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
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

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

Our 3VCF mission is to strengthen our region through inclusive leadership,thoughtful funding, informed giving, and collaborative action.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

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
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare Three Valleys Community Foundation with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.