Civic Intelligence

Happy House

990 • Fiscal year 2019 • EIN 20-4367250

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 30, 2020

750 Fairmont AvenueGlendale, CA 91203

(818) 247-1007

Siviq Scores

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

Liabilities / Assets

98th percentile

2.93x

Higher debt load relative to assets than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

0.55x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$36,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

296%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$82,645

Down $35,165 (-30%) from 2018

Net Assets

Down

-$159,120

Down $87,217 (-121%) from 2018

Liabilities

Up

$241,765

Up $52,052 (+27%) from 2018

Revenue

Up

$436,795

Up $326,408 (+296%) from 2018

Expenses

Up

$524,012

Up $332,865 (+174%) from 2018

Net Income

Down

-$87,217

Down $6,457 (-8.0%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2010: $2,919Liabilities 2010: $113,7742010Assets 2011: $35,351Liabilities 2011: $280,8662011Assets 2012: $72,580Liabilities 2012: $400,9052012Assets 2013: $90,864Liabilities 2013: $450,2722013Assets 2014: $87,350Liabilities 2014: $494,604Net Assets 2014: -$407,2542014Assets 2015: $91,946Liabilities 2015: $548,151Net Assets 2015: -$456,2052015Assets 2016: $69,030Liabilities 2016: $88,700Net Assets 2016: -$19,6702016Assets 2017: $117,851Liabilities 2017: $108,994Net Assets 2017: $8,8572017Assets 2018: $117,810Liabilities 2018: $189,713Net Assets 2018: -$71,9032018Assets 2019: $82,645Liabilities 2019: $241,765Net Assets 2019: -$159,1202019Assets 2020: $80,520Liabilities 2020: $317,189Net Assets 2020: -$236,6692020Assets 2021: $93,176Liabilities 2021: $382,189Net Assets 2021: -$289,0132021Assets 2024: $34,391Liabilities 2024: $480,307Net Assets 2024: -$445,9162024

Highlighted filing

2019

Assets$82,645
Liabilities$241,765
Net Assets-$159,120

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $152,621Expenses 2010: $230,899Net Income 2010: -$78,2782010Revenue 2011: $77,144Expenses 2011: $156,253Net Income 2011: -$79,1092011Revenue 2012: $49,195Expenses 2012: $132,005Net Income 2012: -$82,8102012Revenue 2013: $88,036Expenses 2013: $119,119Net Income 2013: -$31,0832013Revenue 2014: $130,113Expenses 2014: $177,959Net Income 2014: -$47,8462014Revenue 2015: $118,651Expenses 2015: $167,602Net Income 2015: -$48,9512015Revenue 2016: $590,062Expenses 2016: $153,527Net Income 2016: $436,5352016Revenue 2017: $153,415Expenses 2017: $125,152Net Income 2017: $28,2632017Revenue 2018: $110,387Expenses 2018: $191,147Net Income 2018: -$80,7602018Revenue 2019: $436,795Expenses 2019: $524,012Net Income 2019: -$87,2172019Revenue 2020: $35,608Expenses 2020: $113,157Net Income 2020: -$77,5492020Revenue 2021: $20,532Expenses 2021: $72,876Net Income 2021: -$52,3442021Revenue 2024: $96,303Expenses 2024: $105,008Net Income 2024: -$8,7052024

Highlighted filing

2019

Revenue$436,795
Expenses$524,012
Net Income-$87,217
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.1
Gross Receipts
$456,859
Mission and Program Overview

Mission

Helping children with after school programs.

Helping children with after school programs and help informing parents of side effects of drugs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$189,713$241,765▲ $52,052
Cash and Non-Interest-Bearing Accounts$90,602$55,713▼ $34,889
Savings and Temporary Cash Investments$15,452$15,743▲ $291
Inventories for Sale or Use$11,544$11,082▼ $462
Land, Buildings, and Equipment, Net$164$107▼ $57
Rtn Earn Endowment Incm Other Fnds$-71,903$-159,120▼ $87,217
Total Assets$117,810$82,645▼ $35,165
Other Assets Total$48$0▼ $48
Liabilities
Total Liabilities$189,713$241,765▲ $52,052
Net Assets / Fund Balance
Total Net Assets Fund Balance$-71,903$-159,120▼ $87,217
Total Liabilities and Net Assets / Fund Balance$117,810$82,645▼ $35,165

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$107$6,755$6,862
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carol LowereeDirectorPT$36,000$36,000

Board Members and Trustees

NameTitle
Patti RiemerBoard Member
Nancy CartwrightDirector
Sofia Gil-RodriguezDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$436,970
Program Service Revenue
$0
Investment Income
$291
Other Revenue
$-466
All Other Contributions
$436,970
Change in Net Assets
$-87,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$477,205
Total Fundraising Expense$48,166
Salaries, Compensation, and Employee Benefits$46,807
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$354,400$529$176$355,105
Other Salaries and Wages$42,814$0$0$42,814
Fees for Services Management$21,600$7,200$7,200$36,000
Information Technology$6,823$6,823$20,470$34,116
All Other Expenses$18,280$1,597$3,154$23,031
Insurance$6,908$1,114$3,258$11,280
Fees for Services Other$203$0$6,687$6,890
Fees for Services Accounting$2,451$405$2,710$5,566
Payroll Taxes$3,993$0$0$3,993
Office Expenses$0$281$1,393$1,674
Fees for Services Legal$0$0$461$461
Other Expenses$216$84$0$300
Depreciation Depletion$0$0$57$57
Total Functional Expenses$457,688$18,158$48,166$524,012
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,602
Fundraising Gross Income$18,832
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$18,832$18,832$957$17,875
Total Events$18,832$18,832$19,228$-396
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Related EntityDonationNo$354,400

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$189,713$241,765▲ $52,052
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Happy House
EIN
20-4367250
Phone
8182471007
Address
750 Fairmont Avenue, Glendale, CA 91203

Signing Officer

Name
Nancy Cartwright
Title
Director
Phone
8182471007
Signed
2020-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Cartwright
Formed
2006
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
2
Employees
5
Volunteers
4

Preparer

Firm
William D Truax EA Inc
Address
1125 E Broadway 161, Glendale, CA 91205
Preparer
Pamela R Sims EA
Phone
3232575762
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Password Protected PDFs are emailed to each individual.

Pt VI, Line 19

The required statement is on the "About" page of the Happy House website.

Raw XML AppendixShowing 400 of 414 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/EquipmentGrp/DepreciationAmt06755
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06862
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0107
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019228
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01921
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IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0Yo Nancy Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Related Entity
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0354400
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Donation
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0To help cover expens
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0167985
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Nancy Cartwright
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Director
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IRS990ScheduleL/TotalBalanceDueAmt0241765
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Password Protected PDFs are emailed to each individual.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The required statement is on the "About" page of the Happy House website.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt082645
IRS990/TotalAssetsGrp/BOYAmt0117810
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IRS990/TotalContributionsAmt0436970
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt048166
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018158
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0457688
IRS990/TotalFunctionalExpensesGrp/TotalAmt0524012
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0241765
IRS990/TotalLiabilitiesGrp/BOYAmt0189713
IRS990/TotalLiabilitiesGrp/EOYAmt0241765
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-159120
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0457688
IRS990/TotalReportableCompFromOrgAmt036000
IRS990/TotalRevenueGrp/ExclusionAmt0-479
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0304
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0436795
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0117810
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt082645
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0750 Fairmont Avenue 100
IRS990/USAddress/CityNm0Glendale
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091203
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nancy Cartwright
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08182471007
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Happy House
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0204367250
ReturnHeader/Filer/PhoneNum08182471007
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 Fairmont Avenue
ReturnHeader/Filer/USAddress/CityNm0Glendale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.183.64.66
ReturnHeader/FilingSecurityInformation/IPDt02020-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$4.80$4.46$0.96$1.05$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$3.82$2.89$0.21$0.73$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$3.17$2.37$0.36$1.13$0.78
2019Detailed filing. Detailed filing data is available for this year.$0.83$2.42$1.59$4.37$5.24$0.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$1.90$0.72$1.10$1.91$0.81
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$1.09$0.09$1.53$1.25$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.89$0.20$5.90$1.54$4.37
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$5.48$4.56$1.19$1.68$0.49
2014Detailed filing. Detailed filing data is available for this year.$0.87$4.95$4.07$1.30$1.78$0.48
2013Summary only. Only limited summary data is available for this year.$0.91$4.50$0.88$1.19$0.31
2012Summary only. Only limited summary data is available for this year.$0.73$4.01$0.49$1.32$0.83
2011Summary only. Only limited summary data is available for this year.$0.35$2.81$0.77$1.56$0.79
2010Summary only. Only limited summary data is available for this year.$0.03$1.14$1.53$2.31$0.78
Peer Organizations

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