Civic Intelligence

Happy Valley Elementary School Parent Club

990EZ • Fiscal year 2022 • EIN 31-1777497

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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

77th percentile

0.07x

Higher debt load relative to assets than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

0.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

36th percentile

-5.9%

Faster asset growth than 36% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

90th percentile

170%

Faster revenue growth than 90% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$253,940

Down $15,970 (-5.9%) from 2021

Net Assets

Down

$235,940

Down $12,970 (-5.2%) from 2021

Liabilities

Down

$18,000

Down $3,000 (-14%) from 2021

Revenue

Up

$80,527

Up $50,724 (+170%) from 2021

Expenses

Up

$93,497

Up $86,819 (+1300%) from 2021

Net Income

Down

-$12,970

Down $36,095 (-156%) from 2021

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

2022

Assets$253,940
Liabilities$18,000
Net Assets$235,940

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

2022

Revenue$80,527
Expenses$93,497
Net Income-$12,970
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.1
Gross Receipts
$83,259
Mission and Program Overview

Mission

Support school and students.

To support students at happy valley elementary school.

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT PROGRAMS INCLUDING ART AND MUSIC, LIBRARY AND GARDEN.$86,732$93,497
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIRIN MCKENNAPresident-$0--
LAURA MURATAPresident-$0--
TRICIA THEODOSISVice President-$0--
JESSICA SHUGARTVice President-$0--
JANETTE WALKERSecretary-$0--
MARTITA EMDETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$27,435-$1,149-
Open House$5,043$5,043-$5,043
Total Events$32,478$5,043$2,732$2,311
Filing and Contact Details

Filer

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

Signing Officer

Name
Martita Emde
Title
Treasurer
Signed
2023-05-15
Supplemental Narrative

Additional Explanations

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

| Donee's Name: HAPPY VALLEY ELEMENTARY SCHOOL | Donee's Address: 3125 BRANCIFORTE DR SANTA CRUZ CA 95065 | Cash Amount Given: $86732

Other Expenses.1

Merchandise printing $2975

Other Expenses.2

SOFTWARE $1888

Other Expenses.3

Bank and merchant fees $1353

Other Expenses.4

Printing and postage $309

Other Expenses.5

Teacher appreciation $165

Other Expenses.6

FEES $75

Total Liabilities.1003

Deferred Revenue - Beginning $21000 Deferred Revenue - Ending $18000

Raw XML Appendix193 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: HAPPY VALLEY ELEMENTARY SCHOOL | Donee's Address: 3125 BRANCIFORTE DR SANTA CRUZ CA 95065 | Cash Amount Given: $86732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MERCHANDISE PRINTING $2975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOFTWARE $1888
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRINTING AND POSTAGE $309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER APPRECIATION $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FEES $75
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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ReturnHeader/Filer/EIN0311777497
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ReturnHeader/ReturnTs02023-05-15T14:02:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARTITA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EMDE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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