JOE FOSS INSTITUTE

EIN: 861026421 501(c)(3)

SCOTTSDALE, AZ

Total Revenue
$150,545
Total Expenses
$1,087,527
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
AZ
Principal Officer
KARRIN TAYLOR
Phone
4803480316
Tax Period
2019-01-01 to 2019-11-30

JOE FOSS INSTITUTE, founded in 2001, is a small nonprofit that reported $151K in total revenue in fiscal year 2019. Expenses of $1.1M exceeded revenue, resulting in a 622% operating deficit.

Mission

THE MISSION OF THE JOE FOSS INSTITUTE IS TO TEACH YOUNG AMERICANS RESPONSIBLE CITIZENSHIP AND PREPARE THEM FOR CIVIC ENGAGEMENT.

Program Service Accomplishments

Program 1
Expenses: $935,805

JFI, RECOGNIZED BY THE IRS AS A NON-PROFIT 501(C)(3) ORGANIZATION, WAS CREATED IN 2001 BY THE LATE BRIGADIER GENERAL JOE FOSS TO WORK WITH SCHOOLS AND YOUTH GROUPS ACROSS AMERICA BY EDUCATING...

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JFI, RECOGNIZED BY THE IRS AS A NON-PROFIT 501(C)(3) ORGANIZATION, WAS CREATED IN 2001 BY THE LATE BRIGADIER GENERAL JOE FOSS TO WORK WITH SCHOOLS AND YOUTH GROUPS ACROSS AMERICA BY EDUCATING, INSPIRING AND PREPARING OUR YOUTH TO BECOME INFORMED AND ENGAGED CITIZENS. THROUGH OUR PROGRAMS, CHILDREN LEARN ABOUT THE FOUNDING PRINCIPLES OF OUR COUNTRY. WE SEND VETERANS, WHO PERSONIFY THE TIME-HONORED PATRIOTIC IDEAS OF SERVICE AND SACRIFICE ON OUR NATION'S BEHALF, INTO CLASSROOMS NATIONWIDE. OUR VOLUNTEERS TALK ABOUT THEIR MILITARY SERVICE, GOOD CHARACTER AND LEADERSHIP SKILLS, AMERICA'S UNIQUE AND CONSTITUTIONALLY GUARANTEED FREEDOMS, AND THE RIGHTS AND RESPONSIBILITIES OF CITIZENSHIP. JFI PROVIDES FREE EDUCATIONAL MATERIALS DIRECTLY TO SCHOOLS THROUGHOUT THE YEAR, INCLUDING A CLASSROOM-SIZE AMERICAN FLAG AND POSTER-SIZED COPIES OF THE DECLARATION OF INDEPENDENCE, CONSTITUTION AND BILL OF RIGHTS. THIS YEAR WE BEGAN DISTRIBUTING POCKET CONSTITUTIONS FOR EACH STUDENT AND A HAND HELD FLAG WHEN AGE APPROPRIATE. WE ALSO OFFER FREE LESSON PLANS AND VIDEOS, WITH SPECIFIC LEARNING OBJECTIVES, THAT CAN BE DOWNLOADED FROM OUR WEBSITE (OUR "YOU ARE AMERICA" SERIES). JFI AWARDS COLLEGE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS THROUGH ITS ESSAY AND VIDEO CONTESTS. JFI ATTENDS EDUCATOR AND VETERAN CONFERENCES AROUND THE COUNTRY TO SPREAD THE WORD OF OUR WORK, AND HOSTS REGIONAL AND NATIONAL STARS IN SERVICE EVENTS TO INTRODUCE AND RAISE AWARENESS ABOUT OUR PROGRAMS IN NEW AREAS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $3,869
Program Service Revenue $0
Investment Income $136,173
Other Revenue $10,503
TOTAL REVENUE $150,545

Expense Breakdown

Grants Paid $354,551
Salaries & Benefits $324,250
Fundraising Expenses $18,733
Program Expenses $935,805
Other Expenses $408,726
TOTAL EXPENSES $1,087,527

Year-over-Year Comparison

2019 2018 Change
Revenue $150,545 $146,641 +0.0%
Expenses $1,087,527 $731,350 +0.5%
Net Income $-936,982 $-584,709 +0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Governance

Voting Members
12
Independent Members
9
Employees
3
Volunteers
272

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
12
$176,540
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LUCIAN SPATARO DIRECTOR 40.00
Director
$168,540 $8,000 $176,540
JOHN CHRISTIAN DIRECTOR/TRE 2.00
Officer Director
$0 $0 $0
CONRAD A CONRAD DIRECTOR 1.00
Director
$0 $0 $0
DONNA FOSS CHAIRMAN EME 2.00
Officer Director
$0 $0 $0
SANDY FROMAN DIRECTOR 1.00
Director
$0 $0 $0
H DEAN HALL DIRECTOR 1.00
Director
$0 $0 $0
STAN MCLAUGHLIN JR DIRECTOR 1.00
Director
$0 $0 $0
STEVE LEACH DIRECTOR 1.00
Director
$0 $0 $0
KARRIN TAYLOR DIRECTOR/CHA 2.00
Officer Director
$0 $0 $0
ROBERT TURPIN DIRECTOR/SEC 1.00
Officer Director
$0 $0 $0
BRIAN WILDER VICE CHAIRMA 2.00
Officer Director
$0 $0 $0
GREGORY A WYMAN DIRECTOR 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2019 $150,545 $1,087,527 No data $-936,982
2018 $146,641 $731,350 $1,816,572 $-584,709
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