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Nonprofit · EIN 88-2629532

VALLEY OF THE SACRED HEART

Tax-exempt · DIXON, CA 95620

Financials

$2.3M$430K2022$1.6M$524K2023$568K$599K2024$268K$533K2024$864K$596K2025
Revenue Expenses · by fiscal year end
Financials of VALLEY OF THE SACRED HEART by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990$863,971$595,655$268,316$3,097,021$0$3,097,021
June 30, 2025990$267,884$533,086-$265,202$2,595,053$0$2,595,053
December 31, 2024990$567,895$599,445-$31,550$2,828,705$0$2,828,705
December 31, 2023990$1,564,122$523,833$1,040,289$2,860,255$0$2,860,255
December 31, 2022990 (amended)$2,250,385$430,419$1,819,966$1,819,966$0$1,819,966
Financial details: 990 for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$764,181
of which government grants
$118,811
Membership dues
$428,711
Program service revenue
$0
Investment income
$99,790
Net gain from sales of assets
-$36
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Other salaries and wages
$398,567
Salaries, compensation and benefits (total)
$431,649
Professional fundraising fees
$0
Legal fees
$4,725
Occupancy
$11,000
Travel
$3,728
Program services (functional)
$497,180
Management and general (functional)
$60,419
Fundraising (functional)
$38,056

Balance sheet and other

Total assets, start of year
$2,828,705
Total assets, end of year
$3,097,021
Total liabilities, end of year
$0
Net assets, end of year
$3,097,021
Land, buildings and equipment
$220,000
Publicly traded securities
$2,616,640
Net assets without donor restrictions
$3,097,021
Gross receipts
$883,264
Employees
0
Year formed
2022
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
CHRISTEN SIMPSONPresident
Officer
0$0
TERRI JO HEYNENTreasurer
Officer
0$0
COURTNEY EVANSSecretary
Officer
0$0
990 for the year ended June 30, 2025: 3 people
NameTitleHours / weekCompensation
CHRISTEN SIMPSONPresident
Officer
0$0
TERRI JO HEYNENTreasurer
Officer
0$0
COURTNEY EVANSSecretary
Officer
0$0
990 for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
CHRISTEN SIMPSONPresident
Officer
0$0
TERRI JO HEYNENTreasurer
Officer
0$0
COURTNEY EVANSSecretary
Officer
0$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CHRISTEN SIMPSONPresident
Officer
0$0
TERRI JO HEYNENTreasurer
Officer
0$0
COURTNEY EVANSSecretary
Officer
0$0
990 for the year ended December 31, 2022: 3 people
NameTitleHours / weekCompensation
CHRISTEN SIMPSONPresident
Officer
0$0
TERRI JO HEYNENTreasurer
Officer
0$0
COURTNEY EVANSSecretary
Officer
0$0

Address and contacts

Address (IRS master file)
210 PETERS AVE, DIXON, CA 95620-3346
In care of
% CHRISTEN SIMPSON
Principal officer (990 for 2025)
CHRISTEN SIMPSON, 210 PETERS AVE, DIXON, CA 95620
Signed the 990
CHRISTEN SIMPSON, President
Phone
(530) 574-0804
Return prepared by
TAXES N BOOKS INC

California records

California keeps its own records of charities and corporations. Search them by EIN 88-2629532 or by the name VALLEY OF THE SACRED HEART.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

Valley of the Sacred Heart Academy provides a rich Catholic environment that is rooted in the principles of Montessori and Classical education while igniting a childs love for God. The Montessori Elementary and Chesterton Academy work to meet the spiritual and educational needs of children and their families

990 for the year ended June 30, 2026

Program accomplishments

  • Valley of the Sacred Heart Academy provides a rich Catholic environment that is rooted in the principles of Montessori and Classical education while igniting a childs love for God. The Montessori Elementary and Chesterton Academy work to meet the spiritual and educational needs of children and their families
    Expenses $497,180

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990 on file
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024Check at the IRS

IRS record

EIN
88-2629532
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2023
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B20)
Assets (IRS master file)
$3,097,021
Income (IRS master file)
$883,264

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2026$863,971$595,655$3,097,021XML
990-TJune 2026–––IRS
990June 2025$267,884$533,086$2,595,053XML
990December 2024$567,895$599,445$2,828,705IRS
990December 2023$1,564,122$523,833$2,860,255XML
990December 2022$2,250,385$430,419$1,819,966IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 88-2629532).

Questions about VALLEY OF THE SACRED HEART

What is the EIN of VALLEY OF THE SACRED HEART?
The employer identification number (EIN) of VALLEY OF THE SACRED HEART is 88-2629532.
Is VALLEY OF THE SACRED HEART tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to VALLEY OF THE SACRED HEART tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does VALLEY OF THE SACRED HEART file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of VALLEY OF THE SACRED HEART due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did VALLEY OF THE SACRED HEART last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2026.
Who is the principal officer of VALLEY OF THE SACRED HEART?
The 990 for the year ended June 30, 2026 names CHRISTEN SIMPSON.
Who are the officers and directors of VALLEY OF THE SACRED HEART?
The 990 for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does VALLEY OF THE SACRED HEART have?
On its 990 for the year ended June 30, 2026 it reported revenue of $863,971, expenses of $595,655 and total assets of $3,097,021 at year end.

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