CENTRAL VALLEY COMMUNITY FOUNDATION A CORPORATION Charity Report

Public IRS 990 nonprofit record

CENTRAL VALLEY COMMUNITY FOUNDATION A CORPORATION

EIN 77-0478025 · Philanthropy, Charity & Voluntarism Promotion (T50)

What they do

We Connect Capital and Communities for A Just and Thriving Central Valley.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders33 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

70.82%of revenue went to mission work85.5% of expenses · Program services

3.33%of revenue went to fundraising4.0% of expenses

$82.82spent for every $100 of revenueRevenue covered expenses this year.

8.67%of revenue went to management and office costs10.5% of expenses

$6.59in assets for every $1 spent this yearSome assets cannot be spent right away.

56.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $393,773 for ASHLEY SWEARENGIN (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$29,902,478

Mission workProgram services$21,177,63570.82% of revenue85.5% of expenses

ManagementOffice and general costs$2,591,4908.67% of revenue10.5% of expenses

FundraisingAsking for donations$996,7923.33% of revenue4.0% of expenses

Revenue left after expensesReported annual surplus$5,136,56117.18% of revenueShown in gray on the chart

Total expenses$24,765,91782.82% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 85.5% mission · 10.5% management · 4.0% fundraisingTotal expenses: 82.82% of revenue

2023Expense mix: 89.0% mission · 8.1% management · 2.9% fundraisingTotal expenses: 32.74% of revenue

2022Expense mix: 81.9% mission · 12.9% management · 5.3% fundraisingTotal expenses: 55.59% of revenue

2021Expense mix: 86.3% mission · 10.2% management · 3.4% fundraisingTotal expenses: 90.56% of revenue

2020Expense mix: 90.0% mission · 7.3% management · 2.7% fundraisingTotal expenses: 51.91% of revenue

2019Expense mix: 86.4% mission · 9.8% management · 3.8% fundraisingTotal expenses: 90.27% of revenue

2018Expense mix: 90.6% mission · 6.9% management · 2.5% fundraisingTotal expenses: 85.67% of revenue

2017Expense mix: 90.1% mission · 8.1% management · 1.9% fundraisingTotal expenses: 119.51% of revenue

Money in and money out

Revenue$29,902,478

Expenses$24,765,917

Annual surplus $5,136,561 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$21,177,635 · 85.5% of expenses

Management and office costs$2,591,490 · 10.5% of expenses

Fundraising$996,792 · 4.0% of expenses

See all reported dollar amounts

Revenue$29,902,478

Expenses$24,765,917

Assets$163,139,610

Income$29,902,478

Contributions$16,897,744

Mission work (program services)$21,177,635

Fundraising$996,792

Grants given$68,685,657

Average grant$9,812,237

Management and general$2,591,490

Executive compensation (total)$691,467

Stocks and bonds$113,462,353

Accounting fees$69,619

Investing fees$502,172

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ASHLEY SWEARENGINPRESIDENT & CEO · 40 hrs/week $393,773Base $383,256 · Other $10,517

HEATHER BROWNCOO · 40 hrs/week $228,559Base $206,788 · Other $21,771

KERRI HORNCFO · 40 hrs/week $217,890Base $206,788 · Other $11,102

CATHERINE PEREZSR PHILANTHROPY · 40 hrs/week $180,914Base $167,186 · Other $13,728

CHRISTINA PATCHDIRECTOR OF COLLECTIVE IMPACT · 40 hrs/week $176,032Base $160,523 · Other $15,509

ELIZE BROWN BRADLEYSR HEALTH EQ · 40 hrs/week $172,705Base $156,081 · Other $16,624

KIMBERLY GARNERREGIONAL DIR · 40 hrs/week $149,202Base $130,904 · Other $18,298

ARTHUR PADILLA JRDRIVE DIRECTOR · 40 hrs/week $149,123Base $128,606 · Other $20,517

CLAUDIA RUIZ-ALVAREZDIR DONOR SVCS · 40 hrs/week $142,650Base $128,606 · Other $14,044

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (33)

ASHLEY SWEARENGINPRESIDENT & CEO

HEATHER BROWNCOO

KERRI HORNCFO

CATHERINE PEREZSR PHILANTHROPY

CHRISTINA PATCHDIRECTOR OF COLLECTIVE IMPACT

ELIZE BROWN BRADLEYSR HEALTH EQ

KIMBERLY GARNERREGIONAL DIR

ARTHUR PADILLA JRDRIVE DIRECTOR

CLAUDIA RUIZ-ALVAREZDIR DONOR SVCS

OLIVER BAINESDIRECTOR

VIVIAN PAZVICE CHAIR

MISTY HERDIRECTOR

MICHAEL CAMUNEZDIRECTOR

MAS MASUMOTOCHAIR EMERITUS

MARIA REINA LEMUSDIRECTOR

PAUL GIBSONDIRECTOR

ROD THORNTONFORMER CHAIR

TRACY PROIETTIDIRECTOR

ARTHUR MOYEDIRECTOR

JUSTIN VARTANIANCO-CHAIR

JP SHAMSHOIANDIRECTOR

JOLENE TELLESDIRECTOR

DOUG MORGANTREASURER

DJ CRINERDIRECTOR

DIEGO ARAMBULACO-CHAIR

DESRIE VAN PUTTENDIRECTOR

DANIELLE PARNAGIANSECRETARY

CRAIG FOURCHYDIRECTOR

CHRIS MORSEDIRECTOR

CAROLE GOLDSMITHDIRECTOR

CARMELA SOSADIRECTOR

BRANDON ESRAELIANDIRECTOR

BRADY MATOIANDIRECTOR

About this charity

Recognized since: January 1998
Location: 1260 FULTON ST STE 200, FRESNO, CA 93721-1917
County: Fresno
In care of: % WILLIAM J ANDERSON VICE CHAI
Primary officer: Kerri Horn, CFO

How to reach them

WebsiteVisit the charity’s website Emailinfo@centralvalleycf.org Phone(559) 226-5600

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: PRICE PAIGE & COMPANY CPAS LLP
NTEE classification: Philanthropy, Charity & Voluntarism Promotion (T50)
IRS tax category: Philanthropy, Charity & Voluntarism Promotion
Grant-giving organization: Yes