Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
VALLEY VISION
Employer identification number
94-3214572
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
782,111
909,681
1,365,812
1,551,861
1,327,225
5,936,690
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
0
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
4
Total. Add lines 1 through 3
782,111
909,681
1,365,812
1,551,861
1,327,225
5,936,690
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
0
6
Public support. Subtract line 5 from line 4.
5,936,690
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
782,111
909,681
1,365,812
1,551,861
1,327,225
5,936,690
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
1,763
685
570
707
918
4,643
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
0
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
6,989
2,075
1,938
6,805
4,582
22,389
11
Total support (Add lines 7 through 10).
5,963,722
12
Gross receipts from related activities, etc. (see instructions)
..................
12
764,412
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
99.550 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
99.350 %
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
13000170
Software Version:
2013v3.1
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
VALLEY VISION
Employer identification number
94-3214572
Return Reference
Explanation
Form 990, Part III, Line 4d: Other Program Services Description
OTHER PROGRAM SERVICES 4: Community Health Needs Assessment - Goal of the Project: To identify and prioritize the most predominate health needs of a community to support nonprofit hospital community benefit work.Major project partners: Dignity Health, Sutter Health, Kaiser Permanente, UC Davis Hospital, Dameron Hospital, Lodi Memorial Hospital, NorthBay Healthcare, Marshall Medical, Washington Hospital, Childrens Hospital of Oakland, Sierra Health FoundationFinancial support provided by: same as abovePrimary accomplishments in 2013: After detailed stakeholder involvement, data gathering and analysis, Valley Vision produced 15 Community Health Needs Assessments covering hospital service areas within the 4-county Sacramento Metro area that prioritized the top unmet health needs in the community, along with federally-required implementation strategies. Opportunity Areas in 2014: Collaborating with area health systems to activate implementation strategies in areas of high community needs, including improving access to mental health care and supportive transportation services. Near the end of 2014 we will be staging for the launch of the 2016 CHNA process. OTHER PROGRAM SERVICES 5: OTHER PROGRAM SERVICES 6: Collab LabGoal of the Project: To build the collaborative skills of stakeholders throughout the communities in which Valley Vision functions.Major project partners: The California Endowment, Sutter Health, Sierra Health Foundation, The Sacramento Regional Community Foundation, Placer Collaborative NetworkFinancial support provided by: The California EndowmentPrimary accomplishments in 2013: Delivering Collab Lab services to California Endowment grantees in the 14 communities in which TCE actively operates in California. Opportunity Areas in 2014: Continue to deploy Collab Lab collaboration skills workshops and consider a first-ever collaboration conference in Northern California OTHER PROGRAM SERVICES 7: OTHER PROGRAM SERVICES 8: Community Action Partnership of KernGoal of the Project: To provide technical assistance to Community Action Partnership of Kern (CAPK) and the BHC South Kern in development of a food policy council. Major project partners: Community Action Partnership of Kern (CAPK); United Way of Kern CountyFinancial support provided by: The California EndowmentPrimary accomplishments in 2013: Development of a food policy council in Kern CountyOpportunity Areas in 2014: See above. OTHER PROGRAM SERVICES 9: Next Economy - Goal of the Project: To mobilize private industry, government, academic and civic leadership to focus on a set of common strategies and actions to accelerate job creation and new investment. Heavy emphasis is being placed on supporting innovation and entrepreneurship, diversifying the regional economy, and improving the Regions business climate for economic growth. Major project partners: Valley Vision, Sacramento Metro Chamber, SACTO, SARTA, NextEd, Northern California World Trade Center, and the Sacramento Asian Chamber of Commerce.Financial support provided by: area corporations, local jurisdictions, and workforce development agencies.Primary accomplishments in 2013: (1) completion of the 5-year Action Plan and associated implementation strategy; (2) formation of a public-private oversight committee to monitor performance and maintain accountability; (3) awarded federal Comprehensive Economic Development Strategy (CEDS) status; (4) formal resolutions of support received by 20+ local governments in the metro area; and (5) specific initiatives embedded within annual work plans of partnering organizations. Opportunity Areas for 2014: (1) aligning workforce development needs and K-12 instruction within career academies enabled by State grant funding; (2) advancement of a World Food Center hosted within UC Davis; (3) production of a Metropolitan Export Plan enabled by the Brookings Institute and carried out by global partners and led by the Northern California World Trade Center; and (4) mobilization of the business and banking communities to improve entrepreneurship and access to capital. (Partial list.) OTHER PROGRAM SERVICES 10: California Stewardship Network - Goal of the Project: The CSN has membership from 10 regions and has a two-part mission to (1) build a learning network to exchange promising practices, programs, and knowledge across regions in California; and (2) to provide a feedback mechanism between regions and the State of California. Major project partners: Redwood Coast Rural Action, Butte County Partners, Sierra Business Council, Sonoma County Business Environmental Alliance, Inland Empire EDC, Los Angeles EDC, San Diego Regional EDC, Morgan Family Foundation, Collaborative Economics, and Valley Vision. Financial support provided by: Morgan Family Foundation provides significant underwriting, augmented by a $1,000 membership paid by each region. Special note: Valley Vision serves as CSNs administrator and fiscal agent.Primary accomplishments in 2013: (1) CSN was the co-producer of Californias second Economic Summit in Los Angles, conducted in partnership with California Forward. Over 500 attendees participated with well over 30 representatives from the Sacramento Region; (2) developing a 6-point work plan to guide action; (3) hiring part-time staff to coordinate the affairs of CSN and build up its presence and diversify its funding base. Opportunity Areas in 2014: (1) Hosting the annual California Economic Summit in August in Sacramento with California Forward and (2) transitioning CSN to be a more independent entity, pending securing necessary funding support. OTHER PROGRAM SERVICES 11: OTHER PROGRAM SERVICES 12: The Connected Capital Area Broadband Consortium - Goal of the Project: Identify and coordinate strategic broadband investments in Sacramento, Sutter, Yolo and Yuba Counties aimed at improving broadband infrastructure, access and adoption.Major Project Partners: AT&T, Comcast, Winters Broadband, Frontier, Asian Resources, Sac State, City of Sacramento Economic Development Department, Yuba County, Yolo County, Sacramento Public Library, Folsom Cordova Unified School District, SACOG, SETA, SHRA, Sac Region Community Foundation, Mutual Housing California, The Stride Center, Yuba Community College District and Valley Vision. Financial support provided by: The Rural and Urban Regional Broadband Consortia Account of California Advanced Services Fund, a program administered by the California Public Utilities Commission. Additional business sponsorship support provided by AT&T and Comcast.Primary Accomplishments in 2013: (1) Conducted education and outreach effort targeting elected officials and community members to provide reliable data addressing community perceptions about wireless broadband technology; (2) leveraged assets and partners in communities with low adoption rates to increase broadband use; and (3) identified the appropriate long-term planning mechanism to properly vet broadband infrastructure priorities and give long-term visibility in local jurisdictions.Opportunity areas in 2014: (1) continue to advance public-private partnership conversations to improve broadband adoption and infrastructure investments to close the digital divide in rural and urban communities; (2) conduct and publish research showing the connection between broadband adoption and the reduction of pollution and greenhouse gasses. OTHER PROGRAM SERVICES 13: OTHER PROGRAM SERVICES 14:
Form 990, Part VI, Line 11b: Form 990 Review Process
THE CEO CIRCULATES AN ELECTRONIC COPY OF THE 990 TO THE FULL BOARD FOR COMMENT OR CORRECTIONS. CORRECTIONS ARE DUTIFULLY MADE PRIOR TO SUBMISSION.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
PRIOR TO HIRING OR PROMOTION ACTION, THE CHAIRPERSON OF THE BOARD AND THE EXECUTIVE COMMITTEE CONDUCT A MARKET STUDY OF CEO PAY BASED ON SCOPE AND PERFORMANCE
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
PRIOR TO HIRING OR PROMOTION ACTION, THE CEO CONDUCTS A MARKET STUDY OF SENIOR LEVEL PAY FOR KEY EMPLOYEES BASED ON SCOPE AND PERFORMANCE REQUIREMENTS.
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
VALLEY VISION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.