Three Valleys Community Foundation

EIN: 871782380 501(c)(3) Philanthropy & Grantmaking

Pleasanton, CA

Total Revenue
$4,706,834
Total Expenses
$2,226,133
Total Assets
$5,596,848
Net Assets
$4,325,550
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
CA
Principal Officer
Patrick O'Brien
Phone
9259183211
Tax Period
2024-04-01 to 2025-03-31

Three Valleys Community Foundation, founded in 2021, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.7M in total revenue in fiscal year 2024. Revenue surged 317% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 53% operating margin.

Mission

We envision a community where everyone has the opportunity to live a full and rewarding life. We work collaboratively with community leaders, philanthropists, corporations and front line nonprofits to identify, surface, and address our region's most pressing needs. We channel local resources toward worthy localcauses in order to make a positive, lasting and transformative impact on our region.

Program Service Accomplishments

Program 1
Expenses: $57,500

Three Valleys Community Foundation hosts an annual Power of Collaboration Corporate Challenge Campaign, a special challenge designed for corporations and businesses in our region to support community...

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Three Valleys Community Foundation hosts an annual Power of Collaboration Corporate Challenge Campaign, a special challenge designed for corporations and businesses in our region to support community causes. Our 2023 campaign launched our girst grantmaking fund to target key community issues and strengthen 3VCF as a philanthropic anchor. Over $144,000 was awarded to 13 deserving local nonprofits in support of mental health and wellness. An additional $41,000 was gifted to nonprofits working toward health equity and access.

Program 2
Expenses: $299,436

Three Valleys Community Foundation hosts a number of Donor Advised Funds that allow donors and families to engage in philanthropy and plan and direct their donations toward local causes and...

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Three Valleys Community Foundation hosts a number of Donor Advised Funds that allow donors and families to engage in philanthropy and plan and direct their donations toward local causes and nonprofits according to their values and interests. 3VCF helps them plan their giving and introduces them to vetted nonprofits. Their funds can be invested to grow their impact over time. The nonprofits receiving DAF grants range in focus and include support for the arts, education, animal welfare, food insecurity, cancer, social services and domestic violence victims.

Program 3
Expenses: $1,589,665

Three Valleys Community Foundation hosts an annual State of Giving Gathering event that brings together donors, nonprofits, community leaders, elected officials, fundholders, corporate sponsors, and...

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Three Valleys Community Foundation hosts an annual State of Giving Gathering event that brings together donors, nonprofits, community leaders, elected officials, fundholders, corporate sponsors, and all who care about community to celebrate and award grants to nonprofits in support of their direct service work and to amplify their impact and bring awareness to their causes and the unmet needs and challenges in our community and region. We report on the state of philanthropy and have an inspiring keynote speaker to motivate everyone to renew their commitment to give, grant and grow our community.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,555,708
Program Service Revenue $0
Investment Income $122,251
Other Revenue $28,875
TOTAL REVENUE $4,706,834

Expense Breakdown

Grants Paid $1,868,519
Salaries & Benefits $120,028
Fundraising Expenses $0
Program Expenses $1,946,601
Other Expenses $237,586
TOTAL EXPENSES $2,226,133

Year-over-Year Comparison

2024 2023 Change
Revenue $4,706,834 $1,128,805 +3.2%
Expenses $2,226,133 $875,400 +1.5%
Net Income $2,480,701 $253,405 +8.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
12
Employees
2
Volunteers
12

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$75,000
Total Directors
13
$75,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
John Sensiba Board Chairman 1.00
Officer Director
$0 $0 $0
Susan M Houghton Director/ Secretary 1.00
Officer Director
$0 $0 $0
Patrick O'Brien Treasurer/ CFO 1.00
Officer Director
$0 $0 $0
Kenneth G Cooper Director 0.50
Director
$0 $0 $0
Jiexing Margaret Liang Director 0.50
Director
$0 $0 $0
Steve Mccoy Thompson Director 0.50
Director
$0 $0 $0
Dr Kelly Bowers Chief Executive Officer 30.00
Officer Director
$75,000 $0 $75,000
Kim Damiani Director 0.50
Director
$0 $0 $0
Colleen Gregerson Director 0.50
Director
$0 $0 $0
Judy Lloyd Director 0.50
Director
$0 $0 $0
Denise Watkins Director 0.50
Director
$0 $0 $0
Alex Mehran Jr Director 0.50
Director
$0 $0 $0
Gerry Beemiller Director 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $4,706,834 $2,226,133 $5,596,848 $2,480,701
2024 $1,128,805 $875,400 $1,916,275 $253,405
2023 $1,854,928 $527,456 $1,521,793 $1,327,472
2022 $312,302 $123,495 $186,804 $188,807
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