2024-05-13T17:31:16-05:00 2023-06-30 202433720 GREEN & GREEN CPAS 28382 CONSTELLATION RD VALENCIA CA 91355 990 2022-07-01 953422022 VALLEY FUND CORPORATION VALL 6616070317 28382 CONSTELLATION ROAD VALENCIA CA 91355 JOHN GILLISON VICE PRESIDENT 6616070317 2024-05-13 1 JOHN GILLISON 999009999 1 BYRON J GREEN P00421786 6616070317 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN GILLISON 28382 CONSTELLATION ROAD VALENCIA CA 91355 7010806 0 X N/A X 1979 CA TO OPERATE FOR THE BENEFIT OF THE SAN GABRIEL VALLEY TRAINING CENTER RESIDENTIAL FACILITY, A NONPROFIT CALIFORNIA CORPORATION, SO LONG AS THAT ORGANIZATION IS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 509 (A)(1) OR (2) OF THE INTERNAL REVENUE CODE, AND ANY OTHER SECTION 509 (A)(1) OR (2) ORGANIZATIONS AIMED AT DEVELOPING VOCATIONAL OR LIVING SKILLS OF, OR PROVIDING CARE FOR, HANDICAPPED PERSONS; TO ACT AS TRUSTEE UNDER ANY TRUST CREATED TO FURNISH FUNDS FOR THE PRINCIPAL OBJECTIVES OF THE CORPORATION, AND TO RECEIVE, HOLD, ADMINISTER, AND EXPEND FUNDS AND PROPERTY SUBJECT TO SUCH TRUST. 4 4 0 0 0 0 1858 25050 0 0 1195974 706764 48 58 1197880 731872 576991 1000000 0 0 0 0 0 0 0 206071 221314 783062 1221314 414818 -489442 21382605 20776135 123681 6653 21258924 20769482 X AS SET FORTH IN MORE DETAIL IN THE ANSWER TO PART I, QUESTION I, VALLEY FUND'S MISSION IS TO CARE FOR THE NEEDS OF DEVELOPMENTALLY DISABLED ADULTS. THIS IS ACCOMPLISHED BY PROVIDING FACILITIES AND SUPPORT FOR THE RESIDENTIAL FACILITY AND ITS PARTNERING ON-SITE EMPLOYMENT TRAINING PROGRAM THAT ADMINISTERS AND MAINTAINS WORK OPPORTUNITIES FOR UP TO 300 DEVELOPMENTALLY DISABLED ADULTS. 0 0 31166 FINANCIAL SUPPORT FOR TWO WORK ACTIVITY AND TRAINING PROGRAMS 1023013 1000000 FINANCIAL SUPPORT FOR A FACILITY THAT PROVIDES PERMANENT HOUSING AND SUPPORT FOR UP TO 38 DEVELOPMENTALLY DISABLED ADULTS 1054179 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 CA X X BYRON GREEN CPA 6616070317 28382 CONSTELLATION ROAD VALENCIA CA 91355 X GEOFFREY CRAIG PRESIDENT AND DIRECTOR 2.00 X X 0 0 0 JOHN GILLISON VICE PRESIDENT AND DIRECTO 2.00 X X 0 0 0 ED DUNN TREASURER AND DIRECTOR 2.00 X X 0 0 0 SONJA MARIE MADEN SECRETARY AND DIRECTOR 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 25000 50 25050 609571 609571 6376127 6278934 97193 97193 97193 MISCELLANEOUS INCOME 900099 58 58 58 731872 706822 0 0 1000000 1000000 35339 35339 105970 105970 13608 13608 7973 7973 17076 17076 12773 12773 PROPERTY TAXES 16357 16357 12218 12218 1221314 1054179 167135 0 986829 767517 13901 19598 4301462 2983368 1335171 1318094 19046704 18670926 21382605 20776135 123681 6653 123681 6653 X 0 0 0 0 21258924 20769482 21258924 20769482 21382605 20776135 -489442 0 X X 0 1 X 1 0 X X 1 SAN GABRIEL VALLEY TRAINING CENTER-RESIDENTIAL FACILITY 953892607 10 1 1014475 0 1 1014475 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 610479 609629 610479 609629 18336 17076 102076 105970 46710 61165 443357 425418 29456341 26124628 703487 822094 0 0 30159828 26946722 0 0 0 30159828 26946722 452397 404201 29707431 26542521 1039760 928988 0 0 1039760 928988 443357 376853 1039760 1039760 0 1039760 1054179 0 61165 0 0 0 1115344 1054179 1039760 100.000000000000 1039760 0 0 0 0 0 72913 72913 0 72913 0 0 1115344 0 966847 148497 0 0 148497 0 0 0 0 148497 PART V, SECTION D, LINE 8 VALLEY FUND CORPORATION MEETS THE RESPONSIVENESS TEST FOR THE SUPPORTED ORGANIZATION LISTED IN PART I, LINE 11G, COLUMN (I). THE BYLAWS OF THE SUPPORTED ORGANIZATION SPECIFICALLY STATE THAT THE DIRECTORS OF VALLEY FUND CORPORATION ARE ELECTED BY THE BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATION. VALLEY FUND CORPORATION MEETS THE ATTENTIVENESS TEST FOR THE SUPPORTED ORGANIZATION LISTED IN PART I, LINE 11G, COLUMN (I). VALLEY FUND CORPORPATION PROVIDED OVER 10% OF THE OPERATING BUDGET FOR THE SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1266694 1266694 2788779 2737379 51400 245989 245989 0 1318094 DEPOSIT-SGV TRAINING CENTER 1696 DEPOSIT-SGV TRAINING CENTER RESIDENTIAL FACILITY 4957 6653 2995995 2374875 1 2374876 621119 110753 110753 731872 1110561 0 1110561 110753 110753 1221314 PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INTEREST AND DIVIDEND INCOME 110,753. 1 SAN GABRIEL VALLEY TRAINING CENTER RESIDENTIAL FACILITY C/O WELLS FARGO PO BOX 63954 SAN FRANCISCO CA 94143 953892607 501(C)(3) 1000000 0 GENERAL SUPPORT PART I, LINE 2: VALLEY FUND CORPORATION REVIEWS MONTHLY FINANCIAL REPORTS AND ANNUAL TAX RETURNS FOR THE SUPPORTED 501(C)(3) ORGANIZATION. THE FUNDS ARE BEING MANAGED TO PROVIDE FOR THE REPLACEMENT OF BUILDINGS AND EQUIPMENT WHEN NEEDED. FORM 990, PART VI, SECTION B, LINE 11B TAX RETURNS ARE REVIEWED IN DETAIL BY THE CHIEF OPERATING OFFICER, WHO THEN CONDUCTS AN OVERALL REVIEW OF THE RETURNS WITH THE BOARD OF DIRECTORS. THE RETURNS ARE THEN SIGNED BY THE PRESIDENT OR ONE OF THE OTHER OFFICERS. ALL REVIEWS TAKE PLACE BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C AFFIDAVIT IS SENT OUT EACH YEAR FOR COMPLETION BY THE BOARD MEMBERS AND COO. FORM 990, PART VI, SECTION B, LINE 15B THE CHIEF OPERATING OFFICER'S COMPENSATION IS NEGOTIATED WITH THE BOARD OF DIRECTORS AT LEAST ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE CORPORATION'S TAX RETURNS, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS ARE LOCATED AT THE OFFICE OF THE CORPORATION IN VALENCIA, CA. ANY INDIVIDUAL OR BUSINESS ENTITY MAY REVIEW THESE DOCUMENTS IN THE OFFICE, CONTACT THE ORGANIZATION BY PHONE, OR HAVE DOCUMENTS MAILED TO THEM UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS WAS THE FOURTH YEAR AN AUDIT WAS REQUIRED. THE BOARD FORMED A COMMITTEE TO SELECT AN AUDITOR FOR THE FISCAL YEAR WHICH THEY DID AFTER SEEKING PROPOSALS AND THEN GETTING BOARD APPROVAL FOR ITS SELECTION. SAN GABRIEL VALLEY TRAINING CENTER RESIDENTIAL FACILITY 28382 CONSTELLATION ROAD VALENCIA CA 91355 953892607 FULL-TIME CARE FOR DEVELOPMENTALLY DISABLED ADULTS CA 501(C)(3) PF 0 SAN GABRIEL VALLEY TRAINING CENTER WORKSHOP FOR THE HANDICAPPED 28382 CONSTELLATION ROAD VALENCIA CA 91355 956060494 TRAINING CENTER THAT TEACHES SKILLS TO DEVELOPMENTALLY DISABLED ADULTS CA 501(C)(3) PF 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 SAN GABRIEL VALLEY TRAINING CENTER RESIDENTIAL FACILITY B 1000000 CASH SAN GABRIEL VALLEY TRAINING CENTER RESIDENTIAL FACILITY P 4550 CASH SAN GABRIEL VALLEY TRAINING CENTER AND WORKSHOP FOR THE HANDICAPPED P 15457 CASH