Civic Intelligence

Happy Valley Elementary School Parent Club

990EZ • Fiscal year 2021 • EIN 31-1777497

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

3125 Branciforte DrSanta Cruz, CA 95065

(831) 429-1456

Siviq Scores

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

Liabilities / Assets

76th percentile

0.08x

Higher debt load relative to assets than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

93rd percentile

0.70x

Higher debt load relative to revenue than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

52nd percentile

6.8%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-78%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$269,910

Up $17,125 (+6.8%) from 2020

Net Assets

Up

$248,910

Up $23,125 (+10%) from 2020

Liabilities

Down

$21,000

Down $6,000 (-22%) from 2020

Revenue

Down

$29,803

Down $105,115 (-78%) from 2020

Expenses

Down

$6,678

Down $94,771 (-93%) from 2020

Net Income

Down

$23,125

Down $10,344 (-31%) from 2020

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

2021

Assets$269,910
Liabilities$21,000
Net Assets$248,910

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

2021

Revenue$29,803
Expenses$6,678
Net Income$23,125
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$32,928
Mission and Program Overview

Mission

Support school and students.

Program Services

DescriptionGrantsExpenses
ENHANCED CLASSROOM SUPPORT AND SUPPLIES FOR ALL CLASSROOMS, FOR OVER 100 STUDENTS. ENHANCED SCHOOL PROGRAMS INCLUDING LIFE LAB, LIBRARY, ART AND MUSIC. THERE WAS MINIMAL ON CAMPUS PROGRAMMING THIS YEAR DUE TO THE COVID PANDEMIC.$0$9,803
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSAY PATELCo-President-$0--
LAURA MURATACo-President-$0--
TRICIA THEODOSISCo-Vice President-$0--
KIRIN MCKENNACo-Vice President-$0--
MARTITA EMDETreasurer-$0--
HEATHER WILDERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$20,637-$1,210-
Total Events$20,637-$3,125$-3,125
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
Phone
8314291456
Signed
2022-05-16
Supplemental Narrative

Additional Explanations

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

Description: bank and merchant card fees. Amount: 1,157. Description: computer expenses. Amount: 754. Description: fees. Amount: 25. Description: bench. Amount: 2,142. Description: instructor fees. Amount: 2,600. Total to form 990-ez, line 16: 6,678.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deferred revenue. Beg. Of year amount: 27,000. End of year amount: 21,000.

Raw XML Appendix176 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08314291456
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03125 BRANCIFORTE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA CRUZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0252785
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0269910
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt032928
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt023125
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0252785
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0269910
IRS990EZ/GrossReceiptsAmt032928
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0225785
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0248910
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0225785
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0248910
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDSAY PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA MURATA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRICIA THEODOSIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIRIN MCKENNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARTITA EMDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HEATHER WILDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06678
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT SCHOOL AND STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENHANCED CLASSROOM SUPPORT AND SUPPLIES FOR ALL CLASSROOMS, FOR OVER 100 STUDENTS. ENHANCED SCHOOL PROGRAMS INCLUDING LIFE LAB, LIBRARY, ART AND MUSIC. THERE WAS MINIMAL ON CAMPUS PROGRAMMING THIS YEAR DUE TO THE COVID PANDEMIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09803
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt03125
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3125
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt027000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt021000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06678
IRS990EZ/TotalProgramServiceExpensesAmt09803
IRS990EZ/TotalRevenueAmt029803
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HAPPYVALLEYPARENTCLUB.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0120505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0105624
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100271
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0426185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036758
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0189541
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0615726
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032928
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0141534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0103615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0175155
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0162494
IRS990ScheduleA/Total509Grp/TotalAmt0615726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032928
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0141534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0103615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0175155
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0162494
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0615726
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020637
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020637
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03125
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0READ-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020637
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3125
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01915
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01915
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01210
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK AND MERCHANT CARD FEES. AMOUNT: 1,157. DESCRIPTION: COMPUTER EXPENSES. AMOUNT: 754. DESCRIPTION: FEES. AMOUNT: 25. DESCRIPTION: BENCH. AMOUNT: 2,142. DESCRIPTION: INSTRUCTOR FEES. AMOUNT: 2,600. TOTAL TO FORM 990-EZ, LINE 16: 6,678.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 27,000. END OF YEAR AMOUNT: 21,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTITA EMDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08314291456
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAPPY VALLEY ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT CLUB
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0311777497
ReturnHeader/Filer/PhoneNum08314291456
ReturnHeader/Filer/USAddress/AddressLine1Txt03125 BRANCIFORTE DR
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095065
ReturnHeader/ReturnTs02022-05-16T13:17:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARTITA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EMDE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings