VALERIES HOUSE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VALERIES HOUSE INC (EIN 47-3701240)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-18
- IRS object ID
- 202021709349300022
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-18T10:45:38-04:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260254161 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tuscan & Company PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12621 World Plaza Lane Bldg 55 | AddressLine1Txt |
| City | Fort Myers | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473701240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Valeries House Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1955 | AddressLine1Txt |
| City | Fort Myers | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Angela Melvin | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2392045804 | PhoneNum |
| Signature | 2020-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey M Tuscan CPA | PreparerPersonNm |
| PTIN | P00184439 | PTIN |
| Phone | 2393332090 | PhoneNum |
| Preparation | 2020-05-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.192.23.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-18 | IPDt |
| IP Tm | 10:55:32 | IPTm |
| Federal Original Submission Id | 6573472020170isn3hcn | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-06-18 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 147D66F548E28E51E4EA32469B73BE082C0F094B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 147D66F548E28E51E4EA32469B73BE082C0F094B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Angela Melvin | PrincipalOfficerNm |
| Gross Receipts | $1,289,467 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.valerieshouseswfl.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | The mission of Valeries House is to help children and families work through the loss of a loved one together and go on to live fulfilling lives. Our vision is that no child will grieve alone. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $578,076 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,073,153 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,149 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,097 | CYInvestmentIncomeAmt |
| PY Other Revenue | $266,284 | PYOtherRevenueAmt |
| CY Other Revenue | $119,205 | CYOtherRevenueAmt |
| PY Total Revenue | $846,509 | PYTotalRevenueAmt |
| CY Total Revenue | $1,202,455 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $271,961 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $465,526 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $168,930 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $183,194 | PYOtherExpensesAmt |
| CY Other Expenses | $331,241 | CYOtherExpensesAmt |
| PY Total Expenses | $455,155 | PYTotalExpensesAmt |
| CY Total Expenses | $796,767 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $391,354 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $405,688 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $710,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,124,432 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,467 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,432 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $681,312 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,087,000 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of Valeries House is to help children and families work through the loss of a loved one together and go on to live fulfilling lives. Our vision is that no child will grieve alone. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $461,733 | ExpenseAmt |
| Desc | Grief Support for Families: Grief support for children and families including bi-monthly peer support groups, individual counseling, mentoring, and family care in multiple locations across Southwest Florida. Total number of children and adults served in 2019: 609 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $36,642 | ExpenseAmt |
| Desc | Community/Schools Outreach: School support groups, in-school mentoring, and school presentations to counselors and administration. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $24,734 | ExpenseAmt |
| Desc | Training: Training for community partners, including nurses and social workers as well as training for volunteers and staff. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $35,619 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $558,728 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Angela Melvin | PersonNm |
| Phone | 2392045804 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1955 | AddressLine1Txt |
| City | Fort Myers | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33902 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Angela Melvin | |||||||
| DirectorPresidentCEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $100,586 | $0 | $0 |
| Scott Sherman | |||||||
| ChairDirector | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Donna Caruso | |||||||
| Vice ChairDirector | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Victoria Loyola | |||||||
| TreasurerDirector | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Christina Mehta Prendiville | |||||||
| Director | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gary Copie | |||||||
| ChairmanDirector | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Talisha Faber | |||||||
| Director | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Joy Gugliuzza | |||||||
| Director | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Max Haney | |||||||
| Director | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kristalyn Loson | |||||||
| Director | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kellie Nolan | |||||||
| Director | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BJourn Rosinus | |||||||
| Director | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Lana Hollier | |||||||
| SecretaryDirector | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mike McMurray | |||||||
| Director | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,586 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $15,000 | FederatedCampaignsAmt |
| Government Grants | $107,220 | GovernmentGrantsAmt |
| All Other Contributions | $950,933 | AllOtherContributionsAmt |
| Total Contributions | $1,073,153 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,097 | TotalRevenueColumnAmt |
| Exclusion | $10,097 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $206,217 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $87,012 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,205 | TotalRevenueColumnAmt |
| Exclusion | $119,205 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,202,455 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $129,302 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,586 | TotalAmt |
| Program Services | $61,296 | ProgramServicesAmt |
| Management And General | $10,960 | ManagementAndGeneralAmt |
| Fundraising | $28,330 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,458 | TotalAmt |
| Program Services | $195,893 | ProgramServicesAmt |
| Management And General | $35,028 | ManagementAndGeneralAmt |
| Fundraising | $90,537 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,482 | TotalAmt |
| Program Services | $24,137 | ProgramServicesAmt |
| Management And General | $3,532 | ManagementAndGeneralAmt |
| Fundraising | $15,813 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,854 | TotalAmt |
| Program Services | $7,515 | ProgramServicesAmt |
| Management And General | $8,860 | ManagementAndGeneralAmt |
| Fundraising | $16,479 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,355 | TotalAmt |
| Program Services | $29,100 | ProgramServicesAmt |
| Fundraising | $11,255 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,966 | TotalAmt |
| Program Services | $12,586 | ProgramServicesAmt |
| Management And General | $9,380 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,165 | TotalAmt |
| Program Services | $21,165 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,300 | TotalAmt |
| Program Services | $53,300 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,931 | TotalAmt |
| Program Services | $30,931 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,220 | TotalAmt |
| Program Services | $7,308 | ProgramServicesAmt |
| Management And General | $1,087 | ManagementAndGeneralAmt |
| Fundraising | $1,825 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Program expenses | $55,391 | $55,391 |
| Program Subcontract Labor | $16,375 | $16,375 |
| Repairs and Maintenance | $13,930 | $13,930 |
| Utilities and maintenance | $16,258 | $16,258 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,496 | TotalAmt |
| Program Services | $13,543 | ProgramServicesAmt |
| Management And General | $262 | ManagementAndGeneralAmt |
| Fundraising | $4,691 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,767 | TotalAmt |
| Program Services | $558,728 | ProgramServicesAmt |
| Management And General | $69,109 | ManagementAndGeneralAmt |
| Fundraising | $168,930 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,952 | BOYAmt |
| EOY | $773,443 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $270,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,327 | BOYAmt |
| EOY | $70,489 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,500 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500 | BOYAmt |
| EOY | $6,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,779 | BOYAmt |
| EOY | $1,124,432 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,467 | BOYAmt |
| EOY | $37,432 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,467 | BOYAmt |
| EOY | $37,432 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,889 | BOYAmt |
| EOY | $883,327 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,423 | BOYAmt |
| EOY | $203,673 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,312 | BOYAmt |
| EOY | $1,087,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,779 | BOYAmt |
| EOY | $1,124,432 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $405,688 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $242,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $379,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $578,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,073,153 | CurrentTaxYearAmt |
| Total | $2,283,168 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $242,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $379,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $578,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,073,153 | CurrentTaxYearAmt |
| Total | $2,283,168 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $46,014 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,237,154 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $78 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,097 | CurrentTaxYearAmt |
| Total | $12,324 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $347,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,217 | CurrentTaxYearAmt |
| Total | $554,133 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,849,625 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other income Part II line 10 or Part III line 12 | FormAndLineReferenceDesc |
| Explanation | Gross income from fundraising events2018 amount $347,9162019 amount $206,217 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposit | Desc |
| Book Value | $6,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,000 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,202,455 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,202,455 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,202,455 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $796,767 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $796,767 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $796,767 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Footnote for uncertain tax position under FIN 48 (Part X) | FormAndLineReferenceDesc |
| Explanation | The Financial Accounting Standards Board has issued guidance on accounting for uncertainty in income taxes and the Organization has adopted this guidance. The Organization has evaluated its tax provision and any estimates utilized in its tax returns, and concluded that it has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Interest and penalties associated with uncertain tax positions will be recognized in income tax expenses, if required. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Sunset Soire | Event1Nm |
| Gross Receipts Event1 | $161,209 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $161,209 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $73,970 | OtherDirectExpensesEvent1Amt |
| Event2 | Quail West | Event2Nm |
| Gross Receipts Event2 | $42,246 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $42,246 | GrossRevenueEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,762 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $2,762 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,042 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $206,217 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $206,217 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $87,012 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $87,012 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $119,205 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christina Mehta Prendiville | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Director | RelationshipDescriptionTxt |
| Transaction | $8,700 | TransactionAmt |
| Transaction | Marketing service | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Supplemental Information for Schedule L | FormAndLineReferenceDesc |
| Explanation | Christina Mehta Prendiville, Director of the Organization, received payments to her company for marketing services, not as payment in the capacity of the organizations board member, but as a business transaction with the organization. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Organizational document changes Part VI line 4 | The Organization adopted the following policies during the year - whistleblower, joint venture compensation and record retention policies. |
| Form 990 governing body review Part VI line 11 | The Organizations executive committee will review the draft of the Form 990 on behalf of the entire board. Following the committees review, the return will be presented to the entire board for discussion before it is signed and submitted to the IRS. |
| Conflict of interest policy compliance Part VI line 12c | The Conflict of Interest Policy applies to all Board Members, committee members, senior advisors, key employees, and, at the discretion of the President/CEO, other employees, volunteers and persons doing work on behalf of Valeries House (e.g., consultants, fiduciaries, outside contractors and members of their firms) (herein referred to as VH Associates) holding positions of responsibility and trust on behalf of Valeries House. This Policy shall be provided to each VH Associate at the time that he or she is asked to serve Valeries House, and is signed annually by all VH interested parties with any updates and or changes that have occurred in the previous year. |
| CEO executive director top management comp Part VI line 15a | The Board of Directors formed a compensation committee of four board members to determine the CEOs annual salary by using a comparable salary survey. The committee conferred and recommended the salary and benefits of the CEO to the full board. The disinterested directors on the Board of Directors approved the total compensation based on the comparability data. The Board will conduct an annual performance review of the CEO and the review will play a key role in the determination of the CEOs compensation package, including any changes. The Board considers and approves an operating budget each year, with a line item for payroll and benefits equal to a set amount. This amount includes the CEOs compensation package, which is set by the Board. The CEO cant determine her own compensation. |
| Other officer or key employee compensation Part VI line 15b | The President/CEO considers salary data, industry standards, and written performance reviews of each staff member. |
| Governing documents etc available to public Part VI line 19 | Available upon request. |
| General explanation attachment | Scott Sherman, Chairman, resigned in January 2019 and Gary Copie replaced him as Chairman. Directors, Max Haney, BJ Rosinus, Kellie Nolan and Christa Mehta Prendiville left the board during 2019. |
Comments