Civic Intelligence

The Joseph Family Foundation

EIN 20-5815118 • Lutz, FL

18935 Avenue BiarritzLutz, FL 33558
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 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

83rd percentile

29%

Faster asset growth than 83% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

247%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$323,687

Up $73,732 (+29%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$323,687

Up $73,732 (+29%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin93rd percentile

Revenue

Up

$96,411

Up $68,629 (+247%) from 2023

Expenses

Down

$29,599

Down $34,102 (-54%) from 2023

Net Income

Up

$66,812

Up $102,731 (+286%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $147,384Liabilities 2010: $0Net Assets 2010: $147,3842010Assets 2011: $187,321Liabilities 2011: $0Net Assets 2011: $187,3212011Assets 2012: $193,089Liabilities 2012: $0Net Assets 2012: $193,0892012Assets 2013: $328,187Liabilities 2013: $0Net Assets 2013: $328,1872013Assets 2014: $289,150Liabilities 2014: $0Net Assets 2014: $289,1502014Assets 2015: $211,928Liabilities 2015: $0Net Assets 2015: $211,9282015Assets 2016: $277,917Liabilities 2016: $0Net Assets 2016: $277,9172016Assets 2017: $236,949Liabilities 2017: $0Net Assets 2017: $236,9492017Assets 2018: $244,141Liabilities 2018: $0Net Assets 2018: $244,1412018Assets 2019: $231,673Liabilities 2019: $0Net Assets 2019: $231,6732019Assets 2020: $261,025Liabilities 2020: $0Net Assets 2020: $261,0252020Assets 2021: $287,118Liabilities 2021: $0Net Assets 2021: $287,1182021Assets 2022: $257,535Liabilities 2022: $0Net Assets 2022: $257,5352022Assets 2023: $249,955Liabilities 2023: $0Net Assets 2023: $249,9552023Assets 2024: $323,687Liabilities 2024: $0Net Assets 2024: $323,6872024

Highlighted filing

2024

Assets$323,687
Liabilities$0
Net Assets$323,687
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $18,1202010Expenses 2011: $17,9372011Expenses 2012: $69,4062012Revenue 2013: $204,601Expenses 2013: $81,129Net Income 2013: $123,4722013Revenue 2014: $375,545Expenses 2014: $406,794Net Income 2014: -$31,2492014Revenue 2015: $584,637Expenses 2015: $646,936Net Income 2015: -$62,2992015Revenue 2016: $223,633Expenses 2016: $164,008Net Income 2016: $59,6252016Revenue 2017: $89,151Expenses 2017: $151,399Net Income 2017: -$62,2482017Revenue 2018: $15,829Expenses 2018: $101,806Net Income 2018: -$85,9772018Revenue 2019: $184,016Expenses 2019: $114,955Net Income 2019: $69,0612019Revenue 2020: -$4,754Expenses 2020: $12,615Net Income 2020: -$17,3692020Revenue 2021: $11,087Expenses 2021: $12,900Net Income 2021: -$1,8132021Revenue 2022: $99,118Expenses 2022: $29,066Net Income 2022: $70,0522022Revenue 2023: $27,782Expenses 2023: $63,701Net Income 2023: -$35,9192023Revenue 2024: $96,411Expenses 2024: $29,599Net Income 2024: $66,8122024

Highlighted filing

2024

Revenue$96,411
Expenses$29,599
Net Income$66,812
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$323,687
Liabilities
$0
Net assets
$323,687
Revenue
$96,411
Expenses
$29,599
Net income
$66,812
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.96$0.30$0.67
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.28$0.64$0.36
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.99$0.29$0.70
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.11$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.05$0.13$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.84$1.15$0.69
2018Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.16$1.02$0.86
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.89$1.51$0.62
2016Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$2.24$1.64$0.60
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$5.85$6.47$0.62
2014Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$3.76$4.07$0.31
2013Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$2.05$0.81$1.23
2012Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.69
2011Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.18
2010Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY D JOSEPHPresident-$0--
CHERYL L JOSEPHVice Pres-$0--
JUSTIN DRU JOSEPHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Joseph Family Foundation
EIN
20-5815118
Phone
3036185266
Address
18935 AVENUE BIARRITZ, LUTZ, FL 33558

Signing Officer

Name
Gary D Joseph
Title
President
Phone
3036185266
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Wyckoff & Associates Pc
Address
3280 E WOODMEN RD STE 210, COLORADO SPRINGS, CO 80920
Preparer
Karissa a Kovaleski CPA
Phone
7196338607
Raw XML Appendix356 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CES ACADEMY
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt121841
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1STOCK DONATION-CH ROBINSON WORLD
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IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-02-29
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSE / PERMITS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11440
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06920
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN INCREASE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY D JOSEPH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03036185266
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOSEPH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0205815118
ReturnHeader/Filer/PhoneNum03036185266
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841318461
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WYCKOFF & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03280 E WOODMEN RD STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLORADO SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080920
ReturnHeader/PreparerPersonGrp/PhoneNum07196338607
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARISSA A KOVALESKI CPA
ReturnHeader/ReturnTs02025-11-10T12:58:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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