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Valle Schools Foundation INC

Tax-deductible

Ste Genevieve, MO501(c)(3)EducationEIN 43-1211002Revenue $486K in FY2024

On file with the IRSvalleschoolsfoundation.orgPo Box 255, 63670-0255 · Ste Genevieve, MOTax-exempt since Jul 1981Publicly supported charity — 170(b)(1)(A)(vi)

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Support local education institutions.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
Run by 6 volunteers and 2 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $227K a year · 40% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 2.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $13K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1K
0.03% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$486K
+101% vs prior year
Spent
$368K
To programs
83%
Net assets
$4.4M
By yearFY2021–FY2024
Revenue
$486K
FY2024▲ +101%
Tap a bar for its year
Revenue by fiscal year
FY2021$298K
FY2022$1.2M
FY2022$222K
FY2023$241K
FY2024$486K
Expenses
$368K
FY2024▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2021$458K
FY2022$180K
FY2022$169K
FY2023$345K
FY2024$368K
Net assets
$4.4M
FY2024▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2021$3.2M
FY2022$4.3M
FY2022$4.4M
FY2023$4.3M
FY2024$4.4M

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1981.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $306K Management & general 17% · $63K

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

7 people listed on the 990.

Part VII, Section A · reportable compensation
Steve Abts
President
$0Pt VII · Sec A
Cara Naeger
Vice Preside
$0Pt VII · Sec A
Rob Lawrence
Treasurer
$0Pt VII · Sec A
Greg Schwent
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Cindy Loida
Director
$0Pt VII · Sec A
Ryan Wolk
Director
$0Pt VII · Sec A
See Valle Schools Foundation 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 15aNo

Programs and updates

Supports local schools and educational programs.

Questions for Valle Schools Foundation INC

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Provided by the organization

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1 program · $306K · in their own filed words · FY2024
01

Grants to local educational facilities and entities which encourage, promote, and advocate the education of children in the ste. Genevieve, missouri area.

$306Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Community Foundation of the Ozarks INCFY2024$10K
Shell Oil Company FoundationFY2024$2K
Pfizer Foundation INCFY2024$800
Total grants receivedfrom 3 funders$13K
See all 3 funders →
Grants paid · 8 grants · $1.2M · 2020–2024
Valle Schools - Church of Ste GenevFY2024$286,125
Missouri University of Science & TeFY2024$5,500
Valle Schools - Church of Ste GenevFY2023$274,582
St Louis UniversityMO · FY2023$5,250
Valle Schools - Church of Ste GenevFY2022$137,516
Valle Schools - Church of Ste GenevFY2021$105,289
Mo University of Science and TechFY2021$7,000
Valle Schools - Church of Ste GenevFY2020$373,041

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$486K
Ln 12
Investment incomeLn 3$277K
Gifts and grantsLn 1h$209K
Other incomeLn 4–11$95
Money outPt IX
$368K
Ln 25
Programscol B$306K
Managementcol C$63K
Owns and owesPt X
$4.4M
net assets · Ln 32
Cash and savingsLn 1–2$63K
Total assetsLn 16$4.4M
LiabilitiesLn 26$1K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$209K
Investment incomeLn 3$277K
Other incomeLn 4–11$95
Gains on assetsLn 7$130K
Total revenueLn 12$486K
Assets in detailPt X, end of year
CashLn 1$30K
SavingsLn 2$33K
Cash and savings togetherLn 1–2$63K
InvestmentsLn 11–13$4.3M
Total assetsLn 16$4.4M
LiabilitiesLn 26$1K
Net assetsLn 32$4.4M
OperationsPt I, VI
EmployeesI 52
VolunteersI 66
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$56K$63K
InvestmentsLn 11–13$4.2M$4.3M
Total assetsLn 16$4.3M$4.4M
LiabilitiesLn 26$135$1K
Net assetsLn 32$4.3M$4.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$293K$293K
Other salaries and wagesLn 7$14K$14K
Payroll taxesLn 10$1K$1K
Accounting feesLn 11c$1K$1K
Investment management feesLn 11f$40K$40K
Other fees for servicesLn 11g$3K$3K
Advertising and promotionLn 12$883$883
Office expensesLn 13$2K$2K
Information technologyLn 14$1K$1K
OccupancyLn 16$4K$4K
InsuranceLn 23$371$371
Other expenses (24a–d)Ln 24$9K$5K$4K
All other expensesLn 24e$218$218
Total functional expensesLn 25$368K$306K$63K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $486K$368K$117K$4.4M 990 PDF
FY2023 $241K$345K−$103K$4.3M 990 PDF
FY2022 $1.2M$180K$1.1M$4.3M 990 PDF
FY2021 $298K$458K−$160K$3.2M 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 FY2024 990 (6 parts)
Part I · Summary $485,729 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $87,344$209,052
I-9 Program service revenue$0
I-10 Investment incomePrior year $153,815$276,582
I-11 Other revenuePrior year $30$95
I-12 Total revenuePrior year $241,189$485,729
I-13 Grants and similar amounts paidPrior year $289,582$292,625
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $5,799$14,714
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $49,131$61,087
I-18 Total expensesPrior year $344,512$368,426
I-19 Revenue less expensesPrior year −$103,323$117,303
Part VI · Governance 7 of 7 board members independent, 4 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $485,729 across 6 lines filed
VIII-1f All other contributions, gifts and grants$209,052
VIII-1h Total contributions, gifts and grants$209,052
VIII-3 Investment incomeExcluded from tax $146,573$146,573
VIII-7 Net gain or loss on sales of assetsExcluded from tax $130,009$130,009
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $95$95
VIII-12 Total revenueExcluded from tax $276,677$485,729
Part IX · Statement of functional expenses $368,426 across 13 lines filed
IX-1 Grants to domestic organizationsPrograms $292,625$292,625
IX-7 Other salaries and wagesManagement $13,668$13,668
IX-10 Payroll taxesManagement $1,046$1,046
IX-11c Accounting feesManagement $1,405$1,405
IX-11f Investment management feesManagement $39,750$39,750
IX-11g Other fees for servicesManagement $2,508$2,508
IX-12 Advertising and promotionPrograms $883$883
IX-13 Office expensesPrograms $1,648$1,648
IX-14 Information technologyPrograms $1,457$1,457
IX-16 OccupancyPrograms $4,270$4,270
IX-23 InsuranceManagement $371$371
IX-24 Other expenses (24a–d)Programs $4,726 · Management $3,851$8,577
IX-24e All other expensesPrograms $218$218
IX-25 Total functional expensesPrograms $305,827 · Management $62,599 · Fundraising $0$368,426
Part X · Balance sheet $4,375,082 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $30,473$30,194
X-2 Savings and temporary cash investmentsStart of year $25,525$33,153
X-11 Publicly traded securitiesStart of year $4,200,742$4,311,735
X-16 Total assetsStart of year $4,256,740$4,375,082
X-17 Accounts payable and accrued expensesStart of year $135$1,173
X-26 Total liabilitiesStart of year $135$1,173
X-32 Total net assets or fund balancesStart of year $4,256,605$4,373,909
X-33 Total liabilities and net assetsStart of year $4,256,740$4,375,082
Part XI · Reconciliation of net assets $4,373,909 net assets at year end
XI-1 Total revenue$485,729
XI-2 Total expenses$368,426
XI-3 Revenue less expenses$117,303
XI-4 Net assets at start of year$4,256,605
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$4,373,909

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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