Civic Intelligence

The Joseph Foundation a California Corporation

990PF • Fiscal year 2019 • EIN 27-1237779

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 01, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

1.5%

Faster asset growth than 51% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

3.7%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$88,429

Up $1,326 (+1.5%) from 2018

Net Assets

Up

$88,429

Up $1,326 (+1.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Up

$2,908

Up $104 (+3.7%) from 2018

Expenses

Down

$1,582

Down $55 (-3.4%) from 2018

Net Income

Up

$1,326

Up $159 (+14%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2019

Assets$88,429
Liabilities$0
Net Assets$88,429
Open 2019 Filing

Operations Trend

Revenue Growth56th 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

2019

Revenue$2,908
Expenses$1,582
Net Income$1,326
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 1, 2020
Return Version
2019v5.0
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
2020-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Lapidos Leung & Francis Inc
Address
2424 Pine St, San Francisco, CA 94115
Preparer
Mark Francis
Phone
4152922424
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt116 Lorita Avenue
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Joseph
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Joseph Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0271237779
ReturnHeader/Filer/PhoneNum05103507150
ReturnHeader/Filer/USAddress/AddressLine1Txt016 Lorita Avenue
ReturnHeader/Filer/USAddress/CityNm0Piedmont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263084697
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/ReturnTs02020-07-02T10:40:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,429
Liabilities
$0
Net assets
$88,429
Revenue
$2,908
Expenses
$1,582
Net income
$1,326
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