Civic Intelligence

Joseph Thomas Foundation

990EZ • Fiscal year 2022 • EIN 26-2569438

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 07, 2023

Organization ProfileJOSEPHTHOMASFOUNDATION.ORG
PO Box 6042Abilene, TX 79608

(325) 280-5247

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

26th percentile

-15%

Faster asset growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-5.9%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$106,804

Down $18,474 (-15%) from 2021

Net Assets

Down

$106,804

Down $18,474 (-15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin25th percentile

Revenue

Down

$163,056

Down $10,293 (-5.9%) from 2021

Expenses

Up

$181,530

Up $58,148 (+47%) from 2021

Net Income

Down

-$18,474

Down $68,441 (-137%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$200K$150K$100K$50K$0Assets 2010: $24,933Net Assets 2010: $24,9332010Assets 2011: $27,245Net Assets 2011: $27,2452011Assets 2012: $32,007Net Assets 2012: $32,0072012Assets 2013: $26,798Net Assets 2013: $26,7982013Assets 2015: $45,201Net Assets 2015: $45,2012015Assets 2016: $22,203Net Assets 2016: $22,2032016Assets 2017: $26,366Liabilities 2017: $0Net Assets 2017: $26,3662017Assets 2019: $41,600Liabilities 2019: $0Net Assets 2019: $41,6002019Assets 2020: $75,311Liabilities 2020: $0Net Assets 2020: $75,3112020Assets 2021: $125,278Liabilities 2021: $0Net Assets 2021: $125,2782021Assets 2022: $106,804Liabilities 2022: $0Net Assets 2022: $106,8042022Assets 2024: $196,771Liabilities 2024: $0Net Assets 2024: $196,7712024

Highlighted filing

2022

Assets$106,804
Liabilities$0
Net Assets$106,804
Open 2022 Filing

Operations Trend

Revenue Growth35th percentile

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

$200K$100K$0-$100KRevenue 2010: $18,954Expenses 2010: $2,429Net Income 2010: $16,5252010Revenue 2011: $13,831Expenses 2011: $11,519Net Income 2011: $2,3122011Revenue 2012: $15,181Expenses 2012: $10,419Net Income 2012: $4,7622012Revenue 2013: $17,980Expenses 2013: $23,189Net Income 2013: -$5,2092013Revenue 2015: $19,699Expenses 2015: $25,913Net Income 2015: -$6,2142015Revenue 2016: $11,974Expenses 2016: $34,972Net Income 2016: -$22,9982016Revenue 2017: $32,781Expenses 2017: $28,618Net Income 2017: $4,1632017Revenue 2019: $50,810Expenses 2019: $50,419Net Income 2019: $3912019Revenue 2020: $67,869Expenses 2020: $34,158Net Income 2020: $33,7112020Revenue 2021: $173,349Expenses 2021: $123,382Net Income 2021: $49,9672021Revenue 2022: $163,056Expenses 2022: $181,530Net Income 2022: -$18,4742022Revenue 2024: $187,658Expenses 2024: $171,154Net Income 2024: $16,5042024

Highlighted filing

2022

Revenue$163,056
Expenses$181,530
Net Income-$18,474
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 7, 2023
Return Version
2022v5.0
Gross Receipts
$177,862
Mission and Program Overview

Mission

The foundation was established to assist medically fragile children. The mission is to assist children who do not have the financial capacity with their basic medical needs. The foundation's plan is to have as many as three fundraisers a year to provide funds to support the mission.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ASSISTANCE IN THE FORM OF DONATIONS TO SPECIAL NEEDS CHILDREN.$0$196,336
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN THOMASPresident-$0--
ROENNA THOMASSecretary-$0--
JEANNE WINKELSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ambassador Ball$17,652$17,652$4,145$13,507
Total Events$17,652$17,652$7,445$10,207
Filing and Contact Details

Filer

Filer Name
Joseph Thomas Foundation
EIN
26-2569438
Phone
3252805247
Address
PO BOX 6042, ABILENE, TX 79608

Signing Officer

Name
John Thomas
Title
President
Phone
3252805247
Signed
2023-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
400 PINE ST STE 600, ABILENE, TX 79601-5190
Preparer
Michelle Beaty CPA
Phone
3256724000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office expenses. Amount: 3,281. Description: miscellaneous. Amount: 19,984. Description: travel. Amount: 2,233. Description: medical expenses - program. Amount: 50,429. Description: technology. Amount: 2,186. Description: marketing/advertising expense. Amount: 991. Description: insurance. Amount: 2,322. Total to form 990-ez, line 16: 81,426.”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEANNE WINKLES
IRS990EZ/BooksInCareOfDetail/PhoneNum03252805247
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01433 SOUTH 14TH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ABILENE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd079605
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0125278
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0106804
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0160210
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-18474
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01815
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0125278
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0106804
IRS990EZ/FundraisingGrossIncomeAmt017652
IRS990EZ/GrossReceiptsAmt0177862
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0125278
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0106804
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0125278
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0106804
IRS990EZ/OccupancyRentUtltsAndMaintAmt021586
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROENNA THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEANNE WINKELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt081426
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION WAS ESTABLISHED TO ASSIST MEDICALLY FRAGILE CHILDREN. THE MISSION IS TO ASSIST CHILDREN WHO DO NOT HAVE THE FINANCIAL CAPACITY WITH THEIR BASIC MEDICAL NEEDS. THE FOUNDATION'S PLAN IS TO HAVE AS MANY AS THREE FUNDRAISERS A YEAR TO PROVIDE FUNDS TO SUPPORT THE MISSION.
IRS990EZ/PrintingPublicationsPostageAmt0136
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ASSISTANCE IN THE FORM OF DONATIONS TO SPECIAL NEEDS CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0196336
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt076567
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt014806
IRS990EZ/SpecialEventsNetIncomeLossAmt02846
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0181530
IRS990EZ/TotalProgramServiceExpensesAmt0196336
IRS990EZ/TotalRevenueAmt0163056
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0JOSEPHTHOMASFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0177862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0173349
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt067869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050810
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt038852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0508742
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt099
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt099
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt0508742
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0177862
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0173349
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt067869
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt050810
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt038852
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0508742
IRS990ScheduleA/TotalSupportAmt0508841
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07445
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AMBASSADOR BALL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017652
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010207
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04145
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OFFICE EXPENSES. AMOUNT: 3,281. DESCRIPTION: MISCELLANEOUS. AMOUNT: 19,984. DESCRIPTION: TRAVEL. AMOUNT: 2,233. DESCRIPTION: MEDICAL EXPENSES - PROGRAM. AMOUNT: 50,429. DESCRIPTION: TECHNOLOGY. AMOUNT: 2,186. DESCRIPTION: MARKETING/ADVERTISING EXPENSE. AMOUNT: 991. DESCRIPTION: INSURANCE. AMOUNT: 2,322. TOTAL TO FORM 990-EZ, LINE 16: 81,426.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03252805247
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH THOMAS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0262569438
ReturnHeader/Filer/PhoneNum03252805247
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6042
ReturnHeader/Filer/USAddress/CityNm0ABILENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079608
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 PINE ST STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ABILENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0796015190
ReturnHeader/PreparerPersonGrp/PhoneNum03256724000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE BEATY CPA
ReturnHeader/ReturnTs02023-07-14T11:11:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THOMAS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,804
Liabilities
$0
Net assets
$106,804
Revenue
$163,056
Expenses
$181,530
Net income
-$18,474
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$1.88$1.71$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.63$1.82$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$1.73$1.23$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.68$0.34$0.34
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.51$0.50$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$0.33$0.29$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.22$0.12$0.35$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.45$0.20$0.26$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.18$0.23$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.32$0.15$0.10$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.14$0.12$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.25$0.19$0.02$0.17