Valley Settlement is located in Glenwood Springs, CO. The organization was established in 2016. According to its NTEE Classification (B90) the organization is classified as: Educational Services, under the broad grouping of Education and related organizations. As of 12/2023, Valley Settlement employed 44 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Valley Settlement is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Valley Settlement generated $7.1m in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 13.7% each year . All expenses for the organization totaled $3.9m during the year ending 12/2023. While expenses have increased by 17.8% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO EMPOWER IMMIGRANT FAMILIES IN THE COLORADO ROARING FORK VALLEY TO IMPROVE THEIR LIVES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
VALLEY SETTLEMENT'S EL BUSESITO (THE LITTLE BUS) PROGRAM DELIVERS HIGH-QUALITY BILINGUAL PRESCHOOL SERVICES TO 12 NEIGHBORHOODS VIA A FULLY-EQUIPPED CLASSROOM IN EACH OF ITS THREE PRESCHOOL BUSES. EACH CLASS HAS 8 CHILDREN AND 2 BILINGUAL, BICULTURAL LEAD TEACHERS LICENSED BY THE STATE OF COLORADO. EL BUSESITO ADDRESSES THE NEED TO IMPROVE SCHOOL READINESS BY PROVIDING HIGH QUALITY PRESCHOOL EXPERIENCES FOR LOW INCOME CHILDREN THAT OTHERWISE LACK ACCESS TO EARLY CHILDHOOD EDUCATION BEFORE ENTERING KINDERGARTEN. THE PROGRAM ENGAGES PARENTS AS PARTNERS IN THEIR CHILDREN'S EDUCTION WITH PARENTS EXPECTED TO VOLUNTEER, ATTEND FOUR FAMILY NIGHTS EACH YEAR, AND PARTICIPATE IN ONE HOME VISIT PER SEMESTER, BASED ON THE 'PARENTS AS TEACHERS' CURRICULUM. APPROXIMATELY 96 CHILDREN PARTICIPATED IN 2020. TOTAL EXPENSES INCLUDE ALLOCATED PAYROLL AND PROGRAM ADMINISTRATION COSTS.
VALLEY SETTLEMENT'S LEARNING WITH LOVE PROGRAM IS A HYBRID MODEL OF GROUP CLASSES AND HOME VISITATION USING AN EVIDENCE-BASED 'PARENTS AS TEACHERS' CURRICULUM IN ORDER TO PROVIDE A STRONG FOUNDATION FOR BUILDING ROUTINES; FOSTERING SOCIAL-EMOTIONAL, LANGUAGE AND COGNITIVE DEVELOPMENT; HONING FINE AND GROSS MOTOR SKILLS; AND BEGINNING TO WORK WITH NUMBERS. INFANTS AND CHILDREN UP TO THREE YEARS OF AGE AND THEIR PARENTS COME TOGETHER WITH A LEADER TWICE PER WEEK TO LEARN STRATEGIES THAT PROMOTE THE HEALTHY DEVELOPMENT OF THEIR CHILD WELL BEFORE PRESCHOOL. THIS FOUNDATION USING THE DUAL GENERATION APPROACH EMPOWERS PARENTS WITH THE CONFIDENCE AND SKILLS TO BECOME THEIR CHILD'S FIRST, AND MOST IMPORTANT, TEACHER. LEARNING WITH LOVE CLASSES TAKE PLACE IN NEIGHBORHOODS AND ARE CO-LOCATED WITH EL-BUSESITY PRESCHOOL. EACH CLASS BRINGS PARENT/TODDLER PARIS TOGETHER TO FOCUS ON BUILDING ROUTINES, CREATING ACTIVITIES THAT PROMOTE CHILD DEVELOPMENT ACROSS THE FIVE DOMAINS. HOME VISITS PROVIDE PARENTS WITH ONE-ON-ONE SUPPORT FOR THEIR CHILD'S INVIDIUAL DEVELOPMENTAL NEEDS THROUGH INDIVIDUALIZED COACHING AND ATTENTION. GROUP CLASSES BUILD SOCIAL NETWORKS IN NEIGHBORHOODS, STRENTHENING RELATIONSHIPS BETWEEN NEW PARENTS. TOTAL EXPENSES INCLUDE ALLOCATED PAYROLL AND PROGRAM ADMINISTRATION COSTS.
VALLEY SETTLEMENT'S FAMILY FRIENDS AND NEIGHBORS PROGRAM PROVIDES INFORMAL IN-HOME CHILDCARE WORKERS THE SKILLS AND TOOLS THEY NEED TO ENSURE CHILDREN ARE IN A SAFE AND HEALTH ENVIRONMENT. THIRTY-TWO INFORMAL CAREGIVERS COMMIT TO THIS TWO-YEAR IN-HOME COACHING AND TRAINING PROGRAM TO IMPROVE THE QUALITY AND SAFETY OF CARE FOR APPROXIMATELY 120-180 CHILDREN IN THE ROARING FORK VALLEY, DEPENDING ON THE SEASON. PARTICIPANTS RECEIVE TRAINING AND CERTIFICATION IN FIRST AID AND CPR, AND COACHING ON HOW TO CREATE EMERGENCY PLANS AND ADDRESS ENVIRONMENTAL SAFETY CONCERNS. THE PROGRAM STAFF ACT AS A BRIDGE FOR ISOLATED FAMILIES, CONNECTING CHILDREN TO EARLY INTERVENTION SERVICES AND ACCESS TO PRESCHOOL. TOTAL EXPENSES INCLUDE ALLOCATED PAYROLL AND PROGRAM ADMINISTRATION COSTS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Jamie Montgomery Helzberg President | OfficerTrustee | 10 | $0 |
Rob Stein Treasurer | OfficerTrustee | 10 | $0 |
Claire Noone Secretary | OfficerTrustee | 10 | $0 |
Tina Alvarez Director | Trustee | 5 | $0 |
Jon-Paul Bianchi Director | Trustee | 5 | $0 |
Zulema Gomez Director | Trustee | 5 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $750,981 |
All other contributions, gifts, grants, and similar amounts not included above | $6,176,030 |
Noncash contributions included in lines 1a–1f | $2,850 |
Total Revenue from Contributions, Gifts, Grants & Similar | $6,927,011 |
Total Program Service Revenue | $124,447 |
Investment income | $39,183 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $7,098,141 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $84,012 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $629,667 |
Compensation of current officers, directors, key employees. | $244,081 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $1,985,293 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $200,429 |
Fees for services: Management | $0 |
Fees for services: Legal | $10,606 |
Fees for services: Accounting | $13,350 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $354,270 |
Advertising and promotion | $16,925 |
Office expenses | $82,866 |
Information technology | $54,154 |
Royalties | $0 |
Occupancy | $106,477 |
Travel | $52,301 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $19,008 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $25,371 |
Insurance | $66,044 |
All other expenses | $1,017 |
Total functional expenses | $3,901,043 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $162,983 |
Savings and temporary cash investments | $5,414,427 |
Pledges and grants receivable | $953,534 |
Accounts receivable, net | $625 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $1,792 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $302,366 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $215,005 |
Total assets | $7,050,732 |
Accounts payable and accrued expenses | $278,631 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $198,264 |
Total liabilities | $476,895 |
Net assets without donor restrictions | $5,142,773 |
Net assets with donor restrictions | $1,431,064 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $7,050,732 |
Over the last fiscal year, Valley Settlement has awarded $598,000 in support to 3 organizations.
Grant Recipient | Amount |
---|---|
MANAUS FUND PURPOSE: PROVIDED EMERGENCY RELIEF MONIES TO THE MANAUS FUND, A NONPROFIT ORGANIZATION, AS A COLLABORATIVE EFFORT TO ASSIST IMMIGRANT FAMILIES FROM ASPEN TO PARACHUTE, COLORADO, IN ORDER TO ADDRESS THE IMPACTS OF THE ONGOING COVID-19 PANDEMIC AND OTHER DISASTER RELIEF THROUGH ACCESS TO LOCAL FOOD RESOURCES, BABY DIAPERS WIPES AND FORMULA, FINANCIAL ASSISTANCE, HEALTHCARE, MENTAL HEALTH AND INTERNET CONNECTIVITY. | $533,000 |
FOCUSEDKIDS PURPOSE: PROVIDED EMERGENCY RELIEF MONIES TO FOCUSEDKIDS, A NONPROFIT ORGANIZATION, AS A COLLABORATIVE EFFORT TO ASSIST IMMIGRANT FAMILIES FROM ASPEN TO PARACHUTE, COLORADO, IN ORDER TO ADDRESS THE IMPACTS OF THE ONGOING COVID-19 PANDEMIC AND OTHER DISASTER RELIEF. | $60,000 |
CENTER FOR PREVENTION PURPOSE: PROVIDED EMERGENCY RELIEF MONIES TO THE CENTER FOR PREVENTION IN ORDER TO PROVIDE COVID-19 TESING FOR PATIENTS WITH NO INSURANCE COVERAGE. | $5,000 |