Civic Intelligence

A Happy Hero Foundation

990PF • Fiscal year 2024 • EIN 87-2021190

Sep 01, 2023 to Aug 31, 2024 • Filed on Mar 14, 2025

Organization Profile
300 Carlsbad Village Dr 108a-81Carlsbad, CA 92008

(714) 325-7492

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

36th percentile

-4.1%

Higher net margin than 36% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

48th percentile

-0.0%

Faster asset growth than 48% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-30%

Faster revenue growth than 19% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$59,792

Down $29 (-0.0%) from 2023

Net Assets

Down

$59,792

Down $29 (-0.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin36th percentile

Revenue

Down

$700

Down $293 (-30%) from 2023

Expenses

Down

$729

Down $93 (-11%) from 2023

Net Income

Down

-$29

Down $200 (-117%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$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

2024

Assets$59,792
Liabilities$0
Net Assets$59,792
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$700
Expenses$729
Net Income-$29
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Mar 14, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay79th 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
2025-03-14
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 Appendix165 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAMES BALLIDIS
IRS990PF/StatementsRegardingActyGrp/PhoneNum07143257492
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E BALLIDIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A HAPPY HERO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AHAP
ReturnHeader/Filer/EIN0872021190
ReturnHeader/Filer/PhoneNum07143257492
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 CARLSBAD VILLAGE DR 108A-81
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753194011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Levy & Hartzheim CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05800 Hannum Ave Ste E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Culver City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090230
ReturnHeader/PreparerPersonGrp/PhoneNum03106702745
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig A Hartzheim
ReturnHeader/ReturnTs02025-03-14T10:57:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$59,792
Liabilities
$0
Net assets
$59,792
Revenue
$700
Expenses
$729
Net income
-$29
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