Civic Intelligence

Happy Valley Elementary School

EIN 31-1777497 • 501(c)3 • Santa Cruz, CA

Profile

To support happy valley elementary school and its students.

3125 Branciforte DrSanta Cruz, CA 95065

www.happyvalleyparentclub.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.15x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-27%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-9.9%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-23%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$215,964

Down $23,716 (-9.9%) from 2023

Liabilities

Down

$12,000

Down $3,000 (-20%) from 2023

Net Assets

Down

$203,964

Down $20,716 (-9.2%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin20th percentile

Revenue

Down

$80,598

Down $23,720 (-23%) from 2023

Expenses

Down

$102,197

Down $13,381 (-12%) from 2023

Net Income

Down

-$21,599

Down $10,339 (-92%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2014: $138,499Liabilities 2014: $0Net Assets 2014: $138,4992014Assets 2015: $188,589Liabilities 2015: $0Net Assets 2015: $188,5892015Assets 2016: $203,320Liabilities 2016: $0Net Assets 2016: $203,3202016Assets 2017: $225,622Liabilities 2017: $0Net Assets 2017: $225,6222017Assets 2018: $262,945Liabilities 2018: $27,000Net Assets 2018: $235,9452018Assets 2019: $213,316Liabilities 2019: $21,000Net Assets 2019: $192,3162019Assets 2020: $252,785Liabilities 2020: $27,000Net Assets 2020: $225,7852020Assets 2021: $269,910Liabilities 2021: $21,000Net Assets 2021: $248,9102021Assets 2022: $253,940Liabilities 2022: $18,000Net Assets 2022: $235,9402022Assets 2023: $239,680Liabilities 2023: $15,000Net Assets 2023: $224,6802023Assets 2024: $215,964Liabilities 2024: $12,000Net Assets 2024: $203,9642024

Highlighted filing

2024

Assets$215,964
Liabilities$12,000
Net Assets$203,964
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2014: $101,277Expenses 2014: $129,636Net Income 2014: -$28,3592014Revenue 2015: $141,216Expenses 2015: $91,126Net Income 2015: $50,0902015Revenue 2016: $110,050Expenses 2016: $95,319Net Income 2016: $14,7312016Revenue 2017: $149,081Expenses 2017: $126,779Net Income 2017: $22,3022017Revenue 2018: $166,542Expenses 2018: $156,219Net Income 2018: $10,3232018Revenue 2019: $99,108Expenses 2019: $142,737Net Income 2019: -$43,6292019Revenue 2020: $134,918Expenses 2020: $101,449Net Income 2020: $33,4692020Revenue 2021: $29,803Expenses 2021: $6,678Net Income 2021: $23,1252021Revenue 2022: $80,527Expenses 2022: $93,497Net Income 2022: -$12,9702022Revenue 2023: $104,318Expenses 2023: $115,578Net Income 2023: -$11,2602023Revenue 2024: $80,598Expenses 2024: $102,197Net Income 2024: -$21,5992024

Highlighted filing

2024

Revenue$80,598
Expenses$102,197
Net Income-$21,599
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,964
Liabilities
$12,000
Net assets
$203,964
Revenue
$80,598
Expenses
$102,197
Net income
-$21,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.12$2.04$0.81$1.02$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.40$0.15$2.25$1.04$1.16$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.18$2.36$0.81$0.93$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.21$2.49$0.30$0.07$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.53$0.27$2.26$1.35$1.01$0.33
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.21$1.92$0.99$1.43$0.44
2018Detailed filing. Detailed filing data is available for this year.$2.63$0.27$2.36$1.67$1.56$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$1.49$1.27$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$1.10$0.95$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.41$0.91$0.50
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.01$1.30$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$92,448
Mission and Program Overview

Mission

Support school and students.

To support happy valley elementary school and its students.

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT PROGRAMS INCLUDING ART AND MUSIC, GARDEN, AND LIBRARY.-$102,197
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANETTE WALKERPresidentPT$0--
TRICIA THEODOSISVice PresidentPT$0--
MARTITA EMDETreasurerPT$0--
LINDSAY PATELSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Redwoods Gala$33,324$31,824$1,245$30,579
Read-a-thon$31,140-$1,131-
Total Events$64,464$31,824$11,850$19,974
Filing and Contact Details

Filer

Filer Name
Happy Valley Elementary School
EIN
31-1777497
Phone
8314291456
Address
3125 BRANCIFORTE DR, SANTA CRUZ, CA 95065

Signing Officer

Name
Martita Emde
Title
Treasurer
Signed
2025-05-14
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: HAPPY VALLEY SCHOOL | Donee's Address: 3125 BRANCIFORTE DR SANTA CRUZ CA 95065 | Cash Amount Given: $65328”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: COMMUNITY FOUNDATION SC COUNTY | Donee's Address: 7807 SOQUEL DR APTOS CA 95003 | Cash Amount Given: $20000”

Other Expenses.1003

“Information Technology $3231”

Other Expenses.1012

“Insurance $170”

Other Expenses.1

“Repairs and maintenance $6533”

Other Expenses.2

“SHADE STRUCTURE $2621”

Other Expenses.3

“BANK AND MERCHANT $1597”

Other Expenses.4

“SPIRIT MERCHANDISE $1116”

Other Expenses.5

“Food and refreshments $775”

Other Expenses.6

“SUPPLIES $586”

Other Expenses.7

“FEES $182”

Other Expenses.8

“GIFTS AND PRIZES $58”

Total Liabilities.1003

“Deferred Revenue - Beginning $15000 Deferred Revenue - Ending $12000”

Raw XML Appendix192 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.

Path#Value
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0883
IRS990EZ/OtherExpensesTotalAmt016869
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0102197
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: HAPPY VALLEY SCHOOL | Donee's Address: 3125 BRANCIFORTE DR SANTA CRUZ CA 95065 | Cash Amount Given: $65328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: COMMUNITY FOUNDATION SC COUNTY | Donee's Address: 7807 SOQUEL DR APTOS CA 95003 | Cash Amount Given: $20000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REPAIRS AND MAINTENANCE $6533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SHADE STRUCTURE $2621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK AND MERCHANT $1597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SPIRIT MERCHANDISE $1116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FOOD AND REFRESHMENTS $775
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTITA EMDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAPPY VALLEY ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT CLUB
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0311777497
ReturnHeader/Filer/PhoneNum08314291456
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ReturnHeader/Filer/USAddress/ZIPCd095065
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ReturnHeader/ReturnTs02025-05-14T09:25:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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