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Happy Way Foundation Inc

  • Roanoke, IN
  • Tax-exempt since Nov. 2013
  • EIN: 45-3796054

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$87.6k (2024)

Expenses
$79.5k (2024)

Total Assets
$69.2k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$87,643
Expenses
$79,493
Net Income
$8,150
Net Assets
$69,243
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,975
3.4%
Interest Revenue $0
Dividends $3,555
4.1%
Sales of Assets $81,113
92.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,453
97.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $69,243
Total Liabilities $0
Net Assets $69,243
Compensation
Key Employees and Officers Compensation Other
Jane E Caldwell (President) $0 $0
Ronald G Caldwell (Treasurer) $0 $0
Daniel S Caldwell (Vice President) $0 $0
John T Caldwell (Vice President) $0 $0
Joseph M Caldwell (Vice President) $0 $0
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Document Links

990-PF
Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,385
Expenses
$46,927
Net Income
$1,458
Net Assets
$54,593
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $35,210
72.8%
Interest Revenue $0
Dividends $2,760
5.7%
Sales of Assets $10,415
21.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,922
97.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $54,593
Total Liabilities $0
Net Assets $54,593
Compensation
Key Employees and Officers Compensation Other
Jane E Caldwell (President) $0 $0
Ronald G Caldwell (Treasurer) $0 $0
Daniel S Caldwell (Vice President) $0 $0
John T Caldwell (Vice President) $0 $0
Joseph M Caldwell (Vice President) $0 $0
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Document Links

990-PF
Filed on July 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,336
Expenses
$45,550
Net Income
-$28,214
Net Assets
$51,135
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,066
17.7%
Interest Revenue $0
Dividends $3,067
17.7%
Sales of Assets $11,203
64.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,276
97.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $51,135
Total Liabilities $0
Net Assets $51,135
Compensation
Key Employees and Officers Compensation Other
Jane E Caldwell (President) $0 $0
Ronald G Caldwell (Treasurer) $0 $0
Daniel S Caldwell (Vice President) $0 $0
John T Caldwell (Vice President) $0 $0
Joseph M Caldwell (Vice President) $0 $0
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Document Links

990-PF
Filed on May 31, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,112
Expenses
$44,220
Net Income
-$2,108
Net Assets
$79,349
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $23,897
56.7%
Interest Revenue $0
Dividends $3,141
7.5%
Sales of Assets $15,074
35.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,190
97.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $79,349
Total Liabilities $0
Net Assets $79,349
Compensation
Key Employees and Officers Compensation Other
Jane E Caldwell (President) $0 $0
Ronald G Caldwell (Treasurer) $0 $0
Daniel S Caldwell (Vice President) $0 $0
John T Caldwell (Vice President) $0 $0
Joseph M Caldwell (Vice President) $0 $0
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Document Links

990-PF
Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,776
Expenses
$45,464
Net Income
-$32,688
Net Assets
$81,433
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,799
21.9%
Interest Revenue $0
Dividends $3,510
27.5%
Sales of Assets $6,467
50.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,090
97.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $81,434
Total Liabilities $1
Net Assets $81,433
Compensation
Key Employees and Officers Compensation Other
Jane E Caldwell (President) $0 $0
Ronald G Caldwell (Treasurer) $0 $0
Daniel S Caldwell (Vice President) $0 $0
John T Caldwell (Vice President) $0 $0
Joseph M Caldwell (Vice President) $0 $0
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Document Links

990-PF
Filed on May 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,662
Expenses
$47,838
Net Income
-$26,176
Net Assets
$114,114
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,887
22.6%
Sales of Assets $16,775
77.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,340
96.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $114,115
Total Liabilities $1
Net Assets $114,114
Compensation
Key Employees and Officers Compensation Other
Jane E Caldwell (President) $0 $0
Ronald G Caldwell (Treasurer) $0 $0
Daniel S Caldwell (Vice President) $0 $0
John T Caldwell (Vice President) $0 $0
Joseph M Caldwell (Vice President) $0 $0
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Document Links

990-PF
Filed on May 1, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,539
Expenses
$63,873
Net Income
-$55,334
Net Assets
$136,819
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,549
53.3%
Sales of Assets $3,903
45.7%
Other Income $87
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,000
97.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $136,819
Total Liabilities $0
Net Assets $136,819
Compensation
Key Employees and Officers Compensation Other
Jane E Caldwell (President) $0 $0
Ronald G Caldwell (Treasurer) $0 $0
Daniel S Caldwell (Vice President) $0 $0
John T Caldwell (Vice President) $0 $0
Joseph M Caldwell (Vice President) $0 $0
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Document Links

990-PF
Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,407
Expenses
$64,379
Net Income
-$5,972
Net Assets
$193,070
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
85.6%
Interest Revenue $0
Dividends $4,379
7.5%
Sales of Assets $3,985
6.8%
Other Income $43
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,500
97.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $193,070
Total Liabilities $0
Net Assets $193,070
Compensation
Key Employees and Officers Compensation Other
Jane E Caldwell (President) $0 $0
Ronald G Caldwell (Treasurer) $0 $0
Daniel S Caldwell (Vice President) $0 $0
John T Caldwell (Vice President) $0 $0
Joseph M Caldwell (Vice President) $0 $0
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Document Links

990-PF
Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,609
Expenses
$47,462
Net Income
-$41,853
Net Assets
$196,582
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,609
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,700
96.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $196,582
Total Liabilities $0
Net Assets $196,582
Compensation
Key Employees and Officers Compensation Other
Jane E Caldwell (President) $0 $0
Ronald G Caldwell (Treasurer) $0 $0
Daniel S Caldwell (Vice President) $0 $0
John T Caldwell (Vice President) $0 $0
Joseph M Caldwell (Vice President) $0 $0
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Document Links

990-PF
Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,998
Expenses
$53,028
Net Income
-$8,030
Net Assets
$242,524
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $40,000
88.9%
Interest Revenue $0
Dividends $4,998
11.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,100
96.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $242,524
Total Liabilities $0
Net Assets $242,524
Compensation
Key Employees and Officers Compensation Other
Jane E Caldwell (President) $0 $0
Ronald G Caldwell (Treasurer) $0 $0
Daniel S Caldwell (Vice President) $0 $0
John T Caldwell (Vice President) $0 $0
Joseph M Caldwell (Vice President) $0 $0
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Document Links

990-PF
Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,715
Expenses
$44,396
Net Income
$25,319
Net Assets
$250,736
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
71.7%
Interest Revenue $0
Dividends $5,295
7.6%
Sales of Assets $14,285
20.5%
Other Income $135
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,609
> 100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $250,736
Total Liabilities $0
Net Assets $250,736
Compensation
Key Employees and Officers Compensation Other
Jane E Caldwell (President) $0 $0
Ronald G Caldwell (Treasurer) $0 $0
Daniel S Caldwell (Vice President) $0 $0
John T Caldwell (Vice President) $0 $0
Joseph M Caldwell (Vice President) $0 $0
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Document Links

990-PF
Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,304
Expenses
$25,201
Net Income
$11,103
Net Assets
$226,589
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $25,000
68.9%
Interest Revenue $0
Dividends $4,114
11.3%
Sales of Assets $6,643
18.3%
Other Income $547
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,663
93.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $226,589
Total Liabilities $0
Net Assets $226,589
Compensation
Key Employees and Officers Compensation Other
Jane E Caldwell (President) $0 $0
Ronald G Caldwell (Treasurer) $0 $0
Daniel S Caldwell (Vice President) $0 $0
John T Caldwell (Vice President) $0 $0
Joseph M Caldwell (Vice President) $0 $0
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Document Links

990-PF
Filed on May 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,109
Expenses
$20,561
Net Income
$13,548
Net Assets
$214,904
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $25,000
73.3%
Interest Revenue $0
Dividends $7,421
21.8%
Sales of Assets $1,182
3.5%
Other Income $506
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,400
89.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $214,904
Total Liabilities $0
Net Assets $214,904

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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