Civic Intelligence

Team Uncle Joe

990EZ • Fiscal year 2022 • EIN 84-3677409

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

2523 Pines Pointe DrKaty, TX 77493

(530) 591-2890

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

96th percentile

243%

Faster asset growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

136%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$33,380

Up $23,653 (+243%) from 2021

Net Assets

Up

$33,380

Up $23,653 (+243%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$30,679

Up $17,682 (+136%) from 2021

Expenses

Up

$7,026

Up $714 (+11%) from 2021

Net Income

Up

$23,653

Up $16,968 (+254%) from 2021

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2019: $150Liabilities 2019: $0Net Assets 2019: $1502019Assets 2020: $3,042Liabilities 2020: $0Net Assets 2020: $3,0422020Assets 2021: $9,727Liabilities 2021: $0Net Assets 2021: $9,7272021Assets 2022: $33,380Liabilities 2022: $0Net Assets 2022: $33,3802022Assets 2023: $32,526Liabilities 2023: $0Net Assets 2023: $32,5262023Assets 2024: $20,770Liabilities 2024: $0Net Assets 2024: $20,7702024

Highlighted filing

2022

Assets$33,380
Liabilities$0
Net Assets$33,380

Operations Trend

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

$40K$20K$0-$20KRevenue 2019: $150Expenses 2019: $0Net Income 2019: $1502019Revenue 2020: $6,700Expenses 2020: $3,808Net Income 2020: $2,8922020Revenue 2021: $12,997Expenses 2021: $6,312Net Income 2021: $6,6852021Revenue 2022: $30,679Expenses 2022: $7,026Net Income 2022: $23,6532022Revenue 2023: $6,664Expenses 2023: $7,518Net Income 2023: -$8542023Revenue 2024: $0Expenses 2024: $11,756Net Income 2024: -$11,7562024

Highlighted filing

2022

Revenue$30,679
Expenses$7,026
Net Income$23,653
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Gross Receipts
$30,679
Mission and Program Overview

Mission

Our mission is to equip Congenital Heart Disease (CHD) patients and their families with the resources and information needed to thrive while creating a world where all CHD patients are informed and empowered to be their own healthcare advocate. Enabling individuals with CHD & their families to understand, navigate, and manage their condition by providing programs, support, and education to empower their effective participation, confident decision making, and self-direction of their care. Team Uncle Joe believes that thriving with CHD requires each patient to understand their unique condition and the treatment options available to navigate their healthcare. We deliver educational materials, technological resources, and advocacy support to all CHD patients and families free of charge in most cases. If the client requires services that incur increased expenses, we will inform them of such and pass those costs on to them without markup if we cannot bear the increased cost burden.

Program Services

DescriptionGrantsExpenses
In 2022 our patient navigator program helped over eight patient-clients with congenital heart disease navigate the healthcare system and understand their care. The patient-clients we helped were never charged for our services, and we served everyone that sought our assistance. We provide all of our patient navigation services virtually. We also released our advanced care planning workbook for adult CHD patients, the only workbook we know of for this patient population.$0$2,609
Our CHD Academy is in development and not yet serving the community. It will be a place for patients and families to come to learn about congenital heart disease and how to advocate for themselves and a community to ask questions about the topics we are teaching on. We were able to continue to develop the course material needed for the site and are aiming for a launch in 2023.$0$1,283
In 2022 we began working with Houston Methodist Hospital and their Adult Congenital Heart Program to help them administer a Research grant from the Patient Centered Outcomes Research Institute (PCORI) for the project, Building Capacity for Patient Centered Outcomes Research through a South-Central US Adult Congenital Heart Disease Stakeholder Roundtable. This collaborative is a diverse group of patients from Texas, Oklahoma, and Louisiana. These patient-stakeholders represent the cultural diversity and underserved adult congenital heart disease care areas typical in the South-Central US. These patient-stakeholders are building a sustainable community that can act as equal research partners to identify, participate in, develop, lead, and disseminate patient-centered outcomes research and comparative clinical effectiveness research. We aid the project in patient recruitment and outreach, web design, and procurement that otherwise could not be accomplished with the resources available to the hospital. Additionally, as the initial project period has expired, we are able to procure and provide services for longer periods, extending the project's viability by two years. We believe this project and projects like this that focus on patient centered outcomes research in congenital heart disease are essential to enabling individuals and their families to understand, navigate, and manage their condition.$0$668
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph ValenteChairman-$0--
Tiffany WasiukSecretary-$0--
Lindsay AlanoTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Team Uncle Joe
EIN
84-3677409
Phone
5305912890
Address
2523 Pines Pointe Dr, Katy, TX 77493

Signing Officer

Name
Joseph Valente
Title
Chairman
Phone
5305912890
Signed
2023-05-09
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Marketing;946|Website Hosting and Services;1728|Software;3565|HIPAA and CLAS Compliance;58|Advertising;250^Total;6547^

Form 990-EZ, Part V, Line 33

In 2022 we began working with Houston Methodist Hospital and their Adult Congenital Heart Program to help them administer a Research grant from the Patient Centered Outcomes Research Institute (PCORI) for the project, Building Capacity for patient centered outcomes research through a South-Central US adult congenital heart disease Stakeholder Roundtable. We aid the project in patient recruitment and outreach, web design, and procurement that otherwise could not be accomplished with the resources available to the hospital. Additionally, as the initial project period has expired, we are able to procure and provide services for longer periods, extending the project's viability by two years. As the grant funding was closing, we were paid in advance for many of the services to be provided over the next two years so that the hospital could expense them to the project.

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IRS990EZ/PrimaryExemptPurposeTxt0Our mission is to equip Congenital Heart Disease (CHD) patients and their families with the resources and information needed to thrive while creating a world where all CHD patients are informed and empowered to be their own healthcare advocate. Enabling individuals with CHD & their families to understand, navigate, and manage their condition by providing programs, support, and education to empower their effective participation, confident decision making, and self-direction of their care. Team Uncle Joe believes that thriving with CHD requires each patient to understand their unique condition and the treatment options available to navigate their healthcare. We deliver educational materials, technological resources, and advocacy support to all CHD patients and families free of charge in most cases. If the client requires services that incur increased expenses, we will inform them of such and pass those costs on to them without markup if we cannot bear the increased cost burden.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0In 2022 our patient navigator program helped over eight patient-clients with congenital heart disease navigate the healthcare system and understand their care. The patient-clients we helped were never charged for our services, and we served everyone that sought our assistance. We provide all of our patient navigation services virtually. We also released our advanced care planning workbook for adult CHD patients, the only workbook we know of for this patient population.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Our CHD Academy is in development and not yet serving the community. It will be a place for patients and families to come to learn about congenital heart disease and how to advocate for themselves and a community to ask questions about the topics we are teaching on. We were able to continue to develop the course material needed for the site and are aiming for a launch in 2023.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2In 2022 we began working with Houston Methodist Hospital and their Adult Congenital Heart Program to help them administer a Research grant from the Patient Centered Outcomes Research Institute (PCORI) for the project, Building Capacity for Patient Centered Outcomes Research through a South-Central US Adult Congenital Heart Disease Stakeholder Roundtable. This collaborative is a diverse group of patients from Texas, Oklahoma, and Louisiana. These patient-stakeholders represent the cultural diversity and underserved adult congenital heart disease care areas typical in the South-Central US. These patient-stakeholders are building a sustainable community that can act as equal research partners to identify, participate in, develop, lead, and disseminate patient-centered outcomes research and comparative clinical effectiveness research. We aid the project in patient recruitment and outreach, web design, and procurement that otherwise could not be accomplished with the resources available to the hospital. Additionally, as the initial project period has expired, we are able to procure and provide services for longer periods, extending the project's viability by two years. We believe this project and projects like this that focus on patient centered outcomes research in congenital heart disease are essential to enabling individuals and their families to understand, navigate, and manage their condition.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1In 2022 we began working with Houston Methodist Hospital and their Adult Congenital Heart Program to help them administer a Research grant from the Patient Centered Outcomes Research Institute (PCORI) for the project, Building Capacity for patient centered outcomes research through a South-Central US adult congenital heart disease Stakeholder Roundtable. We aid the project in patient recruitment and outreach, web design, and procurement that otherwise could not be accomplished with the resources available to the hospital. Additionally, as the initial project period has expired, we are able to procure and provide services for longer periods, extending the project's viability by two years. As the grant funding was closing, we were paid in advance for many of the services to be provided over the next two years so that the hospital could expense them to the project.
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