Civic Intelligence

The Joyful Foundation

990EZ • Fiscal year 2015 • EIN 20-5876715

Jan 01, 2015 to Dec 31, 2015 • Filed on May 23, 2016

Organization Profilewww.joyfulfoundation.org
1352 La Loma DrSanta Ana, CA 92705

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

3rd percentile

-170%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-84%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $23,384 (-100%) from 2014

Net Assets

Down

$0

Down $23,384 (-100%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$9,427

Down $48,275 (-84%) from 2014

Expenses

Down

$25,473

Down $58,648 (-70%) from 2014

Net Income

Up

-$16,046

Up $10,373 (+39%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2015

Assets$0
Liabilities-
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth3rd 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

2015

Revenue$9,427
Expenses$25,473
Net Income-$16,046
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 23, 2016
Return Version
2015v2.0
Gross Receipts
$9,427
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.$11,078-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan WhileyCFOPT$0--
Sandy Berg-WhileyCEO-$0--
Filing and Contact Details

Filer

Filer Name
The Joyful Foundation
EIN
20-5876715
Phone
7149979532
Address
1352 La Loma Dr, Santa Ana, CA 92705

Signing Officer

Name
Alan Whiley
Title
CFO
Signed
2016-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Gary A Kreitz CPA and Associates Inc
Address
23101 MOULTON PKWY STE 110, LAGUNA HILLS, CA 92653-1234
Preparer
Gary A Kreitz CPA
Phone
9492157350
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Charity | Donee's Name: 29 Organizations$5000 | Donee's Address: 1352 La Loma Santa Ana CA 92705 | Relationship of Donee: N/A | Description of Property: 4267 Blankets | Fair Market Value: $11078”

Other Expenses.1002

“Office Expenses $881”

Other Expenses.1012

“Insurance $111”

Other Expenses.1

“Bank Fees $2107”

Other Expenses.2

“Telephone $123”

Other Expenses.3

“License $41”

Other Assets.1

“Inventory for Donations - Beginning $3004 Inventory for Donations - Ending $0”

Other Assets.2

“Supplies - Beginning $150 Supplies - Ending $0”

Raw XML Appendix169 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Alan Whiley
IRS990EZ/BooksInCareOfDetail/PhoneNum07146423063
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01352 La Loma Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Ana
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0927053028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020230
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09427
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16046
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02880
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023384
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011078
IRS990EZ/GrossReceiptsAmt09427
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023384
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023384
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt08252
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alan Whiley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sandy Berg-Whiley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03154
IRS990EZ/OtherChangesInNetAssetsAmt0-7338
IRS990EZ/OtherExpensesTotalAmt03263
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/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/GrantsAndAllocationsAmt011078
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025473
IRS990EZ/TotalProgramServiceExpensesAmt011078
IRS990EZ/TotalRevenueAmt09427
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.joyfulfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09427
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt043672
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt068232
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt094793
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0266251
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0266251
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09427
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt043672
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt068232
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt050127
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt094793
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0266251
IRS990ScheduleA/TotalSupportAmt0266251
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1Supplies
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Miracle for Kids Inc
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt1Miracle for Kids Inc
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02015-03-31
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt12015-03-31
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0912160616
IRS990ScheduleN/DispositionOfAssetsDetail/EIN1912160616
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt04184
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt13154
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501c3
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt1501c3
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt1Cost
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt03002 Dow Ave Ste 126
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt13002 Dow Ave Ste 126
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0Tustin
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm1Tustin
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd1CA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd0927807234
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd1927807234
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Charity | Donee's Name: 29 Organizations$5000 | Donee's Address: 1352 La Loma Santa Ana CA 92705 | Relationship of Donee: N/A | Description of Property: 4267 Blankets | Fair Market Value: $11078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees $2107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5License $41
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Inventory for Donations - Beginning $3004 Inventory for Donations - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies - Beginning $150 Supplies - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.2
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alan Whiley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Joyful Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO Alan Whiley
ReturnHeader/Filer/BusinessNameControlTxt0JOYF
ReturnHeader/Filer/EIN0205876715
ReturnHeader/Filer/PhoneNum07149979532
ReturnHeader/Filer/USAddress/AddressLine1Txt01352 La Loma Dr
ReturnHeader/Filer/USAddress/CityNm0Santa Ana
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092705
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gary A Kreitz CPA and Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023101 MOULTON PKWY STE 110
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/ReturnTs02016-05-23T13:59:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$9,427
Expenses
$25,473
Net income
-$16,046
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