Civic Intelligence

Happy Valley Community Foundation

990EZ • Fiscal year 2015 • EIN 68-0294279

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 09, 2016

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.

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

23rd percentile

-10%

Higher net margin than 23% 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

43rd percentile

-1.2%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

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

Assets

Down

$135,938

Down $1,589 (-1.2%) from 2014

Net Assets

Down

$135,938

Down $1,589 (-1.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$15,436

Up $2,444 (+19%) from 2014

Expenses

Up

$17,025

Up $488 (+3.0%) from 2014

Net Income

Up

-$1,589

Up $1,956 (+55%) from 2014

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

2015

Assets$135,938
Liabilities$0
Net Assets$135,938

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

2015

Revenue$15,436
Expenses$17,025
Net Income-$1,589
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 9, 2016
Return Version
2015v2.1
Gross Receipts
$47,112
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-$23,676
PROVIDE COMMUNITY CENTER BUILDING AND UPKEEP FOR COMMUNITY EVENTS AND MEETINGS-$4,850
ACT AS A FISCAL AGENT FOR LOCAL COMMUNITY ORGANIZATIONS PRIDE DAY HAPPY VALLEY PARK COMMITTEE AND FOR OTHER COMMMUNITY GRANTS AS NEEDED--
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$45,965$45,965-$45,965
Total Events$45,965$45,965-$45,965
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
Marlene Carmichael
Title
Treasurer
Phone
5303575411
Signed
2016-08-09
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

List of grants and similar amounts paid Part I line 10

Grantee happy valley elmentary street 17480 palm ave city, state, zip anderson, ca 96007amount 1,000grantee west valley school street 3805 happy valley rd city, state, zip cottonwood, ca 96022amount 3,100grantee explorer program street 1313 california st city, state, zip redding, ca 96001amount 1,800grantee 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 495meeting expense 1,592internet 252insurance 2,179supplies 677admin 125

Description of other assets Part II line 24

Category beginning of year end of yearcomputer hardware 855 855

Raw XML Appendix146 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/BooksInCareOfDetail/PhoneNum05303575411
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANDERSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096007
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039342
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0135938
IRS990EZ/OccupancyRentUtltsAndMaintAmt04850
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANK MUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARLENE CARMICHAEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENNIS POSSEHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0855
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0855
IRS990EZ/OtherExpensesTotalAmt05320
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt014289
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017025
IRS990EZ/TotalProgramServiceExpensesAmt028526
IRS990EZ/TotalRevenueAmt015436
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SUPPORT OF THE COMMUNITY. THE ORGANIZATION PROVIDES A FACILITY AND SERVICES THAT DIRECTLY BENEFIT THE GENERAL PUBLIC ON A CONTINUING BASIS. SUCH FUNCTIONS INCLUDE, BUT NOT LIMITED TO, FOOD DRIVES, COMMUNITY CLEAN UP DAYS AND AN ONGOING SUPPORT OF VARIOUS COMMUNITY EVENTS AND CONCERNS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc010 Facts and Circumstances Test Part II line 17a or 17b
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01130
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02585
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02573
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IRS990ScheduleA/PublicSupportPY170Pct00.17000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01130
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01180
IRS990ScheduleA/TotalSupportAmt09147
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STRAWBERRY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045965
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045965
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTEE HAPPY VALLEY ELMENTARY STREET 17480 PALM AVE CITY, STATE, ZIP ANDERSON, CA 96007AMOUNT 1,000GRANTEE WEST VALLEY SCHOOL STREET 3805 HAPPY VALLEY RD CITY, STATE, ZIP COTTONWOOD, CA 96022AMOUNT 3,100GRANTEE EXPLORER PROGRAM STREET 1313 CALIFORNIA ST CITY, STATE, ZIP REDDING, CA 96001AMOUNT 1,800GRANTEE 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 495MEETING EXPENSE 1,592INTERNET 252INSURANCE 2,179SUPPLIES 677ADMIN 125
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARLENE CARMICHAEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05303575411
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-09
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454173618
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 Balls Ferry Rd Ste 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096007
ReturnHeader/PreparerPersonGrp/PhoneNum05303782854
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debbie Jacobsen
ReturnHeader/ReturnTs02016-11-15T13:46:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits