Civic Intelligence

Happy Valley Improvement Association Inc.

990EZ • Fiscal year 2023 • EIN 23-7321485

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 16, 2023

Organization ProfileN/A
PO Box 744Lafayette, CA 94549

(925) 283-2812

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.8%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$38,918

Down $4,001 (-9.3%) from 2021

Net Assets

Down

$38,918

Down $4,001 (-9.3%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$23,642

Up $4,520 (+24%) from 2021

Expenses

Up

$19,522

Up $7,079 (+57%) from 2021

Net Income

Down

$4,120

Down $2,559 (-38%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2021: $42,919Net Assets 2021: $42,9192021Assets 2023: $38,918Net Assets 2023: $38,9182023Assets 2024: $33,886Net Assets 2024: $33,8862024

Highlighted filing

2023

Assets$38,918
Liabilities-
Net Assets$38,918
Open 2023 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2021: $19,122Expenses 2021: $12,443Net Income 2021: $6,6792021Revenue 2023: $23,642Expenses 2023: $19,522Net Income 2023: $4,1202023Revenue 2024: $12,383Expenses 2024: $17,415Net Income 2024: -$5,0322024

Highlighted filing

2023

Revenue$23,642
Expenses$19,522
Net Income$4,120
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 16, 2023
Return Version
2022v5.0
Gross Receipts
$23,642
Mission and Program Overview

Mission

BEAUTIFICATION

Program Services

DescriptionGrantsExpenses
BEAUTIFICATION-$19,487
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK DUNWAYPresident-$0--
PEGGY LUCHEZISecretary-$0--
Greg MoellerTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Happy Valley Imp Association
EIN
23-7321485
Phone
9252832812
Address
PO Box 744, Lafayette, CA 94549

Signing Officer

Name
Greg Moeller
Title
Treasurer
Signed
2023-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Comyns Smith McCleary & Deaver LLP
Address
1777 Botelho Drive Suite 350, Walnut Creek, CA 94596
Preparer
Steven P Smith
Phone
9252991040
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $673”

Other Expenses.1

“Annual Mailing $7309”

Other Expenses.2

“Daffodil Bulbs $3850”

Other Expenses.3

“Vineyards $1596”

Other Expenses.4

“Triangle Flowers $1045”

Other Expenses.5

“Miscellaneous $941”

Other Expenses.6

“Welcome Baskets $604”

Other Expenses.7

“Dues and Subscriptions $592”

Other Expenses.8

“Daffodil Handouts $459”

Other Expenses.9

“PO Box $446”

Other Expenses.10

“Web Design $357”

Other Expenses.11

“Bank Charges $42”

Raw XML Appendix165 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017914
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019487
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt085525
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013669
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt085525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annual Mailing $7309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Daffodil Bulbs $3850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Vineyards $1596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Triangle Flowers $1045
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Welcome Baskets $604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dues and Subscriptions $592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Daffodil Handouts $459
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Web Design $357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Charges $42
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerPersonGrp/PhoneNum09252991040
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ReturnHeader/ReturnTs02023-11-16T10:29:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOELLER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,918
Liabilities
-
Net assets
$38,918
Revenue
$23,642
Expenses
$19,522
Net income
$4,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.9$33.9$12.4$17.4$5.03
2023Detailed filing. Detailed filing data is available for this year.$38.9$38.9$23.6$19.5$4.12
2021Detailed filing. Detailed filing data is available for this year.$42.9$42.9$19.1$12.4$6.68