Valle Monte League FY2021 filing

Tax-deductible

San Jose, CA501(c)(3)EIN 94-1702679Revenue $205K in FY2021

On file with the IRSvallemonte.orgPo Box 5874, 95150-5874 · San Jose, CATax-exempt since Jun 1987Publicly supported — 509(a)(2)

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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.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $3K a year · 1% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
11 mo
of spending, in cash
Looks good: 11.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $51K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
22
of 22 voting members
Looks good: 22 of 22 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$205K
-31% vs prior year
Spent
$237K
To programs
95%
Net assets
$228K
By yearFY2020–FY2025
Revenue
$205K
FY2021▼ -31%
Tap a bar for its year
Revenue by fiscal year
FY2020$298K
FY2021$205K
FY2023$283K
FY2024$329K
FY2025$333K
Expenses
$237K
FY2021▼ -22%
Tap a bar for its year
Expenses by fiscal year
FY2020$303K
FY2021$237K
FY2023$355K
FY2024$345K
FY2025$224K
Net assets
$228K
FY2021▼ -12%
Tap a bar for its year
Net assets by fiscal year
FY2020$259K
FY2021$228K
FY2023$212K
FY2024$196K
FY2025$305K

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1987.

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

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $225K Management & general 5% · $12K

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

22 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Assistant Treas
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
See Valle Monte League 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 15aNo

Programs and updates

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

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Provided by the organization

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1 program · $225K · in their own filed words · FY2020
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. $225,215 was distributed to the organization's supported charities in the 2020 fiscal year which are dedicated to the organizations' purpose.

$225Kprogram 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 · 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

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$205K
Ln 12
Gifts and grantsLn 1h$199K
Other incomeLn 4–11$6K
Investment incomeLn 3$178
Money outPt IX
$237K
Ln 25
Programscol B$225K
Managementcol C$12K
Owns and owesPt X
$228K
net assets · Ln 32
Cash and savingsLn 1–2$222K
Total assetsLn 16$228K
LiabilitiesLn 26$0
PeoplePt VI, VII
22
listed · VII A
PaidVII A0
Voting boardVI 1a22
IndependentVI 1b22
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$199K
Fundraising eventsLn 1c$185K
Investment incomeLn 3$178
Other incomeLn 4–11$6K
Gains on assetsLn 7$0
Total revenueLn 12$205K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$222K
Cash and savings togetherLn 1–2$222K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$228K
LiabilitiesLn 26$0
Net assetsLn 32$228K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6180
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
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$259K$222K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$259K$228K
LiabilitiesLn 26$0$0
Net assetsLn 32$259K$228K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$225K$225K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$2K$2K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$570$570
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$6K$6K
All other expensesLn 24e$99$99
Total functional expensesLn 25$237K$225K$12K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $333K$224K$109K$305K 990 PDF
FY2024 $329K$345K−$16K$196K 990 PDF
FY2023 $283K$355K−$72K$212K 990 PDF
FY2022 Not on file
FY2021 Viewing $205K$237K−$32K$228K 990 PDF
FY2020 $298K$303K−$5K$259K 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 FY2021 990 (6 parts)
Part I · Summary $205,129 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $200,113$199,170
I-9 Program service revenue$0
I-10 Investment incomePrior year $229$178
I-11 Other revenuePrior year $97,829$5,781
I-12 Total revenuePrior year $298,171$205,129
I-13 Grants and similar amounts paidPrior year $286,931$225,215
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $16,324$11,564
I-18 Total expensesPrior year $303,255$236,779
I-19 Revenue less expensesPrior year −$5,084−$31,650
Part VI · Governance 22 of 22 board members independent, 1 to look at
VI-1a Voting members of the governing body22
VI-1b Independent voting members22
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $205,129 across 10 lines filed
VIII-1b Membership dues$13,403
VIII-1c Fundraising events$184,855
VIII-1f All other contributions, gifts and grants$912
VIII-1h Total contributions, gifts and grants$199,170
VIII-3 Investment incomeRelated to mission $178$178
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$5,781
VIII-12 Total revenueRelated to mission $178$205,129
Part IX · Statement of functional expenses $236,779 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $225,215$225,215
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $2,500$2,500
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $570$570
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $2,735$2,735
IX-24 Other expenses (24a–d)Management $5,660$5,660
IX-24e All other expensesManagement $99$99
IX-25 Total functional expensesPrograms $225,215 · Management $11,564 · Fundraising $0$236,779
Part X · Balance sheet $227,526 assets, 16 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investmentsStart of year $259,176$221,526
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$6,000
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $259,176$227,526
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $259,176$227,526
X-33 Total liabilities and net assetsStart of year $259,176$227,526
Part XI · Reconciliation of net assets $227,526 net assets at year end
XI-1 Total revenue$205,129
XI-2 Total expenses$236,779
XI-3 Revenue less expenses−$31,650
XI-4 Net assets at start of year$259,176
XI-10 Net assets at end of year$227,526

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

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