Civic Intelligence

John P Joseph & Kelley a Joseph Family Foundation

EIN 26-6665127 • Narragansett, RI

95 Old Boston Neck RdNarragansett, RI 02882
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

53%

Higher net margin than 88% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

114%

Faster revenue growth than 88% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,063,755

Up $98,253 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,063,755

Up $98,253 (+10%) from 2023

Revenue

Up

$178,649

Up $95,221 (+114%) from 2023

Expenses

Up

$84,840

Up $20,338 (+32%) from 2023

Net Income

Up

$93,809

Up $74,883 (+396%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $523,755Liabilities 2010: $0Net Assets 2010: $523,7552010Assets 2011: $495,788Liabilities 2011: $0Net Assets 2011: $495,7882011Assets 2012: $489,605Liabilities 2012: $0Net Assets 2012: $489,6052012Assets 2013: $585,678Liabilities 2013: $0Net Assets 2013: $585,6782013Assets 2014: $763,753Liabilities 2014: $0Net Assets 2014: $763,7532014Assets 2015: $904,368Liabilities 2015: $8,068Net Assets 2015: $896,3002015Assets 2016: $907,094Liabilities 2016: $0Net Assets 2016: $907,0942016Assets 2017: $941,207Liabilities 2017: $38,166Net Assets 2017: $903,0412017Assets 2018: $938,837Liabilities 2018: $0Net Assets 2018: $938,8372018Assets 2019: $912,987Liabilities 2019: $0Net Assets 2019: $912,9872019Assets 2020: $893,369Liabilities 2020: $7,742Net Assets 2020: $885,6272020Assets 2021: $933,562Liabilities 2021: $35,647Net Assets 2021: $897,9152021Assets 2022: $959,156Liabilities 2022: $0Net Assets 2022: $959,1562022Assets 2023: $965,502Liabilities 2023: $0Net Assets 2023: $965,5022023Assets 2024: $1,063,755Liabilities 2024: $0Net Assets 2024: $1,063,7552024

Highlighted filing

2024

Assets$1,063,755
Liabilities$0
Net Assets$1,063,755

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $50,8112010Expenses 2011: $39,7022011Expenses 2012: $30,2732012Revenue 2013: $185,462Expenses 2013: $31,029Net Income 2013: $154,4332013Revenue 2014: $272,033Expenses 2014: $43,460Net Income 2014: $228,5732014Revenue 2015: $279,444Expenses 2015: $50,451Net Income 2015: $228,9932015Revenue 2016: $75,394Expenses 2016: $62,771Net Income 2016: $12,6232016Revenue 2017: $59,537Expenses 2017: $63,284Net Income 2017: -$3,7472017Revenue 2018: $101,135Expenses 2018: $70,416Net Income 2018: $30,7192018Revenue 2019: $42,812Expenses 2019: $65,717Net Income 2019: -$22,9052019Revenue 2020: $52,023Expenses 2020: $79,593Net Income 2020: -$27,5702020Revenue 2021: $90,815Expenses 2021: $78,018Net Income 2021: $12,7972021Revenue 2022: $131,176Expenses 2022: $79,091Net Income 2022: $52,0852022Revenue 2023: $83,428Expenses 2023: $64,502Net Income 2023: $18,9262023Revenue 2024: $178,649Expenses 2024: $84,840Net Income 2024: $93,8092024

Highlighted filing

2024

Revenue$178,649
Expenses$84,840
Net Income$93,809

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.18$0.08$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.08$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.13$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.04$0.90$0.09$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.01$0.89$0.05$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.10$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.04$0.90$0.06$0.06$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.08$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.90$0.28$0.05$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.27$0.04$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.19$0.03$0.15
2012Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P JOSEPHTrustee-$0--
KELLEY A JOSEPHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJOHN AND KELLEY JOSEPH FOUNDATION (URI)GENERALPUBLICKINGSTON, RI, US$15,000
Paid GrantNARRAGANSETT FIRE DEPARTMENTGENERALPUBLICNARRAGANSETT, RI, US$10,000
Paid GrantNARRAGANSETT POLICE DEPARTMENTGENERALPUBLICNARRAGANSETT, RI, US$10,000
Paid GrantWORCESTER STATE UNIVERSITYGENERALPUBLICWORCESTER, MA, US$10,000
Paid GrantFUSEGENERALPUBLICGREENFIELD, IN, US$5,000
Paid GrantRHODE ISLAND COMMUNITY FOOD BANKGENERALPUBLICPROVIDENCE, RI, US$5,000
Paid GrantSHRINERS HOSPITALSGENERALPUBLICRANSON, WV, US$5,000
Paid GrantSOUTH COUNTY MUSEUMGENERALPUBLICNARRAGANSETT, RI, US$2,500
Paid GrantTHE WOLF SCHOOLGENERALPUBLICEAST PROVIDENCE, RI, US$2,500
Paid GrantSTAMFORD FOOD BANKGENERALPUBLICSTAMFORD, CT, US$2,000
Paid GrantALZHEIMERS ASSOCIATIONGENERALPUBLICCHICAGO, IL, US$1,000
Paid GrantJOHN P CONNORS MEMORIAL FUNDGENERALPUBLICWESTFIELD, MA, US$1,000
Paid GrantRHODE ISLAND MUCKANEERSGENERALPUBLICCRANSTON, RI, US$1,000
Paid GrantHEADSTRONG FOUNDATIONGENERALPUBLICWOODLYN, PA, US$500
Filing and Contact Details

Filer

Filer Name
John P Joseph & Kelley a Joseph
EIN
26-6665127
Phone
5086853100
Address
95 OLD BOSTON NECK RD, NARRAGANSETT, RI 02882

Signing Officer

Name
John Joseph
Title
Trustee
Phone
5086853100
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Focus Partners Wealth LLC
Address
93 WORCESTER ST, WELLESLEY, MA 02481-3609
Preparer
Robert F Bodio Jr
Phone
7812391188
Raw XML AppendixShowing 400 of 410 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN JOSEPH
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
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