Civic Intelligence

The Happy Givers

990 • Fiscal year 2022 • EIN 82-1031357

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 29, 2023

Carr 689 Km 01 Barrio CarmelitaVega Baja, PR 00693

(919) 809-4353

Siviq Scores

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

Liabilities / Assets

69th percentile

0.22x

Higher debt load relative to assets than 69% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

52nd percentile

0.09x

Higher debt load relative to revenue than 52% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

59th percentile

12%

Higher net margin than 59% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$45,030

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

82nd percentile

30%

Faster asset growth than 82% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$588,677

Up $136,608 (+30%) from 2021

Net Assets

Up

$461,986

Up $162,386 (+54%) from 2021

Liabilities

Down

$126,691

Down $25,778 (-17%) from 2021

Revenue

Up

$1,348,297

Up $196,159 (+17%) from 2021

Expenses

Up

$1,185,911

Up $17,002 (+1.5%) from 2021

Net Income

Up

$162,386

Up $179,157 (+1068%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2017: $3,334Liabilities 2017: $0Net Assets 2017: $3,3342017Assets 2018: $38,174Liabilities 2018: $0Net Assets 2018: $38,1742018Assets 2019: $29,387Liabilities 2019: $0Net Assets 2019: $29,3872019Assets 2020: $839,078Liabilities 2020: $0Net Assets 2020: $839,0782020Assets 2021: $452,069Liabilities 2021: $152,469Net Assets 2021: $299,6002021Assets 2022: $588,677Liabilities 2022: $126,691Net Assets 2022: $461,9862022Assets 2023: $521,263Liabilities 2023: $84,781Net Assets 2023: $436,4822023Assets 2024: $513,976Liabilities 2024: $111,952Net Assets 2024: $402,0242024

Highlighted filing

2022

Assets$588,677
Liabilities$126,691
Net Assets$461,986

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $45,454Expenses 2017: $42,120Net Income 2017: $3,3342017Revenue 2018: $696,558Expenses 2018: $661,718Net Income 2018: $34,8402018Revenue 2019: $658,420Expenses 2019: $667,207Net Income 2019: -$8,7872019Revenue 2020: $2,276,221Expenses 2020: $1,468,750Net Income 2020: $807,4712020Revenue 2021: $1,152,138Expenses 2021: $1,168,909Net Income 2021: -$16,7712021Revenue 2022: $1,348,297Expenses 2022: $1,185,911Net Income 2022: $162,3862022Revenue 2023: $1,071,232Expenses 2023: $1,096,736Net Income 2023: -$25,5042023Revenue 2024: $905,649Expenses 2024: $940,107Net Income 2024: -$34,4582024

Highlighted filing

2022

Revenue$1,348,297
Expenses$1,185,911
Net Income$162,386
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 29, 2023
Return Version
2022v5.0
Gross Receipts
$1,348,297
Mission and Program Overview

Mission

Our mission is to promote the rights of every person, especially the families most disadvantaged in our country; such as the elderly, children, single mothers, individuals with a functional disability; since everyone deserves to enjoy a dignified and full life with equal opportunities to transform society, eradicate poverty and hunger.

Our mission is to promote the rights of every person, especially the families most disadvantaged of our country; such as the elderly, children, single mothers, individuals with a functional disability; since everyone deserves to enjoy a dignified and full life with equal opportunities to transform society, eradicate poverty and hunger.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$428,344$483,149▲ $54,805
Rtn Earn Endowment Incm Other Fnds$299,600$461,986▲ $162,386
Cash and Non-Interest-Bearing Accounts$23,725$105,528▲ $81,803
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$452,069$588,677▲ $136,608
Liabilities
Accounts Payable and Accrued Expenses$152,469$126,691▼ $25,778
Total Liabilities$152,469$126,691▼ $25,778
Net Assets / Fund Balance
Total Net Assets Fund Balance$299,600$461,986▲ $162,386
Total Liabilities and Net Assets / Fund Balance$452,069$588,677▲ $136,608

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$156,600$5,400$0
Other Land Buildings$0$0$0
Land$155,000-$0
Equipment$171,549$12,546$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carlos A RodriguezPresident & FounderFT$45,030$45,030

Board Members and Trustees

NameTitle
Yuki TanakaCo-Founder & Exec. Asistant
Abdel ValenzuelaMember
Kat WilcoxMember
Susan JensonMember
Revenue and Support

Revenue Composition

Contributions and Grants
$1,342,747
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$5,550
All Other Contributions
$346,026
Change in Net Assets
$162,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$966,243
Total Fundraising Expense$511,075
Salaries, Compensation, and Employee Benefits$219,668
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy--$511,075$511,075
Other Salaries and Wages-$198,560-$198,560
Advertising-$142,420-$142,420
Fees for Services Other$103,425--$103,425
Fees for Services Management$96,012--$96,012
All Other Expenses$73,479--$73,479
Payroll Taxes-$21,108-$21,108
Other Expenses$0$15,000$0$15,000
Depreciation Depletion$13,290--$13,290
Fees for Services Lobbying-$6,898-$6,898
Interest-$4,644-$4,644
Total Functional Expenses$286,206$388,630$511,075$1,185,911
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sales of Clothes$946,721$946,721$0$946,721
Total Events$946,721$946,721$0$946,721
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
No
Backup withholding compliance
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

It is sent to members for evaluation

Form 990, Part VI, Section B, Line 15

The Management is elected by the President

Form 990, Part VI, Section C, Line 19

Articles of incorporation are available on the Puerto Rico State Department site. And all documents are available upon request. Form 990 from 2018-2020 and EIN letter are available on the IRS site. 2022 End Year Financial Statement is on GuideStar

Filing and Contact Details

Filer

Filer Name
Happy Sonship
EIN
82-1031357
Phone
9198094353
Address
Carr 689 Km 01 Barrio Carmelita, Vega Baja, PR 00693

Signing Officer

Name
Carlos Rodriguez
Title
President
Phone
9198094353
Signed
2023-11-29

Organization Details

Principal Officer
Carlos Rodriguez
Formed
2017
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
4
Employees
10
Volunteers
10
Raw XML Appendix387 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/Desc0PUERTO RICO DISASTER RELIEF. WE HAVE HOSTED SIX TEAMS TO CONTINUE WITH OUR DISASTER RELIEF PROJECT. WE HELPED FIXING APPROXIMATELY 33 HOUSES APPROXIMATELY 140 PEOPLE WERE IMPACTED. CASA DE PAZ, LIMA PERU WE CONTINUED WITH OUR MONTHLY FUNDING TO CASA DE PAZ WHICH IS A CHILDRENS HOME IN LIMA, PERU. THEY CURRENTLY HAVE APPROXIMATELY 40 KIDS ATTENDING OUR AFTERNOON PROGRAM ON DAILY BASIS. ETHIPIOA KINGDON VISION INTERNATIONAL. WE CONTINUED WITH OUR MONTHLY FUNDING TO HELP T THE ORPHANAGE CREATE A FOSTER CARE WITHING THEIR ORGANIZATION. APPROXIMATELY 41 KIDS WERE IMPACTED BY THIS MONTHLY DONATION.
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Sales of Clothes
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0946721
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0946721
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0946721
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0946721
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0946721
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0It is sent to members for evaluation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Management is elected by the President
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Articles of incorporation are available on the Puerto Rico State Department site. And all documents are available upon request. Form 990 from 2018-2020 and EIN letter are available on the IRS site. 2022 End Year Financial Statement is on GuideStar
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0452069
IRS990/TotalAssetsEOYAmt0588677
IRS990/TotalAssetsGrp/BOYAmt0452069
IRS990/TotalAssetsGrp/EOYAmt0588677
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01342747
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0511075
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0388630
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0286206
IRS990/TotalFunctionalExpensesGrp/TotalAmt01185911
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0152469
IRS990/TotalLiabilitiesEOYAmt0126691
IRS990/TotalLiabilitiesGrp/BOYAmt0152469
IRS990/TotalLiabilitiesGrp/EOYAmt0126691
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0299600
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0461986
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0286206
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt045030
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05550
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01348297
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0452069
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0588677
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0Cond Palma Dorada F1104
IRS990/USAddress/CityNm0Vega Alta
IRS990/USAddress/StateAbbreviationCd0PR
IRS990/USAddress/ZIPCd000692
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0https://thehappygivers.com
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0The cause for this late filing is due to changes in filing requirement. We filed on paper, then we received a notification that must be filed electronically
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carlos Rodriguez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09198094353
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAPPY SONSHIP
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0821031357
ReturnHeader/Filer/PhoneNum09198094353
ReturnHeader/Filer/USAddress/AddressLine1Txt0Carr 689 Km 01 Barrio Carmelita
ReturnHeader/Filer/USAddress/CityNm0Vega Baja
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PR
ReturnHeader/Filer/USAddress/ZIPCd000693
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-27T20:15:39-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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