Valley Forward

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EIN 82-3323720 Membership association Fresno, CA NTEE R40
Form 990 (PDF)

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Revenue & expenses by yearFY2020–FY2025
Revenue
$269K
FY2025▼ -55%
Expenses
$250K
FY2025▼ -61%

Form 990 for the fiscal year ending December 2025 (IRS tax year 2025).


Educates to improve civic engagement and quality of life in the San Joaquin Valley. For fiscal year 2025 it reported $269K in revenue, $250K in expenses, and $105K in net assets.Pt I

Founded
2017
Type
Membership association · Civil Rights & Advocacy
Location
Fresno, CA
Filings
6 on file (2020–2025)
Revenue
$269KFY2025
Expenses
$250K
Net assets
$105K
People
11
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Size
$100K–1M
What they do
Educates to improve civic engagement and quality of life in the San Joaquin Valley.
Leadership
Jeff Roberts · At Large
Money in and out
$269K revenue, $250K expenses
Bottom line
+7% operating surplus
Membership & operating revenue · FY2025
Total revenue
$269K
Pt VIII · Ln 12
Total expenses
$250K
Pt IX · Ln 25
Net assets
$105K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $19K
Where spending went · Part IX cols B–D
Program services $0.89 Management & general $0.11
Operating surplus
+7%
revenue over expenses▲ +199% vs prior filing year
Earned revenue
0%
of revenue from program services & dues
Payroll share
3%
of spending is salaries & benefits▼ -86% vs prior filing year

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Summary of the Filing

Part I · fiscal year 2025 · Form 990
Total assets
$107K
FY2025▲ +17%
Total liabilities
$2K
FY2025▼ -61%
Revenue less expensesPt I · Ln 19$19K
Total assetsPt X · Ln 16$107K
Program-expense ratioPt IX · col B89%
Voting members of governing bodyPt I · Ln 34
Independent voting membersPt I · Ln 4pending

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CValley Forward
EINHdr · item D82-3323720
Principal addressHdr · item CFresno, CA
WebsiteHdr · item Jnone reported
Year of formationHdr · item L2017
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(4) · active
NTEE classificationIRS BMFCivil Rights & Advocacy (R40)
Ruling yearIRS BMFAug 2018

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a4
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
At Large
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
At Large
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

1 program service account for $223K of program spending, described in the organization's own filed words · FY2025.
01

The purpose of this organization is to raise the level of civic engagement and the quality of life in the san joaquin valley through strategic education

$223Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$158K · 59%
Other revenue$110K · 41%
Contributions & grants59%$158K
Other revenue41%$110K
Total revenueLn 12$269K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.89 Management & general $0.11
Program services89%$223K
Management & general11%$27K
Total functional expensesLn 25$250K

Balance Sheet

Part X · end of year
CashLn 1$106K
Total assetsLn 16$107K
Total liabilitiesLn 26$2K
Total net assetsLn 32$105K
Months of cash on handcomputed5.1

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $106K · Operating expenses/yr $250K
5.1 months
Where the money goes
Program services
Program services $223K · Total expenses $250K
89%
Management & General
Management & general $27K · Total expenses $250K
11%
Fundraising
Fundraising $0 · Total expenses $250K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $210K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $158K · Total revenue $269K
59%
Government reliance
Government grants — · Total revenue $269K
—
Earned-income share
Program service revenue $0 · Total revenue $269K
0%
Investment reliance
Investment income $0 · Total revenue $269K
0%
Program self-sufficiency
Program service revenue $0 · Total expenses $250K
0%
Growth & trend
Revenue growth (YoY)
This year $269K · Prior year $597K
-55%
Revenue CAGR
FY2020 $396K · FY2025 $269K
-7%
Net-asset trend (YoY)
End of year $105K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $269K · Expenses $250K
+7%
Liabilities-to-Assets
Total liabilities — · Total assets $107K
—
Net-asset ratio
Net assets $105K · Total assets $107K
98%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $107K
0%
People & payroll
Highest Reported Total Compensation
Individual Jeff Roberts · Reported title AT LARGE · Highest reported compensation $0 · Total expenses $250K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $8K · Total expenses $250K
3%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 89%——
Overhead ratio 11%——
Revenue growth -55%——

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.

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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
FY2025 (Latest)$269K revenue · viewing · ⤓ 990 PDF
FY2024$597K revenue · ⤓ 990 PDF
FY2023$934K revenue · ⤓ 990 PDF
FY2022$497K revenue · ⤓ 990 PDF
FY2021$164K revenue · ⤓ 990 PDF
FY2020$396K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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