Civic Intelligence

Happy Valley Elementary School Parent Club

990EZ • Fiscal year 2015 • EIN 31-1777497

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 21, 2015

3125 Branciforte DriveSanta Cruz, CA 95065-9661

(831) 429-1456

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

39%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$188,589

Up $50,090 (+36%) from 2014

Net Assets

Up

$188,589

Up $50,090 (+36%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$141,216

Up $39,939 (+39%) from 2014

Expenses

Down

$91,126

Down $38,510 (-30%) from 2014

Net Income

Up

$50,090

Up $78,449 (+277%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$188,589
Liabilities$0
Net Assets$188,589

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$141,216
Expenses$91,126
Net Income$50,090
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 21, 2015
Return Version
2014v5.0
Gross Receipts
$152,463
Mission and Program Overview

Mission

Support school and students.

Program Services

DescriptionGrantsExpenses
ENHANCED CLASSROOM SUPPORT AND SUPPLIES FOR ALL CLASSROOMS +/- 130 STUDENTS, ENHANCED SCHOOL PROGRAMS INCLUDING LIFE LAB, LIBRARY, READING CENTER$60,000$60,000
ARTS ALIVE PROGRAM FOR STUDENTS$0$18,812
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER WHITECo-PresidentPT$0--
DEBRA FINFERCo-PresidentPT$0--
SHAENA STRUBINGVice President-$0--
ANNETTE OLSONSecretary-$0--
EVERETT MEISSERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Redwoods$25,955$25,955$405$25,550
Community Bbq$24,555$24,555$3,049$21,506
Total Events$56,042$56,042$11,247$44,795
Filing and Contact Details

Filer

Filer Name
Happy Valley Elementary Parent Club
EIN
31-1777497
Phone
8314291456
Address
3125 BRANCIFORTE DRIVE, SANTA CRUZ, CA 95065-9661

Signing Officer

Name
Jennifer White
Title
Co-president
Phone
8314260855
Signed
2015-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Meisser & Seales Llp
Address
125 WATER ST SUITE C, SANTA CRUZ, CA 95060
Preparer
Everett Meisser Jr CPA Mba
Phone
8314581600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest. Amount: 7.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: school support. Grantee name: happy valley elementary school. Grantee address: 3125 branciforte dr santa cruz, ca 95065. Grantee relationship: elementary school. Date of gift: 07/09/14. Amount given: 60,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: endowment fund. Grantee name: community foundation of santa cruz county. Grantee address: 7807 soquel drive aptos, ca 95003. Grantee relationship: school endowment fund. Date of gift: 07/09/14. Amount given: 6,409.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: endowment fund. Grantee name: community foundation of santa cruz county. Grantee address: 7807 soquel drive aptos, ca 95003. Grantee relationship: school endowment fund. Date of gift: 06/30/15. Amount given: 880. Total included on form 990-ez, line 10: 67,289.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank & merchant card fees. Amount: 1,281. Description: insurance. Amount: 277. Description: arts alive. Amount: 18,813. Description: yearbook. Amount: 1,408. Description: outside services. Amount: 1,507. Description: copying & printing. Amount: 111. Description: supplies. Amount: 380. Description: misc. Amount: 60. Total to form 990-ez, line 16: 23,837.

Raw XML Appendix221 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/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023837
IRS990EZ/OtherRevenueTotalAmt07
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT SCHOOL AND STUDENTS.
IRS990EZ/ProgramServiceRevenueAmt024079
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ARTS ALIVE PROGRAM FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt060000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118812
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HAPPYVALLEYPARENTCLUB.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt072370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038617
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt072126
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IRS990ScheduleA/InvestmentIncomeCYPct00.00010
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IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleA/PublicSupportTotal509Amt0642808
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOOL SUPPORT. GRANTEE NAME: HAPPY VALLEY ELEMENTARY SCHOOL. GRANTEE ADDRESS: 3125 BRANCIFORTE DR SANTA CRUZ, CA 95065. GRANTEE RELATIONSHIP: ELEMENTARY SCHOOL. DATE OF GIFT: 07/09/14. AMOUNT GIVEN: 60,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: ENDOWMENT FUND. GRANTEE NAME: COMMUNITY FOUNDATION OF SANTA CRUZ COUNTY. GRANTEE ADDRESS: 7807 SOQUEL DRIVE APTOS, CA 95003. GRANTEE RELATIONSHIP: SCHOOL ENDOWMENT FUND. DATE OF GIFT: 07/09/14. AMOUNT GIVEN: 6,409.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: ENDOWMENT FUND. GRANTEE NAME: COMMUNITY FOUNDATION OF SANTA CRUZ COUNTY. GRANTEE ADDRESS: 7807 SOQUEL DRIVE APTOS, CA 95003. GRANTEE RELATIONSHIP: SCHOOL ENDOWMENT FUND. DATE OF GIFT: 06/30/15. AMOUNT GIVEN: 880. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 67,289.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: BANK & MERCHANT CARD FEES. AMOUNT: 1,281. DESCRIPTION: INSURANCE. AMOUNT: 277. DESCRIPTION: ARTS ALIVE. AMOUNT: 18,813. DESCRIPTION: YEARBOOK. AMOUNT: 1,408. DESCRIPTION: OUTSIDE SERVICES. AMOUNT: 1,507. DESCRIPTION: COPYING & PRINTING. AMOUNT: 111. DESCRIPTION: SUPPLIES. AMOUNT: 380. DESCRIPTION: MISC. AMOUNT: 60. TOTAL TO FORM 990-EZ, LINE 16: 23,837.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08314260855
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAPPY VALLEY ELEMENTARY PARENT CLUB
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0311777497
ReturnHeader/Filer/PhoneNum08314291456
ReturnHeader/Filer/USAddress/AddressLine1Txt03125 BRANCIFORTE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0950659661
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841723632
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEISSER & SEALES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 WATER ST SUITE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA CRUZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095060
ReturnHeader/PreparerPersonGrp/PhoneNum08314581600
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EVERETT MEISSER JR CPA MBA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-20T17:13:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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