Civic Intelligence

The Joseph Foundation a California Corporation

990PF • Fiscal year 2018 • EIN 27-1237779

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
16 Lorita AvenuePiedmont, CA 94611

(510) 350-7150

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

1.4%

Faster asset growth than 52% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-94%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$87,103

Up $1,167 (+1.4%) from 2017

Net Assets

Up

$87,103

Up $1,167 (+1.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Down

$2,804

Down $43,493 (-94%) from 2017

Expenses

Down

$1,637

Down $2,960 (-64%) from 2017

Net Income

Down

$1,167

Down $40,533 (-97%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$150K$100K$50K$0Assets 2011: $71,155Liabilities 2011: $0Net Assets 2011: $71,1552011Assets 2012: $72,910Liabilities 2012: $0Net Assets 2012: $72,9102012Assets 2013: $73,566Liabilities 2013: $0Net Assets 2013: $73,5662013Assets 2014: $69,281Liabilities 2014: $0Net Assets 2014: $69,2812014Assets 2015: $57,520Liabilities 2015: $1Net Assets 2015: $57,5192015Assets 2016: $44,236Liabilities 2016: $0Net Assets 2016: $44,2362016Assets 2017: $85,936Liabilities 2017: $0Net Assets 2017: $85,9362017Assets 2018: $87,103Liabilities 2018: $0Net Assets 2018: $87,1032018Assets 2019: $88,429Liabilities 2019: $0Net Assets 2019: $88,4292019Assets 2020: $115,693Liabilities 2020: $0Net Assets 2020: $115,6932020Assets 2021: $117,080Liabilities 2021: $0Net Assets 2021: $117,0802021Assets 2022: $109,341Liabilities 2022: $0Net Assets 2022: $109,3412022Assets 2023: $131,407Liabilities 2023: $0Net Assets 2023: $131,4072023Assets 2024: $136,031Liabilities 2024: $0Net Assets 2024: $136,0312024

Highlighted filing

2018

Assets$87,103
Liabilities$0
Net Assets$87,103
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

$60K$40K$20K$0-$20KExpenses 2011: $3,7502011Expenses 2012: $6222012Revenue 2013: $2,134Expenses 2013: $1,478Net Income 2013: $6562013Revenue 2014: $14,384Expenses 2014: $22,007Net Income 2014: -$7,6232014Revenue 2015: $6,875Expenses 2015: $18,637Net Income 2015: -$11,7622015Revenue 2016: $7,060Expenses 2016: $20,343Net Income 2016: -$13,2832016Revenue 2017: $46,297Expenses 2017: $4,597Net Income 2017: $41,7002017Revenue 2018: $2,804Expenses 2018: $1,637Net Income 2018: $1,1672018Revenue 2019: $2,908Expenses 2019: $1,582Net Income 2019: $1,3262019Revenue 2020: $53,169Expenses 2020: $25,905Net Income 2020: $27,2642020Revenue 2021: $4,100Expenses 2021: $2,713Net Income 2021: $1,3872021Revenue 2022: $2,661Expenses 2022: $10,400Net Income 2022: -$7,7392022Revenue 2023: $24,143Expenses 2023: $2,077Net Income 2023: $22,0662023Revenue 2024: $20,680Expenses 2024: $16,056Net Income 2024: $4,6242024

Highlighted filing

2018

Revenue$2,804
Expenses$1,637
Net Income$1,167
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom JosephPresident-$0--
April JosephSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Joseph Foundation
EIN
27-1237779
Phone
5103507150
Address
16 Lorita Avenue, Piedmont, CA 94611

Signing Officer

Name
Tom Joseph
Title
President
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Lapidos Leung & Francis Inc
Address
2424 Pine St, San Francisco, CA 94115
Preparer
Mark Francis
Phone
4152922424
Raw XML Appendix250 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1April Joseph
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ReturnHeader/Filer/EIN0271237779
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lapidos Leung & Francis Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02424 Pine St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094115
ReturnHeader/PreparerPersonGrp/PhoneNum04152922424
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Francis
ReturnHeader/ReturnTs02019-05-11T10:36:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,103
Liabilities
$0
Net assets
$87,103
Revenue
$2,804
Expenses
$1,637
Net income
$1,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.21$0.16$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.24$0.02$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.10$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.04$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.53$0.26$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.03$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.46$0.05$0.42
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.07$0.20$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.07$0.19$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.14$0.22$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.02$0.01$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.04