Civic Intelligence

Team Uncle Joe

990EZ • Fiscal year 2023 • EIN 84-3677409

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2025

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

25th percentile

-13%

Higher net margin than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

42nd percentile

-2.6%

Faster asset growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-78%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$32,526

Down $854 (-2.6%) from 2022

Net Assets

Down

$32,526

Down $854 (-2.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$6,664

Down $24,015 (-78%) from 2022

Expenses

Up

$7,518

Up $492 (+7.0%) from 2022

Net Income

Down

-$854

Down $24,507 (-104%) from 2022

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

2023

Assets$32,526
Liabilities$0
Net Assets$32,526

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

2023

Revenue$6,664
Expenses$7,518
Net Income-$854
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$6,664
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.

Team Uncle Joe is a nonprofit organization dedicated to improving the lives of individuals with Congenital Heart Disease (CHD) by providing accessible, patient-centered education, resources, and support that promote informed healthcare decision-making and self-advocacy. We equip CHD patients and their families with the tools they need to understand, navigate, and manage their condition throughout the lifespan. Through free or low-cost programs, including digital resources, peer-informed educational content, and healthcare navigation support, we empower patients to become confident participants in their care. Team Uncle Joe also works to reduce disparities in access to CHD information by tailoring resources to meet the needs of underrepresented communities, including individuals with low health literacy or those facing systemic barriers to care. Services are provided free whenever feasible. When costs exceed our capacity, we disclose them and charge only the actual expense incurred.

Program Services

DescriptionGrantsExpenses
In 2023, we continued to convene the ACHD Roundtable, a multi-stakeholder group of 18 patient and family stakeholders from across Texas, Oklahoma, and Louisiana. The group met monthly to advance the development of patient-prioritized research questions and to plan future engagement strategies that reflect the needs of underrepresented adult congenital heart disease (ACHD) populations in the South-Central United States. Team Uncle Joe played a key role in supporting the Roundtable's activities by coordinating meeting logistics, maintaining consistent digital communications, and fostering ongoing stakeholder engagement. We developed and maintained the project website, created plain-language content to support patient understanding, and provided the digital infrastructure necessary for collaboration across a geographically dispersed group. Our team also led outreach and relationship-building efforts to sustain meaningful participation from all stakeholders. Throughout the year, we contributed to strategic planning activities that culminated in identifying a new funding opportunity through the Patient-Centered Outcomes Research Institute (PCORI), laying the groundwork for a future Engagement Award proposal to expand and sustain the Roundtable's work.$0$2,347
In 2023, our virtual Patient Navigator Program provided individualized support to four adults living with congenital heart disease (CHD). These individuals received one-on-one guidance to understand better their diagnosis, treatment options, and how to navigate complex healthcare systems. All services were provided free of charge. Our navigators help patients prepare for medical appointments, understand test results, and access specialized CHD care, empowering them to participate more confidently in their health decisions. We also continued to distribute our Advanced Care Planning Workbook for Adult CHD Patients, the only known workbook specifically designed to help this population make informed decisions about future healthcare. The workbook is freely available, allowing patients to consider their values and preferences when planning for their medical care. The publication has been downloaded and shared by both patients and providers as a valuable tool in improving patient-provider communication.$0$2,177
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
2025-05-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Advertising;75|Marketing;1287|Softwar;3852|Supplies;777|Website Hosting and Services;1527^Total;7518^

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IRS990EZ/PrimaryExemptPurposeTxt0Team Uncle Joe is a nonprofit organization dedicated to improving the lives of individuals with Congenital Heart Disease (CHD) by providing accessible, patient-centered education, resources, and support that promote informed healthcare decision-making and self-advocacy. We equip CHD patients and their families with the tools they need to understand, navigate, and manage their condition throughout the lifespan. Through free or low-cost programs, including digital resources, peer-informed educational content, and healthcare navigation support, we empower patients to become confident participants in their care. Team Uncle Joe also works to reduce disparities in access to CHD information by tailoring resources to meet the needs of underrepresented communities, including individuals with low health literacy or those facing systemic barriers to care. Services are provided free whenever feasible. When costs exceed our capacity, we disclose them and charge only the actual expense incurred.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0In 2023, our virtual Patient Navigator Program provided individualized support to four adults living with congenital heart disease (CHD). These individuals received one-on-one guidance to understand better their diagnosis, treatment options, and how to navigate complex healthcare systems. All services were provided free of charge. Our navigators help patients prepare for medical appointments, understand test results, and access specialized CHD care, empowering them to participate more confidently in their health decisions. We also continued to distribute our Advanced Care Planning Workbook for Adult CHD Patients, the only known workbook specifically designed to help this population make informed decisions about future healthcare. The workbook is freely available, allowing patients to consider their values and preferences when planning for their medical care. The publication has been downloaded and shared by both patients and providers as a valuable tool in improving patient-provider communication.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1In 2023, we continued to convene the ACHD Roundtable, a multi-stakeholder group of 18 patient and family stakeholders from across Texas, Oklahoma, and Louisiana. The group met monthly to advance the development of patient-prioritized research questions and to plan future engagement strategies that reflect the needs of underrepresented adult congenital heart disease (ACHD) populations in the South-Central United States. Team Uncle Joe played a key role in supporting the Roundtable's activities by coordinating meeting logistics, maintaining consistent digital communications, and fostering ongoing stakeholder engagement. We developed and maintained the project website, created plain-language content to support patient understanding, and provided the digital infrastructure necessary for collaboration across a geographically dispersed group. Our team also led outreach and relationship-building efforts to sustain meaningful participation from all stakeholders. Throughout the year, we contributed to strategic planning activities that culminated in identifying a new funding opportunity through the Patient-Centered Outcomes Research Institute (PCORI), laying the groundwork for a future Engagement Award proposal to expand and sustain the Roundtable's work.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Valente
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum05305912890
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
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ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0843677409
ReturnHeader/Filer/PhoneNum05305912890
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-05-15T14:03:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings