Civic Intelligence

Happy Tails Rescue Retirement Home

EIN 83-3459633 • 501(c)3 • Morrisville, PA

Pub. 78 Eligible990-N Coverage

Profile

To care for, save the lives of, find homes for abandoned and mistreated dogs.

PO Box 727Morrisville, PA 19067

n/A

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.22x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.07x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

55th percentile

4.3%

Higher net margin than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

3.9%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$23,167

Up $3,400 (+17%) from 2023

Liabilities

Up

$5,110

Up $427 (+9.1%) from 2023

Net Assets

Up

$18,057

Up $2,973 (+20%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin55th percentile

Revenue

Up

$68,840

Up $2,587 (+3.9%) from 2023

Expenses

Down

$65,867

Down $14,212 (-18%) from 2023

Net Income

Up

$2,973

Up $16,799 (+122%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$60K$40K$20K$0Assets 2021: $54,420Net Assets 2021: $54,4202021Assets 2022: $28,910Net Assets 2022: $28,9102022Assets 2023: $19,767Liabilities 2023: $4,683Net Assets 2023: $15,0842023Assets 2024: $23,167Liabilities 2024: $5,110Net Assets 2024: $18,0572024

Highlighted filing

2024

Assets$23,167
Liabilities$5,110
Net Assets$18,057
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $108,004Expenses 2021: $55,013Net Income 2021: $52,9912021Revenue 2022: $58,055Expenses 2022: $83,565Net Income 2022: -$25,5102022Revenue 2023: $66,253Expenses 2023: $80,079Net Income 2023: -$13,8262023Revenue 2024: $68,840Expenses 2024: $65,867Net Income 2024: $2,9732024

Highlighted filing

2024

Revenue$68,840
Expenses$65,867
Net Income$2,973
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,167
Liabilities
$5,110
Net assets
$18,057
Revenue
$68,840
Expenses
$65,867
Net income
$2,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.05$0.18$0.69$0.66$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.05$0.15$0.66$0.80$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.58$0.84$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.54$1.08$0.55$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 9, 2025
Return Version
2024v5.2
Gross Receipts
$68,840
Mission and Program Overview

Mission

To care for, save the lives of, find homes for abandoned and mistreated dogs.

Program Services

DescriptionGrantsExpenses
To care for and save the lives of abandond and mistreated dogs.-$60,350
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacey HerrickPresident & CEO-$0--
Bruce HerrickTrustee-$0--
Michele AllenTreasurer-$0--
Diana BauerSecretary-$0--
Jean KryvenTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Happy Tails Rescue Retirement Home
EIN
83-3459633
Phone
6096474334
Address
PO Box 727, Morrisville, PA 19067

Signing Officer

Name
Stacey Herrick
Title
President & CEO
Signed
2025-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Meltzer & Associates
Address
3993 Huntingdon Pike Ste 200, Huntingdon Valley, PA 19006
Preparer
Michael Meltzer
Phone
2152447737
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Program Expense $60350”

Other Expenses.2

“Administrative Expense $5517”

Total Liabilities.1

“credit cards - Beginning $4683 credit cards - Ending $5110”

Raw XML Appendix152 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06096474334
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 727
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Morrisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019767
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023167
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IRS990EZ/ContributionsGiftsGrantsEtcAmt068840
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015084
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018057
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015084
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stacey Herrick
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michele Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Diana Bauer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065867
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To care for, save the lives of, find homes for abandoned and mistreated dogs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To care for and save the lives of abandond and mistreated dogs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060350
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04683
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05110
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt068840
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt068840
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0108004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0330241
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0330241
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0108004
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029089
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0330241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Expense $60350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative Expense $5517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2credit cards - Beginning $4683 credit cards - Ending $5110
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stacey Herrick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-09
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ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0833459633
ReturnHeader/Filer/PhoneNum06096474334
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntingdon Valley
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019006
ReturnHeader/PreparerPersonGrp/PhoneNum02152447737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Meltzer
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-09T08:17:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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