Civic Intelligence

Happy Day Microfunds

990PF • Fiscal year 2013 • EIN 27-3086723

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 07, 2014

Organization Profile
2095 Ringwood Ave95131

(408) 240-3611

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

64th percentile

7.8%

Faster asset growth than 64% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$3,927

Up $285 (+7.8%) from 2012

Net Assets

Up

$3,927

Up $285 (+7.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

$300

No earlier filing loaded for comparison.

Expenses

Down

$15

Down $973 (-98%) from 2012

Net Income

$285

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2011: $2,380Liabilities 2011: $750Net Assets 2011: $1,6302011Assets 2012: $3,642Liabilities 2012: $0Net Assets 2012: $3,6422012Assets 2013: $3,927Liabilities 2013: $0Net Assets 2013: $3,9272013Assets 2014: $3,912Liabilities 2014: $0Net Assets 2014: $3,9122014Assets 2015: $3,902Liabilities 2015: $0Net Assets 2015: $3,9022015Assets 2016: $3,875Liabilities 2016: $0Net Assets 2016: $3,8752016Assets 2017: $3,850Liabilities 2017: $0Net Assets 2017: $3,8502017Assets 2018: $3,804Liabilities 2018: $25Net Assets 2018: $3,7792018Assets 2019: $3,194Liabilities 2019: $0Net Assets 2019: $3,1942019Assets 2020: $3,124Liabilities 2020: $0Net Assets 2020: $3,1242020Assets 2021: $3,064Liabilities 2021: $0Net Assets 2021: $3,0642021Assets 2022: $3,004Liabilities 2022: $0Net Assets 2022: $3,0042022Assets 2023: $2,944Liabilities 2023: $0Net Assets 2023: $2,9442023

Highlighted filing

2013

Assets$3,927
Liabilities$0
Net Assets$3,927
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5K$1.0K$500$0-$500-$1.0KExpenses 2011: $1,0812011Expenses 2012: $9882012Revenue 2013: $300Expenses 2013: $15Net Income 2013: $2852013Revenue 2014: $0Expenses 2014: $15Net Income 2014: -$152014Revenue 2015: $0Expenses 2015: $10Net Income 2015: -$102015Revenue 2016: $0Expenses 2016: $27Net Income 2016: -$272016Revenue 2017: $0Expenses 2017: $25Net Income 2017: -$252017Revenue 2018: $0Expenses 2018: $71Net Income 2018: -$712018Revenue 2019: $0Expenses 2019: $585Net Income 2019: -$5852019Revenue 2020: $0Expenses 2020: $70Net Income 2020: -$702020Revenue 2021: $0Expenses 2021: $60Net Income 2021: -$602021Revenue 2022: $0Expenses 2022: $60Net Income 2022: -$602022Revenue 2023: $0Expenses 2023: $60Net Income 2023: -$602023

Highlighted filing

2013

Revenue$300
Expenses$15
Net Income$285
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 7, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William KimPresident & CEO-$0--
David C KimSecretary & CFO-$0--
Filing and Contact Details

Filer

EIN
27-3086723
Phone
4082403611

Signing Officer

Name
David C Kim
Title
CFO & Secretary
Signed
2014-08-07
Discuss with paid preparer
Yes

Preparer

Preparer
Christopher Choi
Phone
4083460500
Raw XML Appendix161 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.

Path#Value
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0285
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0285
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03927
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03642
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03927
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt03927
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03642
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03927
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03642
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03642
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03927
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03642
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03927
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03642
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03927
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William Kim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David C Kim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary & CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10900 Hunter Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11900 Hunter Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Fremont
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Fremont
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode094539
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode194539
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine102095 RINGWOOD AVE 10
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0SAN JOSE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode095131
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10DAVID C KIM
IRS990PF/StatementsRegardingActyGrp/PhoneNum04082403611
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0happydaymicrofunds.org
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01125
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0300
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01125
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01125
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David C Kim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO & Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10HAPPY DAY MICROFUNDS
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0273086723
ReturnHeader/Filer/PhoneNum04082403611
ReturnHeader/Filer/USAddress/AddressLine102095 RINGWOOD AVE
ReturnHeader/Filer/USAddress/City0SAN JOSE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Jean & Choi CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102858 Stevens Creek Blvd 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095128
ReturnHeader/PreparerPersonGrp/PhoneNum04083460500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Choi
ReturnHeader/ReturnTs02014-08-08T17:11:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,927
Liabilities
$0
Net assets
$3,927
Revenue
$300
Expenses
$15
Net income
$285
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,944$0$2,944$0$60$60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,004$0$3,004$0$60$60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,064$0$3,064$0$60$60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,124$0$3,124$0$70$70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,194$0$3,194$0$585$585
2018Detailed filing. Detailed filing data is available for this year.$3,804$25$3,779$0$71$71
2017Detailed filing. Detailed filing data is available for this year.$3,850$0$3,850$0$25$25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,875$0$3,875$0$27$27
2015Detailed filing. Detailed filing data is available for this year.$3,902$0$3,902$0$10$10
2014Detailed filing. Detailed filing data is available for this year.$3,912$0$3,912$0$15$15
2013Detailed filing. Detailed filing data is available for this year.$3,927$0$3,927$300$15$285
2012Detailed filing. Detailed filing data is available for this year.$3,642$0$3,642$988
2011Detailed filing. Detailed filing data is available for this year.$2,380$750$1,630$1,081
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • <$500k nonprofits