Civic Intelligence

Daniel T Josipovich Family Memorial

EIN 47-1884627 • 501(c)3 • Lake Forest, CA

Profile

The specific purpose of this corporation is to raise money for children who have recently lost a parent due to death through an annual golf tournament.

24941 Avenida VeraneoLake Forest, CA 92630
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

54th percentile

3.8%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

61st percentile

3.8%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

3.8%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$13,806

Up $510 (+3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$13,806

Up $510 (+3.8%) from 2023

Revenue

Up

$13,500

Up $500 (+3.8%) from 2023

Expenses

Up

$12,990

Up $396 (+3.1%) from 2023

Net Income

Up

$510

Up $104 (+26%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2015: $11,113Liabilities 2015: $0Net Assets 2015: $11,1132015Assets 2016: $11,139Liabilities 2016: $0Net Assets 2016: $11,1392016Assets 2017: $11,225Liabilities 2017: $0Net Assets 2017: $11,2252017Assets 2018: $11,090Liabilities 2018: $0Net Assets 2018: $11,0902018Assets 2019: $11,389Liabilities 2019: $0Net Assets 2019: $11,3892019Assets 2020: $11,733Liabilities 2020: $0Net Assets 2020: $11,7332020Assets 2021: $12,693Liabilities 2021: $0Net Assets 2021: $12,6932021Assets 2022: $12,890Liabilities 2022: $0Net Assets 2022: $12,8902022Assets 2023: $13,296Liabilities 2023: $0Net Assets 2023: $13,2962023Assets 2024: $13,806Liabilities 2024: $0Net Assets 2024: $13,8062024

Highlighted filing

2024

Assets$13,806
Liabilities$0
Net Assets$13,806

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0-$5.0KRevenue 2015: $16,627Expenses 2015: $16,314Net Income 2015: $3132015Revenue 2016: $11,750Expenses 2016: $11,724Net Income 2016: $262016Revenue 2017: $12,000Expenses 2017: $11,914Net Income 2017: $862017Revenue 2018: $12,250Expenses 2018: $12,385Net Income 2018: -$1352018Revenue 2019: $12,750Expenses 2019: $12,451Net Income 2019: $2992019Revenue 2020: $13,000Expenses 2020: $12,656Net Income 2020: $3442020Revenue 2021: $13,500Expenses 2021: $12,540Net Income 2021: $9602021Revenue 2022: $13,000Expenses 2022: $12,803Net Income 2022: $1972022Revenue 2023: $13,000Expenses 2023: $12,594Net Income 2023: $4062023Revenue 2024: $13,500Expenses 2024: $12,990Net Income 2024: $5102024

Highlighted filing

2024

Revenue$13,500
Expenses$12,990
Net Income$510

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.0
Gross Receipts
$13,500
Mission and Program Overview

Mission

The specific purpose of this corporation is to raise money for children who have recently lost a parent due to death through an annual golf tournament.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,296$13,806▲ $510
Total Assets$13,296$13,806▲ $510
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,296$13,806▲ $510
Total Net Assets Fund Balance$13,296$13,806▲ $510
Total Liabilities and Net Assets / Fund Balance$13,296$13,806▲ $510
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jesseka FuscoDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$13,500
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$13,500
Change in Net Assets
$510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,990
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$7,380$370-$7,750
Other Expenses$4,300--$4,300
Fees for Services Accounting-$665-$665
Advertising-$210-$210
Office Expenses-$65-$65
Total Functional Expenses$11,680$1,310$0$12,990
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Daniel T Josipovich Family Memorial
EIN
47-1884627
Phone
7145570992
Address
24941 AVENIDA VERANEO, LAKE FOREST, CA 92630

Signing Officer

Name
Jesseka Fusco
Title
Director
Phone
9494006288
Signed
2025-11-15

Organization Details

Principal Officer
Jesseka Fusco
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Michael a Chester Ea Cfs
Address
1525 MESA VERDE DRIVE EAST SUITE 2, COSTA MESA, CA 92626-5269
Preparer
Michael a Chester Ea Cfs
Phone
7145570992
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

OPERATING EXPENSES

Form 990, Part IX, Line 11G

Tournament fees 5,100 0 0 misc. Expenses 1,700 0 0 tournament supplies 580 0 0 bank fees 0 370 0 total 7,380 370 0

Raw XML Appendix236 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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IRS990/GrossReceiptsAmt013500
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IRS990/IRPDocumentCnt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TOURNAMENT FEES 5,100 0 0 MISC. EXPENSES 1,700 0 0 TOURNAMENT SUPPLIES 580 0 0 BANK FEES 0 370 0 TOTAL 7,380 370 0
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09494006288
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A CHESTER EA CFS
ReturnHeader/ReturnTs02025-11-12T18:40:52-05:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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