Civic Intelligence

The William and Roxann Happ Foundation

990PF • Fiscal year 2016 • EIN 77-0441245

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
26425 Taaffe RoadLos Altos Hills, CA 94022-4427

(650) 941-4076

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

811%

Higher net margin than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

44th percentile

-1.0%

Faster asset growth than 44% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$124,759

Down $1,306 (-1.0%) from 2015

Net Assets

Down

$124,759

Down $1,306 (-1.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$161

Up $346 (+68%) from 2015

Expenses

Down

$1,145

Down $8,395 (-88%) from 2015

Net Income

Up

-$1,306

Up $8,741 (+87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$150K$100K$50K$0Assets 2011: $139,435Liabilities 2011: $02011Assets 2012: $138,320Liabilities 2012: $02012Assets 2013: $137,200Liabilities 2013: $02013Assets 2014: $136,112Liabilities 2014: $0Net Assets 2014: $136,1122014Assets 2015: $126,065Liabilities 2015: $0Net Assets 2015: $126,0652015Assets 2016: $124,759Liabilities 2016: $0Net Assets 2016: $124,7592016Assets 2017: $120,231Liabilities 2017: $0Net Assets 2017: $120,2312017Assets 2018: $116,731Liabilities 2018: $0Net Assets 2018: $116,7312018Assets 2019: $109,556Liabilities 2019: $0Net Assets 2019: $109,5562019Assets 2020: $104,613Liabilities 2020: $0Net Assets 2020: $104,6132020Assets 2021: $102,305Liabilities 2021: $0Net Assets 2021: $102,3052021Assets 2022: $105,778Liabilities 2022: $0Net Assets 2022: $105,7782022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$124,759
Liabilities$0
Net Assets$124,759
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $1Expenses 2011: $1,305Net Income 2011: -$1,3042011Revenue 2012: $1Expenses 2012: $1,116Net Income 2012: -$1,1152012Revenue 2013: $0Expenses 2013: $1,120Net Income 2013: -$1,1202013Revenue 2014: $0Expenses 2014: $1,088Net Income 2014: -$1,0882014Revenue 2015: -$507Expenses 2015: $9,540Net Income 2015: -$10,0472015Revenue 2016: -$161Expenses 2016: $1,145Net Income 2016: -$1,3062016Revenue 2017: $1,177Expenses 2017: $5,705Net Income 2017: -$4,5282017Revenue 2018: $4,867Expenses 2018: $8,360Net Income 2018: -$3,4932018Revenue 2019: $4,615Expenses 2019: $11,745Net Income 2019: -$7,1302019Revenue 2020: $6,981Expenses 2020: $11,883Net Income 2020: -$4,9022020Revenue 2021: $9,627Expenses 2021: $11,845Net Income 2021: -$2,2182021Revenue 2022: $15,645Expenses 2022: $12,172Net Income 2022: $3,4732022Revenue 2023: $177,652Expenses 2023: $281,015Net Income 2023: -$103,3632023

Highlighted filing

2016

Revenue-$161
Expenses$1,145
Net Income-$1,306
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM D HAPPTrustee-$0--
ROXANN HAPPTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The William and Roxann Happ Foundation
EIN
77-0441245
Phone
6509414076
Address
26425 TAAFFE ROAD, LOS ALTOS HILLS, CA 94022-4427

Signing Officer

Name
William Happ
Title
Trustee
Phone
6509414076
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Young Craig Co Llp
Address
2570 W EL CAMINO REAL 150, MOUNTAIN VIEW, CA 94040
Preparer
Robert D Galen
Phone
6502091800
Raw XML Appendix277 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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DistributionFromCorpusElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE WILLIAM AND ROXANN HAPP FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04964
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0710
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0710
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0454
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0710
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03800
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FTB FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM HAPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06509414076
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM AND ROXANN HAPP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0770441245
ReturnHeader/Filer/PhoneNum06509414076
ReturnHeader/Filer/USAddress/AddressLine1Txt026425 TAAFFE ROAD
ReturnHeader/Filer/USAddress/CityNm0LOS ALTOS HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940224427
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D1E421F2C8D1BFAEFA418835E6A3D172C24D8431
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B011F061ED87E07587DEE73DF7750C330815762D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.65.72.242
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:29:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270995027
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNG CRAIG CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02570 W EL CAMINO REAL 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNTAIN VIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094040
ReturnHeader/PreparerPersonGrp/PhoneNum06502091800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT D GALEN
ReturnHeader/ReturnTs02017-05-15T15:26:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,759
Liabilities
$0
Net assets
$124,759
Revenue
-$161
Expenses
$1,145
Net income
-$1,306
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.78$2.81$1.03
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.16$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.10$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07$0.12$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.01$0.06$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.01$0.10$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.00$0.01$0.01
2013Summary only. Only limited summary data is available for this year.$1.37$0.00$0.00$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.00$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$1.39$0.00$0.00$0.01$0.01