Civic Intelligence

The Josephine Circle Inc

990 • Fiscal year 2021 • EIN 58-1314549

Jun 01, 2020 to May 31, 2021 • Filed on Oct 21, 2021

Organization ProfileWWW.JOSEPHINECIRCLE.COM
PO Box 381394Germantown, TN 38183-1394

(901) 757-1541

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

18th percentile

-8.4%

Higher net margin than 18% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

28th percentile

-0.2%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-67%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$730,129

Down $1,194 (-0.2%) from 2020

Net Assets

Down

$730,129

Down $1,194 (-0.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin18th percentile

Revenue

Down

$14,230

Down $28,568 (-67%) from 2020

Expenses

Down

$15,424

Down $3,169 (-17%) from 2020

Net Income

Down

-$1,194

Down $25,399 (-105%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$800K$600K$400K$200K$0Assets 2010: $628,228Liabilities 2010: $0Net Assets 2010: $628,2282010Assets 2011: $639,968Liabilities 2011: $0Net Assets 2011: $639,9682011Assets 2012: $651,298Liabilities 2012: $0Net Assets 2012: $651,2982012Assets 2013: $652,844Liabilities 2013: $0Net Assets 2013: $652,8442013Assets 2014: $677,570Liabilities 2014: $0Net Assets 2014: $677,5702014Assets 2015: $683,503Liabilities 2015: $0Net Assets 2015: $683,5032015Assets 2016: $694,474Liabilities 2016: $0Net Assets 2016: $694,4742016Assets 2017: $695,148Liabilities 2017: $0Net Assets 2017: $695,1482017Assets 2018: $710,085Liabilities 2018: $0Net Assets 2018: $710,0852018Assets 2019: $707,118Liabilities 2019: $0Net Assets 2019: $707,1182019Assets 2020: $731,323Liabilities 2020: $0Net Assets 2020: $731,3232020Assets 2021: $730,129Liabilities 2021: $0Net Assets 2021: $730,1292021Assets 2022: $733,052Liabilities 2022: $0Net Assets 2022: $733,0522022Assets 2023: $543,474Liabilities 2023: $0Net Assets 2023: $543,4742023Assets 2024: $553,162Liabilities 2024: $0Net Assets 2024: $553,1622024Assets 2025: $467,029Liabilities 2025: $0Net Assets 2025: $467,0292025

Highlighted filing

2021

Assets$730,129
Liabilities$0
Net Assets$730,129
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

$400K$200K$0-$200KExpenses 2010: $14,7642010Expenses 2011: $20,4212011Revenue 2012: $25,787Expenses 2012: $14,457Net Income 2012: $11,3302012Expenses 2013: $16,5762013Revenue 2014: $43,491Expenses 2014: $18,765Net Income 2014: $24,7262014Revenue 2015: $23,570Expenses 2015: $17,637Net Income 2015: $5,9332015Revenue 2016: $28,082Expenses 2016: $17,111Net Income 2016: $10,9712016Revenue 2017: $22,589Expenses 2017: $21,915Net Income 2017: $6742017Revenue 2018: $38,274Expenses 2018: $23,337Net Income 2018: $14,9372018Revenue 2019: $18,157Expenses 2019: $21,124Net Income 2019: -$2,9672019Revenue 2020: $42,798Expenses 2020: $18,593Net Income 2020: $24,2052020Revenue 2021: $14,230Expenses 2021: $15,424Net Income 2021: -$1,1942021Revenue 2022: $22,580Expenses 2022: $19,657Net Income 2022: $2,9232022Revenue 2023: $25,429Expenses 2023: $215,007Net Income 2023: -$189,5782023Revenue 2024: $19,698Expenses 2024: $9,875Net Income 2024: $9,8232024Revenue 2025: $16,147Expenses 2025: $111,524Net Income 2025: -$95,3772025

Highlighted filing

2021

Revenue$14,230
Expenses$15,424
Net Income-$1,194
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 21, 2021
Return Version
2020v4.1
Gross Receipts
$14,230
Mission and Program Overview

Mission

The organization is dedicated exclusively to helping provide higher education to deserving young men and women in the fields of education, business, and medicine. The loans and scholarships awarded by the organization allow needy students to continue their studies while facing financial hardships.

Provide student scholarships & loans

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$731,323$730,129▼ $1,194
Other Notes and Loans Receivable, Net$355,225$328,455▼ $26,770
Savings and Temporary Cash Investments$261,789$262,034▲ $245
Cash and Non-Interest-Bearing Accounts$114,309$139,640▲ $25,331
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$731,323$730,129▼ $1,194
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$731,323$730,129▼ $1,194
Total Liabilities and Net Assets / Fund Balance$731,323$730,129▼ $1,194
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Rita GarriganPresident
Pat McwilliamsVice-president
Annette PooleBoard Member
Becky BartonBoard Member
Brenda WestBoard Member
Eula HorrellBoard Member
Hope CookBoard Member
Judy JonesBoard Member
Kathy SmithBoard Member
Lillie Kay MitchellBoard Member
Linda AshmoreBoard Member
Linda PhotopulosBoard Member
Margaret Peden-ingramBoard Member
Marge RyanBoard Member
Marsha CayceBoard Member
Mary Shaw SchulteBoard Member
Norann McmanusBoard Member
Pat MccalebBoard Member
Patti RussellBoard Member
Paula StackBoard Member
Phyllis AgnewBoard Member
Rhonda BaltierBoard Member
Susan HobackBoard Member
Susan LabovitzBoard Member
Sylvia CoxBoard Member
Tish PierceBoard Member
Lee LindsayCorresponding Secretary
Pat EllisEx-officio
Carole PruettRecording Secretary
Martha McintoshTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,938
Program Service Revenue
$0
Investment Income
$246
Other Revenue
$46
All Other Contributions
$805
Change in Net Assets
$-1,194
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$12,000
Other Expenses$3,424
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$12,000--$12,000
Occupancy-$3,000-$3,000
Other Expenses-$424-$424
Total Functional Expenses$12,000$3,424$0$15,424
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fashion Show$10,235-$0-
Total Events$10,235---
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
Yes
Audit committee
Yes
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, Part VI, Section B, Line 11B

“A copy of the 990 is not typically provided to the governing body before it is filed.”

Form 990, Part VI, Section C, Line 19

“The 990 is made available to the public when it is requested by sending the person a copy.”

Filing and Contact Details

Filer

Filer Name
The Josephine Circle Inc
EIN
58-1314549
Phone
9017571541
Address
PO BOX 381394, GERMANTOWN, TN 38183-1394

Signing Officer

Name
Martha Mcintosh
Title
Treasurer
Phone
9017571541
Signed
2021-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Mcintosh
Formed
1914
Legal Domicile
Tn
Voting Board Members
27
Independent Board Members
27
Employees
0
Volunteers
0

Preparer

Firm
The Marston Group Plc
Address
1661 INTERNATIONAL DRIVE SUITE 250, MEMPHIS, TN 38120
Preparer
Caren Creason CPA Cva
Phone
9017613003
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a committee that assumes responsibility for the compilation and that committee selects the independent accounting firm.”

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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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt25VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt26CORRESPONDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt27TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt28EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt29BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01914
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt010235
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GrantAmt012000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt012000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt012000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt014230
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt027
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0246
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0246
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt02898
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION IS DEDICATED EXCLUSIVELY TO HELPING PROVIDE HIGHER EDUCATION TO DESERVING YOUNG MEN AND WOMEN IN THE FIELDS OF EDUCATION, BUSINESS, AND MEDICINE. THE LOANS AND SCHOLARSHIPS AWARDED BY THE ORGANIZATION ALLOW NEEDY STUDENTS TO CONTINUE THEIR STUDIES WHILE FACING FINANCIAL HARDSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0731323
IRS990/NetAssetsOrFundBalancesEOYAmt0730129
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03000
IRS990/OccupancyGrp/TotalAmt03000
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE & DELIVERY
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0424
IRS990/OtherExpensesGrp/TotalAmt0424
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt046
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt046
IRS990/OtherRevenueTotalAmt046
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0355225
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0328455
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARTHA MCINTOSH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt025124
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt012000
IRS990/PYInvestmentIncomeAmt0823
IRS990/PYOtherExpensesAmt06593
IRS990/PYOtherRevenueAmt016851
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt024205
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt042798
IRS990/QuidProQuoContributionsInd00
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IRS990/RelatedEntityInd00
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0262034
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025124
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03445
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0823
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0584
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0390
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02043
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt074
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0121
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73540
IRS990ScheduleA/PublicSupportPY170Pct00.69490
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IRS990ScheduleA/SubstantialContributorsTotAmt018380
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025124
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017434
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03445
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt075466

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$730,129
Liabilities
$0
Net assets
$730,129
Revenue
$14,230
Expenses
$15,424
Net income
-$1,194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$0.00$4.67$0.16$1.12$0.95
2024Summary only. Only limited summary data is available for this year.$5.53$0.00$5.53$0.20$0.10$0.10
2023Summary only. Only limited summary data is available for this year.$5.43$0.00$5.43$0.25$2.15$1.90
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.33$0.00$7.33$0.23$0.20$0.03
2021Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.14$0.15$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.31$0.00$7.31$0.43$0.19$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.07$0.00$7.07$0.18$0.21$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.10$0.00$7.10$0.38$0.23$0.15
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.95$0.00$6.95$0.23$0.22$0.01
2016Summary only. Only limited summary data is available for this year.$6.94$0.00$6.94$0.28$0.17$0.11
2015Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.24$0.18$0.06
2014Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.43$0.19$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.53$0.00$6.53$0.17
2012Summary only. Only limited summary data is available for this year.$6.51$0.00$6.51$0.26$0.14$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.40$0.00$6.40$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$0.00$6.28$0.15