Valley Charitable Trust
Valley Charitable Trust maintains strong asset growth and reports zero officer compensation over a decade.
EIN: 207490417 · Hockessin, DE · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $769K |
| Total Expenses | $462K |
| Program Spending | 85% |
| Net Assets | $6.5M |
| Transparency Score | 90/100 |
Is Valley Charitable Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Valley Charitable Trust directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Valley Charitable Trust
Valley Charitable Trust (EIN: 207490417) is a nonprofit organization based in Hockessin, DE, classified under NTEE code T20. The organization reported total revenue of $769K and total assets of $7.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Valley Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Valley Charitable Trust is a small nonprofit that has been operating for 17 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $613K |
| Total Expenses | $462K |
| Surplus / Deficit | +$151K |
| Total Assets | $6.5M |
| Total Liabilities | $1 |
| Net Assets | $6.5M |
| Operating Margin | 24.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 169.0 months |
Financial Health Grade: A
In 2023, Valley Charitable Trust reported a surplus of $151K with revenue exceeding expenses, holds 169.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Valley Charitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 2.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +5.5% | -13.9% | +2.4% |
| 2022 | -40.5% | +4.0% | +0.8% |
| 2021 | +223.0% | +9.0% | +7.9% |
| 2020 | -23.2% | +6.2% | -2.8% |
| 2019 | -63.3% | +80.0% | +47.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2009 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Valley Charitable Trust with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Valley Charitable Trust allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $151K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Valley Charitable Trust consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to its officers, which is highly unusual for an organization of its size and asset base. This suggests a volunteer-led executive structure or that compensation is reported under other expense categories, though the former is more likely given the consistent zero reporting.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Valley Charitable Trust's IRS 990 filings:
- Lack of detailed expense breakdown (program, admin, fundraising) in provided summary data, making precise efficiency analysis difficult.
Strengths
The following positive indicators were identified for Valley Charitable Trust:
- Consistent asset growth, increasing from $1.3 million in 2011 to $6.9 million currently.
- Zero officer compensation reported across all filings, indicating strong commitment to mission or volunteer leadership.
- Minimal liabilities reported ($0-$1 across all periods), demonstrating excellent financial stability.
- Expenses consistently lower than revenue in most periods, allowing for asset accumulation and long-term sustainability.
Frequently Asked Questions about Valley Charitable Trust
Is Valley Charitable Trust a legitimate charity?
Valley Charitable Trust (EIN: 207490417) is a registered tax-exempt nonprofit based in Delaware. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $769K. 1 red flag identified. 4 strengths noted. Financial health grade: A.
How does Valley Charitable Trust spend its money?
Valley Charitable Trust directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Valley Charitable Trust tax-deductible?
Valley Charitable Trust is registered as a tax-exempt nonprofit (EIN: 207490417). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Valley Charitable Trust's spending goes to programs?
Valley Charitable Trust directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Valley Charitable Trust compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Valley Charitable Trust is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Valley Charitable Trust located?
Valley Charitable Trust is headquartered in Hockessin, Delaware and files with the IRS under EIN 207490417. It is classified under NTEE code T20.
How many years of IRS 990 filings does Valley Charitable Trust have?
Valley Charitable Trust has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $769K in total revenue.
How does Valley Charitable Trust manage to operate with 0% officer compensation?
The consistent reporting of 0% officer compensation suggests that the organization is either entirely volunteer-run at the executive level or that executive functions are performed by individuals compensated through other means not classified as 'officer compensation' on the 990. Given the asset size, a volunteer-led model is a strong indicator of dedication.
What are the specific programs Valley Charitable Trust funds?
The provided NTEE code T20 indicates 'Philanthropy, Voluntarism, and Grantmaking Foundations'. Without further detail from the full 990, it's understood that the organization primarily acts as a grantmaking entity, distributing funds to other nonprofits or causes.
What is the source of Valley Charitable Trust's revenue?
The data shows fluctuating revenue, from a low of $302,302 in 2020 to a high of $1,073,307 in 2015. This variability, combined with significant asset growth, suggests a mix of contributions, grants, and potentially investment income, which is common for grantmaking foundations.
Filing History
IRS 990 filing history for Valley Charitable Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Valley Charitable Trust's revenue has grown by 32.1%, moving from $464K to $613K. Total assets increased by 400.4% over the same period, from $1.3M to $6.5M. Total functional expenses rose by 506.7%, from $76K to $462K. In its most recent filing year (2023), Valley Charitable Trust reported a surplus of $151K, with revenue exceeding expenses. The organization holds $1 in liabilities against $6.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $6.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $613K | $462K | $6.5M | $1 | — | View 990 |
| 2022 | $581K | $537K | $6.4M | $1 | — | — |
| 2021 | $976K | $517K | $6.3M | $1 | — | View 990 |
| 2020 | $302K | $474K | $5.9M | $1 | — | View 990 |
| 2019 | $393K | $446K | $6.0M | $0 | — | View 990 |
| 2015 | $1.1M | $248K | $4.1M | $0 | — | View 990 |
| 2014 | $1.0M | $202K | $3.3M | $0 | — | View 990 |
| 2013 | $797K | $139K | $2.4M | $0 | — | View 990 |
| 2012 | $600K | $118K | $1.8M | $1 | — | View 990 |
| 2011 | $464K | $76K | $1.3M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $613K, expenses of $462K, and assets of $6.5M (revenue +5.5% year-over-year).
- 2022: Revenue of $581K, expenses of $537K, and assets of $6.4M (revenue -40.5% year-over-year).
- 2021: Revenue of $976K, expenses of $517K, and assets of $6.3M (revenue +223.0% year-over-year).
- 2020: Revenue of $302K, expenses of $474K, and assets of $5.9M (revenue -23.2% year-over-year).
- 2019: Revenue of $393K, expenses of $446K, and assets of $6.0M (revenue -63.3% year-over-year).
- 2015: Revenue of $1.1M, expenses of $248K, and assets of $4.1M (revenue +5.8% year-over-year).
- 2014: Revenue of $1.0M, expenses of $202K, and assets of $3.3M (revenue +27.3% year-over-year).
- 2013: Revenue of $797K, expenses of $139K, and assets of $2.4M (revenue +32.8% year-over-year).
- 2012: Revenue of $600K, expenses of $118K, and assets of $1.8M (revenue +29.2% year-over-year).
- 2011: Revenue of $464K, expenses of $76K, and assets of $1.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Valley Charitable Trust:
Data Sources and Methodology
This transparency report for Valley Charitable Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.