Civic Intelligence

Happy Day Microfunds

990PF • Fiscal year 2023 • EIN 27-3086723

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
46515 Landing ParkwayFremont, CA 94538

(408) 240-3615

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-2.0%

Faster asset growth than 45% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$2,944

Down $60 (-2.0%) from 2022

Net Assets

Down

$2,944

Down $60 (-2.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Flat

$60

Flat from 2022

Net Income

Flat

-$60

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2023

Assets$2,944
Liabilities$0
Net Assets$2,944
Open 2023 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

2023

Revenue$0
Expenses$60
Net Income-$60
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Filer

Filer Name
Happy Day Microfunds
EIN
27-3086723
Phone
4082403615
Address
46515 LANDING PARKWAY, FREMONT, CA 94538

Signing Officer

Name
David C Kim
Title
CFO & Secretary
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Jean & Choi CPAs
Address
1995 El Camino Real Suite 301, Santa Clara, CA 95050
Preparer
Christopher Choi
Phone
4083460500
Raw XML Appendix165 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/AddressChangeInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-60
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt060
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-60
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02944
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03004
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02944
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0147
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0147
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0147
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/FMVAssetsEOYAmt02944
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03004
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02944
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03004
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02944
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03004
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02944
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02944
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03004
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02944
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03004
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02944
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02975
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02975
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt045
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0147
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02930
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02975
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/AddressLine1Txt040 Cielito Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt140 Cielito Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Los Altos
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Los Altos
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194022
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt060
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt060
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt046515 LANDING PARKWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FREMONT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094538
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID C KIM
IRS990PF/StatementsRegardingActyGrp/PhoneNum04082403615
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/AppliedToCurrentYearAmt060
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt071
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank service charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David C Kim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO & Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAPPY DAY MICROFUNDS
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0273086723
ReturnHeader/Filer/PhoneNum04082403615
ReturnHeader/Filer/USAddress/AddressLine1Txt046515 LANDING PARKWAY
ReturnHeader/Filer/USAddress/CityNm0FREMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094538
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770532141
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jean & Choi CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01995 El Camino Real Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Clara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095050
ReturnHeader/PreparerPersonGrp/PhoneNum04083460500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Choi
ReturnHeader/ReturnTs02024-11-13T18:18:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,944
Liabilities
$0
Net assets
$2,944
Revenue
$0
Expenses
$60
Net income
-$60
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$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