Valley Settlement
Donations deductibleValley Settlement's network
11 people7 organisationsi11 people and 7 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (11). Violet dotted lines (7) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
11 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 11 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| ANA Soler | Vice President | 2020 | 6 yrs |
| Claire Noone | Company secretary | 2020 | 6 yrs |
| Doug Jones | Director | 2022 | 4 yrs |
| Jamie Montgomery Helzberg (also filed as Jamie Helzberg) | Director | 2018 | 8 yrs |
| Jon-Paul Bianchi | Director | 2020 | 6 yrs |
| Patti Stranahan | Director | 2018 | 8 yrs |
| Paula Losada Nickell (also filed as Paula Nickell) | President | 2018 | 8 yrs |
| Robert Stein (also filed as Rob Stein) | Director | 2018 | 8 yrs |
| Susie Meraz | Treasurer | 2023 | 3 yrs |
| Tina Avarez | Director | 2024 | 2 yrs |
| Zulema Gomez | Director | 2023 | 3 yrs |
Officers and senior leadership
12 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Alejandro Sanchez | Former Executive Director | since 2019 |
| Dr Doug Jones | Treasurer | since 2019 |
| Elaine Gantz Berman | Vice President | since 2019 |
| Elaine Grossman | Director of Strategic Partnerships | since 2018 |
| Jamie Montgomery Helzberg | Company secretary | 2020 |
| Jon Fox-Rubin | Executive Director (Term End 03/19) | since 2018 |
| Kenia Pinela Marioni | Director of Programs & Innovation | since 2023 |
| Maria Tarajano Rodman | Executive Director | since 2022 |
| Morgan Jacober | Program Director | since 2018 |
| Paula Losada Nickell | President | since 2019 |
| Sarah Boughton | Director of Development & | since 2022 |
| Tracy Bethell | Interim Executive Director/Director of Finance | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Maria Tarajano Rodman | Executive Director | 40 | $249k | ||
| Tracy Bethell | Director of Finance & Oper | 40 | $170k | ||
| Kenia Pinela Marioni | Director of Programs & Inn | 40 | $157k | ||
| Sarah Boughton | Director of Development & | 40 | $126k | ||
| Paula Losada Nickell | President | 10 | $0 | ||
| Ana Soler | Vice President | 10 | $0 | ||
| Susie Meraz | Treasurer | 10 | $0 | ||
| Claire Noone | Secretary | 10 | $0 | ||
| Tina Avarez | Director | 5 | $0 | ||
| Jon-Paul Bianchi | Director | 5 | $0 | ||
| Zulema Gomez | Director | 5 | $0 | ||
| Doug Jones | Director | 5 | $0 | ||
| Rob Stein | Director | 5 | $0 | ||
| Jamie Montgomery Helzberg | Director | 5 | $0 | ||
| Patti Stranahan | Director | 5 | $0 |
Colorado roster
17 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20253035184). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Claire Noone | Secretary |
| Maria Tarajano Rodman | Executive Director |
| Paula Losada Nickell | President |
| Dr. Doug Jones | Director |
| Robert Stein | Treasurer |
| Jamie Montgomery Helzberg | Director |
| Sarah Boughton | Director of Development & Communications |
| Zulema Gomez | Director |
| Susie Meraz | Director |
| Paula Losada Nickell | Interim President |
| Jon-Paul Bianchi | Director |
| Kenia Pinela Marioni | Director of Programs & Innovation |
| Tina Alvarez | Director |
| Patti Stranahan | Director |
| Tracy Bethell | |
| Ana Soler | Director |
| Tracy Bethell | Director of Finance & Operations |
About
- Legal name
- Valley Settlement
- EIN
- 812401368
- Address
- 1560 Main St, Silt, CO, 81652-8737
- State
- Colorado
- Mission
- Valley settlement's mission is to work with families in early childhood and adult education so children and families can thrive. Valley settlement offers six two-generation programs to increase access to early childhood and adult education, address maternal mental health, build leadership skills, and connect individuals and families with critical resources to address education, health... (as filed on the Form 990)
- Activity (NTEE)
- B90 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 7 (IRS master file code)
- Formed
- 2016
- Principal officer
- Susie Meraz (as named on the Form 990)
- IRS ruling date
- 1 June 2016
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsJamie Montgomery Helzberg
≥8years on the filingsPatti Stranahan
≥8years on the filingsPaula Losada Nickell
≥8years on the filingsRobert Stein
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $7.4m
- Total liabilities
- $446k
- Net assets or fund balances
- $6.9m
- Contributions and grants received
- $4.1m
- Program service revenue
- $177k
- Grants and similar paid out
- $102k
- Employees
- 44
- Volunteers
- 52
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $4.4m | $4.1m | $356k |
As filed on the IRS Form 990. US dollars.
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Valley Settlement likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Colorado Secretary of State (CDOS), business entities (data.colorado.gov 4ykn-tg5h). Licence: public domain. Data last fetched 18 October 2026.
- State
- Colorado
- Entity type
- nonprofit corporation
- Status
- Good Standing
- Formed
- 26 April 2016
- Registered agent
- Valley Settlement (city and state not held)
This register does not publish officers or directors.