James G and Marcia H Valeo is a 501(c)(3) organization based in Santa Monica, California, registered in 1987, with $27,003 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$27K
▼ 26.5% vs prior year
Expenses (FY2024)
$18K
Net assets
$91K
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for James G and Marcia H Valeo— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For James G and Marcia H Valeo: 60 mo reserves · +33% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for James G and Marcia H Valeo— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For James G and Marcia H Valeo: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $25K (FY2013) to $27K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
32.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$91K
Total liabilities
$0
Net assets
$91K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $27,003▼26.5% | $18,219▼6.5% | $90,726▲14.2% | $90,726▲14.2% | 990PF |
| 2023 | $36,714▲515% | $19,477▲53.7% | $79,419▲27.7% | $79,419▲27.7% | 990PF |
| 2022 | $5,966▼52.9% | $12,673▼62.3% | $62,182▼9.8% | $62,182▼9.8% | 990PF |
| 2021 | $12,671▼46.9% | $33,591▲19.1% | $68,947▼23.3% | $68,947▼23.3% | 990PF |
| 2020 | $23,855▲84.3% | $28,206▲10.5% | $89,877▼4.6% | $89,877▼4.6% | 990PF |
| 2019 | $12,942▲391% | $25,522▲0.3% | $94,228▼11.8% | $94,228▼11.8% | 990PF |
| 2018 | -$4,446▼133% | $25,438▼14.5% | $106,808▼21.9% | $106,808▼25.9% | 990PF |
| 2017 | $13,425▲127% | $29,761▲77.4% | $136,692▼11.1% | $144,227▼6.2% | 990PF |
| 2016 | $5,914▼53.8% | $16,774▼34.1% | $153,797▼6.6% | $153,797▼6.6% | 990PF |
| 2015 | $12,806▲844% | $25,441▲24.7% | $164,657▼7.1% | $164,657▼7.1% | 990PF |
| 2014 | $1,356▼94.6% | $20,409▼5.4% | $177,292▼9.7% | $177,292▼9.7% | 990PF |
| 2013 | $25,047 | $21,584 | $196,345 | $196,345 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for James G and Marcia H Valeo (EIN 95-4072056) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.