Valle Monte League

Public charity (501(c)(3)) San Jose, CA EIN 94-1702679
Revenue
$333K
▲ +1%
FY2025 · Pt VIII · Ln 12
Expenses
$224K
▼ -35%
FY2025 · Pt IX · Ln 25
Net assets
$305K
FY2025 · Pt X · Ln 32
To programs
93%
FY2025 · Pt IX · col B
Revenue & expenses by yearFY2020–FY2025
Revenue
$333K
FY2025▲ +1%
Expenses
$224K
FY2025▼ -35%

Raises funds for local agencies providing mental health, Alzheimer's, and hospice care.

Is this your organization?
Claim it free, then get the verified mark.
Claim
Tax-deductible?
Yes
Per the IRS master file.
Details →
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Details →
Filing up to date?
Filed FY2024 (typical filing lag)
Details →
Foundation funders?
6 funders, incl. Donor Advised Charitable Giving INC
$51K in the latest grant year.
Details →
Spent on programs?
93% to programs
Form 990 Part IX, latest filing.
Details →
Size and trend
$100K–1M
↑ +1% vs prior year
Details →

Form 990 for the fiscal year ending June 2025 (IRS tax year 2024).


Raises funds for local agencies providing mental health, Alzheimer's, and hospice care.

Type
Public charity (501(c)(3)) · Nonprofit
Location
San Jose, CA
Website
www.vallemonte.org
Filings
5 on file (2020–2025)
Compare with another nonprofit →
Provided by the organization

This section is blank until Valle Monte League claims this page.

Know this organization? Claim it to add your story

Where the money goes · FY2025
Where spending went · Part IX cols B–D
Program services $0.93 Management & general $0.07
Program efficiency
93%
of spending reaches programs▼ -4% vs prior filing year
Operating runway
16.4mo
months of highly liquid reserves at operating expense rate▲ +141% vs prior filing year
Surplus margin
+33%
revenue over expenses, this year▲ +770% vs prior filing year

Similar organizations you could support

Closest in mission — by what they do
See all organizations like Valle Monte League →

Run this organization? Claim this page

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Total assets
$305K
FY2025▲ +56%
Total liabilities
$0
FY2025
Revenue less expensesPt I · Ln 19$109K
Total assetsPt X · Ln 16$305K
Program-expense ratioPt IX · col B93%
Voting members of governing bodyPt I · Ln 321
Independent voting membersPt I · Ln 421

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CValle Monte League
EINHdr · item D94-1702679
Principal addressHdr · item CSan Jose, CA
WebsiteHdr · item Jwww.vallemonte.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFJun 1987

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a21
Independent voting membersPt VI · Ln 1b21
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
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 · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
See Valle Monte League executive salaries →

Are you one of these people? Claim this org to confirm your role

Mission & Programs · Part III

Where the work happens

1 program service account for $207K of program spending, described in the organization's own filed words · FY2024.
01

Valle monte league is dedicated to raising funds for licensed service agencies that support mental health, alzheimer's disease and hospice care services within the community. $207,200 was to the organization's supported charities in the 2024 fiscal year which are dedicated to organization's purpose.

$207Kprogram expense

Run this program? Claim this org to tell your story

Statement of Revenue

Part VIII
Contributions & grants$181K · 54%
Other revenue$151K · 45%
Contributions & grants54%$181K
Other revenue45%$151K
Investment income$895
Total revenueLn 12$333K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.93 Management & general $0.07
Program services93%$207K
Management & general7%$17K
Total functional expensesLn 25$224K

Balance Sheet

Part X · end of year
CashLn 1$305K
Total assetsLn 16$305K
Total liabilitiesLn 26$0
Total net assetsLn 32$305K
Months of cash on handcomputed16.4

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $305K · Operating expenses/yr $224K
16.4 months
Where the money goes
Program services
Program services $207K · Total expenses $224K
93%
Management & General
Management & general $17K · Total expenses $224K
7%
Fundraising
Fundraising $0 · Total expenses $224K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $167K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $181K · Total revenue $333K
54%
Government reliance
Government grants — · Total revenue $333K
—
Earned-income share
Program service revenue $0 · Total revenue $333K
0%
Investment reliance
Investment income $895 · Total revenue $333K
+0.3%
Program self-sufficiency
Program service revenue $0 · Total expenses $224K
0%
Growth & trend
Revenue growth (YoY)
This year $333K · Prior year $329K
+1%
Revenue CAGR
FY2019 $298K · FY2024 $333K
+2%
Net-asset trend (YoY)
End of year $305K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $333K · Expenses $224K
+33%
Liabilities-to-Assets
Total liabilities — · Total assets $305K
—
Net-asset ratio
Net assets $305K · Total assets $305K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $305K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Carolyn Anderson · Reported title BOARD MEMBER · Highest reported compensation $0 · Total expenses $224K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $224K
—
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 93%——
Overhead ratio 7%——
Fundraising cost ratio 0%——
Revenue growth 1%——
Accounting fee ratio 0.3%——

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 · FY2024
See all 6 funders →
Grants paid · 17 grants · $1.4M · 2019–2024
First Place for YouthCA · FY2024$10,000
Hearts & Minds Activity CenteFY2023$113,000
Family & Childrens ServicesFY2023$110,000
Centre for Living with DyingFY2023$110,000
Hearts & Minds Activity CenteFY2022$113,978
Family & Childrens ServicesFY2022$113,978
Centre for Living with DyingFY2022$113,978
Family & Children ServicesCA · FY2020$100,907
Bill Wilson CenterCA · FY2020$62,154
Family & Children ServicesCA · FY2019$150,442
Services for Brain InjuryCA · FY2019$42,163
Bill Wilson CenterCA · FY2019$42,163
Parents Helping Parents INCCA · FY2019$10,000

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

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)$333K revenue · viewing · ⤓ 990 PDF
FY2024$329K revenue · ⤓ 990 PDF
FY2023$283K revenue · ⤓ 990 PDF
FY2022not on file
FY2021$205K revenue · ⤓ 990 PDF
FY2020$298K revenue · ⤓ 990 PDF

Want to add your own materials alongside these filings? Claim this org

Sources

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

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.