Skip to content
ProPublica Donate
ProPublica Donate

The Michael And Helen Valerio Charitable Foundation

Valerio Michael A Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$198k (2023)

Expenses
$82.2k (2023)

Total Assets
$4.34M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$197,677
Expenses
$82,177
Net Income
$115,500
Net Assets
$4,341,447
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $47
0.0%
Dividends $87,650
44.3%
Sales of Assets $109,980
55.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,768
50.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,341,447
Total Liabilities $0
Net Assets $4,341,447
Compensation
Key Employees and Officers Compensation Other
Laura Mackinnon (Trustee) $0 $0
Helen Valerio (Officer) $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$146,711
Expenses
$57,380
Net Income
$89,331
Net Assets
$4,227,984
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,006
0.7%
Dividends $76,393
52.1%
Sales of Assets $69,312
47.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,677
90.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,227,984
Total Liabilities $0
Net Assets $4,227,984
Compensation
Key Employees and Officers Compensation Other
Laura Mackinnon (Trustee) $0 $0
Helen Valerio (Officer) $0 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$138,994
Expenses
$192,690
Net Income
-$53,696
Net Assets
$4,138,653
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17
0.0%
Dividends $73,424
52.8%
Sales of Assets $65,553
47.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $189,750
98.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,138,653
Total Liabilities $0
Net Assets $4,138,653
Compensation
Key Employees and Officers Compensation Other
Laura Mackinnon (Trustee) $0 $0
Helen Valerio (Officer) $0 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,804,462
Expenses
$301,024
Net Income
$3,503,438
Net Assets
$4,192,348
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,300,550
86.8%
Interest Revenue $12
0.0%
Dividends $53,149
1.4%
Sales of Assets $450,751
11.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $248,700
82.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,192,349
Total Liabilities $1
Net Assets $4,192,348
Compensation
Key Employees and Officers Compensation Other
Laura Mackinnon (Trustee) $0 $0
Helen Valerio (Officer) $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,579
Expenses
$219,284
Net Income
-$167,705
Net Assets
$688,910
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $134
0.3%
Dividends $18,476
35.8%
Sales of Assets $32,969
63.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $210,350
95.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $688,911
Total Liabilities $1
Net Assets $688,910
Compensation
Key Employees and Officers Compensation Other
Michael Valerio (President) $0 $0
Helen Valerio (Officer) $0 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,214
Expenses
$218,881
Net Income
-$163,667
Net Assets
$856,616
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $43
0.1%
Dividends $28,169
51.0%
Sales of Assets $27,002
48.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $209,962
95.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $856,616
Total Liabilities $0
Net Assets $856,616
Compensation
Key Employees and Officers Compensation Other
Michael Valerio (President) $0 $0
Helen Valerio (Officer) $0 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$119,202
Expenses
$286,959
Net Income
-$167,757
Net Assets
$1,020,283
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $35,742
30.0%
Sales of Assets $83,460
70.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $282,960
98.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,020,283
Total Liabilities $0
Net Assets $1,020,283
Compensation
Key Employees and Officers Compensation Other
Michael Valerio (President) $0 $0
Helen Valerio (Officer) $0 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$85,861
Expenses
$394,061
Net Income
-$308,200
Net Assets
$1,188,040
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,759
45.1%
Sales of Assets $47,102
54.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $391,272
99.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,188,040
Total Liabilities $0
Net Assets $1,188,040
Compensation
Key Employees and Officers Compensation Other
Michael Valerio (President) $0 $0
Helen Valerio (Officer) $0 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$210,556
Expenses
$241,214
Net Income
-$30,658
Net Assets
$1,496,240
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $21,235
10.1%
Interest Revenue $0
Dividends $44,399
21.1%
Sales of Assets $144,922
68.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $227,550
94.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,496,240
Total Liabilities $0
Net Assets $1,496,240
Compensation
Key Employees and Officers Compensation Other
Michael Valerio (President) $0 $0
Helen Valerio (Officer) $0 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$176,021
Expenses
$194,026
Net Income
-$18,005
Net Assets
$1,526,898
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $31,640
18.0%
Interest Revenue $0
Dividends $46,891
26.6%
Sales of Assets $97,490
55.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $173,166
89.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,526,898
Total Liabilities $0
Net Assets $1,526,898
Compensation
Key Employees and Officers Compensation Other
Michael Valerio (President) $0 $0
Helen Valerio (Officer) $0 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$78,002
Expenses
$205,773
Net Income
-$127,771
Net Assets
$1,544,903
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $70,000
89.7%
Interest Revenue $0
Dividends $26,682
34.2%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $184,200
89.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,544,903
Total Liabilities $0
Net Assets $1,544,903

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$78,060
Expenses
$202,137
Net Income
-$280,197
Net Assets
$1,660,671
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,707
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $166,362
82.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,660,671
Total Liabilities $0
Net Assets $1,660,671

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$286,389
Expenses
$185,401
Net Income
$100,988
Net Assets
$1,967,475
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $140,000
48.9%
Interest Revenue $0
Dividends $3,637
1.3%
Sales of Assets $142,752
49.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $146,600
79.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,967,475
Total Liabilities $0
Net Assets $1,967,475

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »