Green Valley Learning Fund

EIN: 911812083 501(c)(3)

Diablo, CA

Total Revenue
$388,431
Total Expenses
$371,358
Total Assets
$745,138
Net Assets
$665,127
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
CA
Principal Officer
Lily Lai
Phone
9258555400
Tax Period
2023-07-01 to 2024-06-30

Green Valley Learning Fund, founded in 1997, is a small nonprofit that reported $388K in total revenue in fiscal year 2023. Expenses of $371K left a modest 4% surplus.

Mission

Green Valley Learning Fund is dedicated to raising funds to maintain and enhance the quality of education at Green Valley Elementary School through the collaboration of parents, educators, the school's Site Council and the 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 (2023)

Revenue Breakdown

Contributions & Grants $373,417
Program Service Revenue $0
Investment Income $34,808
Other Revenue $-19,794
TOTAL REVENUE $388,431

Expense Breakdown

Grants Paid $357,589
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $366,576
Other Expenses $13,769
TOTAL EXPENSES $371,358

Year-over-Year Comparison

2023 2022 Change
Revenue $388,431 $380,516 +0.0%
Expenses $371,358 $231,963 +0.6%
Net Income $17,073 $148,553 -0.9%
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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
11

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
3
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lily Lai President 4.00
Officer Director
$0 $0 $0
Gina Glimme Vice President 1.00
Director
$0 $0 $0
Sarah Anstey Secretary 1.00
Officer Director
$0 $0 $0
Madison Sinclair Treasurer 3.00
Officer Director
$0 $0 $0
Clare Rubin Financial Secty 1.00
Director
$0 $0 $0
Gina Coffer Matching 3.00
Director
$0 $0 $0
Ashley Valentino Partnerships 1.00
Director
$0 $0 $0
Kelly Feinstein Apex Chair 1.00
Director
$0 $0 $0
Jessica Low Auction Chair 2.00
Director
$0 $0 $0
Lindsay van der Bokke Marketing 2.00
Director
$0 $0 $0
Donna Grim Principal 2.00
Director
$0 $0 $0
Chelsea Roderick Teacher Rep 1.00
Director
$0 $0 $0
Leanne Alexander Teacher Rep 1.00
Director
$0 $0 $0
Margaret Roberson Teacher Rep 1.00
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 No data No data No data No data
2024 $388,431 $371,358 $745,138 $17,073
2024 $388,431 $371,358 $745,138 $17,073
2023 $380,516 $231,963 $677,565 $148,553
2022 $314,570 $128,643 $498,359 $185,927
2021 $230,964 $151,923 $312,412 $79,041
2020 $351,782 $395,883 $233,371 $-44,101
2019 $342,043 $348,403 $363,292 $-6,360
2018 $385,222 $372,397 $368,610 $12,825
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