Civic Intelligence

The Calliope Joy Foundation

EIN 90-1005140 • 501(c)3 • Bala Cynwyd, PA

Profile

To raise money for children and their families impacted by leukodystrophies

420 Conshohocken State RoadBala Cynwyd, PA 19004

www.thecalliopejoyfoundation.org

Siviq Scores

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

Liabilities / Assets

50th percentile

0.01x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

47th percentile

0.01x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

87th percentile

47%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

101%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$306,095

Up $98,215 (+47%) from 2022

Liabilities

Up

$4,535

Up $4,535 from 2022

Net Assets

Up

$301,560

Up $93,680 (+45%) from 2022

Operations
Liabilities / Revenue47th percentileNet Margin74th percentile

Revenue

Up

$447,670

Up $224,552 (+101%) from 2022

Expenses

Up

$353,990

Up $114,847 (+48%) from 2022

Net Income

Up

$93,680

Up $109,705 (+685%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$400K$300K$200K$100K$0Assets 2014: $17,390Liabilities 2014: $0Net Assets 2014: $17,3902014Assets 2016: $23,571Liabilities 2016: $0Net Assets 2016: $23,5712016Assets 2017: $69,499Liabilities 2017: $0Net Assets 2017: $69,4992017Assets 2018: $36,800Liabilities 2018: $0Net Assets 2018: $36,8002018Assets 2019: $64,467Liabilities 2019: $0Net Assets 2019: $64,4672019Assets 2020: $218,539Liabilities 2020: $2,466Net Assets 2020: $216,0732020Assets 2021: $231,369Liabilities 2021: $7,464Net Assets 2021: $223,9052021Assets 2022: $207,880Liabilities 2022: $0Net Assets 2022: $207,8802022Assets 2023: $306,095Liabilities 2023: $4,535Net Assets 2023: $301,5602023

Highlighted filing

2023

Assets$306,095
Liabilities$4,535
Net Assets$301,560
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $23,731Expenses 2014: $6,341Net Income 2014: $17,3902014Revenue 2016: $36,500Expenses 2016: $79,473Net Income 2016: -$42,9732016Revenue 2017: $71,327Expenses 2017: $25,399Net Income 2017: $45,9282017Revenue 2018: $145,551Expenses 2018: $178,250Net Income 2018: -$32,6992018Revenue 2019: $105,326Expenses 2019: $77,659Net Income 2019: $27,6672019Revenue 2020: $382,677Expenses 2020: $231,071Net Income 2020: $151,6062020Revenue 2021: $175,897Expenses 2021: $168,065Net Income 2021: $7,8322021Revenue 2022: $223,118Expenses 2022: $239,143Net Income 2022: -$16,0252022Revenue 2023: $447,670Expenses 2023: $353,990Net Income 2023: $93,6802023

Highlighted filing

2023

Revenue$447,670
Expenses$353,990
Net Income$93,680
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,095
Liabilities
$4,535
Net assets
$301,560
Revenue
$447,670
Expenses
$353,990
Net income
$93,680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.05$3.02$4.48$3.54$0.94
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$2.23$2.39$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.07$2.24$1.76$1.68$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.02$2.16$3.83$2.31$1.52
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$1.05$0.78$0.28
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.46$1.78$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.71$0.25$0.46
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.37$0.79$0.43
2014Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$0.24$0.06$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2022 to Feb 28, 2023
Signed
Jan 16, 2024
Return Version
2022v5.0
Gross Receipts
$569,553
Mission and Program Overview

Mission

To raise money for children and their families impacted by leukodystrophies

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$207,880$306,095▲ $98,215
Total Assets$207,880$306,095▲ $98,215
Liabilities
Other Liabilities$0$4,535▲ $4,535
Total Liabilities$0$4,535▲ $4,535
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$207,880$301,560▲ $93,680
Total Net Assets Fund Balance$207,880$301,560▲ $93,680
Total Liabilities and Net Assets / Fund Balance$207,880$306,095▲ $98,215
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Maria KefalasTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$114,711
Program Service Revenue
$0
Investment Income
$97
Other Revenue
$332,862
All Other Contributions
$114,711
Change in Net Assets
$93,680
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$205,254
Grants and Similar Amounts Paid$77,577
Salaries, Compensation, and Employee Benefits$71,159
Total Fundraising Expense$48,071
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$99,534-$99,534
Grants to Domestic Orgs$77,577--$77,577
Comp Disqual Persons-$65,285-$65,285
Advertising--$40,892$40,892
All Other Expenses-$8,061-$8,061
Fees for Services Accounting-$7,972-$7,972
Conferences and Meetings--$7,179$7,179
Payroll Taxes-$5,874-$5,874
Office Expenses$1,023$4,092-$5,115
Other Expenses$4,441$3,500-$3,500
Payment Travel Entrtnmnt Publicly Ofcl-$3,068-$3,068
Total Functional Expenses$83,041$222,878$48,071$353,990
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orchard Therapeutics North AmericaBoston, MA-Research Activity$14,000
Passage BioPhiladelphia, PA-Research Activity$14,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$454,745
Fundraising Direct Expenses$121,883
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cupcake Gala$438,662$438,662-$438,662
Birthday Donations - Social Media$16,083$16,083-$16,083
Total Events$454,745$454,745-$454,745
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bryn Mar Trust Visa$4,535
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Trustees review all documentation”

Form 990, Part VI, Section C, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Calliope Joy Foundation
EIN
90-1005140
Phone
6106641588
Address
420 CONSHOHOCKEN STATE ROAD, BALA CYNWYD, PA 19004

Signing Officer

Name
Maria Kefalas
Title
Trustee
Phone
6106641588
Signed
2024-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maria Kefalas
Formed
2013
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
2
Volunteers
0

Preparer

Firm
Marcum Llp
Address
492 NORRISTOWN ROAD SUITE 160, BLUE BELL, PA 19422
Preparer
Gary Williams
Phone
6109434400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Memberships: program service expenses 0. Management and general expenses 3,287. Fundraising expenses 0. Total expenses 3,287. Payroll processing: program service expenses 0. Management and general expenses 1,374. Fundraising expenses 0. Total expenses 1,374. Rent & lease: program service expenses 0. Management and general expenses 1,072. Fundraising expenses 0. Total expenses 1,072. Subcontractor: program service expenses 0. Management and general expenses 1,000. Fundraising expenses 0. Total expenses 1,000. Bank fees: program service expenses 0. Management and general expenses 688. Fundraising expenses 0. Total expenses 688. Postage: program service expenses 0. Management and general expenses 380. Fundraising expenses 0. Total expenses 380. Awards: program service expenses 0. Management and general expenses 260. Fundraising expenses 0. Total expenses 260.”

Raw XML Appendix338 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES REVIEW ALL DOCUMENTATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIPS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,287. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,287. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,374. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,374. RENT & LEASE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,072. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,072. SUBCONTRACTOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000. BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 688. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 688. POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 380. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 380. AWARDS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 260.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0207880
IRS990/TotalAssetsEOYAmt0306095
IRS990/TotalAssetsGrp/BOYAmt0207880
IRS990/TotalAssetsGrp/EOYAmt0306095
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0114711
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt048071
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0222878
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt083041
IRS990/TotalFunctionalExpensesGrp/TotalAmt0353990
IRS990/TotalGrossUBIAmt097
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt04535
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt04535
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0207880
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0301560
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt083041
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0332862
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0447670
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt097
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0207880
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0306095
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0420 CONSHOHOCKEN STATE ROAD
IRS990/USAddress/CityNm0BALA CYNWYD
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019004
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.THECALLIOPEJOYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA KEFALAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06106641588
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CALLIOPE JOY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALL
ReturnHeader/Filer/EIN0901005140
ReturnHeader/Filer/PhoneNum06106641588
ReturnHeader/Filer/USAddress/AddressLine1Txt0420 CONSHOHOCKEN STATE ROAD
ReturnHeader/Filer/USAddress/CityNm0BALA CYNWYD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0492 NORRISTOWN ROAD SUITE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE BELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019422
ReturnHeader/PreparerPersonGrp/PhoneNum06109434400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY WILLIAMS
ReturnHeader/ReturnTs02024-02-01T07:54:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KEFALAS
ReturnHeader/TaxPeriodBeginDt02022-03-01
ReturnHeader/TaxPeriodEndDt02023-02-28
ReturnHeader/TaxYr02022

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