2026-08-13T08:31:40-05:00 2025-12-31 431305800 UHY ADVISORS MIDWEST INC 4200 UNIVERSITY AVE SUITE 410 WEST DES MOINES IA 50266 990 2025-01-01 455558441 HAPPY JOE'S KIDS FOUNDATION CHARITABLE FUND HAPP 5636504691 2991 PIPER GLEN DR BERTHOUD CO 80513 LARRY WHITTY DIRECTOR 5636504691 2026-08-12 1 MARK A CRONIN P01742902 5152225680 2026-08-12 2025 2025-03-06 01:10:19Z LARRY WHITTY 2991 PIPER GLEN DR BERTHOUD CO 80513 1601916 0 X WWW.HAPPYJOESKIDS.ORG X 2012 IA TO HELP MEET THE NEEDS OF SPECIAL NEEDS KIDS WHEREVER THEY MAY BE 2 0 0 0 0 0 10584 13374 0 0 2669 2145 0 0 13253 15519 7546 6890 0 0 0 0 0 0 0 14044 18588 21590 25478 -8337 -9959 416779 445419 5985 14140 410794 431279 TO HELP MEET THE NEEDS OF SPECIAL NEEDS KIDS WHEREVER THEY MAY BE 0 0 16288 6890 PRIMARILY PROVIDE & HOST A LONG-STANDING TRADITION OF HOLIDAY CELEBRATIONS WITH VARIOUS SCHOOL DISTRICTS IN & AROUND THE QUAD CITY AREA AT THE LOCAL CIVIC CENTER. NUMEROUS OTHER CHARITABLE ORGANIZATIONS PARTICIPATE & VOLUNTEER FOR THE TWO-DAY EVENT THAT HONORS, FEEDS & ENTERTAINS OVER 1,000 VARIOUS LEVELS OF SPECIAL NEEDS CHILDREN, ASSISTANTS, AIDS, TEACHERS & BUS DRIVERS. SECONDLY, WE PROVIDE GRANTS RANGING FROM $4,000-$12,000 PER YEAR BUDGETED AT 4% OF INVESTED PRINCIPLE ASSETS. THESE GRANTS ARE TARGETED TO SPECIAL NEEDS CHILDREN, THEIR FAMILIES & SCHOOLS FOR ASSISTANCE THAT THEY MIGHT NOT BE ABLE TO OTHERWISE AFFORD TO PROVIDE A BETTER QUALITY OF AN INTEGRATED & ADAPTIVE LIFESTYLE. 16288 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 X LARRY WHITTY 5636504691 2991 PIPER GLEN DR BERTHOUD CO 80513 X KRISTEL WHITTY-ERSAN DIRECTOR 2.00 X 0 0 0 LARRY WHITTY DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 13374 13374 15875 15875 1572667 1586397 -13730 -13730 -13730 15519 0 0 2145 6890 6890 5050 5050 2177 2177 3209 3209 360 360 6189 6189 1598 1598 CREDIT CARD & BANK FEES 5 5 25478 16288 9190 0 3217 6137 1294 1522 412268 437760 416779 445419 5985 14140 5985 14140 X 0 0 0 0 410794 431279 410794 431279 416779 445419 -9959 30444 0 X 1 X 0 0 0 X 12703 14450 22028 10584 13374 73139 12703 14450 22028 10584 13374 73139 73139 4562 7029 3412 2669 2145 19817 92956 0.78680 0.75180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CHARLES SCHWAB INVESTMENTS 437760 F 437760 1 0 0 DIRECT CASH ASSISTANCE TO SPECIAL NEEDS CHILDREN AND THEIR FAMILIES FOR A MORE INTEGRATED AND ADAPTIVE LIFESTYLE 2 6890 PART I, LINE 2: THE ORGANIZATION REQUIRES THOSE REQUESTING FUNDS FOR ASSISTANCE TO COMPLETE AN APPLICATION PROCESS. THE APPLICATION REQUIRES DISCLOSURE OF A PHYSICIAN'S LETTER STATING THE DISABILITY AND A PRESCRIPTION FOR THE REQUIRED EQUIPMENT, DENIAL FROM INSURANCE FOR FUNDS ASSISTANCE, FAMILY FINANCIAL DETAILS, AND PROOF OF IDENTIFICATION. THE ORGANIZATION REVIEWS THESE APPLICATIONS QUARTERLY TO ENSURE QUALIFICATIONS ARE MET AND APPROVE OR DENY APPLICATIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 THE TWO DIRECTORS, LARRY AND KRISTEL, ARE BROTHER AND SISTER. FORM 990, PART VI, SECTION A, LINE 8A NO ORGANIZATIONAL MEETINGS WERE FORMALLY DOCUMENTED DURING THE TAX YEAR. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING MEMBERS APPROVE THE RETURN BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 YES, AVAILABLE UPON REQUEST.