Civic Intelligence

Paul Joseph Foundation Inc.

990PF • Fiscal year 2020 • EIN 39-1915905

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

W8034 Cty Rd ADelavan, WI 53115

(262) 742-4136

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-314%

Higher net margin than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$4,300

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 181.5% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

21st percentile

-17%

Faster asset growth than 21% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-45%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$37,141

Down $7,441 (-17%) from 2019

Net Assets

Down

$37,141

Down $7,441 (-17%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue

Down

$2,369

Down $1,928 (-45%) from 2019

Expenses

Up

$9,810

Up $2,706 (+38%) from 2019

Net Income

Down

-$7,441

Down $4,634 (-165%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $128,580Liabilities 2011: $0Net Assets 2011: $128,5802011Assets 2012: $116,058Liabilities 2012: $0Net Assets 2012: $116,0582012Assets 2013: $104,012Liabilities 2013: $1Net Assets 2013: $104,0122013Assets 2014: $93,709Liabilities 2014: $1Net Assets 2014: $93,7092014Assets 2015: $81,728Liabilities 2015: $1Net Assets 2015: $81,7282015Assets 2016: $69,258Liabilities 2016: $0Net Assets 2016: $69,2582016Assets 2017: $56,205Liabilities 2017: $0Net Assets 2017: $56,2052017Assets 2018: $47,389Liabilities 2018: $0Net Assets 2018: $47,3892018Assets 2019: $44,582Liabilities 2019: $1Net Assets 2019: $44,5822019Assets 2020: $37,141Liabilities 2020: $1Net Assets 2020: $37,1412020Assets 2021: $29,042Liabilities 2021: $1Net Assets 2021: $29,0422021Assets 2022: $24,844Liabilities 2022: $1Net Assets 2022: $24,8442022Assets 2023: $21,757Liabilities 2023: $1Net Assets 2023: $21,7572023Assets 2024: $18,485Liabilities 2024: $0Net Assets 2024: $18,4852024

Highlighted filing

2020

Assets$37,141
Liabilities$1
Net Assets$37,141

Operations Trend

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

$20K$10K$0-$10K-$20KExpenses 2011: $7,4212011Expenses 2012: $15,7322012Revenue 2013: -$771Expenses 2013: $11,275Net Income 2013: -$12,0462013Revenue 2014: $3,108Expenses 2014: $13,411Net Income 2014: -$10,3032014Revenue 2015: $7,430Expenses 2015: $19,411Net Income 2015: -$11,9812015Revenue 2016: $2,373Expenses 2016: $12,958Net Income 2016: -$10,5852016Revenue 2017: $3,776Expenses 2017: $16,829Net Income 2017: -$13,0532017Revenue 2018: $2,118Expenses 2018: $10,934Net Income 2018: -$8,8162018Revenue 2019: $4,297Expenses 2019: $7,104Net Income 2019: -$2,8072019Revenue 2020: $2,369Expenses 2020: $9,810Net Income 2020: -$7,4412020Revenue 2021: $6,171Expenses 2021: $14,270Net Income 2021: -$8,0992021Revenue 2022: $1,541Expenses 2022: $5,739Net Income 2022: -$4,1982022Revenue 2023: $1,156Expenses 2023: $4,243Net Income 2023: -$3,0872023Revenue 2024: $1,736Expenses 2024: $5,008Net Income 2024: -$3,2722024

Highlighted filing

2020

Revenue$2,369
Expenses$9,810
Net Income-$7,441
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL JOSEPHPresident & Treas/Director-$4,300-$4,300
JANA L WALLERVice President/Director-$0--
PAULA JOSEPH HESSSecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Paul Joseph Foundation Inc
EIN
39-1915905
Phone
2627424136
Address
W8034 CTY RD A, DELAVAN, WI 53115

Signing Officer

Name
Paul Joseph
Title
Officer
Phone
2627454007
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
500 MIDLAND COURT PO BOX 8130, JANESVILLE, WI 53547-8130
Preparer
Lynn M Gardinier CPA
Phone
6087525835
Raw XML Appendix371 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL JOSEPH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & TREAS/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/DIRECTOR
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02627424136
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DELAVAN
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053115
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR AN INDIVIDUAL IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT FOR CANCER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT FOR ATHLETIC PROGRAMS AND EVENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT FOR WARHAWK AUCTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROVIDE FOOD FOR INDIVIDUALS IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST ANDREWS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TEAM TONY CANCER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UW-WHITEWATER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UW-WHITEWATER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WHITEWATER COMMUNITY FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0W6272 APPLE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1714 E WALWORTH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23562 S OSPREY AVE SUITE C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3800 WEST MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4800 WEST MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5146 W NORTH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT ATKINSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DELAVAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WHITEWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WHITEWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WHITEWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053538
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234239
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3531901790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4531901790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553190
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04664
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/AppliedToCurrentYearAmt02267
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04132
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010829
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07074
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07074
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038008
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07107
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04132
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010829
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08424
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09374
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07107
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045082
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037975
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/CategoryTxt0EDWARD JONES - FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL JOSEPH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02627454007
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL JOSEPH FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PAUL JOSEPH
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0391915905
ReturnHeader/Filer/PhoneNum02627424136
ReturnHeader/Filer/USAddress/AddressLine1Txt0W8034 CTY RD A
ReturnHeader/Filer/USAddress/CityNm0DELAVAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 MIDLAND COURT PO BOX 8130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JANESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0535478130
ReturnHeader/PreparerPersonGrp/PhoneNum06087525835
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNN M GARDINIER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-10T11:11:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOSEPH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.02$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.01$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.02$0.06$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.06$0.14$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.02$0.10$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.02$0.11$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.04$0.17$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.02$0.13$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.07$0.19$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.03$0.13$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.01$0.11$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.16
2011Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.07