Civic Intelligence

A Happy Hero Foundation

EIN 87-2021190 • Carlsbad, CA

300 Carlsbad Village Dr 108a-81Carlsbad, CA 92008
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

-1.2%

Faster asset growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$59,092

Down $700 (-1.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$59,092

Down $700 (-1.2%) from 2024

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $700 (-100%) from 2024

Expenses

Down

$700

Down $29 (-4.0%) from 2024

Net Income

Down

-$700

Down $671 (-2314%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$60K$40K$20K$0Assets 2023: $59,821Liabilities 2023: $1Net Assets 2023: $59,8212023Assets 2024: $59,792Liabilities 2024: $0Net Assets 2024: $59,7922024Assets 2025: $59,092Liabilities 2025: $0Net Assets 2025: $59,0922025

Highlighted filing

2025

Assets$59,092
Liabilities$0
Net Assets$59,092
Open 2025 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0K$500$0-$500-$1.0KRevenue 2023: $993Expenses 2023: $822Net Income 2023: $1712023Revenue 2024: $700Expenses 2024: $729Net Income 2024: -$292024Revenue 2025: $0Expenses 2025: $700Net Income 2025: -$7002025

Highlighted filing

2025

Revenue$0
Expenses$700
Net Income-$700
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,092
Liabilities
$0
Net assets
$59,092
Revenue
$0
Expenses
$700
Net income
-$700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$59.1$0.00$59.1$0.00$0.70$0.70
2024Detailed filing. Detailed filing data is available for this year.$59.8$0.00$59.8$0.70$0.73$0.03
2023Detailed filing. Detailed filing data is available for this year.$59.8$0.00$59.8$0.99$0.82$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 28, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANETTE MENESES BALLIDISPresidentPT$0--
JAMES E BALLIDISSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
A Happy Hero Foundation
EIN
87-2021190
Phone
7143257492
Address
300 CARLSBAD VILLAGE DR 108A-81, CARLSBAD, CA 92008

Signing Officer

Name
James E Ballidis
Title
Secretary
Signed
2026-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Moss Levy & Hartzheim CPAs
Address
5800 Hannum Ave Ste E, Culver City, CA 90230
Preparer
Craig A Hartzheim
Phone
3106702745
Raw XML Appendix166 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/SummaryOfDirectChrtblActyGrp/Description1Txt0A Happy Hero Foundation is a nonprofit agency focused on providing education and tools on holistic living and wellness to low-income, and/or underserved communities. The specific objectives and purpose of this organization shall be:To develop and implement A Happy Hero Foundation Wellness Curriculum that includes a series of holistic, organic and natural methods for self-care and stress/pain relief.To bring Happi Tummi wellness products to tribal lands, underserved communities and low-income areas within the United States and beyond, at no-to-minimal cost to the recipient. To provide a comprehensive educational plan that includes the how tos of using the wellness products and how to use basic holistic practices to lower stress, find calm and adopt a better lifestyle. To provide Happi Tummi products to military families and include the A Happy Hero Foundation Wellness Curriculum to include a program of yoga, meditation and other natural, organic, and holistic methods of self-care.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E BALLIDIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-28
ReturnHeader/DisasterReliefTxt0relief due to la fires'25 due 10/15/25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A HAPPY HERO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AHAP
ReturnHeader/Filer/EIN0872021190
ReturnHeader/Filer/PhoneNum07143257492
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ReturnHeader/PreparerPersonGrp/PhoneNum03106702745
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig A Hartzheim
ReturnHeader/ReturnTs02026-01-28T19:18:06-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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