Civic Intelligence

Joia Foundation Inc C/O Eisneramper

990PF • Fiscal year 2017 • EIN 45-4784099

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 26, 2018

Organization Profile
160 Federal St 9th FloorBoston, MA 02110

(617) 227-6161

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

93rd percentile

45%

Faster asset growth than 93% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-13%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$13,027,810

Up $4,071,911 (+45%) from 2016

Net Assets

Up

$13,027,810

Up $4,071,911 (+45%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin99th percentile

Revenue

Down

$4,074,480

Down $594,144 (-13%) from 2016

Expenses

Up

$2,569

Up $569 (+28%) from 2016

Net Income

Down

$4,071,911

Down $594,713 (-13%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$40M$30M$20M$10M$0Assets 2013: $39,813,956Liabilities 2013: $0Net Assets 2013: $39,813,9562013Assets 2014: $19,573,350Liabilities 2014: $0Net Assets 2014: $19,573,3502014Assets 2015: $4,289,275Liabilities 2015: $0Net Assets 2015: $4,289,2752015Assets 2016: $8,955,899Liabilities 2016: $0Net Assets 2016: $8,955,8992016Assets 2017: $13,027,810Liabilities 2017: $0Net Assets 2017: $13,027,8102017Assets 2018: $13,258,119Liabilities 2018: $0Net Assets 2018: $13,258,1192018Assets 2019: $19,052,198Liabilities 2019: $0Net Assets 2019: $19,052,1982019Assets 2020: $25,432,005Liabilities 2020: $0Net Assets 2020: $25,432,0052020Assets 2021: $35,242,981Liabilities 2021: $0Net Assets 2021: $35,242,9812021Assets 2022: $34,270,720Liabilities 2022: $0Net Assets 2022: $34,270,7202022Assets 2023: $31,882,438Liabilities 2023: $0Net Assets 2023: $31,882,4382023Assets 2024: $32,556,742Liabilities 2024: $0Net Assets 2024: $32,556,7422024

Highlighted filing

2017

Assets$13,027,810
Liabilities$0
Net Assets$13,027,810
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

$40M$20M$0-$20M-$40MRevenue 2013: $36,017Expenses 2013: $0Net Income 2013: $36,0172013Revenue 2014: $2,103,443Expenses 2014: $22,478,584Net Income 2014: -$20,375,1412014Revenue 2015: $3,766,790Expenses 2015: $19,571,121Net Income 2015: -$15,804,3312015Revenue 2016: $4,668,624Expenses 2016: $2,000Net Income 2016: $4,666,6242016Revenue 2017: $4,074,480Expenses 2017: $2,569Net Income 2017: $4,071,9112017Revenue 2018: $236,422Expenses 2018: $6,113Net Income 2018: $230,3092018Revenue 2019: $5,806,026Expenses 2019: $11,947Net Income 2019: $5,794,0792019Revenue 2020: $6,392,443Expenses 2020: $12,636Net Income 2020: $6,379,8072020Revenue 2021: $11,315,101Expenses 2021: $1,504,125Net Income 2021: $9,810,9762021Revenue 2022: $559,539Expenses 2022: $1,531,800Net Income 2022: -$972,2612022Revenue 2023: $1,715,276Expenses 2023: $4,103,558Net Income 2023: -$2,388,2822023Revenue 2024: $732,831Expenses 2024: $58,527Net Income 2024: $674,3042024

Highlighted filing

2017

Revenue$4,074,480
Expenses$2,569
Net Income$4,071,911
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 26, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CECILIA VIEIRA STONEPresident/Clerk/Director-$0--
MAX STONETreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Joia Foundation Inc
EIN
45-4784099
Phone
6172276161
Address
160 FEDERAL ST 9TH FLOOR, BOSTON, MA 02110

Signing Officer

Name
Cecilia Vieira Stone
Title
President
Phone
6172276161
Signed
2018-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Edelstein and Company Llp
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Scott Kaplowitch
Phone
6172276161
Raw XML Appendix285 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/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CECILIA VIEIRA STONE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04 BUTTERCUP LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DOVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002030
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR & OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0519
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0519
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11500
TaxesSchedule/TaxesDetail/Amt0550
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CECILIA VIEIRA STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06172276161
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOIA FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O EDELSTEIN & COMPANY LLP
ReturnHeader/Filer/BusinessNameControlTxt0JOIA
ReturnHeader/Filer/EIN0454784099
ReturnHeader/Filer/PhoneNum06172276161
ReturnHeader/Filer/USAddress/AddressLine1Txt0160 FEDERAL ST 9TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C1284B650163F101757B7047818B4EE77766F5D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C1284B650163F101757B7047818B4EE77766F5D2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.111.9.114
ReturnHeader/FilingSecurityInformation/IPDt02018-03-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:13:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042442519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDELSTEIN AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 FEDERAL STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06172276161
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT KAPLOWITCH
ReturnHeader/ReturnTs02018-03-26T15:45:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,027,810
Liabilities
$0
Net assets
$13,027,810
Revenue
$4,074,480
Expenses
$2,569
Net income
$4,071,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$0.73$0.06$0.67
2023Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$1.72$4.10$2.39
2022Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$0.56$1.53$0.97
2021Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$11.3$1.50$9.81
2020Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$6.39$0.01$6.38
2019Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$5.81$0.01$5.79
2018Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$0.24$0.01$0.23
2017Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$4.07$0.00$4.07
2016Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$4.67$0.00$4.67
2015Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$3.77$19.6$15.8
2014Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$2.10$22.5$20.4
2013Detailed filing. Detailed filing data is available for this year.$39.8$0.00$39.8$0.04$0.00$0.04