Civic Intelligence

Happy Valley Foundation

990 • Fiscal year 2011 • EIN 95-0809370

Jul 01, 2010 to Jun 30, 2011

Organization Profilewww.happyvalleyfdn.org
Ojai, CA
Siviq Scores

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

Liabilities / Assets

54th percentile

0.26x

Higher debt load relative to assets than 54% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

60th percentile

0.30x

Higher debt load relative to revenue than 60% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Net Margin

77th percentile

15%

Higher net margin than 77% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets54th percentile

Assets

$7,028,016

No earlier filing loaded for comparison.

Net Assets

$5,204,730

No earlier filing loaded for comparison.

Liabilities

$1,823,286

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin77th percentile

Revenue

$6,115,644

No earlier filing loaded for comparison.

Expenses

$5,205,776

No earlier filing loaded for comparison.

Net Income

$909,868

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2011

Assets$7,028,016
Liabilities$1,823,286
Net Assets$5,204,730
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2011

Revenue$6,115,644
Expenses$5,205,776
Net Income$909,868
Open 2011 Filing
Filing Detail Status

This 2011 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$7,028,016
Liabilities
$1,823,286
Net assets
$5,204,730
Revenue
$6,115,644
Expenses
$5,205,776
Net income
$909,868
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