To empower immigrant families in the colorado roaring fork Valley to improve their lives.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
$402K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
4 of 5
filings with a surplus
Average surplus $715K a year · 17% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$402K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
11 mo
of spending, in cash
Looks good: 10.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $449K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$406K
9% of total assets
Looks good: liabilities are 9% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.3M
-2% vs prior year
Spent
$2.7M
To programs
66%
Net assets
$4.3M
By yearFY2020–FY2024
Revenue
$3.3M
FY2021▼ -2%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.4M
FY2021$3.3M
FY2022$2.3M
FY2023$7.1M
FY2024$4.4M
Expenses
$2.7M
FY2021▼ -14%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.1M
FY2021$2.7M
FY2022$3.2M
FY2023$3.9M
FY2024$4.1M
Net assets
$4.3M
FY2021▲ +18%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.6M
FY2021$4.3M
FY2022$3.4M
FY2023$6.6M
FY2024$6.9M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2016.

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

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $1.7M Management & general 29% · $765K Fundraising 6% · $151K

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

15 people listed on the 990; $402K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$158,706Pt VII · Sec A
Director of Finance & Operations
$135,541Pt VII · Sec A
Director of Development & Communications
$107,922Pt VII · Sec A
Director
$0Pt VII · Sec A
$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 3395 $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.

See Valley Settlement 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

Empowers immigrant families in the Roaring Fork Valley to improve their lives.

Questions for Valley Settlement

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Your first name shows with your question. Valley Settlement answers here, for everyone.

Provided by the organization

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3 programs · $1.3M · in their own filed words · FY2021
01

Valley settlement's family friends and neighbors program provides informal in-home childcare workers the skills and tools they need to ensure children are in a safe and health environment. Thirty-two informal caregivers commit to this two-year in-home coaching and training program to improve the quality and safety of care for…

$593Kprogram expense
02

Valley settlement's el busesito (the little bus) program delivers high-quality bilingual preschool services to 12 neighborhoods via a fully-equipped classroom in each of its three preschool buses. Each class has 8 children and 2 bilingual, bicultural lead teachers licensed by the state of colorado.

$373Kprogram expense
03

Valley settlement's learning with love program is a hybrid model of group classes and home visitation using an evidence-based 'parents as teachers' curriculum in order to provide a strong foundation for building routines; fostering social-emotional, language and cognitive development; honing fine and gross motor skills; and beginning to…

$314Kprogram 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 · 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

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$3.3M
Ln 12
Gifts and grantsLn 1h$3.3M
Other incomeLn 4–11$5K
Investment incomeLn 3$49
Money outPt IX
$2.7M
Ln 25
Programscol B$1.7M
Managementcol C$765K
Fundraisingcol D$151K
Owns and owesPt X
$4.3M
net assets · Ln 32
Cash and savingsLn 1–2$2.4M
Total assetsLn 16$4.7M
LiabilitiesLn 26$406K
PeoplePt VI, VII
15
listed · VII A
PaidVII A3
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.3M
Government grantsLn 1e$276K
Noncash giftsLn 1g$2K
Investment incomeLn 3$49
Other incomeLn 4–11$5K
Total revenueLn 12$3.3M
Assets in detailPt X, end of year
CashLn 1$169K
SavingsLn 2$2.2M
Cash and savings togetherLn 1–2$2.4M
Land, buildings, equipmentLn 10c$76K
Other assetsLn 15$235K
Total assetsLn 16$4.7M
LiabilitiesLn 26$406K
Net assetsLn 32$4.3M
OperationsPt I, VI
EmployeesI 543
VolunteersI 614
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.6M$2.4M
Land, buildings, equipmentLn 10c$27K$76K
Total assetsLn 16$3.8M$4.7M
LiabilitiesLn 26$131K$406K
Net assetsLn 32$3.6M$4.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$85K$85K
Pay of current officers, directors and key staffLn 5$402K$58K$236K$107K
Other salaries and wagesLn 7$1.3M$1.1M$153K$7K
Payroll taxesLn 10$130K$93K$29K$8K
Legal feesLn 11b$9K$569$9K
Accounting feesLn 11c$15K$15K
Professional fundraising feesLn 11e$22K$22K
Other fees for servicesLn 11g$252K$151K$99K$3K
Advertising and promotionLn 12$10K$3K$7K
Office expensesLn 13$96K$24K$72K$32
Information technologyLn 14$32K$13K$19K
OccupancyLn 16$61K$44K$13K$4K
TravelLn 17$18K$15K$3K
Conferences, conventions and meetingsLn 19$12K$3K$9K
Depreciation, depletion and amortizationLn 22$10K$990$9K
InsuranceLn 23$34K$34K
Other expenses (24a–d)Ln 24$165K$107K$58K$0
Total functional expensesLn 25$2.7M$1.7M$765K$151K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $4.4M$4.1M$356K$6.9M 990 PDF
FY2023 $7.1M$3.9M$3.2M$6.6M 990 PDF
FY2022 $2.3M$3.2M−$910K$3.4M 990 PDF
FY2021 Viewing $3.3M$2.7M$647K$4.3M 990 PDF
FY2020 $3.4M$3.1M$283K$3.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $3,306,256 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,381,932$3,301,390
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $84$49
I-11 Other revenuePrior year $500$4,817
I-12 Total revenuePrior year $3,382,516$3,306,256
I-13 Grants and similar amounts paidPrior year $612,154$84,917
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,823,352$1,839,118
I-16a Professional fundraising feesPrior year $36,501$22,468
I-17 Other expensesPrior year $627,695$713,110
I-18 Total expensesPrior year $3,099,702$2,659,613
I-19 Revenue less expensesPrior year $282,814$646,643
Part VI · Governance 13 of 13 board members independent, 1 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,306,256 across 7 lines filed
VIII-1e Government grants$276,412
VIII-1f All other contributions, gifts and grants$3,024,978
VIII-1g Noncash contributions (included above)$2,000
VIII-1h Total contributions, gifts and grants$3,301,390
VIII-3 Investment incomeExcluded from tax $49$49
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,817$4,817
VIII-12 Total revenueRelated to mission $4,817 · Unrelated business $0 · Excluded from tax $49$3,306,256
Part IX · Statement of functional expenses $2,659,613 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $84,917$84,917
IX-5 Pay of current officers, directors and key staffPrograms $58,404 · Management $236,478 · Fundraising $107,287$402,169
IX-7 Other salaries and wagesPrograms $1,146,343 · Management $153,358 · Fundraising $7,096$1,306,797
IX-10 Payroll taxesPrograms $93,367 · Management $28,880 · Fundraising $7,905$130,152
IX-11b Legal feesPrograms $569 · Management $8,504$9,073
IX-11c Accounting feesManagement $14,850$14,850
IX-11e Professional fundraising feesFundraising $22,468$22,468
IX-11g Other fees for servicesPrograms $150,739 · Management $98,780 · Fundraising $2,856$252,375
IX-12 Advertising and promotionPrograms $2,754 · Management $6,914$9,668
IX-13 Office expensesPrograms $24,473 · Management $71,742 · Fundraising $32$96,247
IX-14 Information technologyPrograms $12,611 · Management $18,990$31,601
IX-16 OccupancyPrograms $44,132 · Management $12,850 · Fundraising $3,682$60,664
IX-17 TravelPrograms $14,893 · Management $2,942$17,835
IX-19 Conferences, conventions and meetingsPrograms $2,693 · Management $9,076$11,769
IX-22 Depreciation, depletion and amortizationPrograms $990 · Management $8,949$9,939
IX-23 InsuranceManagement $34,123$34,123
IX-24 Other expenses (24a–d)Programs $106,668 · Management $58,298 · Fundraising $0$164,966
IX-25 Total functional expensesPrograms $1,743,553 · Management $764,734 · Fundraising $151,326$2,659,613
Part X · Balance sheet $4,686,533 assets, 13 lines filed
Asset lines not itemized here account for $2,188; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $34,946$168,784
X-2 Savings and temporary cash investmentsStart of year $1,518,167$2,227,177
X-3 Pledges and grants receivableStart of year $2,176,951$1,977,359
X-10c Land, buildings and equipment, netStart of year $26,847$76,350
X-15 Other assetsStart of year $4,877$234,675
X-16 Total assetsStart of year $3,765,520$4,686,533
X-17 Accounts payable and accrued expensesStart of year $131,293$178,714
X-25 Other liabilitiesStart of year $0$226,949
X-26 Total liabilitiesStart of year $131,293$405,663
X-27 Net assets without donor restrictionsStart of year $2,096,894$3,116,427
X-28 Net assets with donor restrictionsStart of year $1,537,333$1,164,443
X-32 Total net assets or fund balancesStart of year $3,634,227$4,280,870
X-33 Total liabilities and net assetsStart of year $3,765,520$4,686,533
Part XI · Reconciliation of net assets $4,280,870 net assets at year end
XI-1 Total revenue$3,306,256
XI-2 Total expenses$2,659,613
XI-3 Revenue less expenses$646,643
XI-4 Net assets at start of year$3,634,227
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,280,870

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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