Civic Intelligence

Paul Joseph Foundation Inc.

990PF • Fiscal year 2023 • EIN 39-1915905

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

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

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-267%

Higher net margin than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,100

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 95.2% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-12%

Faster asset growth than 28% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-25%

Faster revenue growth than 22% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$21,757

Down $3,087 (-12%) from 2022

Net Assets

Down

$21,757

Down $3,087 (-12%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue

Down

$1,156

Down $385 (-25%) from 2022

Expenses

Down

$4,243

Down $1,496 (-26%) from 2022

Net Income

Up

-$3,087

Up $1,111 (+26%) from 2022

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

2023

Assets$21,757
Liabilities$1
Net Assets$21,757

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

2023

Revenue$1,156
Expenses$4,243
Net Income-$3,087
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL JOSEPHPresident & Treas/Director-$1,100-$1,100
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
2024-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
500 MIDLAND COURT PO BOX 8130, JANESVILLE, WI 53547-8130
Preparer
Lynn M Gardinier CPA
Phone
6087525835
Raw XML Appendix357 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5UNRESTRICTED CHARITABLE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT FOR ATHLETIC PROGRAMS AND EVENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALZHEIMER'S ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN ASSOCIATION OF RETIRED PERSONS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOY'S TOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CLINTONVILLE HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MILTON HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ST JUDE HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UW-WHITEWATER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 N MICHIGAN AVENUE FLOOR 17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 93207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt214100 CRAWFORD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt364 WEST GREEN TREE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4114 W HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6800 WEST MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOYS TOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CLINTONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WHITEWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1908093207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd268010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd354929
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6531901790
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02007
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/AppliedToCurrentYearAmt01232
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01232
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07107
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04132
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07516
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07516
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023918
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02926
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07863
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07107
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04132
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03122
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01890
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031434
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029544
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0257
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0257
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/CategoryTxt0EDWARD JONES - FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL JOSEPH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02627454007
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
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/PreparationDt02024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNN M GARDINIER CPA
ReturnHeader/ReturnTs02024-11-14T09:00:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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