Civic Intelligence

Happy Valley Community Foundation

990EZ • Fiscal year 2017 • EIN 68-0294279

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 25, 2018

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

94th percentile

0.92x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

7.13x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-38%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$107,565

Down $32,310 (-23%) from 2016

Net Assets

Down

$8,161

Down $131,714 (-94%) from 2016

Liabilities

Up

$99,404

Up $99,404 from 2016

Revenue

Down

$13,949

Down $8,675 (-38%) from 2016

Expenses

Down

$17,620

Down $1,067 (-5.7%) from 2016

Net Income

Down

-$3,671

Down $7,608 (-193%) from 2016

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

2017

Assets$107,565
Liabilities$99,404
Net Assets$8,161

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

2017

Revenue$13,949
Expenses$17,620
Net Income-$3,671
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 25, 2018
Return Version
2017v2.2
Gross Receipts
$41,281
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-$27,332
PROVIDE COMMUNITY CENTER BUILDING AND UPKEEP FOR COMMUNITY EVENTS AND MEETINGS-$17,620
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 MUSEPresident-$0--
MARLENE CARMICHAELTreasurerPT$0--
DARCY WEEKLEYSecretary-$0--
STEVE WESTBYVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Strawberry$38,041$38,041$23,136$14,905
Total Events$38,041$38,041$27,332$10,709
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
2018-09-25
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 96007grantee west valley school street 3805 happy valley rd city, state, zip cottonwood, ca 96022amount 3,800grantee explorer program street 1313 california st city, state, zip redding, ca 96001activity happy valley little league grantee palm ave street anderson city, state, zip anderson, ca 96007grantee happy valley cementary street oak st city, state, zip anderson, ca 96007amount 1,600grantee happy valley youth street palm ave city, state, zip anderson, ca 96007

Description of other expenses Part I line 16

Description amountbank charges 191meeting expense 1,500insurance 2,632

Other changes in net assets or fund balances Part I line 20

Description amountnew mortgage (99,404)restricted committee funds (8,064)adjustment to assets (1,611)accumulated depreciation (18,964)

Description of other assets Part II line 24

Category beginning of year end of yearcomputer hardware 855 0

Description of total liabilities Part II line 26

Category beginning of year end of yearmortgage 0 99,404

Raw XML Appendix170 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/PersonNm2DARCY WEEKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE WESTBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-128043
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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTEE HAPPY VALLEY ELMENTARY STREET 17480 PALM AVE CITY, STATE, ZIP ANDERSON, CA 96007GRANTEE WEST VALLEY SCHOOL STREET 3805 HAPPY VALLEY RD CITY, STATE, ZIP COTTONWOOD, CA 96022AMOUNT 3,800GRANTEE EXPLORER PROGRAM STREET 1313 CALIFORNIA ST CITY, STATE, ZIP REDDING, CA 96001ACTIVITY HAPPY VALLEY LITTLE LEAGUE GRANTEE PALM AVE STREET ANDERSON CITY, STATE, ZIP ANDERSON, CA 96007GRANTEE HAPPY VALLEY CEMENTARY STREET OAK ST CITY, STATE, ZIP ANDERSON, CA 96007AMOUNT 1,600GRANTEE HAPPY VALLEY YOUTH STREET PALM AVE CITY, STATE, ZIP ANDERSON, CA 96007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK CHARGES 191MEETING EXPENSE 1,500INSURANCE 2,632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTNEW MORTGAGE (99,404)RESTRICTED COMMITTEE FUNDS (8,064)ADJUSTMENT TO ASSETS (1,611)ACCUMULATED DEPRECIATION (18,964)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARCOMPUTER HARDWARE 855 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARMORTGAGE 0 99,404
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/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARLENE CARMICHAEL
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ReturnHeader/BusinessOfficerGrp/PhoneNum05303575411
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ReturnHeader/Filer/EIN0680294279
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ReturnHeader/FilingSecurityInformation/IPTm016:19:22
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096007
ReturnHeader/PreparerPersonGrp/PhoneNum05303782854
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debbie Jacobsen
ReturnHeader/ReturnTs02018-10-11T16:12:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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