Civic Intelligence

Happy Valley Community Foundation

990EZ • Fiscal year 2014 • EIN 68-0294279

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 31, 2015

5400 Happy Valley Rd 5Anderson, CA 96007

(530) 357-5411

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

12th percentile

-27%

Higher net margin than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

39th percentile

-2.5%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-45%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$137,527

Down $3,545 (-2.5%) from 2013

Net Assets

Down

$137,527

Down $3,545 (-2.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$12,992

Down $10,729 (-45%) from 2013

Expenses

Down

$16,537

Down $1,113 (-6.3%) from 2013

Net Income

Down

-$3,545

Down $9,616 (-158%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2011: $134,811Liabilities 2011: $0Net Assets 2011: $134,8112011Assets 2012: $135,001Liabilities 2012: $0Net Assets 2012: $135,0012012Assets 2013: $141,072Liabilities 2013: $0Net Assets 2013: $141,0722013Assets 2014: $137,527Liabilities 2014: $0Net Assets 2014: $137,5272014Assets 2015: $135,938Liabilities 2015: $0Net Assets 2015: $135,9382015Assets 2016: $139,875Liabilities 2016: $0Net Assets 2016: $139,8752016Assets 2017: $107,565Liabilities 2017: $99,404Net Assets 2017: $8,1612017Assets 2018: $91,723Liabilities 2018: $95,337Net Assets 2018: -$3,6142018Assets 2019: $101,949Liabilities 2019: $92,322Net Assets 2019: $9,6272019Assets 2020: $106,484Liabilities 2020: $96,729Net Assets 2020: $9,7552020Assets 2021: $135,345Liabilities 2021: $99,286Net Assets 2021: $36,0592021Assets 2022: $115,705Liabilities 2022: $86,598Net Assets 2022: $29,1072022Assets 2023: $112,453Liabilities 2023: $81,253Net Assets 2023: $31,2002023Assets 2024: $121,321Liabilities 2024: $75,798Net Assets 2024: $45,5232024Assets 2025: $105,795Liabilities 2025: $65,622Net Assets 2025: $40,1732025

Highlighted filing

2014

Assets$137,527
Liabilities$0
Net Assets$137,527

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $15,935Expenses 2011: $48,513Net Income 2011: -$32,5782011Revenue 2012: $19,846Expenses 2012: $19,656Net Income 2012: $1902012Revenue 2013: $23,721Expenses 2013: $17,650Net Income 2013: $6,0712013Revenue 2014: $12,992Expenses 2014: $16,537Net Income 2014: -$3,5452014Revenue 2015: $15,436Expenses 2015: $17,025Net Income 2015: -$1,5892015Revenue 2016: $22,624Expenses 2016: $18,687Net Income 2016: $3,9372016Revenue 2017: $13,949Expenses 2017: $17,620Net Income 2017: -$3,6712017Revenue 2018: $22,421Expenses 2018: $18,577Net Income 2018: $3,8442018Revenue 2019: $45,408Expenses 2019: $32,167Net Income 2019: $13,2412019Revenue 2020: $30,102Expenses 2020: $29,974Net Income 2020: $1282020Revenue 2021: $52,790Expenses 2021: $28,210Net Income 2021: $24,5802021Revenue 2022: $23,815Expenses 2022: $30,767Net Income 2022: -$6,9522022Revenue 2023: $41,885Expenses 2023: $39,792Net Income 2023: $2,0932023Revenue 2024: $49,884Expenses 2024: $35,561Net Income 2024: $14,3232024Revenue 2025: $48,908Expenses 2025: $54,258Net Income 2025: -$5,3502025

Highlighted filing

2014

Revenue$12,992
Expenses$16,537
Net Income-$3,545
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 31, 2015
Return Version
2014v5.0
Gross Receipts
$33,476
Mission and Program Overview

Mission

COMMUNITY FOUNDATION

Program Services

DescriptionGrantsExpenses
HOLD ANNUAL STRAWBERRY FESTIVAL FUNDRAISER PROCEEDS ARE USED TO DISTRIBUTE GRANTS TO LOCAL ORGANIZATIONS AND FOR COMMUNITY CENTER UPKEEP-$20,484
PROVIDE COMMUNITY CENTER BUILDING AND UPKEEP FOR COMMUNITY EVENTS AND MEETINGS-$7,455
ACT AS A FISCAL AGENT FOR LOCAL COMMUNITY ORGANIZATIONS PRIDE DAY HAPPY VALLEY PARK COMMITTEE AND FOR OTHER COMMMUNITY GRANTS AS NEEDED-$310
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK MUSEPresidentPT$0--
MARLENE CARMICHAELTreasurerPT$0--
DENNIS POSSEHNSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Strawberry$31,700$31,700$5,358$26,342
Total Events$31,700$31,700$20,484$11,216
Filing and Contact Details

Filer

Filer Name
Happy Valley Community Foundation
EIN
68-0294279
Address
5400 HAPPY VALLEY RD 5, ANDERSON, CA 96007

Signing Officer

Name
Frank Muse
Title
President
Phone
5303575411
Signed
2015-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Hands On Taxes
Address
2600 Balls Ferry Rd Ste 3, ANDERSON, CA 96007
Preparer
Tammy Hand
Phone
5303782854
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Grantee west valley school street 3805 happy valley rd city, state, zip cottonwood, ca 96022amount 304grantee explorer program street 1313 california st city, state, zip redding, ca 96001amount 2,000grantee happy valley cementary street oak st city, state, zip anderson, ca 96007grantee happy valley youth street palm ave city, state, zip anderson, ca 96007

Description of other expenses Part I line 16

Description amountbank charges 569meeting expense 1,800internet 138insurance 2,051supplies 310membership dues 210

Description of other assets Part II line 24

Category beginning of year end of yearcomputer hardware 855 855

Raw XML Appendix155 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/PersonNm0FRANK MUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARLENE CARMICHAEL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0855
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IRS990EZ/OtherExpensesTotalAmt05078
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOLD ANNUAL STRAWBERRY FESTIVAL FUNDRAISER PROCEEDS ARE USED TO DISTRIBUTE GRANTS TO LOCAL ORGANIZATIONS AND FOR COMMUNITY CENTER UPKEEP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE COMMUNITY CENTER BUILDING AND UPKEEP FOR COMMUNITY EVENTS AND MEETINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ACT AS A FISCAL AGENT FOR LOCAL COMMUNITY ORGANIZATIONS PRIDE DAY HAPPY VALLEY PARK COMMITTEE AND FOR OTHER COMMMUNITY GRANTS AS NEEDED
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01760
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014361
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTEE WEST VALLEY SCHOOL STREET 3805 HAPPY VALLEY RD CITY, STATE, ZIP COTTONWOOD, CA 96022AMOUNT 304GRANTEE EXPLORER PROGRAM STREET 1313 CALIFORNIA ST CITY, STATE, ZIP REDDING, CA 96001AMOUNT 2,000GRANTEE HAPPY VALLEY CEMENTARY STREET OAK ST CITY, STATE, ZIP ANDERSON, CA 96007GRANTEE HAPPY VALLEY YOUTH STREET PALM AVE CITY, STATE, ZIP ANDERSON, CA 96007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK CHARGES 569MEETING EXPENSE 1,800INTERNET 138INSURANCE 2,051SUPPLIES 310MEMBERSHIP DUES 210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARCOMPUTER HARDWARE 855 855
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK MUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05303575411
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAPPY VALLEY COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0680294279
ReturnHeader/Filer/USAddress/AddressLine1Txt05400 HAPPY VALLEY RD 5
ReturnHeader/Filer/USAddress/CityNm0ANDERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096007
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANDERSON
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096007
ReturnHeader/PreparerPersonGrp/PhoneNum05303782854
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tammy Hand
ReturnHeader/ReturnTs02015-08-31T17:21:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$0.66$0.40$0.49$0.54$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.76$0.46$0.50$0.36$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.81$0.31$0.42$0.40$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.87$0.29$0.24$0.31$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.99$0.36$0.53$0.28$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.97$0.10$0.30$0.30$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.92$0.10$0.45$0.32$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.95$0.04$0.22$0.19$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.99$0.08$0.14$0.18$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.23$0.19$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.15$0.17$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.13$0.17$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.24$0.18$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$0.20$0.20$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$0.16$0.49$0.33