Public Charity

HAPPY VALLEY FOUNDATION

HAPPY VALLEY FOUNDATION is a nonprofit organization categorized as Public Charity based in OJAI, CA. Its most recent IRS filing (2025) reports revenue of $5.8M, expenses of $5.7M, total assets of $28.1M. Imperigo tracks 11 reported grant relationships connected to this organization totaling approximately $169K.

EIN: 950809370 OJAI, CA Secondary & High Schools NTEE: B25 Latest filing: 2025
Total Revenue$5.8M
Total Expenses$5.7M
Total Assets$28.1M
Grant Records11
Funding Total$169K
Filing Years2020–2025

Mission

Foster educational centers that nurture individual intellectual and artistic growth, centered on preserved California land, where all forms of life are respected.

Where $100 goes at Happy Valley Foundation

How Happy Valley Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$87 Programs the work itself
$13 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $87 for programs

$87
The foundation educates approximately 100 students from the ninth through twelfth grade, operates a center for the arts hosting workshops and evvents promoting various art forms, and preserves…
All program spending · Reported in the filing: 100 students; 500 acres of open
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

2023
HUMAN SERVICES
$10,000
2022
General Operating Support for Besant Hill School
$7,500
2021
For grant recipient's exempt purposes
$15,000
2021
For grant recipient's exempt purposes
$15,000
2020
For grant recipient's exempt purposes
$6,250

Showing up to 5 of 11 total records — full history available with membership.

Officers & Directors

Officer Alexander C Smith
CEO Alex Smith
Trustee Debra Denniston
Vice Chairperso Derek Woods
Officer Jennifer Kistler
Trustee John Yen

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$151,450 9 grants
Human & Social Services
$10,000 1 grant
Education
$7,500 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $5.8M $5.7M $28.1M
2024 $6.8M $6.5M $28.2M
2023 $9.8M $5.6M $28.5M
2021 $7.7M $4.6M $22.0M
2020 $6.5M $5.8M $20.0M

Between 2020 and 2025, reported annual revenue declined from $6.5M to $5.8M (-11%), with total assets most recently reported at $28.1M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for HAPPY VALLEY FOUNDATION

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