Happy Hearts Fund Inc

Happy Hearts Fund Inc. ceased operations or significantly scaled down after years of multi-million dollar revenue and no executive compensation.

EIN: 205072728 · New York, NY · Updated: 2026-03-28

$0Revenue
$0Assets
85/100Mission Score (Excellent)
Happy Hearts Fund Inc Financial Summary
MetricValue
Total Expenses$2.8M
Program Spending90%
Net Assets$2.3M
Transparency Score85/100

Is Happy Hearts Fund Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Happy Hearts Fund Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Happy Hearts Fund Inc

Happy Hearts Fund Inc (EIN: 205072728) is a nonprofit organization based in New York, NY. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Happy Hearts Fund Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

Mid-SizeSize Classification
7Years of Filings
MixedRevenue Trajectory

Happy Hearts Fund Inc is a mid-size nonprofit, with 7 years of IRS 990 filings on record (2010–2016). Revenue has grown at a compound annual rate of 4.0%.

Key Financial Metrics (2016)

From the most recent IRS 990 filing on record:

Total Revenue$3.0M
Total Expenses$2.8M
Surplus / Deficit+$281K
Total Assets$2.5M
Total Liabilities$167K
Net Assets$2.3M
Operating Margin9.2%
Debt-to-Asset Ratio6.8%
Months of Reserves10.7 months

Financial Health Grade: A

In 2016, Happy Hearts Fund Inc reported a surplus of $281K with revenue exceeding expenses, holds 10.7 months of operating reserves (strong position), has a debt-to-asset ratio of 6.8% (very low leverage).

Financial Trends

Over 7 years of filings (2010–2016), Happy Hearts Fund Inc's revenue has grown at a compound annual growth rate (CAGR) of 4.0%.

YearRevenue ChangeExpense ChangeAsset Change
2016+58.6%-8.0%+13.3%
2015-37.0%+6.8%-44.0%
2014+0.3%+2.9%+11.0%
2013+4.4%+12.7%+12.6%
2012+400.8%+127.3%+15.7%

AI Transparency Report

Happy Hearts Fund Inc. demonstrates a generally healthy financial profile based on its historical IRS 990 filings, though the latest reported revenue and assets of $0 are concerning and suggest a significant change in operations or a final filing. Prior to this, the organization consistently generated substantial revenue, averaging over $2.4 million annually between 2010 and 2016. Its program spending appears robust, with expenses often closely tracking or exceeding revenue, indicating active deployment of funds towards its mission. For instance, in 2016, expenses were $2,765,958 against $3,046,980 in revenue. The organization's spending efficiency is commendable, particularly its consistent reporting of 0% officer compensation across all available filings, which suggests a strong commitment to directing funds to programs rather than executive salaries. While specific breakdowns of administrative and fundraising costs are not provided in the summary data, the absence of officer compensation is a positive indicator. The organization's asset base has fluctuated but generally remained strong, peaking at $3,891,317 in 2014, providing a solid financial cushion. Transparency is good given the consistent filing of IRS 990s over seven periods. However, the abrupt drop to $0 revenue and assets in the latest report warrants further investigation to understand the current status and future viability of the organization. Without additional context, it's difficult to fully assess the implications of this recent change, but the historical data points to a well-managed and program-focused entity.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Happy Hearts Fund Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 5%
  • programs: 90%
  • fundraising: 5%

According to IRS 990 filings, Happy Hearts Fund Inc allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2016)

From the most recent IRS 990 filing on record:

$3.0MTotal Revenue
$2.8MTotal Expenses
$2.5MTotal Assets
$167KTotal Liabilities
$2.3MNet Assets
  • The organization reported a surplus of $281K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 6.8%.

Executive Compensation Analysis

Happy Hearts Fund Inc. consistently reported 0% officer compensation across all seven available IRS 990 filings, indicating a strong commitment to directing funds to programmatic activities rather than executive salaries, regardless of its multi-million dollar revenue.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Happy Hearts Fund Inc's IRS 990 filings:

  • Latest filing shows $0 revenue and assets, indicating potential cessation of operations without clear explanation.
  • NTEE Code is unknown, which can sometimes hinder clear understanding of mission alignment and peer comparison.

Strengths

The following positive indicators were identified for Happy Hearts Fund Inc:

  • Consistent multi-million dollar revenue generation for several years (2010-2016).
  • Zero officer compensation reported across all filings, indicating high efficiency and dedication of funds to mission.
  • Strong asset base maintained over several years, providing financial stability.
  • Consistent filing of IRS 990s demonstrates good transparency practices.

Frequently Asked Questions about Happy Hearts Fund Inc

Is Happy Hearts Fund Inc a legitimate charity?

Happy Hearts Fund Inc (EIN: 205072728) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 7 years of IRS 990 filings on record. 2 red flags identified. 4 strengths noted. Financial health grade: A.

How does Happy Hearts Fund Inc spend its money?

Happy Hearts Fund Inc directs 90% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Happy Hearts Fund Inc tax-deductible?

Happy Hearts Fund Inc is registered as a tax-exempt nonprofit (EIN: 205072728). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Happy Hearts Fund Inc's spending goes to programs?

Happy Hearts Fund Inc directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Happy Hearts Fund Inc located?

Happy Hearts Fund Inc is headquartered in New York, New York and files with the IRS under EIN 205072728.

How many years of IRS 990 filings does Happy Hearts Fund Inc have?

Happy Hearts Fund Inc has 7 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.

What caused the sudden drop to $0 revenue and assets in the latest filing?

The provided data indicates a significant change in the organization's financial status, moving from multi-million dollar revenues and assets to $0. This could signify a cessation of operations, a merger, or a final dissolution filing. Further investigation into the full 990 form for the latest period would be necessary to understand the specific reasons.

How did Happy Hearts Fund Inc. manage to operate without paying officer compensation?

The consistent reporting of 0% officer compensation suggests that executive leadership may have been volunteer-based, compensated through other means not classified as officer compensation, or that the organization had a unique operational model. This is a strong positive indicator for program efficiency.

What was the typical program spending ratio for Happy Hearts Fund Inc.?

While a precise program spending ratio requires detailed expense breakdowns, the organization's expenses often closely tracked or exceeded revenue. For example, in 2016, expenses were $2,765,958 against $3,046,980 in revenue, implying a high proportion of funds were expended, likely on programs, especially given the 0% officer compensation.

Filing History

IRS 990 filing history for Happy Hearts Fund Inc showing financial trends over 7 years of public records:

Over 7 years of IRS 990 filings (2010–2016), Happy Hearts Fund Inc's revenue has grown by 26.8%, moving from $2.4M to $3.0M. Total assets decreased by 22.3% over the same period, from $3.2M to $2.5M. Total functional expenses rose by 83.7%, from $1.5M to $2.8M. In its most recent filing year (2016), Happy Hearts Fund Inc reported a surplus of $281K, with revenue exceeding expenses. The organization holds $167K in liabilities against $2.5M in assets (debt-to-asset ratio: 6.8%), resulting in net assets of $2.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2016 $3.0M $2.8M $2.5M $167K View 990
2015 $1.9M $3.0M $2.2M $161K View 990
2014 $3.1M $2.8M $3.9M $283K View 990
2013 $3.0M $2.7M $3.5M $132K View 990
2012 $2.9M $2.4M $3.1M $44K View 990
2011 $581K $1.1M $2.7M $103K View 990
2010 $2.4M $1.5M $3.2M $104K View 990

Year-by-Year Financial Summary

  • 2016: Revenue of $3.0M, expenses of $2.8M, and assets of $2.5M (revenue +58.6% year-over-year).
  • 2015: Revenue of $1.9M, expenses of $3.0M, and assets of $2.2M (revenue -37.0% year-over-year).
  • 2014: Revenue of $3.1M, expenses of $2.8M, and assets of $3.9M (revenue +0.3% year-over-year).
  • 2013: Revenue of $3.0M, expenses of $2.7M, and assets of $3.5M (revenue +4.4% year-over-year).
  • 2012: Revenue of $2.9M, expenses of $2.4M, and assets of $3.1M (revenue +400.8% year-over-year).
  • 2011: Revenue of $581K, expenses of $1.1M, and assets of $2.7M (revenue -75.8% year-over-year).
  • 2010: Revenue of $2.4M, expenses of $1.5M, and assets of $3.2M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Happy Hearts Fund Inc:

2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing 2010 Filing

Data Sources and Methodology

This transparency report for Happy Hearts Fund Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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