Civic Intelligence

Joshua Isd Education Foundation

EIN 26-2968046 • 501(c)3 • Joshua, TX

Profile

Joshua isd education foundation's mission is (1) to promote academic excellence for students and staff through enrichment programs and activities and recognition of accomplishments. (2) to build an endowment that perpetuates for excellence in education. (3) to serve as a catalyst for cooperative among, the education foundation, and the joshua independent school district. (4) to maximize the use of resources not available from local, state or federal sources.

310 E 18th StreetJoshua, TX 76058

www.joshuaeducationfoundation.org

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.01x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

60%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$695,810

Up $70,394 (+11%) from 2021

Liabilities

Up

$2,966

Up $2,966 from 2021

Net Assets

Up

$692,844

Up $67,428 (+11%) from 2021

Operations
Liabilities / Revenue50th percentileNet Margin85th percentile

Revenue

Up

$207,892

Up $78,334 (+60%) from 2021

Expenses

Up

$127,614

Up $39,601 (+45%) from 2021

Net Income

Up

$80,278

Up $38,733 (+93%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$800K$600K$400K$200K$0Assets 2019: $566,951Liabilities 2019: $0Net Assets 2019: $566,9512019Assets 2020: $596,387Liabilities 2020: $0Net Assets 2020: $596,3872020Assets 2021: $625,416Liabilities 2021: $0Net Assets 2021: $625,4162021Assets 2022: $695,810Liabilities 2022: $2,966Net Assets 2022: $692,8442022

Highlighted filing

2022

Assets$695,810
Liabilities$2,966
Net Assets$692,844
Open 2022 Filing

Operations Trend

Revenue Growth85th percentile

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

$300K$200K$100K$0Revenue 2019: $128,809Expenses 2019: $74,177Net Income 2019: $54,6322019Revenue 2020: $121,341Expenses 2020: $82,092Net Income 2020: $39,2492020Revenue 2021: $129,558Expenses 2021: $88,013Net Income 2021: $41,5452021Revenue 2022: $207,892Expenses 2022: $127,614Net Income 2022: $80,2782022

Highlighted filing

2022

Revenue$207,892
Expenses$127,614
Net Income$80,278
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$695,810
Liabilities
$2,966
Net assets
$692,844
Revenue
$207,892
Expenses
$127,614
Net income
$80,278
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$6.96$0.03$6.93$2.08$1.28$0.80
2021Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$1.30$0.88$0.42
2020Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$1.21$0.82$0.39
2019Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$1.29$0.74$0.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 10, 2023
Return Version
2021v4.2
Gross Receipts
$687,558
Mission and Program Overview

Mission

Joshua isd education foundation's mission is (1) to promote academic excellence for students and staff through enrichment programs and activities and recognition of accomplishments. (2) to build an endowment that perpetuates for excellence in education. (3) to serve as a catalyst for cooperative among, the education foundation, and the joshua independent school district. (4) to maximize the use of resources not available from local, state or federal sources.

Joshua isd education foundation's mission is (1) to promote academic excellence for students and staff through enrichment programs and activities and recognition of accomplishments. (2) to build an endowment that perpetuates for excellence in education. (3) to serve as a catalyst for cooperative among, the education foundation, and the joshua independent school district. (4) to maximize the use of resources not available from local, state, or federal sources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$567,369$593,961▲ $26,592
Cash and Non-Interest-Bearing Accounts$41,704$77,875▲ $36,171
Total Assets$625,416$695,810▲ $70,394
Other Assets Total$16,343$23,974▲ $7,631
Liabilities
Accounts Payable and Accrued Expenses$0$2,966▲ $2,966
Total Liabilities$0$2,966▲ $2,966
Net Assets / Fund Balance
Net Assets With Donor Restrictions$427,831$486,370▲ $58,539
Net Assets Without Donor Restrictions$197,585$206,474▲ $8,889
Total Net Assets Fund Balance$625,416$692,844▲ $67,428
Total Liabilities and Net Assets / Fund Balance$625,416$695,810▲ $70,394

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$593,961--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$369,784-▲ $26,237-$387,487
2020$362,059-▲ $16,110-$369,784
2019$340,392-▲ $29,023-$362,059
2018$341,537-▲ $5,823-$340,392
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Jeffery PoolePresident
Julie PoolExecutive Director
Katie ReamesAd, Community Development
Ryan StuddardAd, Programs
Tim FreemanAsst Treasurer
Lowell TaylorSecretary
Joe HollarnTreasurer
Brad JonesVP, Administration
Angela WarmathVP, Community Development
Angie ErinakesVP, Community Relations
Keith BooneVP, Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$161,868
Program Service Revenue
$0
Investment Income
$39,443
Other Revenue
$6,581
All Other Contributions
$58,067
Change in Net Assets
$80,278
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$84,919
Other Expenses$23,282
Salaries, Compensation, and Employee Benefits$19,413
Total Fundraising Expense$4,808
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$84,919--$84,919
Current Officers, Directors, Trustees, and Key Employees-$17,467-$17,467
Information Technology-$4,808$4,808$9,616
Advertising-$3,118-$3,118
Payroll Taxes-$1,946-$1,946
Office Expenses-$1,584-$1,584
Fees for Services Accounting-$1,050-$1,050
Conferences and Meetings-$699-$699
Other Expenses$6,196$203-$203
Total Functional Expenses$91,115$31,691$4,808$127,614
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,500
Fundraising Direct Expenses$14,091
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Owl Backer$41,937-$100-
Golf Tournament$41,747$12,000$1,582$10,418
Total Events$119,301$15,500$14,091$1,409
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The following board member and officer are related by marriage: jeffery and julie pool.”

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Joshua Isd Education Foundation
EIN
26-2968046
Phone
8174267500
Address
310 E 18TH STREET, JOSHUA, TX 76058

Signing Officer

Name
Timothy Freeman
Title
Treasurer
Phone
8174267500
Signed
2023-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffery Poole
Formed
2007
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
15

Preparer

Firm
Jtaylor & Associates LLC
Address
4800 OVERTON PLAZA SUITE 360, FORT WORTH, TX 76109-4430
Preparer
Douglas Mann
Phone
8179245900
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment furthers the mission of joshua isd education foundation by providing funds for grants and scholarships. The grants and scholarships promote academic excellence for students and staff. In addition, the endowment perpetuates for excellence in education.”

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IRS990/PYOtherExpensesAmt012763
IRS990/PYOtherRevenueAmt03747
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt041545
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt088013
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0129558
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt080278
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0161868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0101223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt092150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0120576
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0501018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025904
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018630
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt088604
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84970
IRS990ScheduleA/PublicSupportPY170Pct00.82930
IRS990ScheduleA/PublicSupportTotal170Amt0501018
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0161868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0101223
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt092150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0120576
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025201
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0501018
IRS990ScheduleA/TotalSupportAmt0589622
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt08534
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0369784
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0387487
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt026237
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08385
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0362059
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0369784
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016110
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07356
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0340392
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0362059
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt029023
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06968
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0341537
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0340392
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05823
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0593961
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MERRILL LYNCH
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FURTHERS THE MISSION OF JOSHUA ISD EDUCATION FOUNDATION BY PROVIDING FUNDS FOR GRANTS AND SCHOLARSHIPS. THE GRANTS AND SCHOLARSHIPS PROMOTE ACADEMIC EXCELLENCE FOR STUDENTS AND STAFF. IN ADDITION, THE ENDOWMENT PERPETUATES FOR EXCELLENCE IN EDUCATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0593961
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0103801
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt029747
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt041937
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt032117
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014091
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OWL BACKER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0576
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041747
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt041937
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt035617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0119301
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015500
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01409
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01728
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03410
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01582
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05128
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt04977
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010105
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05155
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt179764
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GRANTS TO CAMPUSES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FOUNDATION PROGRAMS ARE AWARDED THROUGH A GRANT PROCESS AND ARE IMPLEMENTED AS FUNDS ARE AVAILABLE OR AS THEY ARE ENDOWED. GRANT APPLICATIONS ARE DUE THE FRIDAY BEFORE SPRING BREAK, AND GRANT FUNDS ARE AWARDED ANNUALLY IN THE SPRING TO BE UTILIZED THE FOLLOWING SCHOOL YEAR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING BOARD MEMBER AND OFFICER ARE RELATED BY MARRIAGE: JEFFERY AND JULIE POOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0625416
IRS990/TotalAssetsEOYAmt0695810
IRS990/TotalAssetsGrp/BOYAmt0625416
IRS990/TotalAssetsGrp/EOYAmt0695810
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0161868
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04808
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031691
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt091115
IRS990/TotalFunctionalExpensesGrp/TotalAmt0127614
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt02966
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02966
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0625416
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0692844
IRS990/TotalOtherCompensationAmt00

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