Skip to content
ProPublica Donate
ProPublica Donate

Valley Settlement

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: Educational Institutions and Related Activities / Educational Services and Schools - Other (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2022 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$2.33M (2022)

Expenses
$3.24M (2022)

Total Assets
$3.88M (2022)

Total Liabilities
$510k (2022)

Source: Form 990 tax filings from 2016 to 2022

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 Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,332,007
Expenses
$3,241,953
Net Income
-$909,946
Net Assets
$3,370,924
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,269,929
97.3%
Program Services $59,500
2.6%
Investment Income $378
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,200
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $473,235
14.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,698,287
52.4%
Assets/Debt
Total Assets $3,881,082
Total Liabilities $510,158
Net Assets $3,370,924
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Maria Tarajano Rodman (Executive Director) $192,129 $0 $0
Tracy Bethell (Director Of Finance & Oper) $144,472 $0 $0
Sarah Boughton (Director Of Development &) $136,634 $0 $0
Jamie Montgomery Helzberg (President) $0 $0 $0
Rob Stein (Vice President) $0 $0 $0
Paula Losada Nickell (Treasurer) $0 $0 $0
Claire Noone (Secretary) $0 $0 $0
Elaine Gantz Berman (Director) $0 $0 $0
Jon Paul Bianchi (Director) $0 $0 $0
Doug Jones (Director) $0 $0 $0
Diana Delasala Lane (Director) $0 $0 $0
Ana Soler (Director) $0 $0 $0
Patti Stranahan (Director) $0 $0 $0
Carlos Ulloa Jaquez (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,306,256
Expenses
$2,659,613
Net Income
$646,643
Net Assets
$4,280,870
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,301,390
99.9%
Program Services $0
Investment Income $49
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,817
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $402,169
15.1%
Professional Fundraising Fees $22,468
0.8%
Other Salaries and Wages $1,306,797
49.1%
Assets/Debt
Total Assets $4,686,533
Total Liabilities $405,663
Net Assets $4,280,870
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Maria Tarajano Rodman (Executive Director) $158,706 $0 $0
Tracy Bethell (Director Of Finance & Operations) $135,541 $0 $0
Sarah Boughton (Director Of Development & Communications) $107,922 $0 $0
Elaine Gantz Berman (Director) $0 $0 $0
Jon Paul Bianchi (Director) $0 $0 $0
Ellen Freeman (Director) $0 $0 $0
Doug Jones (Director) $0 $0 $0
Diana Delasala Lane (Director) $0 $0 $0
Don Rosenberg (Director) $0 $0 $0
Ana Soler (Director) $0 $0 $0
Patti Stranahan (Director) $0 $0 $0
Jamie Montgomery Helzberg (President) $0 $0 $0
Rob Stein (Vice President) $0 $0 $0
Paula Losada Nickell (Treasurer) $0 $0 $0
Claire Noone (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,382,516
Expenses
$3,099,702
Net Income
$282,814
Net Assets
$3,634,227
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,381,932
100.0%
Program Services $0
Investment Income $84
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $500
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $525,149
16.9%
Professional Fundraising Fees $36,501
1.2%
Other Salaries and Wages $1,172,641
37.8%
Assets/Debt
Total Assets $3,765,520
Total Liabilities $131,293
Net Assets $3,634,227
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tracy Bethell (Interim Executive Director/Director Of Finance) $144,148 $0 $6,060
Elaine Grossman (Director Of Strategic Partnerships) $138,004 $0 $0
Morgan Jacober (Director Of Programs) $118,182 $0 $12,232
Alejandro Sanchez (Former Executive Director) $105,008 $0 $1,515
Jon Paul Bianchi (Director) $0 $0 $0
Ellen Freedman (Director) $0 $0 $0
Diana Delasala Lane (Director) $0 $0 $0
Claire Noone (Director) $0 $0 $0
Don Rosenberg (Director) $0 $0 $0
Ana Soler (Director) $0 $0 $0
Patti Stranahan (Director) $0 $0 $0
Rob Stein (Director) $0 $0 $0
Paula Losada Nickell (President) $0 $0 $0
Elaine Gantz Berman (Vice President) $0 $0 $0
Dr Doug Jones (Treasurer) $0 $0 $0
Jamie Montgomery Helzberg (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,455,082
Expenses
$2,687,038
Net Income
$768,044
Net Assets
$3,351,413
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,422,788
99.1%
Program Services $0
Investment Income $532
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $31,762
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $178,312
6.6%
Professional Fundraising Fees $32,310
1.2%
Other Salaries and Wages $1,187,621
44.2%
Assets/Debt
Total Assets $3,511,917
Total Liabilities $160,504
Net Assets $3,351,413
Compensation
Key Employees and Officers Compensation Related Other
Elaine Grossman (Director Of Strategic Partnerships) $128,246 $0 $2,359
Tracy Bethell (Director Of Finance & Operations) $114,386 $0 $2,282
Morgan Jacober (Director Of Programs) $112,366 $0 $948
Alejandro Sanchez (Executive Director (Term Beg. 05/19)) $102,031 $0 $0
Jon Fox Rubin (Executive Director (Term End 03/19)) $75,649 $0 $632
Paula Losada Nickell (President) $0 $0 $0
Elaine Gantz Berman (Vice President) $0 $0 $0
Dr Doug Jones (Treasurer) $0 $0 $0
Ellen Freedman (Director) $0 $0 $0
Patti Stranahan (Director) $0 $0 $0
Carlos Ulloa Jaquez (Director) $0 $0 $0
Diana Delasala Lane (Director) $0 $0 $0
Rob Stein (Director) $0 $0 $0
Jamie Montgomery Helzberg (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,528,640
Expenses
$2,514,255
Net Income
$14,385
Net Assets
$2,583,369
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,514,944
99.5%
Program Services $0
Investment Income $2,735
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,961
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $127,183
5.1%
Professional Fundraising Fees $85,280
3.4%
Other Salaries and Wages $1,110,193
44.2%
Assets/Debt
Total Assets $2,688,098
Total Liabilities $104,729
Net Assets $2,583,369
Compensation
Key Employees and Officers Compensation Related Other
Jon Fox Rubin (Executive Director) $124,737 $0 $2,446
Elaine Grossman (Director Of Strategic Partnerships) $116,685 $0 $2,327
Morgan Jacober (Program Director) $113,805 $0 $0
Tracy Bethell (Director Of Finance & Administration) $100,525 $0 $2,004
Ellen Freedman (President) $0 $0 $0
Elaine Gantz Berman (Vice President) $0 $0 $0
Richard Gonzales (Director) $0 $0 $0
Jamie Helzberg (Director) $0 $0 $0
Paula Nickell (Director) $0 $0 $0
Dr Doug Jones (Treasurer) $0 $0 $0
Robert Stein (Director) $0 $0 $0
Patti Stranahan (Director) $0 $0 $0
Carlos Jaquez (Director) $0 $0 $0
Diana Delasala (Director) $0 $0 $0
Dr Waqqar Khan Farooqi (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,500,758
Expenses
$2,426,592
Net Income
$1,074,166
Net Assets
$2,568,984
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,493,542
99.8%
Program Services $0
Investment Income $98
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,118
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $121,991
5.0%
Professional Fundraising Fees $91,516
3.8%
Other Salaries and Wages $1,159,433
47.8%
Assets/Debt
Total Assets $2,695,793
Total Liabilities $126,809
Net Assets $2,568,984
Compensation
Key Employees and Officers Compensation Related Other
Jon Fox Rubin (Executive Director) $121,991 $0 $2,100
Morgan Jacober (Program Director) $113,751 $0 $0
Elaine Grossman (Director Of Strategic Partnerships) $111,366 $0 $2,038
Ellen Freedman (President) $0 $0 $0
Elaine Gantz Berman (Vice President) $0 $0 $0
Richard Gonzales (Director) $0 $0 $0
Jamie Helzberg (Director) $0 $0 $0
Paula Nickell (Director) $0 $0 $0
Robert Pew Iii (Treasurer) $0 $0 $0
Robert Stein (Director) $0 $0 $0
Patti Stranahan (Director) $0 $0 $0
Carlos Jaquez (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,549,755
Expenses
$1,054,937
Net Income
$1,494,818
Net Assets
$1,494,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,539,399
99.6%
Program Services $0
Investment Income $179
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,177
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $41,684
4.0%
Professional Fundraising Fees $35,340
3.3%
Other Salaries and Wages $626,460
59.4%
Assets/Debt
Total Assets $1,538,374
Total Liabilities $43,556
Net Assets $1,494,818
Compensation
Key Employees and Officers Compensation Related Other
Jon Fox Rubin (Executive Director) $37,684 $70,907 $12,000
Ellen Freedman (President) $0 $0 $0
Elaine Gantz Berman (Vice President) $0 $0 $0
Richard Gonzales (Director) $0 $0 $0
Jamie Helzberg (Director) $0 $0 $0
Paula Nickell (Director) $0 $0 $0
Robert Pew Iii (Treasurer) $0 $0 $0
Rabbi David Segal (Director) $0 $0 $0
Robert Stein (Director) $0 $0 $0
Patti Stranahan (Director) $0 $0 $0

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 »