Civic Intelligence

Barbara Joy Trust

990PF • Fiscal year 2022 • EIN 30-6083952

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 30, 2023

Organization Profile
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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

11th percentile

-64%

Higher net margin than 11% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

49th percentile

$7,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

43rd percentile

-1.8%

Faster asset growth than 43% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

24th percentile

-21%

Faster revenue growth than 24% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,283,382

Down $23,008 (-1.8%) from 2021

Net Assets

Down

$1,283,382

Down $23,008 (-1.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Down

$56,410

Down $14,836 (-21%) from 2021

Expenses

Up

$92,463

Up $11,572 (+14%) from 2021

Net Income

Down

-$36,053

Down $26,408 (-274%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

2022

Assets$1,283,382
Liabilities$0
Net Assets$1,283,382
Open 2022 Filing

Operations Trend

Revenue Growth24th percentile

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

2022

Revenue$56,410
Expenses$92,463
Net Income-$36,053
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE J SOVERELTrustee/TreasurerPT$7,000-$7,000
PETER W SOVERELTrusteePT$7,000-$7,000
ANDREW GOSTELTrustee-$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
2023-10-30
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 Appendix351 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0193362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0331223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS AND ETFS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01080505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3950.570 SHARES PIMCO INCOME FUND CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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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/Expenses1Amt062911
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt031423
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131488
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PUBLIC CHARITY UNRESTRICTED GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITY - RESTRICTED GIFT TO BENEFIT THE MARION J MORSE SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JESUP MEMORIAL LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MOUNT DESERT ISLAND HOSPITAL AUXILIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt034 MT DESERT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110 WAYMAN LANE
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/TotalGrantOrContriPdDurYrAmt062911
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/AppliedToCurrentYearAmt0512
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt083502
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt084014
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt079067
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt083502
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04370
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04370
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04246
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04246
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013045
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED CAPITAL GAIN
TaxesSchedule/TaxesDetail/Amt033
TaxesSchedule/TaxesDetail/Amt11053
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt033
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11053
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE J SOVEREL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02062306488
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE J HUANG CPA
ReturnHeader/ReturnTs02023-11-03T15:40:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOVEREL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,283,382
Liabilities
$0
Net assets
$1,283,382
Revenue
$56,410
Expenses
$92,463
Net income
-$36,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.08$0.12$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.06$0.09$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.07$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.06$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.08$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.07$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.06$0.07$0.02