HAPPY VALLEY FOUNDATION

Address
P O BOX 804
OJAI, CA 93024
Nonprofit
NTEE: B82 - Scholarships, Student Financial Aid Services, Awards
EIN: 95-0809370

Mission

TO MAINTAIN AN EDUCATIONAL CENTER THAT NURTURES SPIRITUAL, ARTISTIC AND INTELLECTUAL GROWTH AS WELL AS PHYSICAL AND MENTAL WELL-BEING.
 201720162015
Basic features of the organization
Subsection501(c)(3)
Organization typeCorporation
Metropolitan statistical area4472
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$0.00$0.00$0.00
Number of employees545564
Number of people compensated >$100k000
Number of highly compensated contractors000
Personnel
Bertin, Randy
TitleDirectorDirectorDirector
Name of key/compensated personRANDY BERTINRANDY BERTINRANDY BERTIN
Average hours per week working for org10.0010.0010.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Doornink, Martha
TitleDirectorDirectorDirector
Name of key/compensated personMARTHA DOORNINKMARTHA DOORNINKMARTHA DOORNINK
Average hours per week working for org4.004.004.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Flores, Richard
TitleDirectorDirectorDirector
Name of key/compensated personRICHARD FLORESRICHARD FLORESRICHARD FLORES
Average hours per week working for org4.004.004.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Kaplan, William
TitleDirectorDirectorDirector
Name of key/compensated personWILLIAM B KAPLANWILLIAM B KAPLANWILLIAM B KAPLAN
Average hours per week working for org4.004.004.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Kreitman, Neil
Title Director 
Name of key/compensated person NEIL KREITMAN 
Average hours per week working for org 4.00 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.00 
Schneider, Nicholas
Title DirectorDirector
Name of key/compensated person NICHOLAS SCHNEIDERNICHOLAS SCHNEIDER
Average hours per week working for org 4.004.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Average hours per week working for related orgs 0.000.00
Sloss, James
TitleCHAIRMANCHAIRMANCHAIRMAN
Name of key/compensated personDR JAMES SLOSSDR JAMES SLOSSDR JAMES SLOSS
Average hours per week working for org10.0010.0010.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Sloss, Radha
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personMRS RADHA SLOSSMRS RADHA SLOSSMRS RADHA SLOSS
Average hours per week working for org10.0010.0010.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Sutton, Josie
Title  Director
Name of key/compensated person  JOSIE SUTTON
Average hours per week working for org  4.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0.00
Tennen, Ken
TitleDirectorDirectorDirector
Name of key/compensated personKEN TENNENKEN TENNENKEN TENNEN
Average hours per week working for org4.004.004.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Wallace, Kevin
TitleDirectorDirectorDirector
Name of key/compensated personKEVIN WALLACEKEVIN WALLACEKEVIN WALLACE
Average hours per week working for org8.008.008.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Ward, Nina
TitleDirectorDirectorDirector
Name of key/compensated personNINA WARDNINA WARDNINA WARD
Average hours per week working for org4.004.004.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Purpose: mission, activities & accomplishments
Mission or significant activitiesTO MAINTAIN AN EDUCATIONAL CENTER THAT NURTURES SPIRITUAL, ARTISTIC AND INTELLECTUAL GROWTH AS WELL AS PHYSICAL AND MENTAL WELL-BEING.TO MAINTAIN AN EDUCATIONAL CENTER THAT NURTURES SPIRITUAL, ARTISTIC AND INTELLECTUAL GROWTH AS WELL AS PHYSICAL AND MENTAL WELL-BEING.TO MAINTAIN AN EDUCATIONAL CENTER THAT NURTURES SPIRITUAL, ARTISTIC AND INTELLECTUAL GROWTH AS WELL AS PHYSICAL AND MENTAL WELL-BEING.
Program expenses (total)$5,845,420.00$5,775,529.00$5,113,663.00
Programs, including revenue & expenses
THE FOUNDATION EDUCATES APPROXIMATELY ONE HUNDRED STUDENTS FROM NINTH THROUGH TWELFTH GRADE EACH YEAR.
Program expenses$5,845,420.00$5,775,529.00$5,113,663.00
Program revenue$5,823,799.00$5,827,338.00$5,459,166.00
Program descriptionTHE FOUNDATION EDUCATES APPROXIMATELY ONE HUNDRED STUDENTS FROM NINTH THROUGH TWELFTH GRADE EACH YEAR.THE FOUNDATION EDUCATES APPROXIMATELY ONE HUNDRED STUDENTS FROM NINTH THROUGH TWELFTH GRADE EACH YEAR.THE FOUNDATION EDUCATES APPROXIMATELY ONE HUNDRED STUDENTS FROM NINTH THROUGH TWELFTH GRADE EACH YEAR.
Financial data
Expense categories (totals)
Sum (total functional expenses)$6,224,141.00$6,245,799.00$5,672,498.00
Program services (total functional expenses)$5,845,420.00$5,775,529.00$5,113,663.00
Management & general (total functional expenses)$378,721.00$470,270.00$558,835.00
Fundraising (total functional expenses)$0.00$0.00$0.00
Revenue
Total revenue$6,836,951.00$7,573,078.00$6,718,197.00
Program service revenue (total)$5,823,799.00$5,827,338.00$5,459,166.00
Revenue from contributions (total)$637,870.00$1,366,269.00$1,140,925.00
Revenue from noncash contributions  $65,000.00
Investment income$284,263.00$245,917.00$47,356.00
Total unrelated business revenue$0.00$0.00$0.00
Other revenue, current yr$91,019.00$133,554.00$70,750.00
Total revenue from grants, etc., current yr$637,870.00$1,366,269.00$1,140,925.00
Gross receipts$6,860,778.00$7,621,357.00$6,739,013.00
Sources of contributions
Revenue from all other contributions$637,870.00$1,366,269.00$1,140,925.00
Other types of revenue
Royalties (total)$0.00$0.00$0.00
Miscellaneous revenue (total)$73,479.00$45,473.00$42,925.00
Net revenue from gaming (total)$0.00$0.00$0.00
Income from dividends, interest, and similar investments$284,263.00$245,917.00$47,356.00
Net rental income$0.00$0.00$0.00
Net income from fundraising events$0.00$0.00$0.00
Net inventory sales (total)$17,540.00$88,081.00$27,825.00
Fees for services
Lobbying fees (total)$0.00$0.00$0.00
Legal fees (total)$6,837.00$80,628.00$22,674.00
Fundraising service fees (total)$0.00$0.00$0.00
General management fees (total)$0.00$0.00$0.00
Investment management fees (total)$0.00$0.00$0.00
Accounting service fees (total)$37,319.00$44,074.00$31,355.00
Assets and liabilities
Total assets$13,755,640.00$13,410,127.00$12,050,823.00
Total assets, beginning of year$13,410,127.00$12,050,823.00$10,735,855.00
Total liabilities$2,819,537.00$3,086,834.00$3,054,809.00
Total liabilities, beginning of year$3,086,834.00$3,054,809.00$2,785,540.00
Pledges & accounts receivable, net$0.00$0.00$0.00
Loans & receivables from key persons$0.00$0.00$0.00
Temporarily restricted net assets$1,016,500.00$800,000.00$1,103,115.00
Net assets$10,936,103.00$10,323,293.00$8,996,014.00
Net assets, beginning of year$10,323,293.00$8,996,014.00$7,950,315.00
Other liabilities$2,744,510.00$2,938,626.00$2,945,288.00
Intangible assets$0.00$0.00$0.00
Other assets$358,155.00$352,252.00$352,252.00
Investments: other securities$0.00$0.00$0.00
Investments: publicly traded securities$1,439,019.00$1,473,057.00$1,533,229.00
Cash: non-interest bearing$4,402,453.00$3,801,761.00$4,064,766.00
Cash: non-interest bearing, beginning of year$3,801,761.00$4,064,766.00$3,232,538.00
Investments: program-related$0.00$0.00$0.00
Inventories for sale or use$0.00$0.00$0.00
Other financial variables
Revenue less expenses$612,810.00$1,327,279.00$1,045,699.00
Advertising (total)$159,477.00$151,173.00$143,410.00
Savings & temp cash investment$0.00$0.00$0.00
Accounts receivable, net$0.00$0.00$0.00
Prepaid expenses & deferred charges$74,014.00$79,841.00$87,885.00
Accounts payable & accrued expenses$75,027.00$148,208.00$109,521.00
Total net assets or fund balances$10,936,103.00$10,323,293.00$8,996,014.00
Depreciation, depletion, amortization$478,201.00$462,850.00$346,427.00
Payment to affiliates$0.00$0.00$0.00
Governance and accountability
Number of voting members91111
Number of independent voting members000
Relationships among key personnelTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-01
Tax year end date2017-06-302016-06-302015-06-30
Accounting methodAccrualAccrualAccrual
Metadata about the filing
E-return type990990990
Date e-filing submitted2018-03-022017-08-032016-03-24
IRS schema version2016v3.02015v3.02014v6.0
Filing identifier201820329349301232201740469349303854201630289349301068
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