Civic Intelligence

Happy Valley Foundation

EIN 95-0809370 • 501(c)3 • Ojai, CA

Profile

Foster educational centers that nurture individual intellectual and artistic growth, centered on preserved California land, where all forms of life are respected.

P O Box 804Ojai, CA 93024

www.happyvalleyfdn.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.10x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.29x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

39%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$28,153,923

Down $299,287 (-1.1%) from 2023

Liabilities

Down

$2,258,007

Down $558,325 (-20%) from 2023

Net Assets

Up

$25,895,916

Up $259,038 (+1.0%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin87th percentile

Revenue

Down

$6,754,446

Down $3,044,194 (-31%) from 2023

Expenses

Up

$6,495,408

Up $941,843 (+17%) from 2023

Net Income

Down

$259,038

Down $3,986,037 (-94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $7,028,016Liabilities 2011: $1,823,286Net Assets 2011: $5,204,7302011Assets 2012: $7,880,229Liabilities 2012: $2,218,463Net Assets 2012: $5,661,7662012Assets 2013: $8,347,698Liabilities 2013: $2,181,204Net Assets 2013: $6,166,4942013Assets 2014: $10,735,855Liabilities 2014: $2,785,540Net Assets 2014: $7,950,3152014Assets 2015: $12,050,823Liabilities 2015: $3,054,809Net Assets 2015: $8,996,0142015Assets 2016: $13,410,127Liabilities 2016: $3,086,834Net Assets 2016: $10,323,2932016Assets 2017: $13,755,640Liabilities 2017: $2,819,537Net Assets 2017: $10,936,1032017Assets 2018: $14,384,871Liabilities 2018: $2,536,087Net Assets 2018: $11,848,7842018Assets 2019: $17,919,587Liabilities 2019: $2,224,131Net Assets 2019: $15,695,4562019Assets 2020: $20,029,534Liabilities 2020: $3,712,578Net Assets 2020: $16,316,9562020Assets 2021: $21,988,275Liabilities 2021: $2,569,745Net Assets 2021: $19,418,5302021Assets 2022: $23,455,000Liabilities 2022: $2,063,197Net Assets 2022: $21,391,8032022Assets 2023: $28,453,210Liabilities 2023: $2,816,332Net Assets 2023: $25,636,8782023Assets 2024: $28,153,923Liabilities 2024: $2,258,007Net Assets 2024: $25,895,9162024

Highlighted filing

2024

Assets$28,153,923
Liabilities$2,258,007
Net Assets$25,895,916
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Revenue 2011: $6,115,644Expenses 2011: $5,205,776Net Income 2011: $909,8682011Revenue 2012: $5,670,121Expenses 2012: $5,213,085Net Income 2012: $457,0362012Revenue 2013: $5,885,454Expenses 2013: $5,380,726Net Income 2013: $504,7282013Revenue 2014: $7,203,255Expenses 2014: $5,419,434Net Income 2014: $1,783,8212014Revenue 2015: $6,718,197Expenses 2015: $5,672,498Net Income 2015: $1,045,6992015Revenue 2016: $7,573,078Expenses 2016: $6,245,799Net Income 2016: $1,327,2792016Revenue 2017: $6,836,951Expenses 2017: $6,224,141Net Income 2017: $612,8102017Revenue 2018: $8,032,026Expenses 2018: $7,119,345Net Income 2018: $912,6812018Revenue 2019: $10,507,563Expenses 2019: $6,660,891Net Income 2019: $3,846,6722019Revenue 2020: $6,457,813Expenses 2020: $5,836,313Net Income 2020: $621,5002020Revenue 2021: $7,679,203Expenses 2021: $4,577,629Net Income 2021: $3,101,5742021Revenue 2022: $7,044,328Expenses 2022: $5,071,055Net Income 2022: $1,973,2732022Revenue 2023: $9,798,640Expenses 2023: $5,553,565Net Income 2023: $4,245,0752023Revenue 2024: $6,754,446Expenses 2024: $6,495,408Net Income 2024: $259,0382024

Highlighted filing

2024

Revenue$6,754,446
Expenses$6,495,408
Net Income$259,038
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,153,923
Liabilities
$2,258,007
Net assets
$25,895,916
Revenue
$6,754,446
Expenses
$6,495,408
Net income
$259,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.2$2.26$25.9$6.75$6.50$0.26
2023Detailed filing. Detailed filing data is available for this year.$28.5$2.82$25.6$9.80$5.55$4.25
2022Detailed filing. Detailed filing data is available for this year.$23.5$2.06$21.4$7.04$5.07$1.97
2021Detailed filing. Detailed filing data is available for this year.$22.0$2.57$19.4$7.68$4.58$3.10
2020Detailed filing. Detailed filing data is available for this year.$20.0$3.71$16.3$6.46$5.84$0.62
2019Detailed filing. Detailed filing data is available for this year.$17.9$2.22$15.7$10.5$6.66$3.85
2018Detailed filing. Detailed filing data is available for this year.$14.4$2.54$11.8$8.03$7.12$0.91
2017Detailed filing. Detailed filing data is available for this year.$13.8$2.82$10.9$6.84$6.22$0.61
2016Detailed filing. Detailed filing data is available for this year.$13.4$3.09$10.3$7.57$6.25$1.33
2015Detailed filing. Detailed filing data is available for this year.$12.1$3.05$9.00$6.72$5.67$1.05
2014Detailed filing. Detailed filing data is available for this year.$10.7$2.79$7.95$7.20$5.42$1.78
2013Summary only. Only limited summary data is available for this year.$8.35$2.18$6.17$5.89$5.38$0.50
2012Summary only. Only limited summary data is available for this year.$7.88$2.22$5.66$5.67$5.21$0.46
2011Summary only. Only limited summary data is available for this year.$7.03$1.82$5.20$6.12$5.21$0.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 8, 2025
Return Version
2023v6.0
Gross Receipts
$6,789,445
Mission and Program Overview

Mission

To maintain an educational center that nurtures spiritual, artistic and intellectual growth as well as physical and mental well-being.

Foster educational centers that nurture individual intellectual and artistic growth, centered on preserved California land, where all forms of life are respected.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,733,601$11,158,736▼ $574,865
Cash and Non-Interest-Bearing Accounts$10,257,806$8,258,668▼ $1,999,138
Investments in Publicly Traded Securities$4,993,912$7,778,944▲ $2,785,032
Other Notes and Loans Receivable, Net$1,054,993$505,201▼ $549,792
Prepaid Expenses and Deferred Charges$140,590$151,280▲ $10,690
Accounts Receivable$1,214$0▼ $1,214
Savings and Temporary Cash Investments-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$28,453,210$28,153,923▼ $299,287
Other Assets Total$271,094$301,094▲ $30,000
Liabilities
Deferred Revenue$2,627,788$2,094,314▼ $533,474
Accounts Payable and Accrued Expenses$188,544$163,693▼ $24,851
Total Liabilities$2,816,332$2,258,007▼ $558,325
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$25,078,156$25,326,638▲ $248,482
Net Assets With Donor Restrictions$558,722$569,278▲ $10,556
Total Net Assets Fund Balance$25,636,878$25,895,916▲ $259,038
Total Liabilities and Net Assets / Fund Balance$28,453,210$28,153,923▼ $299,287

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,884,430$5,071,306$12,955,736
Leasehold Improvements$2,797,678$2,191,668$4,989,346
Other Land Buildings$439,296$1,972,173$2,411,469
Equipment$-71,135$759,765$688,630
Land$108,467-$108,467

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,245,108$5,000▲ $287,452-$2,524,173
2022$1,773,424$350,000▲ $121,684-$2,245,108
2021-$1,767,100▲ $6,324-$1,773,424
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Linda HardmanPresident
Derek WoodsVice President
Annie SaundersTrustee
Maryann CordTrustee
Moussa SyTrustee
Portia JohnsonTrustee
Tina LeslieTrustee
William B KaplanTrustee
Alex SmithCEO
Kevin WallaceSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$196,864
Program Service Revenue
$5,625,637
Investment Income
$751,818
Other Revenue
$180,127
All Other Contributions
$190,916
Change in Net Assets
$259,038

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,754,446
Total Revenue per Audited Statements
$6,754,446
Total Revenue per Form 990
$6,754,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,666,545
Other Expenses$2,828,863
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,143,934$3,023-$3,146,957
Insurance$550,200$153,195-$703,395
Depreciation Depletion-$629,683-$629,683
All Other Expenses$242,358$142,712-$385,070
Payroll Taxes$251,157$13,000-$264,157
Other Employee Benefits$241,200$14,231-$255,431
Other Expenses$14,255$141,415-$155,670
Advertising$68,138$35,190-$103,328
Fees for Services Accounting-$55,136-$55,136
Fees for Services Legal-$44,182-$44,182
Fees for Services Other-$41,360-$41,360
Information Technology-$31,752-$31,752
Office Expenses$3,038$4,692-$7,730
Travel-$87-$87
Total Functional Expenses$5,174,236$1,321,172$0$6,495,408

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,495,408
Total Expenses per Audited Statements$6,495,408
Total Expenses per Form 990$6,495,408
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Return is provided to the chief financial officer prior to filing and is shared with the board of trustees. In addition, an independent audit of the financials was conducted in october of 2023 and this return reflects the financial disclosures within the auditor's report.”

Form 990, Part VI, Section C, Line 19

“Documents, policies, and financial statements are made available at the location of the corporate office.”

Filing and Contact Details

Filer

Filer Name
Happy Valley Foundation
EIN
95-0809370
Address
P O BOX 804, OJAI, CA 93024

Signing Officer

Name
Alex Smith
Title
CEO
Signed
2025-03-08
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
10
Independent Board Members
0
Employees
47

Preparer

Firm
Jacobs & Jacobs Accountancy Corp
Address
455 E Thousand Oaks Blvd Ste 101, Thousand Oaks, CA 91360
Preparer
Susan Molina Ea
Phone
8054974007
Supplemental Narrative

Additional Explanations

Non-disclosure of Highest Paid Key Employees

“The school does not disclose the salaries for employees.”

Financial Statement Notes

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The Beatrice Wood Center for the Arts houses a permanent collection of work by Beatrice Wood, her collection of international folk art and photos, documents and memorabilia relating to the life of the artist and her contemporaries. We also maintain a reference library of books relating to the arts and culture and an exhibition of photographs relating to the history and mission of the Happy Valley Foundation. Visitors to the Center have the opportunity to view these permanent installations, become educated in regard to the arts, learn more about the Foundation and its activities and, as they often comment, leave inspired by the life of a woman who flourished during her 80s and 90s and led a remarkable life.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Beatrice Wood Center for the Arts houses a permanent collection of work by Beatrice Wood, her collection of international folk art and photos, documents and memorabilia relating to the life of the artist and her contemporaries. We also maintain a reference library of books relating to the arts and culture and an exhibition of photographs relating to the history and mission of the Happy Valley Foundation. Visitors to the Center have the opportunity to view these permanent installations, become educated in regard to the arts, learn more about the Foundation and its activities and, as they often comment, leave inspired by the life of a woman who flourished during her 80s and 90s and led a remarkable life.
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