Civic Intelligence

The William and Roxann Happ Foundation

990PF • Fiscal year 2017 • EIN 77-0441245

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-385%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

37th percentile

-3.6%

Faster asset growth than 37% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$120,231

Down $4,528 (-3.6%) from 2016

Net Assets

Down

$120,231

Down $4,528 (-3.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Up

$1,177

Up $1,338 (+831%) from 2016

Expenses

Up

$5,705

Up $4,560 (+398%) from 2016

Net Income

Down

-$4,528

Down $3,222 (-247%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2017

Assets$120,231
Liabilities$0
Net Assets$120,231
Open 2017 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

2017

Revenue$1,177
Expenses$5,705
Net Income-$4,528
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
Roxann Happ
Title
Trustee
Phone
6509414076
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Young Craig Co Llp
Address
2570 W EL CAMINO REAL 150, MOUNTAIN VIEW, CA 94040
Preparer
Jeanne Wiener
Phone
6502091800
Raw XML Appendix330 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT LOCAL PROGRAMS AND NON-PROFITS TO STRENGTHEN THE COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SECURE AND SAFEGUARD PEACE, IMPROVE THE HUMAN CONDITION, AND LIMIT GOVERNMENT INTRUSION INTO THE LIVES OF INDIVIDUALS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PRIVATE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO PROVIDE SPIRITUAL AND PHYSICAL AID TO HURTING PEOPLE AROUND THE WORLD.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PRIVATE CHRISTIAN EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LOS ALTOS COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HOOVER INSTITUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HILLSDALE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAMARITANS PURSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4AZUSA PACIFIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0183 HILLVIEW AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1434 GLVEZ MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt233 EAST COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 7000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ALTOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HILLSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4AZUSA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491702
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03800
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01172
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01172
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04972
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01172
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt01172
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07110
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03800
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FTB FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROXANN HAPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06509414076
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
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/AtSubmissionCreationDeviceId06C0DD73A34887907D3270CD06879F57B08347194
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C739D01E857B88921EF57A2A0757C8809EC4B0F6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.65.72.242
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:15:35
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/PreparerPersonNm0JEANNE WIENER
ReturnHeader/ReturnTs02018-05-02T10:01:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,231
Liabilities
$0
Net assets
$120,231
Revenue
$1,177
Expenses
$5,705
Net income
-$4,528
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