Civic Intelligence

Joseph & Edna Josephson Institute Of

EIN 95-3560351 • 501(c)3 • Playa Del Rey, CA

View Organization Page

Profile

Improve the ethical quality of society by changing personal and organizational decision making and behavior through training support materials and consulting for educators, public servants and private sector organizations.

8117 Manchester Ave No 830Playa Del Rey, CA 90293

josephsoninstitute.org

Siviq Scores

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

Liabilities / Assets

56th percentile

0.03x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.07x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$129,226

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 34.5% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$797,116

Down $377,129 (-32%) from 2020

Liabilities

Down

$25,399

Down $276,345 (-92%) from 2020

Net Assets

Down

$771,717

Down $100,784 (-12%) from 2020

Operations
Liabilities / Revenue66th percentileNet Margin63rd percentile

Revenue

Up

$374,983

Up $114,168 (+44%) from 2020

Expenses

Up

$330,267

Up $26,954 (+8.9%) from 2020

Net Income

Up

$44,716

Up $87,214 (+205%) from 2020

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,199,296Liabilities 2011: $2,203,278Net Assets 2011: $1,996,0182011Assets 2012: $4,463,598Liabilities 2012: $2,385,422Net Assets 2012: $2,078,1762012Assets 2013: $610,682Liabilities 2013: $222,994Net Assets 2013: $387,6882013Assets 2014: $359,630Liabilities 2014: $231,844Net Assets 2014: $127,7862014Assets 2015: $287,089Liabilities 2015: $166,405Net Assets 2015: $120,6842015Assets 2016: $410,338Liabilities 2016: $120,083Net Assets 2016: $290,2552016Assets 2017: $1,032,856Liabilities 2017: $148,364Net Assets 2017: $884,4922017Assets 2018: $1,154,814Liabilities 2018: $385,437Net Assets 2018: $769,3772018Assets 2019: $1,333,224Liabilities 2019: $301,179Net Assets 2019: $1,032,0452019Assets 2020: $1,174,245Liabilities 2020: $301,744Net Assets 2020: $872,5012020Assets 2024: $797,116Liabilities 2024: $25,399Net Assets 2024: $771,7172024

Highlighted filing

2024

Assets$797,116
Liabilities$25,399
Net Assets$771,717
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2011: $6,474,296Expenses 2011: $6,179,034Net Income 2011: $295,2622011Revenue 2012: $7,527,551Expenses 2012: $7,445,393Net Income 2012: $82,1582012Revenue 2013: $1,546,085Expenses 2013: $3,236,573Net Income 2013: -$1,690,4882013Revenue 2014: $1,323,854Expenses 2014: $1,583,756Net Income 2014: -$259,9022014Revenue 2015: $1,240,900Expenses 2015: $1,248,002Net Income 2015: -$7,1022015Revenue 2016: $412,448Expenses 2016: $242,877Net Income 2016: $169,5712016Revenue 2017: $834,008Expenses 2017: $239,771Net Income 2017: $594,2372017Revenue 2018: $417,202Expenses 2018: $532,318Net Income 2018: -$115,1162018Revenue 2019: $668,070Expenses 2019: $570,338Net Income 2019: $97,7322019Revenue 2020: $260,815Expenses 2020: $303,313Net Income 2020: -$42,4982020Revenue 2024: $374,983Expenses 2024: $330,267Net Income 2024: $44,7162024

Highlighted filing

2024

Revenue$374,983
Expenses$330,267
Net Income$44,716
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$797,116
Liabilities
$25,399
Net assets
$771,717
Revenue
$374,983
Expenses
$330,267
Net income
$44,716
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.03$0.77$0.37$0.33$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.30$0.87$0.26$0.30$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.30$1.03$0.67$0.57$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.39$0.77$0.42$0.53$0.12
2017Summary only. Only limited summary data is available for this year.$1.03$0.15$0.88$0.83$0.24$0.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.12$0.29$0.41$0.24$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.17$0.12$1.24$1.25$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.23$0.13$1.32$1.58$0.26
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.22$0.39$1.55$3.24$1.69
2012Summary only. Only limited summary data is available for this year.$4.46$2.39$2.08$7.53$7.45$0.08
2011Summary only. Only limited summary data is available for this year.$4.20$2.20$2.00$6.47$6.18$0.30
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$668,070
Mission and Program Overview

Mission

Improve the ethical quality of society by changing personal and organizational decision making and behavior through training support materials and consulting for educators, public servants and private sector organizations.

Improve society's ethics by changing personal & organizational decision making & behavior.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$735,261$892,790▲ $157,529
Accounts Receivable$350,425$344,787▼ $5,638
Inventories for Sale or Use$54,214$53,342▼ $872
Receivables From Officers Etc-$28,522-
Land, Buildings, and Equipment, Net$14,914$13,783▼ $1,131
Total Assets$1,154,814$1,333,224▲ $178,410
Liabilities
Accounts Payable and Accrued Expenses$354,538$290,280▼ $64,258
Deferred Revenue$20,000--
Unsecured Notes Loans Payable$10,899$10,899→ $0
Total Liabilities$385,437$301,179▼ $84,258
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$769,377$1,032,045▲ $262,668
Total Net Assets Fund Balance$769,377$1,032,045▲ $262,668
Total Liabilities and Net Assets / Fund Balance$1,154,814$1,333,224▲ $178,410

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$178,463$178,463
Other Land Buildings$738$46,995$47,733
Leasehold Improvements$13,045$3,528$16,573
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael JosephsonPresident and ChairmanFT$149,000$149,000
Amy CornwellCOOFT$32,387$32,387

Board Members and Trustees

NameTitle
Samara JosephsonSecretary
Anne JosephsonVP
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$571,043
Investment Income
$97,027
Other Revenue
$0
Change in Net Assets
$97,732
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$305,074
Other Expenses$265,264
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$145,110$36,277-$181,387
Other Salaries and Wages$78,750$19,688-$98,438
Occupancy$37,267$6,577-$43,844
Fees for Services Accounting-$38,367-$38,367
Advertising$23,236$2,582-$25,818
Fees for Services Other$23,072--$23,072
Payroll Taxes$18,327$4,582-$22,909
Fees for Services Legal-$20,876-$20,876
Office Expenses$18,365$2,040-$20,405
Information Technology-$6,815-$6,815
Travel$6,407--$6,407
All Other Expenses$2,216$727-$2,943
Other Employee Benefits$1,872$468-$2,340
Other Expenses$1,573$3,948-$1,573
Depreciation Depletion-$1,017-$1,017
Insurance$855$151-$1,006
Total Functional Expenses$419,655$150,683$0$570,338
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Michael JosephsonPresident and CEOOffice RentNo$42,000

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$28,522-
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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

“Michael josephson, anne josephson, and samara josephson have a family relationship.”

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

“The organization's board of directors reviews and approves the tax returns before filing.”

Form 990, Part VI, Section B, Line 12C

“The employee handbook currently includes a conflict of interest policy for employees and when new members of the board are selected, potential conflict of interests are reviewed. On an annual ongoing basis, each board member is required to submit an updated conflict of interest statement at the october board meeting. Our billing and accounts payable system has been updated to electronically flag potential conflict of interest relationship. This process helps the organization monitor throughout the year and facilitate our disclosure for our annual tax return.”

Form 990, Part VI, Section B, Line 15

“The independent persons consist of a management committee including the ceo/president, executive director, and the director of human resources.”

Form 990, Part VI, Section C, Line 18

“The tax returns are available on guidestar and upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policies, and financial statements are available to executive staff and the board of directors upon request. The organization will provide access to these documents as required by law to the general public as well.”

Filing and Contact Details

Filer

Filer Name
Joseph and Edna Josephson
EIN
95-3560351
Phone
3108464800
Address
8117 MANCHESTER AVE NO 830, PLAYA DEL REY, CA 90293

Signing Officer

Name
Michael Josephson
Title
President/CEO
Phone
3108464800
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Josephson
Formed
1980
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
7
Volunteers
2

Preparer

Firm
Pdm Llp
Address
3460 TORRANCE BLVD STE 200, TORRANCE, CA 90503
Preparer
Anthony P Bozanic CPA
Phone
3105404118
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Prior period adjusments 164,936.”

Raw XML AppendixShowing 400 of 408 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.

Path#Value
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IRS990/Desc0TRAINING PROGRAM - THE TRAINING PROGRAMS ARE ORGANIZED BY THE CHARACTER COUNTS AND RISK MANAGEMENT SERVICES DEPARTMENTS. THEY CONDUCT TRAINING AND PROVIDE EDUCATIONAL MATERIALS A CHARACTER DEVELOPMENT SEMINARS, WORKSHOPS, AND EDUCATIONAL CONFERENCES.
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IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL JOSEPHSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ANNE JOSEPHSON
IRS990/Form990PartVIISectionAGrp/PersonNm2SAMARA JOSEPHSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND CHAIRMAN
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0255620
IRS990/ProgSrvcAccomActy3Grp/Desc0OTHER PROGRAM SERVICES - IMPROVE ETHICAL QUALITY OF SOCIETY BY CHANGING PERSONAL AND ORGANIZATIONAL DECISION MAKING BEHAVIOR THROUGH TRAINING SUPPORT MATERIALS AND CONSULTING FOR EDUCATORS, PUBLIC SERVANTS AND PRIVATE SECTOR ORGANIZATIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0355477
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0214563
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt033881
IRS990/PYOtherExpensesAmt0340308
IRS990/PYOtherRevenueAmt044808
IRS990/PYProgramServiceRevenueAmt0338513
IRS990/PYRevenuesLessExpensesAmt0-115116
IRS990/PYSalariesCompEmpBnftPaidAmt0192010
IRS990/PYTotalExpensesAmt0532318
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0417202
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt028522
IRS990/ReconcilationRevenueExpnssAmt097732
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0100860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0571043
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0383321
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0744854
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0105539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01824092
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt097027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt033881
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt089153
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01676
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt087
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0221824
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89160
IRS990ScheduleA/PublicSupportPY170Pct00.91780
IRS990ScheduleA/PublicSupportTotal170Amt01824092
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0571043
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0383321
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0744854
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0105539
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01824092
IRS990ScheduleA/TotalSupportAmt02045916
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0178463
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0178463
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt013045
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03528
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt016573
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0738
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt046995
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt047733
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013783
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MICHAEL JOSEPHSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PRESIDENT AND CEO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt042000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0OFFICE RENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt015695
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt112827
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt015695
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt112827
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0MICHAEL JOSEPHSON
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1DRAKE UNIVERSITY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT AND CEO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1PARTNER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd11
IRS990ScheduleL/TotalBalanceDueAmt028522
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MICHAEL JOSEPHSON, ANNE JOSEPHSON, AND SAMARA JOSEPHSON HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS AND APPROVES THE TAX RETURNS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EMPLOYEE HANDBOOK CURRENTLY INCLUDES A CONFLICT OF INTEREST POLICY FOR EMPLOYEES AND WHEN NEW MEMBERS OF THE BOARD ARE SELECTED, POTENTIAL CONFLICT OF INTERESTS ARE REVIEWED. ON AN ANNUAL ONGOING BASIS, EACH BOARD MEMBER IS REQUIRED TO SUBMIT AN UPDATED CONFLICT OF INTEREST STATEMENT AT THE OCTOBER BOARD MEETING. OUR BILLING AND ACCOUNTS PAYABLE SYSTEM HAS BEEN UPDATED TO ELECTRONICALLY FLAG POTENTIAL CONFLICT OF INTEREST RELATIONSHIP. THIS PROCESS HELPS THE ORGANIZATION MONITOR THROUGHOUT THE YEAR AND FACILITATE OUR DISCLOSURE FOR OUR ANNUAL TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INDEPENDENT PERSONS CONSIST OF A MANAGEMENT COMMITTEE INCLUDING THE CEO/PRESIDENT, EXECUTIVE DIRECTOR, AND THE DIRECTOR OF HUMAN RESOURCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TAX RETURNS ARE AVAILABLE ON GUIDESTAR AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO EXECUTIVE STAFF AND THE BOARD OF DIRECTORS UPON REQUEST. THE ORGANIZATION WILL PROVIDE ACCESS TO THESE DOCUMENTS AS REQUIRED BY LAW TO THE GENERAL PUBLIC AS WELL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR PERIOD ADJUSMENTS 164,936.
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 B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01154814
IRS990/TotalAssetsEOYAmt01333224
IRS990/TotalAssetsGrp/BOYAmt01154814
IRS990/TotalAssetsGrp/EOYAmt01333224
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0150683
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0419655
IRS990/TotalFunctionalExpensesGrp/TotalAmt0570338
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0385437
IRS990/TotalLiabilitiesEOYAmt0301179
IRS990/TotalLiabilitiesGrp/BOYAmt0385437
IRS990/TotalLiabilitiesGrp/EOYAmt0301179
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0769377
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01032045
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0419655
IRS990/TotalProgramServiceRevenueAmt0571043
IRS990/TotalReportableCompFromOrgAmt0181387
IRS990/TotalRevenueGrp/ExclusionAmt097027
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0571043
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0668070
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01154814
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01333224
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt06407
IRS990/TravelGrp/TotalAmt06407
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt010899
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt010899
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08117 W MANCHESTER AVE NO 830
IRS990/USAddress/CityNm0PLAYA DEL REY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090293
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0JOSEPHSONINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL JOSEPHSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03108464800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH AND EDNA JOSEPHSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSTITUTE OF ETHICS
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0953560351
ReturnHeader/Filer/PhoneNum03108464800
ReturnHeader/Filer/USAddress/AddressLine1Txt08117 MANCHESTER AVE NO 830
ReturnHeader/Filer/USAddress/CityNm0PLAYA DEL REY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090293
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B8FCE097B71C0D05B3FD96278EFA7EF56C91CAB1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00CF3F662CC2085D1938B31A23831BF3714BC300A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.178.155.202
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:58:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330783700
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PDM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03460 TORRANCE BLVD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TORRANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA

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