Happy Families Educational Services Inc

Nonprofit profile at a glance

EIN
465630118
IRS 990 coverage
2014–2015
Forms available
Form 990 2015
Location
San Diego, CA, USA
Rating
45
Verdict
MIXED
Rating confidence
Standard
Sector
Family Counseling

Reported finances

Revenue
$246,140
Expenses
$185,965
Assets
$3,600
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

2 people listed

Executive titles in this filing

  • FRANCISCO DAVID DLEON (President)

Highest reported compensation

  • FRANCISCO DAVID DLEON (President): $46,400 total reported compensation
  • JUDITH GLORIA DLEON (Secretary): $46,400 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Happy families educational services' main objective is the strengthening of the community through programs geared specifically towards enhancing family dynamics.

What it reported doing in 2015

Happy families educational services serves the community by bringing quality programs and workshops available to the general public free of charge. The programs have been created by renowned authors, some which have even taken our cause all the way to the united nations. The workshops give the audience the opportunity of practicing what is being taught immediately and through the use of exercises that are designed to familiarize them with the concepts and tools that will allow them to establish more meaningful productive relationships with all people, thus resulting in a stronger family unit, a stronger community, and a happier more fullfilled individual.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 52% for direct work, and 48% for member benefits.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 21
  • Transparency & Controls: 100
  • Accountability: 0
  • Sustainability: 50
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 10.3%; rating input score 10
  • Program expense ratio: 13.6%; rating input score 14
  • Fundraising efficiency: $492.28 raised per $1 spent on fundraising; rating input score 97; 97th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 6th percentile among comparable filings
  • Governance controls: 0 of 9 controls in place; rating input score 0
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Fail
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 24.4%; rating input score 84; 84th percentile among comparable filings
  • Total-asset coverage ratio: 0.02; rating input score 2; 2nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 85; 85th percentile among comparable filings
  • Officer compensation ratio: 49.9%; rating input score 3; 3rd percentile among comparable filings

Growth

  • Program expense growth: 37.5% per year; rating input score 100; 92nd percentile among comparable filings
  • Revenue growth: 76.1% per year; rating input score 100; 99th percentile among comparable filings
  • Asset growth: -173.2% per year; rating input score 0; 0th percentile among comparable filings

Details

  • Where the money goes: 10.3% of revenue deployed · 13.6% of spending went to programs
  • Governance: 0 of 2 board members independent · 0 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $25K in reported program spending
  • Leadership: top reported pay $46K · 2 people listed
  • Consistency: 25 of 25 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2014 to 2015
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Financial Efficiency: Mission deployment rate scored 10/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 14/100.
  • High — Accountability: Governance controls: 8 of 8 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 2/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 3/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.