Happy Valley Foundation
Ojai, California
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Excellent
How This Organization Compares
Compared to 4 peers in Education with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $9,798,640↑39% | $5,553,565↑10% | $28,453,210↑21% | |
| 2022 | $7,044,328↓8% | $5,071,055↑11% | $23,455,000↑7% | — |
| 2021 | $7,679,203↑19% | $4,577,629↓22% | $21,988,275↑10% | — |
| 2020 | $6,457,813↓39% | $5,836,313↓12% | $20,029,534↑12% | — |
| 2019 | $10,507,563↑31% | $6,660,891↓6% | $17,919,587↑25% | — |
| 2018 | $8,032,026↑17% | $7,119,345↑14% | $14,384,871↑5% | — |
| 2017 | $6,836,951↓10% | $6,224,141 | $13,755,640↑3% | — |
| 2016 | $7,573,078↑13% | $6,245,799↑10% | $13,410,127↑11% | — |
| 2015 | $6,718,197↓7% | $5,672,498↑5% | $12,050,823↑12% | — |
| 2014 | $7,203,255↑22% | $5,419,434↑1% | $10,735,855↑29% | — |
| 2013 | $5,885,454↑4% | $5,380,726↑3% | $8,347,698↑6% | — |
| 2012 | $5,670,121↓7% | $5,213,085 | $7,880,229↑12% | — |
| 2011 | $6,115,644 | $5,205,776 | $7,028,016 | — |
Frequently Asked Questions
What does Happy Valley Foundation do?▼
Happy Valley Foundation is a education nonprofit organization based in California. It is classified under NTEE code B25Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is Happy Valley Foundation financially healthy?▼
Based on our 9-metric Financial Health Score model, Happy Valley Foundation has a score of 91/100 (Grade: A). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Happy Valley Foundation generate?▼
Happy Valley Foundation reports $6.8M in annual revenue and holds $28.2M in total assets, based on IRS filings.
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