Valley Settlement EIN 81-2401368

Valley Settlement

EIN  81-2401368 Public charity (501(c)(3)) Silt, CO
Form 990 (PDF) Compare with another nonprofit →
Verified accurate 8/25/26 · see original filing: IRS
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Size
$1–10M
What they do
Empowers immigrant families in the Roaring Fork Valley to improve their lives.
Leadership
Maria Tarajano Rodman · Executive Director · $249K
Money in and out
$4.4M revenue, $4.1M expenses
Bottom line
77% program efficiency

Empowers immigrant families in the Roaring Fork Valley to improve their lives. For fiscal year 2024 it reported $4.4M in revenue, $4.1M in expenses, and $6.9M in net assets.Pt I

Where the money goes · FY2024
Total revenue
$4.4M
Pt VIII · Ln 12
Total expenses
$4.1M
Pt IX · Ln 25
Net assets
$6.9M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $356K
Where spending went · Part IX cols B–D
Program services $0.77 Management & general $0.15 Fundraising $0.08
Program efficiency
77%
of spending reaches programs▲ +1% vs prior filing year
Operating runway
15.7mo
months of highly liquid reserves at operating expense rate▼ -9% vs prior filing year
Surplus margin
+8%
revenue over expenses, this year▼ -82% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$4.4M
FY2024▼ -38%
Expenses
$4.1M
FY2024▲ +4%
Total assets
$7.4M
FY2024▲ +5%
Total liabilities
$446K
FY2024▼ -6%
Total revenue
$4.4M
Pt VIII · Ln 12
Total expenses
$4.1M
Pt IX · Ln 25
Net assets
$6.9M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$356K
Total assetsPt X · Ln 16$7.4M
Program-expense ratioPt IX · col B77%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411
Mission & Programs · Part III

Where the work happens

3 program services account for $1.9M of program spending, described in the organization's own filed words · FY2024.
01

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.

$916Kprogram expense
02

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.

$585Kprogram expense
03

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.

$439Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CValley Settlement
EINHdr · item D81-2401368
Principal addressHdr · item CSilt, CO
WebsiteHdr · item Jwww.valleysettlement.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCO
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B90)
Ruling yearIRS BMFJun 2016

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a11
Independent voting membersPt VI · Ln 1b11
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Director
$249,013Pt VII · Sec A
Director of Finance & Oper
$170,451Pt VII · Sec A
Director of Programs & Inn
$157,087Pt VII · Sec A
Director of Development &
$126,075Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Maria Tarajano Rodman’s $249K as Executive Director is at the 91st percentile of top reported officer pay among 3393 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Maria Tarajano Rodman$249,013$220,421$192,129$158,706
Tracy Bethell$170,451$149,650$144,472$135,541$144,148
Kenia Pinela Marioni$157,087$118,076
Sarah Boughton$126,075$141,520$136,634$107,922
Elaine Grossman$138,004
Morgan Jacober$118,182
Alejandro Sanchez$105,008

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$4.1M · 92%
Program service revenue$177K · 4%
Investment income$152K · 3%
Other revenue$25K · 1%
Contributions & grants92%$4.1M
Program service revenue4%$177K
Investment income3%$152K
Other revenue1%$25K
— government grantsLn 1e$920K
Total revenueLn 12$4.4M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.77 Management & general $0.15 Fundraising $0.08
Program services77%$3.1M
Management & general15%$626K
Fundraising8%$314K
Total functional expensesLn 25$4.1M

Balance Sheet

Part X · end of year
CashLn 1$5.3M
Total assetsLn 16$7.4M
Total liabilitiesLn 26$446K
Total net assetsLn 32$6.9M
Months of cash on handcomputed15.7

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $5.3M · Operating expenses/yr $4.1M
15.7 months
Where the money goes
Program services
Program services $3.1M · Total expenses $4.1M
77%
Management & General
Management & general $626K · Total expenses $4.1M
15%
Fundraising
Fundraising $314K · Total expenses $4.1M
8%
Cost to raise $1
Fundraising expense (3-yr avg) $285K · Solicited contributions (3-yr avg) $3.7M
$0.08 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $4.1M · Total revenue $4.4M
92%
Government reliance
Government grants $920K · Total revenue $4.4M
21%
Earned-income share
Program service revenue $177K · Total revenue $4.4M
4%
Investment reliance
Investment income $152K · Total revenue $4.4M
+3%
Program self-sufficiency
Program service revenue $177K · Total expenses $4.1M
4%
Growth & trend
Revenue growth (YoY)
This year $4.4M · Prior year $7.1M
-38%
Revenue CAGR
FY2020 $3.4M · FY2024 $4.4M
+7%
Net-asset trend (YoY)
End of year $6.9M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $4.4M · Expenses $4.1M
+8%
Liabilities-to-Assets
Total liabilities — · Total assets $7.4M
Net-asset ratio
Net assets $6.9M · Total assets $7.4M
94%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $7.4M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Maria Tarajano Rodman · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $249K · Total expenses $4.1M
6%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $2.9M · Total expenses $4.1M
72%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 77%
Overhead ratio 15%
Fundraising cost ratio 8%
Revenue growth -38%
Legal fee ratio 0%
Accounting fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 5 funders$449K
See all 5 funders →
Grants paid · 9 grants · $939K · 2020–2024
Unitemized GrantFY2024$101,544
Unitemized GrantFY2023$84,012
Unitemized GrantFY2022$80,797
Unitemized GrantFY2021$71,820
ManausCO · FY2020$533,000
FocusedkidsCO · FY2020$60,000
Center for PreventionFY2020$5,000
Unitemized GrantFY2020$2,000
Unitemized GrantFY2020$500

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$4.4M revenue · viewing · ⤓ 990 PDF
FY2023$7.1M revenue · ⤓ 990 PDF
FY2022$2.3M revenue · ⤓ 990 PDF
FY2021$3.3M revenue · ⤓ 990 PDF
FY2020$3.4M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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