Civic Intelligence

Happy Valley Foundation

990 • Fiscal year 2020 • EIN 95-0809370

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

Organization Profilewww.happyvalleyfdn.org
P O Box 804Ojai, CA 93024

(805) 646-4343

Siviq Scores

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

Liabilities / Assets

46th percentile

0.19x

Higher debt load relative to assets than 46% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

0.57x

Higher debt load relative to revenue than 68% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

63rd percentile

9.6%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

62nd percentile

12%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-39%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$20,029,534

Up $2,109,947 (+12%) from 2019

Net Assets

Up

$16,316,956

Up $621,500 (+4.0%) from 2019

Liabilities

Up

$3,712,578

Up $1,488,447 (+67%) from 2019

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin63rd percentile

Revenue

Down

$6,457,813

Down $4,049,750 (-39%) from 2019

Expenses

Down

$5,836,313

Down $824,578 (-12%) from 2019

Net Income

Down

$621,500

Down $3,225,172 (-84%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$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

2020

Assets$20,029,534
Liabilities$3,712,578
Net Assets$16,316,956
Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$6,457,813
Expenses$5,836,313
Net Income$621,500
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$6,481,851
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,109,448$11,816,342▲ $4,706,894
Cash and Non-Interest-Bearing Accounts$8,454,522$6,355,963▼ $2,098,559
Investments in Publicly Traded Securities$1,843,789$1,366,276▼ $477,513
Accounts Receivable$85,386$95,415▲ $10,029
Prepaid Expenses and Deferred Charges$113,349$82,444▼ $30,905
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$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$17,919,587$20,029,534▲ $2,109,947
Other Assets Total$313,093$313,094▲ $1
Liabilities
Accounts Payable and Accrued Expenses$241,306$3,037,578▲ $2,796,272
Other Liabilities$1,982,825$675,000▼ $1,307,825
Total Liabilities$2,224,131$3,712,578▲ $1,488,447
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,628,009$15,649,509▲ $1,021,500
Net Assets With Donor Restrictions$1,067,447$667,447▼ $400,000
Total Net Assets Fund Balance$15,695,456$16,316,956▲ $621,500
Total Liabilities and Net Assets / Fund Balance$17,919,587$20,029,534▲ $2,109,947

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,818,664$3,832,689$12,651,353
Leasehold Improvements$1,961,219$1,579,157$3,540,376
Other Land Buildings$613,865$1,639,657$2,253,522
Equipment$314,127$473,708$787,835
Land$108,467-$108,467
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Ken TennenPresident
Gail CottmanDirector
Jan ThorpeDirector
Kevin WallaceDirector
Martha DoorninkDirector
Nina WardDirector
Richard FloresDirector
Sirr LessDirector
William B KaplanDirector
Alex SmithCEO
Portia JohnsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$300,351
Program Service Revenue
$4,963,239
Investment Income
$43,139
Other Revenue
$1,151,084
All Other Contributions
$300,351
Change in Net Assets
$621,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,577,650
Other Expenses$2,258,663
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,902,517$89,887-$2,992,404
All Other Expenses$532,456$36,888-$569,344
Depreciation Depletion$318,255$140,227-$458,482
Insurance$404,250$16,041-$420,291
Other Employee Benefits$336,967--$336,967
Payroll Taxes$246,689$1,590-$248,279
Other Expenses$128,495$10,195-$138,690
Advertising$79,471$36,773-$116,244
Fees for Services Accounting$36,813$19,563-$56,376
Information Technology-$33,337-$33,337
Fees for Services Legal$23,688$2,100-$25,788
Office Expenses$8,685$452-$9,137
Travel-$51-$51
Total Functional Expenses$5,430,540$405,773$0$5,836,313
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Promissory Note$675,000
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, Line 11B: Form 990 Review Process

“Return is provided to the controller prior to filing and is shared with a governing body. In addition, an independent review of the financials was conducted february 5, 2020 and this return reflects the financial disclosures within the auditor's report.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
Controller
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
10
Independent Board Members
0
Employees
70

Preparer

Firm
Jacobs & Jacobs Accountancy Corporation
Address
455 E Thousand Oaks Blvd Ste 101, Thousand, CA 91360
Preparer
Susan Molina Ea
Phone
8056464321
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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IRS990/MissionDesc0TO MAINTAIN AN EDUCATIONAL CENTER THAT NURTURES SPIRITUAL, ARTISTIC AND INTELLECTUAL GROWTH AS WELL AS PHYSICAL AND MENTAL WELL-BEING.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0452
IRS990/OfficeExpensesGrp/ProgramServicesAmt08685
IRS990/OfficeExpensesGrp/TotalAmt09137
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IRS990/OperateHospitalInd0false
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0336967
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0336967
IRS990/OtherExpensesGrp/Desc0REPAIR & MAINT
IRS990/OtherExpensesGrp/Desc1STUDENT ACTIVITIES
IRS990/OtherExpensesGrp/Desc2FOOD SERVICE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018669
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110195
IRS990/OtherExpensesGrp/ProgramServicesAmt0127590
IRS990/OtherExpensesGrp/ProgramServicesAmt1145574
IRS990/OtherExpensesGrp/ProgramServicesAmt2139090
IRS990/OtherExpensesGrp/ProgramServicesAmt3128495
IRS990/OtherExpensesGrp/TotalAmt0146259
IRS990/OtherExpensesGrp/TotalAmt1145574
IRS990/OtherExpensesGrp/TotalAmt2139090
IRS990/OtherExpensesGrp/TotalAmt3138690
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IRS990/OtherLiabilitiesGrp/EOYAmt0675000
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt225847
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt089887
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02902517
IRS990/OtherSalariesAndWagesGrp/TotalAmt02992404
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01590
IRS990/PayrollTaxesGrp/ProgramServicesAmt0246689
IRS990/PayrollTaxesGrp/TotalAmt0248279
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt082444
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ACTIVITY/BOOK RENTALS
IRS990/ProgramServiceRevenueGrp/Desc1APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/Desc2INSTRUCTIONAL SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc3SCHOOL TUITION
IRS990/ProgramServiceRevenueGrp/Desc4SUMMER INSTITUTE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0323300
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111850
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2408400
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2408400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34140819
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt473600
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0290012
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0311948
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03101386
IRS990/PYOtherRevenueAmt03528944
IRS990/PYProgramServiceRevenueAmt06376659
IRS990/PYRevenuesLessExpensesAmt03846672
IRS990/PYSalariesCompEmpBnftPaidAmt03559505
IRS990/PYTotalExpensesAmt06660891
IRS990/PYTotalRevenueAmt010507563
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0621500
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt0313094
IRS990ScheduleD/BuildingsGrp/BookValueAmt08818664
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03832689
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012651353
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IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0314127
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0473708
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0787835
IRS990ScheduleD/LandGrp/BookValueAmt0108467
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0108467
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01579157
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0613865
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01639657
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02253522
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0675000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP PROMISSORY NOTE
IRS990ScheduleD/SolicitedAssetsSaleInd0false
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 4: Description of organization's collections and how it furthers its purpose.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011816342
IRS990ScheduleD/TotalLiabilityAmt0675000
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,029,534
Liabilities
$3,712,578
Net assets
$16,316,956
Revenue
$6,457,813
Expenses
$5,836,313
Net income
$621,500
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