Valley Wealth Alliance
Public records show a registered, tax-exempt organization in good standing.
What it says it does
Valley Wealth Alliance is a 501c3 nonprofit organization committed to promoting financial literacy economic empowerment and career readiness. The organization provides educational programs workshops and resources designed to equip youth and adults with essential financial knowledge and skills necessary for financial independence and long-term economic success. Through these programs Valley Wealth Alliance serves individuals and families particularly those in underserved communities by empowering them with financial tools and education to achieve economic stability and success. Our mission is to create a financially literate community where individuals can make informed financial decisions build generational wealth and contribute positively to the economy.
- Income
- $143,521
- Spending
- $115,702
- Reserves
- 2.9 months of spending
- Largest source of income
- donations and private grants, 51%
- Highest pay
- $43,037, instructor
Source: Form 990EZ for the year ending December 31, 2023, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990EZ for the year ending December 31, 2023, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
This organization files the short tax form, which does not ask about boards, policies or audits. That is normal for a small charity and is not a mark against it.
Source: Form 990EZ for the year ending December 31, 2023, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- $57,147 spent. Youth Financial Literacy Programs K-12 Valley Wealth Alliance provided comprehensive financial education to students across elementary middle and high school levels equipping them with fundamental financial skills such as budgeting saving investing and responsible credit use. Through interactive workshops hands-on activities and real-world financial simulations students gained essential knowledge to make informed financial decisions. In 2023 the program served approximately 300 students across multiple schools and community organizations. The curriculum incorporated Pennsylvania Department of Education financial literacy standards ensuring age-appropriate engaging content that met educational benchmarks. The program was supported by community partnerships and in-kind donations which helped maximize outreach and impact.
- $44,647 spent. The College & Career Readiness Program provided high school students with guidance in financial planning career exploration and post-secondary education preparation. Students learned essential skills such as scholarship application strategies budgeting for college understanding student loans and career decision-making based on financial considerations. In 2023 over 200 high school students across three Allentown high schools-William Allen High School Dieruff High School and Building 21-participated in the program. Students engaged in workshops one-on-one counseling sessions and financial planning simulations to develop a clear roadmap for their future. This program was instrumental in preparing students for life after high school empowering them with knowledge to make informed financial and career choices.
- $26,298 spent. The credit establishment & wealth-building program was designed to support young adults ages 18+ in establishing and managing their credit responsibly with the long-term goal of building wealth and achieving financial stability. The program included workshops on credit fundamentals secured credit card funding assistance and six months of individual credit monitoring and coaching. In 2023 the program successfully assisted 8 young adults in establishing credit with a 100% success rate in credit score improvement. Participants received funding to open secured credit cards learned how to maintain low credit utilization and were guided on best practices to increase their credit scores over time. The programs success has reinforced the importance of early credit education and responsible financial management in young adults financial journeys.
Source: Form 990EZ for the year ending December 31, 2023, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since June 2021.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.