Civic Intelligence

Barbara Joy Trust

990PF • Fiscal year 2019 • EIN 30-6083952

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

2201 81st Ave SEMercer Island, WA 98040

(206) 230-6488

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

25th percentile

-10%

Higher net margin than 25% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$7,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

42nd percentile

0.3%

Faster asset growth than 42% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Revenue Growth

57th percentile

6.2%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Assets

Up

$1,308,223

Up $8,078 (+0.6%) from 2017

Net Assets

Up

$1,308,223

Up $8,078 (+0.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$76,991

Up $8,724 (+13%) from 2017

Expenses

Up

$84,824

Up $14,091 (+20%) from 2017

Net Income

Down

-$7,833

Down $5,367 (-218%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2016: $1,302,611Liabilities 2016: $0Net Assets 2016: $1,302,6112016Assets 2017: $1,300,145Liabilities 2017: $0Net Assets 2017: $1,300,1452017Assets 2019: $1,308,223Liabilities 2019: $0Net Assets 2019: $1,308,2232019Assets 2020: $1,299,983Liabilities 2020: $0Net Assets 2020: $1,299,9832020Assets 2021: $1,306,390Liabilities 2021: $0Net Assets 2021: $1,306,3902021Assets 2022: $1,283,382Liabilities 2022: $0Net Assets 2022: $1,283,3822022Assets 2023: $1,246,423Liabilities 2023: $0Net Assets 2023: $1,246,4232023Assets 2024: $1,210,202Liabilities 2024: $0Net Assets 2024: $1,210,2022024

Highlighted filing

2019

Assets$1,308,223
Liabilities$0
Net Assets$1,308,223

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $56,262Expenses 2016: $74,641Net Income 2016: -$18,3792016Revenue 2017: $68,267Expenses 2017: $70,733Net Income 2017: -$2,4662017Revenue 2019: $76,991Expenses 2019: $84,824Net Income 2019: -$7,8332019Revenue 2020: $60,066Expenses 2020: $82,851Net Income 2020: -$22,7852020Revenue 2021: $71,246Expenses 2021: $80,891Net Income 2021: -$9,6452021Revenue 2022: $56,410Expenses 2022: $92,463Net Income 2022: -$36,0532022Revenue 2023: $49,254Expenses 2023: $96,700Net Income 2023: -$47,4462023Revenue 2024: $79,880Expenses 2024: $118,951Net Income 2024: -$39,0712024

Highlighted filing

2019

Revenue$76,991
Expenses$84,824
Net Income-$7,833
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE J SOVERELTrustee/TreasurerPT$7,000-$7,000
PETER W SOVERELTrusteePT$7,000-$7,000
ERNEST JOYTrustee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Barbara Joy Trust
EIN
30-6083952
Phone
2062306488
Address
2201 81ST AVE SE, MERCER ISLAND, WA 98040

Signing Officer

Name
Christine J Soverel
Title
Trustee
Phone
2062306488
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Sweeney Conrad Ps
Address
10210 NE POINTS DRIVE SUITE 300, KIRKLAND, WA 98033
Preparer
Jane J Huang CPA
Phone
4256291990
Raw XML Appendix388 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01322237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01360019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01400229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt071208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.237251
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt070583
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt071208
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0625
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt071208
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHRISTINE J SOVEREL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02201 81ST AVE SE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MERCER ISLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098040
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02062306488
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE BARBARA JOY TRUST PROVIDES SUPPORT TO OTHER ORGANIZATIONS ALLOWING THEM TO CARRY OUT THEIR CHARITABLE ACTIVITIES. ORGANIZATIONS SERVED = 2
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt050193
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024992
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY - RESTRICTED GIFT TO BENEFIT THE MARION J MORSE SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PUBLIC CHARITY UNRESTRICTED GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOUNT DESERT ISLAND HOSPITAL AUXILIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JESUP MEMORIAL LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010 WAYMAN LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt134 MT DESERT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BAR HARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BAR HARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104609
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050193
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0258
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt070950
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071208
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt072324
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt070950
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt06089
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06089
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13149
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt252
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt251
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13149
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32000
TaxesSchedule/TaxesDetail/Amt0169
TaxesSchedule/TaxesDetail/Amt11668
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0169
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE J SOVEREL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02062306488
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA JOY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CHRISTINE J SOVEREL
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0306083952
ReturnHeader/Filer/PhoneNum02062306488
ReturnHeader/Filer/USAddress/AddressLine1Txt02201 81ST AVE SE
ReturnHeader/Filer/USAddress/CityNm0MERCER ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098040
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09CAAE2E6DB530AE216FEA9AF154D2C264108A533
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09DBF20F97B33B097E6CE086C79E7F66B8B0D4195
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.169.227.26
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm006:59:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911301672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWEENEY CONRAD PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010210 NE POINTS DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KIRKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098033
ReturnHeader/PreparerPersonGrp/PhoneNum04256291990
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE J HUANG CPA
ReturnHeader/ReturnTs02020-11-13T10:56:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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