Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Joseph Thomas Foundation
990EZ • Fiscal year 2023 • EIN 26-2569438
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
30th percentile
Higher net margin than 30% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
38th percentile
Faster asset growth than 38% of similar nonprofits.
Revenue Growth
49th percentile
Faster revenue growth than 49% of similar nonprofits.
Balance Sheet
Assets
Down$101,387
Down $5,417 (-5.1%) from 2022
Net Assets
Down$101,387
Down $5,417 (-5.1%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue And Expenses
Revenue
Up$168,997
Up $5,941 (+3.6%) from 2022
Expenses
Up$181,890
Up $360 (+0.2%) from 2022
Net Income
Up-$12,893
Up $5,581 (+30%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Nov 12, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $185,301
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
| Description | Grants | Expenses |
|---|---|---|
| TO PROVIDE ASSISTANCE IN THE FORM OF DONATIONS TO SPECIAL NEEDS CHILDREN. | $0 | $198,194 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOHN THOMAS | President | - | $0 | - | - |
| ROENNA THOMAS | Secretary | - | $0 | - | - |
| JEANNE WINKLES | Treasurer | - | $0 | - | - |
| KERRY PATTON | Vice President | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Ambassador Ball | $15,336 | $15,336 | $7,468 | $7,868 |
| Total Events | $15,336 | $15,336 | $7,468 | $7,868 |
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
- 2024-11-12
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Eide Bailly Llp
- Address
- 316 N 1ST ST, HASKELL, TX 79521-5907
- Preparer
- Tammy Cunningham CPA
- Phone
- 9408643931
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: office expenses. Amount: 2,781. Description: miscellaneous. Amount: 3,082. Description: travel. Amount: 1,850. Description: medical expenses - program. Amount: 62,502. Description: technology. Amount: 2,407. Description: marketing/advertising expense. Amount: 5,124. Description: insurance. Amount: 5,645. Total to form 990-ez, line 16: 83,391.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: prior period adjustment . Amount: 7,476.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: payments to deposit . Beg. Of year amount: 0. End of year amount: 50.”
Raw XML Appendix167 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | PERRY COVINGTON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3257041129 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1433 SOUTH 14TH |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ABILENE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 79605 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 106804 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 101337 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 169965 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -12893 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2484 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 106804 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 101387 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 15336 |
| IRS990EZ/GrossReceiptsAmt | 0 | 185301 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 106804 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 101387 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 106804 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 101387 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 11874 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOHN THOMAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ROENNA THOMAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JEANNE WINKLES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KERRY PATTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 50 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 7476 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 83391 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 443 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE ASSISTANCE IN THE FORM OF DONATIONS TO SPECIAL NEEDS CHILDREN. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 198194 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 83698 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 16304 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -968 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 181890 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 198194 |
| IRS990EZ/TotalRevenueAmt | 0 | 168997 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | JOSEPHTHOMASFOUNDATION.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 185300 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 177862 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 173349 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 67869 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 50810 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 655190 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.99980 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 655190 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 185300 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 177862 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 173349 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 67869 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 50810 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 655190 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 655190 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 7468 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | AMBASSADOR BALL |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 15336 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 15336 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 15336 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 15336 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 7868 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 7468 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 7468 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,781. DESCRIPTION: MISCELLANEOUS. AMOUNT: 3,082. DESCRIPTION: TRAVEL. AMOUNT: 1,850. DESCRIPTION: MEDICAL EXPENSES - PROGRAM. AMOUNT: 62,502. DESCRIPTION: TECHNOLOGY. AMOUNT: 2,407. DESCRIPTION: MARKETING/ADVERTISING EXPENSE. AMOUNT: 5,124. DESCRIPTION: INSURANCE. AMOUNT: 5,645. TOTAL TO FORM 990-EZ, LINE 16: 83,391. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: PRIOR PERIOD ADJUSTMENT . AMOUNT: 7,476. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: PAYMENTS TO DEPOSIT . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 50. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOHN THOMAS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3252805247 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-11-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | JOSEPH THOMAS FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | JOSE |
| ReturnHeader/Filer/EIN | 0 | 262569438 |
| ReturnHeader/Filer/PhoneNum | 0 | 3252805247 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 6042 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ABILENE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 79608 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 450250958 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | EIDE BAILLY LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 316 N 1ST ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HASKELL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 795215907 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9408643931 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-11-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TAMMY CUNNINGHAM CPA |
| ReturnHeader/ReturnTs | 0 | 2024-11-15T10:40:49-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $101,387
- Liabilities
- $0
- Net assets
- $101,387
- Revenue
- $168,997
- Expenses
- $181,890
- Net income
- -$12,893