Civic Intelligence

Thomas J and Carol J Joseph Foundation

EIN 61-1580005 • Omro, WI

4490 Harbor Village DriveOmro, WI 54963
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

74th percentile

22%

Higher net margin than 74% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

25%

Faster revenue growth than 68% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$995,277

Up $119,557 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$995,277

Up $119,557 (+14%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin74th percentile

Revenue

Up

$539,647

Up $106,971 (+25%) from 2023

Expenses

Down

$420,090

Down $195,282 (-32%) from 2023

Net Income

Up

$119,557

Up $302,253 (+165%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,026,615Liabilities 2012: $02012Assets 2013: $4,031,428Liabilities 2013: $02013Assets 2014: $1,481,827Liabilities 2014: $02014Assets 2015: $1,348,931Liabilities 2015: $1Net Assets 2015: $1,348,9312015Assets 2016: $1,187,770Liabilities 2016: $0Net Assets 2016: $1,187,7702016Assets 2017: $1,809,534Liabilities 2017: $0Net Assets 2017: $1,809,5342017Assets 2019: $1,130,460Liabilities 2019: $02019Assets 2022: $1,058,416Liabilities 2022: $1Net Assets 2022: $1,058,4162022Assets 2023: $875,720Liabilities 2023: $0Net Assets 2023: $875,7202023Assets 2024: $995,277Liabilities 2024: $0Net Assets 2024: $995,2772024

Highlighted filing

2024

Assets$995,277
Liabilities$0
Net Assets$995,277
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2012: $75,239Expenses 2012: $336,116Net Income 2012: -$260,8772012Revenue 2013: $309,212Expenses 2013: $304,399Net Income 2013: $4,8132013Revenue 2014: $122,146Expenses 2014: $2,671,747Net Income 2014: -$2,549,6012014Revenue 2015: $13,723Expenses 2015: $146,619Net Income 2015: -$132,8962015Revenue 2016: $26,306Expenses 2016: $187,467Net Income 2016: -$161,1612016Revenue 2017: $1,481,576Expenses 2017: $859,812Net Income 2017: $621,7642017Revenue 2019: $72,893Expenses 2019: $576,927Net Income 2019: -$504,0342019Revenue 2022: $535,611Expenses 2022: $318,042Net Income 2022: $217,5692022Revenue 2023: $432,676Expenses 2023: $615,372Net Income 2023: -$182,6962023Revenue 2024: $539,647Expenses 2024: $420,090Net Income 2024: $119,5572024

Highlighted filing

2024

Revenue$539,647
Expenses$420,090
Net Income$119,557
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$995,277
Liabilities
$0
Net assets
$995,277
Revenue
$539,647
Expenses
$420,090
Net income
$119,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.54$0.42$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.43$0.62$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.54$0.32$0.22
2019Summary only. Only limited summary data is available for this year.$1.13$0.00$0.07$0.58$0.50
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$1.48$0.86$0.62
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.03$0.19$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.01$0.15$0.13
2014Summary only. Only limited summary data is available for this year.$1.48$0.00$0.12$2.67$2.55
2013Summary only. Only limited summary data is available for this year.$4.03$0.00$0.31$0.30$0.00
2012Summary only. Only limited summary data is available for this year.$4.03$0.00$0.08$0.34$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS J JOSEPHPresident-$0--
CAROL J JOSEPHTreasurer/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Thomas J and Carol J Joseph Foundation
EIN
61-1580005
Phone
9202161296
Address
4490 HARBOR VILLAGE DRIVE, OMRO, WI 54963

Signing Officer

Name
Thomas J Joseph
Title
President
Phone
9202161296
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Phillips Feldman Group
Address
801 LAUREL OAK DRIVE SUITE 303, NAPLES, FL 34108-2764
Preparer
Stephanie J Feldman CPA
Phone
2395661600
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