Happy Valley Foundation
Donations deductibleHappy Valley Foundation's network
6 people1 organisationi6 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI; we list 6 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Annie Saunders | Trustee | 2024 | 2 yrs |
| Maryann Cord | Trustee | 2023 | 3 yrs |
| Moussa SY | Trustee | 2023 | 3 yrs |
| Portia Johnson | Trustee | 2019 | 7 yrs |
| Tina Leslie | Trustee | 2023 | 3 yrs |
| William B Kaplan | Trustee | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
6 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Alex Smith | CEO | since 2020 |
| Derek Woods | Vice President | since 2023 |
| Ken Tennen | President | 2020 |
| Kevin Wallace | Company secretary | since 2023 |
| Linda Hardman | President | since 2023 |
| Portia Johnson | Company secretary | 2020 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Alexander C Smith | 0 | $213k | |||
| Portia Johnson | 0 | $197k | |||
| Tracy C How Tam Fat | 0 | $106k | |||
| Jennifer Kistler | 0 | $102k | |||
| Maryann Cord | Trustee | 5 | $0 | ||
| Debra Denniston | Trustee | 5 | $0 | ||
| William B Kaplan | Trustee | 5 | $0 | ||
| Moussa Sy | Trustee | 5 | $0 | ||
| John Yen | Trustee | 5 | $0 | ||
| Sirr Less | Trustee | 5 | $0 | ||
| Alex Smith | CEO | 20 | $0 | ||
| Portia Johnson | Trustee | 5 | $0 | ||
| Tina Leslie | CFO | 10 | $0 | ||
| Derek Woods | Vice Chairperso | 5 | $0 | ||
| Kevin Wallace | Secretary | 5 | $0 | ||
| Linda Hardman | Chairperson | 10 | $0 |
About
- Legal name
- Happy Valley Foundation
- EIN
- 950809370
- Address
- Po Box 804, Ojai, CA, 93024-0804
- State
- California
- Mission
- Foster educational centers that nurture individual intellectual and artistic growth, centered on preserved California land, where all forms of life are respected. (as filed on the Form 990)
- Activity (NTEE)
- B25Z Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 8 (IRS master file code)
- IRS ruling date
- 1 September 1949
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsWilliam B Kaplan
≥7years on the filingsPortia Johnson
≥3years on the filingsMaryann Cord
≥3years on the filingsMoussa SY
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $28.1m
- Total liabilities
- $2.2m
- Net assets or fund balances
- $25.9m
- Contributions and grants received
- $278k
- Program service revenue
- $4.5m
- Employees
- 71
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $6.8m | $6.5m | $259k |
As filed on the IRS Form 990. US dollars.