Civic Intelligence

Join-Up International Inc.

990 • Fiscal year 2017 • EIN 77-0459889

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 13, 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

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

35th percentile

-2.2%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

31st percentile

-7.8%

Faster asset growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

-1.7%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$140,777

Down $11,830 (-7.8%) from 2016

Net Assets

Down

$139,528

Down $9,484 (-6.4%) from 2016

Liabilities

Down

$1,249

Down $2,346 (-65%) from 2016

Revenue

Down

$437,908

Down $7,426 (-1.7%) from 2016

Expenses

Up

$447,392

Up $12,546 (+2.9%) from 2016

Net Income

Down

-$9,484

Down $19,972 (-190%) from 2016

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

2017

Assets$140,777
Liabilities$1,249
Net Assets$139,528

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

2017

Revenue$437,908
Expenses$447,392
Net Income-$9,484
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 13, 2018
Return Version
2016v3.0
Gross Receipts
$452,570
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$149,012$139,528▼ $9,484
Land, Buildings, and Equipment, Net$105,077$77,973▼ $27,104
Cash and Non-Interest-Bearing Accounts$31,111$52,243▲ $21,132
Accounts Receivable$14,340$10,561▼ $3,779
Investments in Publicly Traded Securities$2,079--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$152,607$140,777▼ $11,830
Liabilities
Accounts Payable and Accrued Expenses$3,595$1,249▼ $2,346
Total Liabilities$3,595$1,249▼ $2,346
Net Assets / Fund Balance
Total Net Assets Fund Balance$149,012$139,528▼ $9,484
Total Liabilities and Net Assets / Fund Balance$152,607$140,777▼ $11,830

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$42,227$124,440$166,667
Equipment$35,746$64,739$100,485
Compensation and Service Providers

Board Members and Trustees

NameTitle
Monty RobertsPresident
Jim StretchberryVice President
Beth HebnerDirector
Debbie LoucksDirector
Ed SeamanDirector
Herb GearyDirector
Joann CutshallDirector
Lammy JohnstoneDirector
Patricia RobertsExecutive Director
Charlotte Bredahl-bakerSecretary
Gary CutshallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$237,402
Program Service Revenue
$178,197
Investment Income
$19,188
Other Revenue
$3,121
All Other Contributions
$236,242
Change in Net Assets
$-9,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$425,792
Grants and Similar Amounts Paid$21,600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$164,856--$164,856
Fees for Services Other$77,249--$77,249
Travel$30,623--$30,623
Depreciation Depletion$27,104--$27,104
Grants to Domestic Orgs$21,600--$21,600
Insurance$15,973$342-$16,315
Fees for Services Accounting$4,963$4,962-$9,925
Office Expenses-$3,275-$3,275
All Other Expenses$385$2,450-$2,835
Other Expenses$670$1,359-$2,029
Information Technology-$1,519-$1,519
Advertising-$901-$901
Total Functional Expenses$426,674$20,718$0$447,392
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lead-up InterntaionalSolvang, CA501c3General$21,600
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,704
Fundraising Direct Expenses$12,583
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Launch Party$13,368$12,258$8,846$3,412
Total Events$16,864$15,704$12,583$3,121
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$150,000
-Executive Director & DirectorMonty and Pat Roberts Are Owners of Flag Is Up Farms to Which the Organization Pays for Horse Boarding.No$76,441
-Executive Director & DirectorMonty and Pat Roberts Are Shareholders of Monty and Pat Roberts, Inc. Which the Organization Pays for Use of Their Trainers.No$49,846
-Executive Director & DirectorMonty and Pat Roberts Are Owners of Flag Is Up Farms Which the Organization Pays for Use of Their Trainers.No$2,036
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
Pat Roberts
Title
Executive Director
Phone
8056886288
Signed
2018-01-13
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
Verva a Enoch
Phone
8056885505
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Horse trainer expense : program service expenses 77,249. Management and general expenses 0. Fundraising expenses 0. Total expenses 77,249.

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IRS990/PYRevenuesLessExpensesAmt010488
IRS990/PYSalariesCompEmpBnftPaidAmt03053
IRS990/PYTotalExpensesAmt0434846
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0445334
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-9484
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0197385
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0149012
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0139528
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt035746
IRS990ScheduleD/EquipmentGrp/DepreciationAmt064739
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0100485
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt042227
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0124440
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0166667
IRS990ScheduleD/TotalBookValueLandBuildingsAmt077973
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/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01160
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01110
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt050
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012583
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LAUNCH PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt045
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013368
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03496
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016864
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03446
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015704
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03121
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03692
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012538
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08846
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt021600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LEAD-UP INTERNTAIONAL
IRS990ScheduleI/RecipientTable/RecipientEIN0821869231
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 246
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SOLVANG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093463
IRS990ScheduleI/Total501c3OrgCnt01
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/NameOfInterested/BusinessName/BusinessNameLine1Txt3MONTY & PAT ROBERTS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EXECUTIVE DIRECTOR & DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1EXECUTIVE DIRECTOR & DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2EXECUTIVE DIRECTOR & DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3EXECUTIVE DIRECTOR & DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd30
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0150000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt149846
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt276441
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt32036
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.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3MONTY AND PAT ROBERTS ARE OWNERS OF FLAG IS UP FARMS WHICH THE ORGANIZATION PAYS FOR USE OF THEIR TRAINERS.
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/ExplanationTxt3HORSE TRAINER EXPENSE : PROGRAM SERVICE EXPENSES 77,249. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,249.
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
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0152607
IRS990/TotalAssetsEOYAmt0140777
IRS990/TotalAssetsGrp/BOYAmt0152607
IRS990/TotalAssetsGrp/EOYAmt0140777
IRS990/TotalCompGreaterThan150KInd00

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