2023-11-14T14:57:48-06:00 2022-12-31 840717842 MAGGARD & HOOD PC 901 GRAND AVE SUITE 203 GLENWOOD SPRINGS CO 81601 990 2022-01-01 812401368 VALLEY SETTLEMENT VALL 9709630851 1901 GRAND AVE 206 GLENWOOD SPRINGS CO 81601 PAULA LOSADA NICKELL TREASURER 9709630851 2023-11-13 1 PAULA LOSADA NICKELL 999009999 1 ROGER D MAGGARD CPA P00740307 9709458588 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAULA LOSADA NICKELL 1901 GRAND AVE 206 GLENWOOD SPRINGS CO 81601 2332007 0 X WWW.VALLEYSETTLEMENT.ORG X 2016 CO TO EMPOWER IMMIGRANT FAMILIES IN THE COLORADO ROARING FORK VALLEY TO IMPROVE THEIR LIVES. 11 11 49 11 0 0 3301390 2269929 0 59500 49 378 4817 2200 3306256 2332007 84917 80797 0 0 1839118 2328995 22468 0 233193 713110 832161 2659613 3241953 646643 -909946 4686533 3881082 405663 510158 4280870 3370924 X VALLEY SETTLEMENT'S MISSION IS TO EMPOWER IMMIGRANT FAMILIES IN THE COLORADO ROARING FORK VALLEY TO IMPROVE THEIR LIVES. 0 0 562850 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. 498170 59500 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. 329937 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. 331867 VALLEY SETTLEMENT'S LIFELONG LEARNING PROGRAM OFFERS FREE ADULT EDUCATION TO OVER 100 STUDENTS EACH YEAR. ITS TEAM OF LIFELONG LEARNING TEACHERS AND ADMINISTRATORS TEACH LATINX ADULTS IN ENGLISH, SPANISH LITERACY, MATH, COMPUTER SKILLS AND MORE. A STRONG CONNECTION WITH COLORADO MOUNTAIN COLLEGE ENCOURAGES STUDENTS TO PURSUE THEIR GED, HIGHER EDUCATION AND PROFESSIONAL CERTIFICATIONS TO IMPROVE THEIR EMPLOYMENT PROSPECTS AND THE PROGRAM ACTS AS A LAUNCHPAD FOR IMMIGRANT ADULTS TO PURSUE THEIR DREAMS FOR THEMSELVES AND THEIR FAMILIES. 426627 VALLEY SETTLEMENT'S PARENT MENTOR PROGRAM IS AN ADULT VOLUNTEER PROGRAM IN ELEMENTARY SCHOOLS, PROVIDING CLASSROOM SUPPORT TO CHILDREN AND TEACHERS, BUILDING A BRIDGE BETWEEN PARENTS AND THE SCHOOLS. THE PARENT MENTORS ENGAGE IN WEEKLY TRAININGS TO ENCOURAGE PERSONAL AND PROFESSIONAL GROWTH. 124567 VALLEY SETTLEMENT'S ALMA PROGRAM IS A RESEARCH STUDY CO-CREATED WITH THE UNIVERSITY OF COLORADO, BOULDER, DEPARTMENT OF PSYCHOLOGY AND NEUROSCIENCE TO PROVIDE AN INNOVATIVE PEER-SUPPORT PROGRAM FOR WOMEN EXPERIENCING PERINATAL DEPRESSION. IT USES AN EVIDENCED-BASED APPROACH FOR DEPRESSION, BEHAVIORAL ACTIVATION, AND GIVES "COMPANERAS" TOOLS TO SHARE WITH PREGNANT WOMEN AND MOTHERS OF CHILDREN AGES 0-3. 135619 80797 VALLEY SETTLEMENT'S EMERGENCY RELIEF PROGRAMS PROVIDED COMMUNITY ASSISTANCE AND GRANTS FOR RENTAL ASSISTANCE, MEDICAL ASSISTANCE, ACCESS TO FOOD AND FUNERAL EXPENSE SUPPORT. 2200 OTHER REIMB EXPENSES 1018680 80797 2200 2409637 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 CO X THE ORGANIZATION 9709630851 1901 GRAND AVE STE 206 GLENWOOD SPRINGS CO 81601 JAMIE MONTGOMERY HELZBERG PRESIDENT 10.00 X X 0 0 0 ROB STEIN VICE PRESIDENT 10.00 X X 0 0 0 PAULA LOSADA NICKELL TREASURER 10.00 X X 0 0 0 CLAIRE NOONE SECRETARY 10.00 X X 0 0 0 ELAINE GANTZ BERMAN DIRECTOR 5.00 X 0 0 0 JON-PAUL BIANCHI DIRECTOR 5.00 X 0 0 0 DOUG JONES DIRECTOR 5.00 X 0 0 0 DIANA DELASALA LANE DIRECTOR 5.00 X 0 0 0 ANA SOLER DIRECTOR 5.00 X 0 0 0 PATTI STRANAHAN DIRECTOR 5.00 X 0 0 0 CARLOS ULLOA JAQUEZ DIRECTOR 5.00 X 0 0 0 MARIA TARAJANO RODMAN EXECUTIVE DIRECTOR 40.00 X 192129 0 0 TRACY BETHELL DIRECTOR OF FINANCE & OPER 40.00 X 144472 0 0 SARAH BOUGHTON DIRECTOR OF DEVELOPMENT & 40.00 X 136634 0 0 473235 0 0 3 0 1 0 0 441684 1828245 2269929 PROGRAM TRANSP FEES 480000 59500 59500 59500 378 378 OTHER INCOME/REIMB EXP 900099 2200 2200 2200 2332007 61700 0 378 X 80797 80797 473235 78133 222606 172496 1698287 1515752 180262 2273 157473 120533 26089 10851 4950 4950 12258 12258 342026 240492 72110 29424 5422 937 4340 145 64598 45511 14090 4997 37692 12401 25291 73980 56675 11905 5400 46266 39261 5925 1080 14528 7604 6353 571 21041 15618 3705 1718 51904 38527 9139 4238 PROGRAM SUPPLIES/EXPENS 155161 155161 0 0 VEHICLE EXPENSE 2235 2235 0 0 DONATIONS 100 0 100 0 3241953 2409637 599123 233193 168784 211997 2227177 2117492 1977359 1188134 2188 1792 134304 66776 76350 67528 234675 294139 4686533 3881082 178714 225012 226949 285146 405663 510158 X 3116427 2413617 1164443 957307 4280870 3370924 4686533 3881082 -909946 0 X X 0 1 X 1 0 X 2514944 3422788 3381932 3301390 2269929 14890983 2514944 3422788 3381932 3301390 2269929 14890983 14890983 2735 532 84 49 378 3778 10961 31762 500 4817 61700 109740 15004501 0.99240 0.99640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME/REIMB EXPENSES - 2018 AMOUNT: $ 10961. 2019 AMOUNT: $ 31762. 2020 AMOUNT: $ 500. 2021 AMOUNT: $ 4817. 2022 AMOUNT: $ 2200. PROGRAM TRANSP FEES - 2022 AMOUNT: $ 59500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 134304 66776 67528 67528 SECURITY DEPOSITS 5811 RIGHT-OF-USE NET LEASE ASSET 288328 294139 PRESENT VALUE OF LEASE LIABILITY 285146 285146 2332007 0 2332007 0 2332007 3241953 0 3241953 0 3241953 X X X X X 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE PROFESSIONAL FUNDRAISER PROVIDES ASSISTANCE TO EMPLOYEES OF VALLEY SETTLEMENT ON GRANT APPLICATIONS; THEREFORE, THE AMOUNT OF GRANT AWARDS ATTRIBUTABLE TO THE PROFESSIONAL FUNDRAISER IS CLOSELY INTERMINGLED WITH THE EMPLOYEES AND CANNOT BE READILY DISTINGUISHED. CONSEQUENTLY, VALLEY SETTLEMENT DISCLOSES THE AMOUNT PAID TO THE PROFESSIONAL FUNDRAISER, BUT DOES NOT ATTEMPT TO ESTIMATE THE RECEIPTS ATTRIBUTABLE TO THE PROFESSIONAL FUNDRAISER'S SERVICES. 1 PROVIDED ASSISTANCE TO LOCAL IMMIGRANT FAMILIES THROUGH A FORMAL APPLICATION PROCESS IN ORDER TO ADDRESS THE IMPACTS OF THE ONGOING COVID-19 PANDEMIC AND OTHER DISASTER RELIEF FOR FINANCIAL RENT RELATED ASSISTANCE, HEALTHCARE AND MENTAL HEALTH SERVICES, AND FOOD ASSISTANCE. 64 80797 FAIR MARKET VALUE RENTAL ASSISTANCE, HEALTHCARE & MENTAL HEALTH ASSISTANCE, FUNERAL EXPENSE ASSISTANCE TO THOSE IMPACTED BY THE ONGOING COVID-19 PANDEMIC. GROCERY FOOD CARDS AND FOOD BASKETS PROVIDED TO THOSE IN ECONOMIC DISTRESS DUE TO THE ONGOING COVID-19 PANDEMIC. GROCERY FOOD CARDS PROVIDED TO THOSE IN ECONOMIC DISTRESS DUE TO THE ONGOING COVID-19 PANDEMIC. PART I, LINE 2: COVID-19 EMERGENCY RELIEF FUND GRANTS/ASSISTANCE TO INDIVIDUALS IN NEED IN THE LOCAL COMMUNITY (TOTAL $80,797. THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS AND ASSISTANCE AND THE SELECTION CRITERIA USED. X X X 0 0 0 0 0 0 0 0 0 MARIA TARAJANO RODMAN EXECUTIVE DIRECTOR 181205 0 0 0 10924 0 0 0 0 0 192129 0 0 0 SCHEDULE J, PART II ANNUAL COMPENSATION OF EXECUTIVE DIRECTOR AND KEY MANAGEMENT ARE DETERMINED THROUGH INDUSTRY COMPARISON, AND JOB PERFORMANCE, WITH REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE NOONE LAWFIRM CLAIRE NOONE SITS ON THE BOARD OF DIRECTORS 6525 LEGAL SERVICES 0 0 1 0 PART I, LINE 32B: ACCEPTANCE POLICY FOR NON-CASH CONTRIBUTIONS: APPROPRIATE PERSONNEL EXAMINES AND DETERMINES THE USEFULNESS AND APPROPRIATENESS FOR NON-CASH CONTRIBUTIONS; IF DETERMINED TO BE USEFUL AND APPROPRIATE THE ORGANIZATION WILL ACCEPT SUCH DONATIONS, PROVIDED AN UNDERSTANDING AND AGREEMENT IS REACHED CONCERNING DISPOSITION OF SUCH ITEMS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS OF THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH CONFLICT OF INTEREST POLICY THROUGH ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS BY DIRECTORS, OFFICERS & KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE ANNUAL COMPENSATION OF EXECUTIVE DIRECTOR AND KEY MANAGEMENT ARE DETERMINED THROUGH INDUSTRY COMPARISON, AND JOB PERFORMANCE, WITH REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 194457. MANAGEMENT AND GENERAL EXPENSES 49193. FUNDRAISING EXPENSES 24477. TOTAL EXPENSES 268127. HR CONSULTING: PROGRAM SERVICE EXPENSES 1064. MANAGEMENT AND GENERAL EXPENSES 12250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13314. TRINET HR SOLUTIONS FEES: PROGRAM SERVICE EXPENSES 44971. MANAGEMENT AND GENERAL EXPENSES 10667. FUNDRAISING EXPENSES 4947. TOTAL EXPENSES 60585. PART XII, LINE 2A THERE HAVE BEEN NO CHANGES TO THE SUPERVISION AND APPROVAL PROCESS FOR THE ORGANIZATION'S FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION THE ORGANIZATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC 1.263(A)-1(F) FOR THE YEAR ENDED DECEMBER 31.