Civic Intelligence

The Josh Fund

EIN 27-1289314 • 501(c)3 • Seattle, WA

Profile

Facilitate and support access and opportunity to the world of music for aspiring musicians.

330 Randolph AvenueSeattle, WA 98122

www.thejoshfund.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-60%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$488,906

Up $47,197 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$488,906

Up $47,197 (+11%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin95th percentile

Revenue

Up

$59,878

Up $1,361 (+2.3%) from 2022

Expenses

Up

$43,192

Up $27,173 (+170%) from 2022

Net Income

Down

$16,686

Down $25,812 (-61%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$600K$400K$200K$0Assets 2021: $399,211Liabilities 2021: $0Net Assets 2021: $399,2112021Assets 2022: $441,709Liabilities 2022: $0Net Assets 2022: $441,7092022Assets 2023: $488,906Liabilities 2023: $0Net Assets 2023: $488,9062023

Highlighted filing

2023

Assets$488,906
Liabilities$0
Net Assets$488,906
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

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

$150K$100K$50K$0Revenue 2021: $147,778Expenses 2021: $221Net Income 2021: $147,5572021Revenue 2022: $58,517Expenses 2022: $16,019Net Income 2022: $42,4982022Revenue 2023: $59,878Expenses 2023: $43,192Net Income 2023: $16,6862023

Highlighted filing

2023

Revenue$59,878
Expenses$43,192
Net Income$16,686
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$488,906
Liabilities
$0
Net assets
$488,906
Revenue
$59,878
Expenses
$43,192
Net income
$16,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.60$0.43$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.59$0.16$0.42
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$1.48$0.00$1.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$59,878
Mission and Program Overview

Mission

Facilitate and support access and opportunity to the world of music for aspiring musicians.

Program Services

DescriptionGrantsExpenses
FACILITATE AND SUPPORT ACCESS AND OPPORTUNITY TO THE WORLD OF MUSIC FOR ASPIRING MUSICIANS AND IN DOING SO HONOR THE MEMORY OF JOSH MARKOWITZ; MUSICIAN, COMPOSER, PRODUCER, AND ENTREPRENEUR.$10,000$43,192
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI MARKOWITZCo ChairPT$0--
JESSICA MARKOWITZCo ChairPT$0--
STEPHEN MARKOWITZTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Josh Fund
EIN
27-1289314
Phone
2069109665
Address
330 RANDOLPH AVENUE, SEATTLE, WA 98122

Signing Officer

Name
Lori Markowitz
Title
Co Chair
Phone
2069109665
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Jacobson Jarvis & Co Pllc
Address
200 1ST AVE W SUITE 200, SEATTLE, WA 98119
Preparer
Jacob J Dehne CPA
Phone
2066288990
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest and dividends. Amount: 6,979.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: education scholarship. Grantee name: the wits fund. Amount given: 7,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: event and program expenses. Amount: 33,192.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain (loss) in investments. Amount: 30,511.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: us bank #0686 brokerage. Beg. Of year amount: 0. End of year amount: 187,358.”

Raw XML Appendix156 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02069109665
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098122
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0441709
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0301548
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossReceiptsAmt059878
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06979
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0441709
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0488906
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0441709
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0488906
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI MARKOWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA MARKOWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN MARKOWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0187358
IRS990EZ/OtherChangesInNetAssetsAmt030511
IRS990EZ/OtherExpensesTotalAmt033192
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FACILITATE AND SUPPORT ACCESS AND OPPORTUNITY TO THE WORLD OF MUSIC FOR ASPIRING MUSICIANS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FACILITATE AND SUPPORT ACCESS AND OPPORTUNITY TO THE WORLD OF MUSIC FOR ASPIRING MUSICIANS AND IN DOING SO HONOR THE MEMORY OF JOSH MARKOWITZ; MUSICIAN, COMPOSER, PRODUCER, AND ENTREPRENEUR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043192
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043192
IRS990EZ/TotalProgramServiceExpensesAmt043192
IRS990EZ/TotalRevenueAmt059878
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEJOSHFUND.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt057153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0147752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0106161
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0373965
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06979
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01364
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08369
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87580
IRS990ScheduleA/PublicSupportPY170Pct00.91130
IRS990ScheduleA/PublicSupportTotal170Amt0334853
IRS990ScheduleA/SubstantialContributorsTotAmt039112
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052899
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt057153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0147752
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0106161
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0373965
IRS990ScheduleA/TotalSupportAmt0382334
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST AND DIVIDENDS. AMOUNT: 6,979.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATION SCHOLARSHIP. GRANTEE NAME: THE WITS FUND. AMOUNT GIVEN: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: EVENT AND PROGRAM EXPENSES. AMOUNT: 33,192.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN (LOSS) IN INVESTMENTS. AMOUNT: 30,511.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: US BANK #0686 BROKERAGE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 187,358.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI MARKOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02069109665
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOSH FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOSH
ReturnHeader/Filer/EIN0271289314
ReturnHeader/Filer/PhoneNum02069109665
ReturnHeader/Filer/USAddress/AddressLine1Txt0330 RANDOLPH AVENUE
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098122
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0912011386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACOBSON JARVIS & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 1ST AVE W SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098119
ReturnHeader/PreparerPersonGrp/PhoneNum02066288990
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB J DEHNE CPA
ReturnHeader/ReturnTs02024-11-14T14:38:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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