Civic Intelligence

Joseph Family Charitable Trust

EIN 22-6233373 • Fairfield, NJ

310 Passaic AveFairfield, NJ 07004
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

39th percentile

-0.8%

Faster asset growth than 39% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-5.4%

Faster revenue growth than 29% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$680,417

Down $5,582 (-0.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$680,417

Down $5,582 (-0.8%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin18th percentile

Revenue

Down

$26,451

Down $1,522 (-5.4%) from 2024

Expenses

Up

$31,888

Up $28,021 (+725%) from 2024

Net Income

Down

-$5,437

Down $29,543 (-123%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$800K$600K$400K$200K$0Assets 2011: $607,580Liabilities 2011: $02011Assets 2012: $618,230Liabilities 2012: $02012Assets 2013: $632,711Liabilities 2013: $02013Assets 2014: $674,204Liabilities 2014: $02014Assets 2016: $675,217Liabilities 2016: $02016Assets 2017: $668,571Liabilities 2017: $0Net Assets 2017: $668,5712017Assets 2018: $700,568Liabilities 2018: $0Net Assets 2018: $700,5682018Assets 2019: $625,850Liabilities 2019: $0Net Assets 2019: $625,8502019Assets 2020: $621,011Liabilities 2020: $0Net Assets 2020: $621,0112020Assets 2021: $649,063Liabilities 2021: $0Net Assets 2021: $649,0632021Assets 2022: $656,095Liabilities 2022: $0Net Assets 2022: $656,0952022Assets 2023: $681,076Liabilities 2023: $0Net Assets 2023: $681,0762023Assets 2024: $685,999Liabilities 2024: $0Net Assets 2024: $685,9992024Assets 2025: $680,417Liabilities 2025: $0Net Assets 2025: $680,4172025

Highlighted filing

2025

Assets$680,417
Liabilities$0
Net Assets$680,417
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $19,071Expenses 2011: $16,185Net Income 2011: $2,8862011Revenue 2012: $17,423Expenses 2012: $18,265Net Income 2012: -$8422012Revenue 2013: $15,494Expenses 2013: $17,025Net Income 2013: -$1,5312013Revenue 2014: $57,024Expenses 2014: $19,186Net Income 2014: $37,8382014Revenue 2016: $16,582Expenses 2016: $14,445Net Income 2016: $2,1372016Revenue 2017: $21,901Expenses 2017: $14,555Net Income 2017: $7,3462017Revenue 2018: $48,078Expenses 2018: $16,081Net Income 2018: $31,9972018Revenue 2019: $41,769Expenses 2019: $116,487Net Income 2019: -$74,7182019Revenue 2020: $11,409Expenses 2020: $16,248Net Income 2020: -$4,8392020Revenue 2021: $40,371Expenses 2021: $12,319Net Income 2021: $28,0522021Revenue 2022: $19,266Expenses 2022: $12,234Net Income 2022: $7,0322022Revenue 2023: $27,571Expenses 2023: $2,590Net Income 2023: $24,9812023Revenue 2024: $27,973Expenses 2024: $3,867Net Income 2024: $24,1062024Revenue 2025: $26,451Expenses 2025: $31,888Net Income 2025: -$5,4372025

Highlighted filing

2025

Revenue$26,451
Expenses$31,888
Net Income-$5,437
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$680,417
Liabilities
$0
Net assets
$680,417
Revenue
$26,451
Expenses
$31,888
Net income
-$5,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.26$0.32$0.05
2024Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.28$0.04$0.24
2023Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.28$0.03$0.25
2022Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.19$0.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.40$0.12$0.28
2020Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.11$0.16$0.05
2019Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.42$1.16$0.75
2018Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.48$0.16$0.32
2017Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.22$0.15$0.07
2016Summary only. Only limited summary data is available for this year.$6.75$0.00$0.17$0.14$0.02
2014Summary only. Only limited summary data is available for this year.$6.74$0.00$0.57$0.19$0.38
2013Summary only. Only limited summary data is available for this year.$6.33$0.00$0.15$0.17$0.02
2012Summary only. Only limited summary data is available for this year.$6.18$0.00$0.17$0.18$0.01
2011Summary only. Only limited summary data is available for this year.$6.08$0.00$0.19$0.16$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Sep 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICA JOSEPHTrusteePT$0--
RAJ U KUMARTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph Family Charitable Trust
EIN
22-6233373
Phone
9738089500
Address
310 PASSAIC AVE, FAIRFIELD, NJ 07004

Signing Officer

Name
Raj Kumar
Title
Trustee
Phone
9738089500
Signed
2025-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Advisory Group LLC
Address
310 PASSAIC AVE, FAIRFIELD, NJ 07004
Preparer
Lawrence R Leaf
Phone
9738089500
Raw XML Appendix328 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NONE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RAJ KUMAR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt015 WEST 72ND STREET 29C
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010023
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02123621764
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt023097
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OTHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DAF GIVING 360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023097
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023097
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023097
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013002
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0114399
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1TO TIE RETURN
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0120109
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-1
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0121032
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1-1
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0145
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CASH BALANCE ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt048
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STIFEL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0389
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAJ KUMAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09738089500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0226233373
ReturnHeader/Filer/PhoneNum09738089500
ReturnHeader/Filer/USAddress/AddressLine1Txt0310 PASSAIC AVE
ReturnHeader/Filer/USAddress/CityNm0FAIRFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APRIO ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 PASSAIC AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007004
ReturnHeader/PreparerPersonGrp/PhoneNum09738089500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE R LEAF
ReturnHeader/ReturnTs02025-09-12T16:57:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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