benefitsLn 9	$2K	$1K	$421
Payroll taxesLn 10	$2K	$1K	$415
Office expensesLn 13	$5K	$4K	$1K
OccupancyLn 16	$36K	$36K
TravelLn 17	$2K	$2K
Payments to affiliatesLn 21	$5K		$5K
Depreciation, depletion and amortizationLn 22	$11K	$11K
InsuranceLn 23	$1K	$1K
Other expenses (24a–d)Ln 24	$857	$857	$0	$0
Total functional expensesLn 25	$85K	$72K	$12K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025	$63K	$67K	−$4K	$183K	990 PDF
FY2024	$57K	$58K	−$1K	$188K	990 PDF
FY2023 Viewing	$57K	$85K	−$28K	$189K	990 PDF
FY2022	$57K	$62K	−$4K	$217K	990 PDF
FY2021	$59K	$65K	−$7K	$221K	990 PDF
FY2020	$57K	$56K	$1K	$228K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2023 990 (6 parts)

Part I · Summary $56,538 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $27,144$28,698

I-9 Program service revenuePrior year $30,195$27,779

I-10 Investment incomePrior year $17$61

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $57,356$56,538

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $13,550$21,568

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $48,052$62,975

I-18 Total expensesPrior year $61,602$84,543

I-19 Revenue less expensesPrior year −$4,246−$28,005

Part VI · Governance 5 of 5 board members independent, no flags

VI-1a Voting members of the governing body5

VI-1b Independent voting members5

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $56,538 across 12 lines filed

VIII-1a Federated campaigns$0

VIII-1b Membership dues$0

VIII-1c Fundraising events$0

VIII-1d Related organizations$0

VIII-1e Government grants$28,698

VIII-1f All other contributions, gifts and grants$0

VIII-1g Noncash contributions (included above)$0

VIII-1h Total contributions, gifts and grants$28,698

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $27,779 · Unrelated business $0 · Excluded from tax $0$27,779

VIII-3 Investment incomeRelated to mission $61 · Unrelated business $0 · Excluded from tax $0$61

VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0

VIII-12 Total revenueRelated to mission $27,840 · Unrelated business $0 · Excluded from tax $0$56,538

Part IX · Statement of functional expenses $84,543 across 10 lines filed

IX-7 Other salaries and wagesPrograms $13,670 · Management $4,557$18,227

IX-9 Other employee benefitsPrograms $1,262 · Management $421$1,683

IX-10 Payroll taxesPrograms $1,243 · Management $415$1,658

IX-13 Office expensesPrograms $3,990 · Management $1,331$5,321

IX-16 OccupancyPrograms $36,490$36,490

IX-17 TravelPrograms $2,458$2,458

IX-21 Payments to affiliatesManagement $5,435$5,435

IX-22 Depreciation, depletion and amortizationPrograms $11,133$11,133

IX-23 InsurancePrograms $1,281$1,281

IX-24 Other expenses (24a–d)Programs $857 · Management $0 · Fundraising $0$857

IX-25 Total functional expensesPrograms $72,384 · Management $12,159 · Fundraising $0$84,543

Part X · Balance sheet $219,298 assets, 12 lines filed

X-1 Cash, non-interest-bearingStart of year $4,456$6,030

X-2 Savings and temporary cash investmentsStart of year $38,257$44,517

X-4 Accounts receivableStart of year $1,807$78

X-9 Prepaid expenses and deferred chargesStart of year $1,050$1,071

X-10c Land, buildings and equipment, netStart of year $178,735$167,602

X-16 Total assetsStart of year $224,305$219,298

X-17 Accounts payable and accrued expensesStart of year $7,258$30,255

X-26 Total liabilitiesStart of year $7,258$30,255

X-27 Net assets without donor restrictionsStart of year $217,047$189,043

X-28 Net assets with donor restrictionsStart of year $0$0

X-32 Total net assets or fund balancesStart of year $217,047$189,043

X-33 Total liabilities and net assetsStart of year $224,305$219,298

Part XI · Reconciliation of net assets $189,043 net assets at year end

XI-1 Total revenue$56,538

XI-2 Total expenses$84,543

XI-3 Revenue less expenses−$28,005

XI-4 Net assets at start of year$217,047

XI-5 Net unrealized gains (losses) on investments$0

XI-6 Donated services and use of facilities$0

XI-7 Investment expenses$0

XI-8 Prior period adjustments$0

XI-9 Other changes in net assets$1

XI-10 Net assets at end of year$189,043

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Blue Valley INC FY2023 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Blue Valley INC

Funders

By the numbers

Filing history

Schedules filed Part IV

Blue Valley INC FY2023 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Blue Valley INC

Funders

Related Organizations

By the numbers

Filing history

Schedules filed Part IV