Civic Intelligence

Happy House Inc

EIN 59-1294906 • 501(c)3 • Lake City, FL

Profile

The material, social, educational,

PO Box 1282Lake City, FL 32056

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.05x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$67,779

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

11th percentile

-18%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$787,426

Down $174,362 (-18%) from 2023

Liabilities

Down

$55,006

Down $4,657 (-7.8%) from 2023

Net Assets

Down

$732,420

Down $169,705 (-19%) from 2023

Revenue

Down

$1,198,639

Down $556,867 (-32%) from 2023

Expenses

Down

$1,455,703

Down $55,765 (-3.7%) from 2023

Net Income

Down

-$257,064

Down $501,102 (-205%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $718,545Liabilities 2011: $138,359Net Assets 2011: $580,1862011Assets 2012: $697,354Liabilities 2012: $133,828Net Assets 2012: $563,5262012Assets 2013: $620,287Liabilities 2013: $133,254Net Assets 2013: $487,0332013Assets 2014: $574,132Liabilities 2014: $149,951Net Assets 2014: $424,1812014Assets 2015: $592,366Liabilities 2015: $78,368Net Assets 2015: $513,9982015Assets 2016: $571,321Liabilities 2016: $90,309Net Assets 2016: $481,0122016Assets 2017: $521,323Liabilities 2017: $80,211Net Assets 2017: $441,1122017Assets 2018: $574,351Liabilities 2018: $45,791Net Assets 2018: $528,5602018Assets 2019: $642,037Liabilities 2019: $99,985Net Assets 2019: $542,0522019Assets 2020: $1,012,431Liabilities 2020: $86,035Net Assets 2020: $926,3962020Assets 2021: $712,206Liabilities 2021: $75,603Net Assets 2021: $636,6032021Assets 2022: $725,814Liabilities 2022: $67,727Net Assets 2022: $658,0872022Assets 2023: $961,788Liabilities 2023: $59,663Net Assets 2023: $902,1252023Assets 2024: $787,426Liabilities 2024: $55,006Net Assets 2024: $732,4202024

Highlighted filing

2024

Assets$787,426
Liabilities$55,006
Net Assets$732,420

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,331,690Expenses 2011: $1,372,301Net Income 2011: -$40,6112011Expenses 2012: $1,364,1252012Revenue 2013: $1,342,976Expenses 2013: $1,419,469Net Income 2013: -$76,4932013Revenue 2014: $1,217,556Expenses 2014: $1,280,408Net Income 2014: -$62,8522014Revenue 2015: $1,399,099Expenses 2015: $1,309,282Net Income 2015: $89,8172015Revenue 2016: $1,293,476Expenses 2016: $1,326,462Net Income 2016: -$32,9862016Revenue 2017: $1,317,909Expenses 2017: $1,357,809Net Income 2017: -$39,9002017Revenue 2018: $1,448,208Expenses 2018: $1,360,760Net Income 2018: $87,4482018Revenue 2019: $1,317,011Expenses 2019: $1,303,519Net Income 2019: $13,4922019Revenue 2020: $1,680,001Expenses 2020: $1,295,657Net Income 2020: $384,3442020Revenue 2021: $915,740Expenses 2021: $1,208,032Net Income 2021: -$292,2922021Revenue 2022: $1,236,754Expenses 2022: $1,215,270Net Income 2022: $21,4842022Revenue 2023: $1,755,506Expenses 2023: $1,511,468Net Income 2023: $244,0382023Revenue 2024: $1,198,639Expenses 2024: $1,455,703Net Income 2024: -$257,0642024

Highlighted filing

2024

Revenue$1,198,639
Expenses$1,455,703
Net Income-$257,064

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.06$0.73$1.20$1.46$0.26
2023Summary only. Only limited summary data is available for this year.$0.96$0.06$0.90$1.76$1.51$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.07$0.66$1.24$1.22$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.08$0.64$0.92$1.21$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.09$0.93$1.68$1.30$0.38
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.10$0.54$1.32$1.30$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.05$0.53$1.45$1.36$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.08$0.44$1.32$1.36$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.09$0.48$1.29$1.33$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.08$0.51$1.40$1.31$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.15$0.42$1.22$1.28$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.13$0.49$1.34$1.42$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.13$0.56$1.36
2011Summary only. Only limited summary data is available for this year.$0.72$0.14$0.58$1.33$1.37$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,198,639
Mission and Program Overview

Mission

The material, social, educational and moral well-being of the children of lake city, fl; promote the highest principals of honor, integrity and morality in the community; and offer services and activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$529,074$491,631▼ $37,443
Cash and Non-Interest-Bearing Accounts$449,463$216,650▼ $232,813
Accounts Receivable$70,610$79,145▲ $8,535
Total Assets$1,049,147$787,426▼ $261,721
Liabilities
Accounts Payable and Accrued Expenses$51,705$55,006▲ $3,301
Mortgage Notes Payable Secured by Investment Property$7,958--
Total Liabilities$59,663$55,006▼ $4,657
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$989,484$732,420▼ $257,064
Total Net Assets Fund Balance$989,484$732,420▼ $257,064
Total Liabilities and Net Assets / Fund Balance$1,049,147$787,426▼ $261,721

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$348,353$825,140$1,173,493
Equipment$143,278$84,217$227,495
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sheryll WalkerExecutive DirectorFT$67,779$67,779
Gloria BedenbaughFinance DirectorFT$46,389$46,389

Board Members and Trustees

NameTitle
Susie HallChairperson
Georgia SmithMember
Melinda MosesMember
Sandra ForemanMember
Marcia KazmierskiSecretary
Cheryl MorganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$206,615
Program Service Revenue
$990,120
Investment Income
$1,904
Other Revenue
$0
All Other Contributions
$44,750
Change in Net Assets
$-257,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$981,843
Other Expenses$473,860
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$795,922$0$0$795,922
Other Expenses$136,002$0$0$136,002
Current Officers, Directors, Trustees, and Key Employees$16,945$97,223$0$114,168
Insurance$107,527$1,188$0$108,715
Depreciation Depletion$69,562$11,959$0$81,521
Payroll Taxes$64,461$7,292$0$71,753
Occupancy$24,633$9,580$0$34,213
All Other Expenses$27,001$100$0$27,101
Office Expenses$13,621$10,150$0$23,771
Advertising$5,583$0$0$5,583
Fees for Services Accounting$0$3,988$0$3,988
Travel$2,591$0$0$2,591
Interest$228$0$0$228
Total Functional Expenses$1,302,791$152,912$0$1,455,703
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 Inc
EIN
59-1294906
Phone
3867524736
Address
PO BOX 1282, LAKE CITY, FL 32056

Signing Officer

Name
Susie Hall
Title
Chairperson
Phone
3867524736
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susie Hall
Formed
1970
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
40
Volunteers
12

Preparer

Firm
Aligned CPA LLC
Address
405 E DUVAL STREET, LAKE CITY, FL 32055
Preparer
Joy L Lutz CPA
Phone
3867524005
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Form 990 provided to board members for review prior to filing.

Pt VI, Line 15A

Board of directors annually reviews ceos performance and the organizations financial position.raises are awarded accordingly.

Pt VI, Line 15B

Board of directors annually reviews performance of all employees and the organizations financial position.raises are awarded accordingly.

Raw XML AppendixShowing 400 of 419 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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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0795922
IRS990/OtherSalariesAndWagesGrp/TotalAmt0795922
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07292
IRS990/PayrollTaxesGrp/ProgramServicesAmt064461
IRS990/PayrollTaxesGrp/TotalAmt071753
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SUSIE HALL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624410
IRS990/ProgramServiceRevenueGrp/BusinessCd1624410
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTED CHILD CARE ELCFG, INC
IRS990/ProgramServiceRevenueGrp/Desc1PARENT FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0599196
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1390924
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0838414
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt023730
IRS990/PYOtherExpensesAmt0599671
IRS990/PYProgramServiceRevenueAmt0893362
IRS990/PYRevenuesLessExpensesAmt0244038
IRS990/PYSalariesCompEmpBnftPaidAmt0911797
IRS990/PYTotalExpensesAmt01511468
IRS990/PYTotalRevenueAmt01755506
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-257064
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0992024
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0348353
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0825140
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01173493
IRS990ScheduleD/EquipmentGrp/BookValueAmt0143278
IRS990ScheduleD/EquipmentGrp/DepreciationAmt084217
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0227495
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0491631
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0HAPPY HOUSE, INC., INCLUDES A STATEMENT IN ITS BROCHURES AND CATALOGUES THAT IT HAS A RACIALLY NONDISCRIMINATORY POLICY. HAPPY HOUSE, INC. INCLUDES A STATEMENT IN ITS BROCHURES AND CATALOGUES THAT IT HAS A RACIALLY NONDISCRIMINATORY POLICY. THE INFORMATION IS DISTRIBUTED IN THE COMMUNITY.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1GOVERNMENTAL ASSISTANCE IS RECEIVED FROM THE STATE OF FLORIDA VIA SUBSIDIZED CHILD CARE ASSISTANCE, THE FEDERAL GOVERNMENT VIA THE USDA FOOD PROGRAM, AND LOCAL GOVERNMENT VIA PERIODIC SUPPORT.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 6b
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 PROVIDED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS ANNUALLY REVIEWS CEOS PERFORMANCE AND THE ORGANIZATIONS FINANCIAL POSITION.RAISES ARE AWARDED ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF DIRECTORS ANNUALLY REVIEWS PERFORMANCE OF ALL EMPLOYEES AND THE ORGANIZATIONS FINANCIAL POSITION.RAISES ARE AWARDED ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
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IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt0787426
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0206615
IRS990/TotalEmployeeCnt040
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0152912
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01302791
IRS990/TotalFunctionalExpensesGrp/TotalAmt01455703
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt059663
IRS990/TotalLiabilitiesEOYAmt055006
IRS990/TotalLiabilitiesGrp/BOYAmt059663
IRS990/TotalLiabilitiesGrp/EOYAmt055006
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0989484
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0732420
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01302791
IRS990/TotalProgramServiceRevenueAmt0990120
IRS990/TotalReportableCompFromOrgAmt0114168
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0992024
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01198639
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01049147
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0787426
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt02591
IRS990/TravelGrp/TotalAmt02591
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0574 NW OLD MILL DR
IRS990/USAddress/CityNm0LAKE CITY
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032055
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSIE HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum03867524736
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAPPY HOUSE INC
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0591294906
ReturnHeader/Filer/PhoneNum03867524736

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