HAPPY JOE'S KIDS FOUNDATION CHARITABLE FUND

EIN: 455558441 501(c)(3) Health Care

BERTHOUD, CO

Total Revenue
$25,440
Total Expenses
$43,484
Total Assets
$412,106
Net Assets
$407,765
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
IA
Principal Officer
LARRY WHITTY
Phone
5636504691
Tax Period
2023-01-01 to 2023-12-31

HAPPY JOE'S KIDS FOUNDATION CHARITABLE FUND, founded in 2012, is a micro nonprofit in the Health Care sector that reported $25K in total revenue in fiscal year 2023. Expenses of $43K exceeded revenue, resulting in a 71% operating deficit.

Mission

TO HELP MEET THE NEEDS OF SPECIAL NEEDS KIDS WHEREVER THEY MAY BE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $22,028
Program Service Revenue $0
Investment Income $3,412
Other Revenue $0
TOTAL REVENUE $25,440

Expense Breakdown

Grants Paid $27,721
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $35,560
Other Expenses $15,763
TOTAL EXPENSES $43,484

Year-over-Year Comparison

2023 2022 Change
Revenue $25,440 $-26,091 -2.0%
Expenses $43,484 $24,357 +0.8%
Net Income $-18,044 $-50,448 -0.6%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
2
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KRISTEL WHITTY-ERSAN DIRECTOR 2.00
Director
$0 $0 $0
LARRY WHITTY DIRECTOR 2.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $25,440 $43,484 $412,106 $-18,044
2022 $-26,091 $24,357 $393,458 $-50,448
2021 $44,857 $6,939 $463,119 $37,918
2020 $36,234 $11,121 $426,345 $25,113
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