Civic Intelligence

Happy 50 Plus Foundation

990EZ • Fiscal year 2023 • EIN 92-0367082

Sep 20, 2022 to Jun 30, 2023 • Filed on Sep 11, 2023

Organization ProfileN/A
3477 Fletcher Ave Ste CEl Monte, CA 91731

(626) 374-8604

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

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

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$5,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$84,213

No earlier filing loaded for comparison.

Net Assets

$84,213

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

$179,270

No earlier filing loaded for comparison.

Expenses

$95,057

No earlier filing loaded for comparison.

Net Income

$84,213

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2023: $84,213Net Assets 2023: $84,2132023Assets 2024: $114,791Liabilities 2024: $1,108Net Assets 2024: $113,6832024Assets 2025: $388,394Liabilities 2025: $1,478Net Assets 2025: $386,9162025

Highlighted filing

2023

Assets$84,213
Liabilities-
Net Assets$84,213
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0Revenue 2023: $179,270Expenses 2023: $95,057Net Income 2023: $84,2132023Revenue 2024: $604,288Expenses 2024: $574,818Net Income 2024: $29,4702024Revenue 2025: $920,428Expenses 2025: $647,195Net Income 2025: $273,2332025

Highlighted filing

2023

Revenue$179,270
Expenses$95,057
Net Income$84,213
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 20, 2022 to Jun 30, 2023
Signed
Sep 11, 2023
Return Version
2022v5.0
Gross Receipts
$179,270
Mission and Program Overview

Mission

Connecting people, information, resources, and communities to enrich the lives of 12,000 older adults with limitedEnglish proficiency. Committed to promoting independence and enhancing the quality of life for seniors and theirfamilies by providing exceptional services.

The mission of Happy 50 Plus Foundation is to improve the health and well-being of the peopleand communities across southern California by providing outreach, education and acculturation services forolder adults who experience social isolation and difficulty accessing resources to which they are entitled due tobeing an immigrant to the US and unfamiliar with systems and programs that will benefit them

Program Services

DescriptionGrantsExpenses
IN OUR ENDEAVORS TO IMPROVE ACCESS TO IN-LANGUAGE RESOURCES & INFORMATION, OUR GOAL IS TO CONTINUE TO SUPPORT OUR 10,000+ OLDER CHINESE AMERICAN MEMBERS TO THRIVE IN THEIR PHYSICAL/MENTAL CAPACITIES, BE SOCIALLY CONNECTED, & WELL INFORMED. IN OUR WORK AIMED AT IMPROVING MENTAL WELLNESS AMONG OLDER CHINESE AMERICANS, OUR GOAL IS TO CONTINUE TO COLLABORATE WITH OUR PARTNERS TO ENSURE OUR MOST VULNERABLE POPULATION, INCLUDING OLDER ADULTS WITH LESS ENGLISH PROFICIENCY, HAVE THE IN-LANGUAGE RESOURCES & HELP THAT THEY NEED TO COMBAT MENTAL HEALTH CRISIS.$129,500$91,024
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda LeeCEOFT$5,000-$5,000
Susan WangCFOPT$0--
Josephine NiehSecretaryFT$0--
Filing and Contact Details

Filer

Filer Name
Happy 50 Plus Foundation
EIN
92-0367082
Address
3477 FLETCHER AVE STE C, El Monte, CA 91731

Signing Officer

Name
Amanda Lee
Title
CEO
Phone
6263748604
Signed
2023-09-11
Discuss with paid preparer
Yes

Preparer

Firm
California Public Accountancy Corp
Address
17700 CASTLETON ST SUITE 515, CITY OF INDUSTRY, CA 91748
Preparer
Tony Yimu Wang
Phone
6268106788
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $59631”

Other Expenses.1012

“Insurance $545”

Other Expenses.2

“TELEPHONE $154”

Raw XML Appendix132 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/PrintingPublicationsPostageAmt0705
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt091024
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0179270
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalSupportAmt0179270
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $59631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TELEPHONE $154
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
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ReturnHeader/BusinessOfficerGrp/PhoneNum06263748604
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-11
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ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0920367082
ReturnHeader/Filer/USAddress/AddressLine1Txt03477 FLETCHER AVE STE C
ReturnHeader/Filer/USAddress/CityNm0El Monte
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562461471
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091748
ReturnHeader/PreparerPersonGrp/PhoneNum06268106788
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TONY YIMU WANG
ReturnHeader/ReturnTs02023-09-11T12:29:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amanda
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ReturnHeader/TaxPeriodBeginDt02022-09-20
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$84,213
Liabilities
-
Net assets
$84,213
Revenue
$179,270
Expenses
$95,057
Net income
$84,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.88$0.01$3.87$9.20$6.47$2.73
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.01$1.14$6.04$5.75$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.84$1.79$0.95$0.84