Civic Intelligence

Join-Up International Inc.

990 • Fiscal year 2018 • EIN 77-0459889

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 26, 2018

PO Box 246Solvang, CA 93464

(805) 688-6288

Siviq Scores

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

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

28th percentile

-6.6%

Higher net margin than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

21st percentile

-20%

Faster asset growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$112,977

Down $27,800 (-20%) from 2017

Net Assets

Down

$109,703

Down $29,825 (-21%) from 2017

Liabilities

Up

$3,274

Up $2,025 (+162%) from 2017

Revenue

Down

$312,416

Down $125,492 (-29%) from 2017

Expenses

Down

$333,021

Down $114,371 (-26%) from 2017

Net Income

Down

-$20,605

Down $11,121 (-117%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $154,981Liabilities 2011: $53,418Net Assets 2011: $101,5632011Assets 2012: $166,456Liabilities 2012: $25,945Net Assets 2012: $140,5112012Assets 2013: $414,042Liabilities 2013: $19,682Net Assets 2013: $394,3602013Assets 2014: $248,494Liabilities 2014: $2,987Net Assets 2014: $245,5072014Assets 2015: $184,119Liabilities 2015: $18,001Net Assets 2015: $166,1182015Assets 2016: $152,607Liabilities 2016: $3,595Net Assets 2016: $149,0122016Assets 2017: $140,777Liabilities 2017: $1,249Net Assets 2017: $139,5282017Assets 2018: $112,977Liabilities 2018: $3,274Net Assets 2018: $109,7032018Assets 2023: $39,556Net Assets 2023: $39,5562023Assets 2024: $41,766Net Assets 2024: $41,7662024Assets 2025: $11,777Net Assets 2025: $11,7772025

Highlighted filing

2018

Assets$112,977
Liabilities$3,274
Net Assets$109,703

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $356,821Expenses 2011: $273,399Net Income 2011: $83,4222011Revenue 2012: $507,046Expenses 2012: $505,162Net Income 2012: $1,8842012Revenue 2013: $820,871Expenses 2013: $567,022Net Income 2013: $253,8492013Revenue 2014: $422,596Expenses 2014: $571,449Net Income 2014: -$148,8532014Revenue 2015: $436,885Expenses 2015: $506,209Net Income 2015: -$69,3242015Revenue 2016: $445,334Expenses 2016: $434,846Net Income 2016: $10,4882016Revenue 2017: $437,908Expenses 2017: $447,392Net Income 2017: -$9,4842017Revenue 2018: $312,416Expenses 2018: $333,021Net Income 2018: -$20,6052018Revenue 2023: $43,606Expenses 2023: $107,552Net Income 2023: -$63,9462023Revenue 2024: $39,612Expenses 2024: $37,402Net Income 2024: $2,2102024Revenue 2025: $27,253Expenses 2025: $57,242Net Income 2025: -$29,9892025

Highlighted filing

2018

Revenue$312,416
Expenses$333,021
Net Income-$20,605
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 26, 2018
Return Version
2017v2.3
Gross Receipts
$326,150
Mission and Program Overview

Mission

Join-up international is a school organized to educate horsemen worldwide in non-confrontational interaction with horses and to teach non-violent horse training methods.

Join-up international is a school organized to teach non-violent horse training methods.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$139,528$109,703▼ $29,825
Land, Buildings, and Equipment, Net$77,973$54,442▼ $23,531
Cash and Non-Interest-Bearing Accounts$52,243$45,341▼ $6,902
Accounts Receivable$10,561$10,765▲ $204
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$140,777$112,977▼ $27,800
Other Assets Total$0$2,429▲ $2,429
Liabilities
Accounts Payable and Accrued Expenses$1,249$3,274▲ $2,025
Total Liabilities$1,249$3,274▲ $2,025
Net Assets / Fund Balance
Total Net Assets Fund Balance$139,528$109,703▼ $29,825
Total Liabilities and Net Assets / Fund Balance$140,777$112,977▼ $27,800

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$32,663$134,003$166,666
Equipment$21,779$79,786$101,565
Compensation and Service Providers

Board Members and Trustees

NameTitle
Patricia RobertsPresident
Jim StretchberryVice President
Debbie LoucksCEO / Director
Ed SeamanDirector
Gary CutshallDirector
Herb GearyDirector
Joann CutshallDirector
Lammy JohnstoneDirector
Mark HebnerAdvisory
Marsha St ClairAdvisory
Monty RobertsEx-officio
Beth HebnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$151,042
Program Service Revenue
$135,534
Investment Income
$9,163
Other Revenue
$16,677
All Other Contributions
$151,042
Change in Net Assets
$-20,605
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$332,351
Salaries, Compensation, and Employee Benefits$670
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$138,842--$138,842
Fees for Services Other$69,668--$69,668
Depreciation Depletion$24,610--$24,610
Insurance$13,886--$13,886
Travel$11,249--$11,249
Fees for Services Accounting$5,238$5,237-$10,475
Fees for Services Legal-$8,525-$8,525
Office Expenses-$4,212-$4,212
Advertising-$3,895-$3,895
All Other Expenses$1,328$1,092-$2,420
Other Expenses$2,437$2,128-$2,128
Information Technology-$1,773-$1,773
Other Salaries and Wages-$670-$670
Total Functional Expenses$300,319$32,702$0$333,021
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,718
Fundraising Direct Expenses$13,041
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner & Day With Monty and Pat$13,500$13,500$0$13,500
Dancing in the Light$8,608$8,608$1,551$7,057
Total Events$29,718$29,718$13,041$16,677
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Executive Director & DirectorMonty and Pat Roberts Are Owners of Flag Is Up Farms Where the Organization Rents Facilities.No$126,000
-Executive Director & DirectorMonty and Pat Roberts Are Owners of Flag Is Up Farms to Which the Organization Pays for Horse Boarding.No$33,061
-Executive Director & DirectorMonty and Pat Roberts Are Shareholders of Monty and Pat Roberts, Inc. Which the Organization Pays for Use of Their Trainers.No$18,567
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Two directors are husband and wife

Form 990, Part VI, Section B, Line 11B

Reviewed by members of the board and approved

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Join-up International Inc
EIN
77-0459889
Phone
8056886288
Address
PO BOX 246, SOLVANG, CA 93464

Signing Officer

Name
Patricia Roberts
Title
Executive Director
Phone
8056886288
Signed
2018-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Roberts
Formed
1997
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
10
Employees
0
Volunteers
29

Preparer

Firm
C&d Llp
Address
CPAS ADVISORS, ALAMO PINTADO RD S, CA 93463
Preparer
Michael J Sgobba
Phone
8056885505
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Outside services : program service expenses 69,668. Management and general expenses 0. Fundraising expenses 0. Total expenses 69,668.

FORM 990, PART XI, LINE 9:

Unrealized gain(loss) on contributed stock -9,220.

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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0237402
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt021600
IRS990/PYInvestmentIncomeAmt019188
IRS990/PYOtherExpensesAmt0425792
IRS990/PYOtherRevenueAmt03121
IRS990/PYProgramServiceRevenueAmt0178197
IRS990/PYRevenuesLessExpensesAmt0-9484
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0447392
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0437908
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-20605
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0135534
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0139528
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0109703
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt021779
IRS990ScheduleD/EquipmentGrp/DepreciationAmt079786
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0101565
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt032663
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0134003
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0166666
IRS990ScheduleD/TotalBookValueLandBuildingsAmt054442
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0STATEMENT IS PUBLISHED IN LOCAL NEWSPAPER.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013041
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER & DAY WITH MONTY AND PAT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DANCING IN THE LIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08608
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08608
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029718
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016677
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011490
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013041
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01551
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0THE EXPENSES ASSOCIATED WITH DINNER & DAY WITH MONTY ARE UNKNOWN AND WILL NOT BE RECOGNIZED UNTIL THE DONORS RECEIVE A DINNER AND DAY WITH MONTY. REVENUE WILL BE RECOGNIZED IN CURRENT YEAR, WHILE EXPENSES WILL BE RECOGNIZED AS EXPENDED.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE G PG 2
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0MONTY & PAT ROBERTS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1MONTY & PAT ROBERTS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt2MONTY & PAT ROBERTS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EXECUTIVE DIRECTOR & DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1EXECUTIVE DIRECTOR & DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2EXECUTIVE DIRECTOR & DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0126000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt118567
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt233061
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MONTY AND PAT ROBERTS ARE OWNERS OF FLAG IS UP FARMS WHERE THE ORGANIZATION RENTS FACILITIES.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MONTY AND PAT ROBERTS ARE SHAREHOLDERS OF MONTY AND PAT ROBERTS, INC. WHICH THE ORGANIZATION PAYS FOR USE OF THEIR TRAINERS.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2MONTY AND PAT ROBERTS ARE OWNERS OF FLAG IS UP FARMS TO WHICH THE ORGANIZATION PAYS FOR HORSE BOARDING.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO DIRECTORS ARE HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY MEMBERS OF THE BOARD AND APPROVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSIDE SERVICES : PROGRAM SERVICE EXPENSES 69,668. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,668.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAIN(LOSS) ON CONTRIBUTED STOCK -9,220.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0140777
IRS990/TotalAssetsEOYAmt0112977
IRS990/TotalAssetsGrp/BOYAmt0140777
IRS990/TotalAssetsGrp/EOYAmt0112977
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0151042
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032702
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0300319
IRS990/TotalFunctionalExpensesGrp/TotalAmt0333021
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01249
IRS990/TotalLiabilitiesEOYAmt03274
IRS990/TotalLiabilitiesGrp/BOYAmt01249
IRS990/TotalLiabilitiesGrp/EOYAmt03274
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0139528
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0109703
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0300319
IRS990/TotalProgramServiceRevenueAmt0135534
IRS990/TotalReportableCompFromOrgAmt00

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