Civic Intelligence

The Joseph Foundation a California Corporation

990PF • Fiscal year 2023 • EIN 27-1237779

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 12, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

91%

Higher net margin than 96% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

807%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$131,407

Up $22,066 (+20%) from 2022

Net Assets

Up

$131,407

Up $22,066 (+20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin96th percentile

Revenue

Up

$24,143

Up $21,482 (+807%) from 2022

Expenses

Down

$2,077

Down $8,323 (-80%) from 2022

Net Income

Up

$22,066

Up $29,805 (+385%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2023

Assets$131,407
Liabilities$0
Net Assets$131,407
Open 2023 Filing

Operations Trend

Revenue Growth98th 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

2023

Revenue$24,143
Expenses$2,077
Net Income$22,066
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 12, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay79th 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
April Joseph
Title
Vice President
Signed
2024-03-12
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 Appendix319 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Vanguard REIT Index
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Vanguard FTSE All World
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Vanguard FTSE Emerging
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Vanguard Total Stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Ishares U.S. Preferred
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Vanguard Developed Mkts
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Vanguard Emerging Mkts
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Vanguard Total Stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Charles Schwab Equities
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0135 1Shares U.S. Preferred
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Vanguard Stock & Bond Funds
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Charles Schwab
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Charles Schwab
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Charles Schwab
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Charles Schwab
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Charles Schwab
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Charles Schwab
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Charles Schwab
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Charles Schwab
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Charles Schwab
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Charles Schwab
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Tom Joseph
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1April Joseph
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt016 Lorita Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt116 Lorita Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Piedmont
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Piedmont
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01300
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt016 Lorta Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Piedmont
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094611
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0April Joseph
IRS990PF/StatementsRegardingActyGrp/PhoneNum05103507150
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01300
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06668
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03395
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020039
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05368
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018066
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03395
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014671
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01300
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018066
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023434
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Management Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0777
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0777
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0April Joseph
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-12
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-03-12T11:22:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0April
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Joseph
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,407
Liabilities
$0
Net assets
$131,407
Revenue
$24,143
Expenses
$2,077
Net income
$22,066
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