Civic Intelligence

The Joseph School Incorporated

990 • Fiscal year 2020 • EIN 27-4319086

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 11, 2021

161 Rosa L Parks BlvdNashville, TN 37203

(615) 724-6073

Siviq Scores

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

Liabilities / Assets

45th percentile

0.03x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.05x

Higher debt load relative to revenue than 49% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

25th percentile

-8.4%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$22,167

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

24th percentile

-2.9%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-16%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$953,739

Down $28,097 (-2.9%) from 2019

Net Assets

Down

$928,446

Down $37,971 (-3.9%) from 2019

Liabilities

Up

$25,293

Up $9,874 (+64%) from 2019

Revenue

Down

$464,419

Down $89,457 (-16%) from 2019

Expenses

Down

$503,605

Down $44,263 (-8.1%) from 2019

Net Income

Down

-$39,186

Down $45,194 (-752%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $46,402Liabilities 2012: $4,923Net Assets 2012: $41,4792012Assets 2013: $115,183Liabilities 2013: $521Net Assets 2013: $114,6622013Assets 2014: $110,568Liabilities 2014: $325Net Assets 2014: $110,2432014Assets 2015: $50,996Liabilities 2015: $8,978Net Assets 2015: $42,0182015Assets 2016: $259,926Liabilities 2016: $5,393Net Assets 2016: $254,5332016Assets 2019: $981,836Liabilities 2019: $15,419Net Assets 2019: $966,4172019Assets 2020: $953,739Liabilities 2020: $25,293Net Assets 2020: $928,4462020Assets 2021: $983,619Liabilities 2021: $2,787Net Assets 2021: $980,8322021Assets 2022: $968,971Liabilities 2022: $1,804Net Assets 2022: $967,1672022Assets 2023: $864,289Liabilities 2023: $1,444Net Assets 2023: $862,8452023Assets 2024: $922,959Liabilities 2024: $9,622Net Assets 2024: $913,3372024

Highlighted filing

2020

Assets$953,739
Liabilities$25,293
Net Assets$928,446

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $89,573Expenses 2012: $60,609Net Income 2012: $28,9642012Revenue 2013: $156,671Expenses 2013: $83,488Net Income 2013: $73,1832013Revenue 2014: $215,173Expenses 2014: $219,592Net Income 2014: -$4,4192014Revenue 2015: $109,560Expenses 2015: $177,785Net Income 2015: -$68,2252015Revenue 2016: $559,345Expenses 2016: $346,831Net Income 2016: $212,5142016Revenue 2019: $553,876Expenses 2019: $547,868Net Income 2019: $6,0082019Revenue 2020: $464,419Expenses 2020: $503,605Net Income 2020: -$39,1862020Revenue 2021: $659,266Expenses 2021: $606,780Net Income 2021: $52,4862021Revenue 2022: $668,897Expenses 2022: $682,524Net Income 2022: -$13,6272022Revenue 2023: $455,433Expenses 2023: $559,755Net Income 2023: -$104,3222023Revenue 2024: $605,809Expenses 2024: $555,317Net Income 2024: $50,4922024

Highlighted filing

2020

Revenue$464,419
Expenses$503,605
Net Income-$39,186
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 11, 2021
Return Version
2019v5.0
Gross Receipts
$480,690
Mission and Program Overview

Mission

Provide a world-class primary and secondary education to orphaned and disadvantaged, and exceptional Haitian children and to equip them to assume future leadership roles all whild building their character and teaching them about the love of Jesus Christ.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$547,438$549,904▲ $2,466
Savings and Temporary Cash Investments$102,038$220,022▲ $117,984
Pledges and Grants Receivable$324,326$182,012▼ $142,314
Prepaid Expenses and Deferred Charges$8,034$1,801▼ $6,233
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$981,836$953,739▼ $28,097
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable-$23,932-
Accounts Payable and Accrued Expenses$15,419$1,361▼ $14,058
Total Liabilities$15,419$25,293▲ $9,874
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$642,091$928,446▲ $286,355
Net Assets With Donor Restrictions$324,326--
Total Net Assets Fund Balance$966,417$928,446▼ $37,971
Total Liabilities and Net Assets / Fund Balance$981,836$953,739▼ $28,097

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$484,093$40,351$524,444
Other Land Buildings$65,811$22,697$88,508
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Annita D'AmicoExecutive DirectorFT$22,167$22,167

Board Members and Trustees

NameTitle
Jim BrysonChairman
Brad DunnVice President
Brent CulbersonDirector
James KennonDirector
Terrell SmithDirector
Tim UrmstonDirector
Turney StevensDirector
Blake BratcherSecretary
Barry RobersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$423,716
Program Service Revenue
$0
Investment Income
$100
Other Revenue
$40,603
All Other Contributions
$423,716
Change in Net Assets
$-39,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$368,586
Salaries, Compensation, and Employee Benefits$132,910
Total Fundraising Expense$77,821
Professional Fundraising Fees$2,109
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$94,309$48,998-$143,307
Other Salaries and Wages$30,122$25,101$45,183$100,406
Occupancy$35,625--$35,625
Depreciation Depletion$19,983$6,661-$26,644
Advertising$12,939-$12,938$25,877
Current Officers, Directors, Trustees, and Key Employees-$22,167-$22,167
All Other Expenses$18,475--$18,475
Fees for Services Accounting$3,619$10,855-$14,474
Other Expenses$5,348$5,348$12,939$10,696
Payroll Taxes$3,101$2,584$4,652$10,337
Travel$9,131--$9,131
Insurance$7,218$596-$7,814
Office Expenses$4,183$1,394-$5,577
Fees for Services Professional Fundraising--$2,109$2,109
Total Functional Expenses$302,080$123,704$77,821$503,605
International Activity

International Summary

Offices
1
Employees
46
Spending
$28,726

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
HaitiProgram servicesSchooling and Feeding146$28,726
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$56,874
Fundraising Direct Expenses$16,271
Professional Fundraising Fees$2,109

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner - Loveless Cafe$56,874$56,874$1,924$54,950
Total Events$56,874$56,874$16,271$40,603
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The Board Treasurer reviews the 990 prior to filing and submits the copy to the full board of directors.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Organization maintains a copy of all governing documents and financial statements in its Nashville office. In addition, a copy is maintained on a third-party local donor website at www.givingmatters.civicore.com

Filing and Contact Details

Filer

Filer Name
The Joseph School Inc
EIN
27-4319086
Phone
6157246073
Address
161 Rosa L Parks Blvd, Nashville, TN 37203

Signing Officer

Name
Barry Roberson
Title
Treasurer
Signed
2021-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barry Roberson
Formed
2010
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
100

Preparer

Firm
Thomason Financial Resources
Address
1009 Harding Trace Ct, Nashville, TN 37221
Preparer
Kim Thomason
Phone
6154794770
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Haiti meals
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2School supplies
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt012939
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05348
IRS990/OtherExpensesGrp/ProgramServicesAmt028726
IRS990/OtherExpensesGrp/ProgramServicesAmt112938
IRS990/OtherExpensesGrp/ProgramServicesAmt216363
IRS990/OtherExpensesGrp/ProgramServicesAmt35348
IRS990/OtherExpensesGrp/TotalAmt028726
IRS990/OtherExpensesGrp/TotalAmt125877
IRS990/OtherExpensesGrp/TotalAmt216363
IRS990/OtherExpensesGrp/TotalAmt310696
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045183
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025101
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt030122
IRS990/OtherSalariesAndWagesGrp/TotalAmt0100406
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04652
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02584
IRS990/PayrollTaxesGrp/ProgramServicesAmt03101
IRS990/PayrollTaxesGrp/TotalAmt010337
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0324326
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0182012
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08034
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01801
IRS990/PrincipalOfficerNm0Barry Roberson
IRS990/PriorPeriodAdjustmentsAmt01215
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/Desc0Mission Trips
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0469746
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt060488
IRS990/PYInvestmentIncomeAmt062
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0380716
IRS990/PYOtherRevenueAmt050599
IRS990/PYProgramServiceRevenueAmt033469
IRS990/PYRevenuesLessExpensesAmt06008
IRS990/PYSalariesCompEmpBnftPaidAmt0100776
IRS990/PYTotalExpensesAmt0547868
IRS990/PYTotalProfFndrsngExpnsAmt05888
IRS990/PYTotalRevenueAmt0553876
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-39186
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0102038
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0220022
IRS990ScheduleA/SchoolInd0X
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0484093
IRS990ScheduleD/BuildingsGrp/DepreciationAmt040351
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0524444
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt065811
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt022697
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt088508
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0549904
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt046
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt028726
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Haiti
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0Schooling and Feeding
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Program services
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt046
IRS990ScheduleF/SubtotalOfficesCnt01
IRS990ScheduleF/SubtotalSpentAmt028726
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0Organization meets with its agents and receives monthly receipts of expending financial assistance with its feeding and school program activities.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US
IRS990ScheduleF/TotalEmployeeCnt046
IRS990ScheduleF/TotalOfficeCnt01
IRS990ScheduleF/TotalSpentAmt028726
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016271
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dinner - Loveless Cafe
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014347
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt014347
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056874
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040603
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01924
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01924
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board Treasurer reviews the 990 prior to filing and submits the copy to the full board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Organization maintains a copy of all governing documents and financial statements in its Nashville office. In addition, a copy is maintained on a third-party local donor website at www.givingmatters.civicore.com
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true

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