Civic Intelligence

The Happy Way Foundation

EIN 45-3796054 • Roanoke, IN

3251 East 1200 NorthRoanoke, IN 46783
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

63rd percentile

9.3%

Higher net margin than 63% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

83rd percentile

27%

Faster asset growth than 83% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

81%

Faster revenue growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$69,243

Up $14,650 (+27%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$69,243

Up $14,650 (+27%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin63rd percentile

Revenue

Up

$87,643

Up $39,258 (+81%) from 2023

Expenses

Up

$79,493

Up $32,566 (+69%) from 2023

Net Income

Up

$8,150

Up $6,692 (+459%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$300K$200K$100K$0Assets 2012: $214,904Liabilities 2012: $02012Assets 2013: $226,589Liabilities 2013: $0Net Assets 2013: $226,5892013Assets 2014: $250,736Liabilities 2014: $0Net Assets 2014: $250,7362014Assets 2015: $242,524Liabilities 2015: $0Net Assets 2015: $242,5242015Assets 2016: $196,582Liabilities 2016: $0Net Assets 2016: $196,5822016Assets 2017: $193,070Liabilities 2017: $0Net Assets 2017: $193,0702017Assets 2018: $136,819Liabilities 2018: $0Net Assets 2018: $136,8192018Assets 2019: $114,115Liabilities 2019: $0Net Assets 2019: $114,1152019Assets 2020: $81,434Liabilities 2020: $0Net Assets 2020: $81,4342020Assets 2021: $79,349Liabilities 2021: $0Net Assets 2021: $79,3492021Assets 2022: $51,135Liabilities 2022: $0Net Assets 2022: $51,1352022Assets 2023: $54,593Liabilities 2023: $0Net Assets 2023: $54,5932023Assets 2024: $69,243Liabilities 2024: $0Net Assets 2024: $69,2432024

Highlighted filing

2024

Assets$69,243
Liabilities$0
Net Assets$69,243
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50K-$100KRevenue 2012: $34,109Expenses 2012: $20,561Net Income 2012: $13,5482012Revenue 2013: $36,304Expenses 2013: $25,201Net Income 2013: $11,1032013Revenue 2014: $69,715Expenses 2014: $44,396Net Income 2014: $25,3192014Revenue 2015: $44,998Expenses 2015: $53,028Net Income 2015: -$8,0302015Revenue 2016: $5,609Expenses 2016: $47,462Net Income 2016: -$41,8532016Revenue 2017: $58,407Expenses 2017: $64,379Net Income 2017: -$5,9722017Revenue 2018: $8,539Expenses 2018: $63,873Net Income 2018: -$55,3342018Revenue 2019: $21,662Expenses 2019: $47,838Net Income 2019: -$26,1762019Revenue 2020: $12,776Expenses 2020: $45,464Net Income 2020: -$32,6882020Revenue 2021: $42,112Expenses 2021: $44,220Net Income 2021: -$2,1082021Revenue 2022: $17,336Expenses 2022: $45,550Net Income 2022: -$28,2142022Revenue 2023: $48,385Expenses 2023: $46,927Net Income 2023: $1,4582023Revenue 2024: $87,643Expenses 2024: $79,493Net Income 2024: $8,1502024

Highlighted filing

2024

Revenue$87,643
Expenses$79,493
Net Income$8,150
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$69,243
Liabilities
$0
Net assets
$69,243
Revenue
$87,643
Expenses
$79,493
Net income
$8,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.88$0.79$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.48$0.47$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.17$0.46$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.42$0.44$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.13$0.45$0.33
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.22$0.48$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09$0.64$0.55
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.58$0.64$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.06$0.47$0.42
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.45$0.53$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.70$0.44$0.25
2013Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.36$0.25$0.11
2012Summary only. Only limited summary data is available for this year.$2.15$0.00$0.34$0.21$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE E CALDWELLPresident-$0--
RONALD G CALDWELLTreasurer-$0--
DANIEL S CALDWELLVice-President-$0--
JOHN T CALDWELLVice-President-$0--
JOSEPH M CALDWELLVice-President-$0--
Filing and Contact Details

Filer

Filer Name
The Happy Way Foundation
EIN
45-3796054
In Care Of
% BRET HORSFIELD
Phone
2606723580
Address
3251 EAST 1200 NORTH, ROANOKE, IN 46783

Signing Officer

Name
Jane Caldwell
Title
President
Phone
3178055044
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
111 E Wayne St Suite 600, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Raw XML AppendixShowing 400 of 465 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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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 40856
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BRET HORSFIELD
IRS990PF/StatementsRegardingActyGrp/PhoneNum03178055069
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DR AND MRS RONALD AND JANE CALDWE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4OPERATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9PROGRAM SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18PROGRAM SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NEIGHBORHOOD HEALTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PILGRIMS OF IBILLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7LEELANAU CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CENTER FOR ACTION AND CONTEMPLATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9WIAM CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11AMERICAN FRIENDS OF THE PARENTS CIRCLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13SACRED HEART CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14STEELE ELEMENTARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15ASSOCIATED CHURCHES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16GLOBAL GIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17EMMAUS ROAD MENNONITE FELLOWSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0BETHLEHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0IS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd036007
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0233 NEEDHAM ST STE 300
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53210 SMITH ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7105 1ST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81823 5 POINTS RD SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt93251 EAST 1200 NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt102248 BROADWAY 1531
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114700 S YOSEMITE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt124643 GAYWOOD DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13320 SOUTH MARION PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14602 E WAYNE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt151 THOMAS CIRCLE NW SUITE 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16825 HENDRICKS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt172101 E COLISEUM BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9ROANOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12FORT WAYNE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1446802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1520005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1646711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1746805
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08621
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00

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