Valley Oak Foundation: FY2022 Nonprofit Profile & Form 990 (EIN 47-2785994)

Revenue by fiscal year
FY2022	$407K
FY2023	$5.5M
FY2024	$4.1M

Expenses by fiscal year
FY2022	$0
FY2023	$2.0M
FY2024	$6K

Net assets by fiscal year
FY2022	$429K
FY2023	$4.0M
FY2024	$5.7M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

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

Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

Matthew Rzepka

Founder

$0Pt VII · Sec A

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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

Educates people on maximizing charitable donations to support chosen causes and communities.

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Provided by the organization

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1 program · in their own filed words · FY2022

01

Education of individuals and business owners to maximize their charitable contributions in order to sustainably support their community.

Pt IX · col B

By the numbers

The FY2022 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$407K

Ln 12

Gifts and grantsLn 1h$405K

Investment incomeLn 3$1K

Money outPt IX

$0

Ln 25

Owns and owesPt X

$429K

net assets · Ln 32

Cash and savingsLn 1–2$407K

Total assetsLn 16$429K

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a2

IndependentVI 1b1

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$405K

Investment incomeLn 3$1K

Total revenueLn 12$407K

Assets in detailPt X, end of year

CashLn 1$407K

Cash and savings togetherLn 1–2$407K

Other assetsLn 15$21K

Total assetsLn 16$429K

LiabilitiesLn 26$0

Net assetsLn 32$429K

OperationsPt I, VI

EmployeesI 50

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

Line	Start FY22	End FY22
Cash and savingsLn 1–2	$12K	$407K
Total assetsLn 16	$22K	$429K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$22K	$429K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Total functional expensesLn 25	$0	$0	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$4.1M	$6K	$4.1M	$5.7M	990 PDF
FY2023	$5.5M	$2.0M	$3.5M	$4.0M	990 PDF
FY2022 Viewing	$407K	$0	$407K	$429K	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 FY2022 990 (6 parts)

Part I · Summary $406,577 revenue, 12 lines filed

I-8 Contributions and grants$405,275

I-9 Program service revenue$0

I-10 Investment income$1,302

I-11 Other revenue$0

I-12 Total revenue$406,577

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expenses$0

I-18 Total expenses$0

I-19 Revenue less expenses$406,577

Part VI · Governance 1 of 2 board members independent, 4 to look at

VI-1a Voting members of the governing body2

VI-1b Independent voting members1

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 $406,577 across 4 lines filed

VIII-1f All other contributions, gifts and grants$405,275

VIII-1h Total contributions, gifts and grants$405,275

VIII-3 Investment incomeRelated to mission $1,302$1,302

VIII-12 Total revenueRelated to mission $1,302$406,577

Part IX · Statement of functional expenses $0 across 0 lines filed

IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$0

Part X · Balance sheet $428,580 assets, 7 lines filed

X-1 Cash, non-interest-bearingStart of year $12,003$407,292

X-15 Other assetsStart of year $10,000$21,288

X-16 Total assetsStart of year $22,003$428,580

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $22,003$428,580

X-32 Total net assets or fund balancesStart of year $22,003$428,580

X-33 Total liabilities and net assetsStart of year $22,003$428,580

Part XI · Reconciliation of net assets $428,580 net assets at year end

XI-1 Total revenue$406,577

XI-2 Total expenses$0

XI-3 Revenue less expenses$406,577

XI-4 Net assets at start of year$22,003

XI-10 Net assets at end of year$428,580

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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Valley Oak Foundation FY2022 filing

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