Civic Intelligence

The Joyful Foundation

990EZ • Fiscal year 2014 • EIN 20-5876715

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 14, 2015

Organization Profilewww.joyfulfoundation.org
8502 E ChapmanOrange, CA 92869

(714) 997-9532

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

8th percentile

-46%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

8th percentile

-53%

Faster asset growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-53%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,384

Down $26,419 (-53%) from 2013

Net Assets

Down

$23,384

Down $26,419 (-53%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$57,702

Down $65,330 (-53%) from 2013

Expenses

Down

$84,121

Down $44,219 (-34%) from 2013

Net Income

Down

-$26,419

Down $21,111 (-398%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$100K$50K$0Assets 2011: $84,012Net Assets 2011: $84,0122011Assets 2012: $55,111Net Assets 2012: $55,1112012Assets 2013: $49,803Net Assets 2013: $49,8032013Assets 2014: $23,384Net Assets 2014: $23,3842014Assets 2015: $0Net Assets 2015: $02015

Highlighted filing

2014

Assets$23,384
Liabilities-
Net Assets$23,384
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $148,069Expenses 2011: $119,869Net Income 2011: $28,2002011Revenue 2012: $109,500Expenses 2012: $138,401Net Income 2012: -$28,9012012Revenue 2013: $123,032Expenses 2013: $128,340Net Income 2013: -$5,3082013Revenue 2014: $57,702Expenses 2014: $84,121Net Income 2014: -$26,4192014Revenue 2015: $9,427Expenses 2015: $25,473Net Income 2015: -$16,0462015

Highlighted filing

2014

Revenue$57,702
Expenses$84,121
Net Income-$26,419
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 14, 2015
Return Version
2014v5.0
Gross Receipts
$58,452
Mission and Program Overview

Mission

Blankets to 29 cancer centers in Orange County for cancer patients. Blankets are also given to special interest charity fire victims, women's shelters, and cancer education programs.

Program Services

DescriptionGrantsExpenses
The Mission of The Joyful Foundation is to extend a loving hand to those in need and provide opportunities for those who would benefit from service to others. We supply quality handmade blankets as a gift of comfort and warmth to individuals in their time of illness or hardship. We are built on compassion for the individual and belief in the ability to change a life with one small act of kindess at a time.$37,875-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ada BakerDirector-$0--
Alan WhileyCFOPT$0--
David BrayPresidentPT$0--
Bodie BergDirector-$0--
Charene GusmanSecretary-$0--
Linda OskinsTreasurer-$0--
Brett GillilandDirector-$0--
Sandy Berg-WhileyCEOPT$0--
Greg ForsdickDirector-$0--
Glenna BrayDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Joyful Foundation
EIN
20-5876715
Phone
7149979532
Address
8502 E Chapman, Orange, CA 92869

Signing Officer

Name
Alan Whiley
Title
CFO
Signed
2015-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Gary A Kreitz CPA and Associates Inc
Address
23101 MOULTON PKWY STE 101, LAGUNA HILLS, CA 92653-1234
Preparer
Gary A Kreitz CPA
Phone
9492157350
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.6

“Class of Activity: Charity | Donee's Name: 29 Organizations$5000 | Donee's Address: 8502 E. Chapman Ave Ste 322 Orange, CA 92869 | Relationship of Donee: N/A | Description of Property: 4267 Blankets | Fair Market Value: $37845”

Other Expenses.1002

“Office Expenses $1650”

Other Expenses.1003

“Information Technology $240”

Other Expenses.1009

“Depreciation $39”

Other Expenses.1012

“Insurance $1101”

Other Expenses.1

“Bank Fees $2927”

Other Expenses.3

“Telephone $371”

Other Expenses.4

“Repair & Maintenance $328”

Other Expenses.5

“Small Tools $325”

Other Expenses.6

“License $51”

Other Assets.1003

“Machinery and Equipment - Beginning $39 Machinery and Equipment - Ending $0”

Other Assets.1

“Inventory for Donations - Beginning $3004 Inventory for Donations - Ending $3004”

Other Assets.2

“Supplies - Beginning $150 Supplies - Ending $150”

Raw XML Appendix187 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ada Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alan Whiley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Bray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bodie Berg
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03193
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03154
IRS990EZ/OtherExpensesTotalAmt07032
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Blankets to 29 cancer centers in Orange County for cancer patients. Blankets are also given to special interest charity fire victims, women's shelters, and cancer education programs.
IRS990EZ/PrintingPublicationsPostageAmt02550
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Mission of The Joyful Foundation is to extend a loving hand to those in need and provide opportunities for those who would benefit from service to others. We supply quality handmade blankets as a gift of comfort and warmth to individuals in their time of illness or hardship. We are built on compassion for the individual and belief in the ability to change a life with one small act of kindess at a time.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037875
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0750
IRS990EZ/SpecialEventsNetIncomeLossAmt014030
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084121
IRS990EZ/TotalProgramServiceExpensesAmt037875
IRS990EZ/TotalRevenueAmt057702
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.joyfulfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt043672
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt068232
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050127
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Charity | Donee's Name: 29 Organizations$5000 | Donee's Address: 8502 E. Chapman Ave Ste 322 Orange, CA 92869 | Relationship of Donee: N/A | Description of Property: 4267 Blankets | Fair Market Value: $37845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Fees $2927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telephone $371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Repair & Maintenance $328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Small Tools $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9License $51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Machinery and Equipment - Beginning $39 Machinery and Equipment - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Inventory for Donations - Beginning $3004 Inventory for Donations - Ending $3004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Supplies - Beginning $150 Supplies - Ending $150
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alan Whiley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Joyful Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOYF
ReturnHeader/Filer/EIN0205876715
ReturnHeader/Filer/PhoneNum07149979532
ReturnHeader/Filer/USAddress/AddressLine1Txt08502 E Chapman
ReturnHeader/Filer/USAddress/CityNm0Orange
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gary A Kreitz CPA and Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023101 MOULTON PKWY STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926531234
ReturnHeader/PreparerPersonGrp/PhoneNum09492157350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary A Kreitz CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-14T12:19:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,384
Liabilities
-
Net assets
$23,384
Revenue
$57,702
Expenses
$84,121
Net income
-$26,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.09$0.25$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.58$0.84$0.26
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.50$1.23$1.28$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.55$1.10$1.38$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.84$1.48$1.20$0.28