Nonprofit · EIN 58-1314549
JOSEPHINE CIRCLE
Tax-exempt · GERMANTOWN, TN 38183
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990 | $98,861 | $36,565 | $62,296 | $529,325 | $0 | $529,325 |
| May 31, 2025 | 990 | $16,147 | $111,524 | -$95,377 | $467,029 | $0 | $467,029 |
| May 31, 2024 | 990 | $19,698 | $9,875 | $9,823 | $553,162 | $0 | $553,162 |
Financial details: 990 for the year ended May 31, 2026
Revenue
- Contributions, gifts and grants
- $48,569
- Membership dues
- $2,180
- Program service revenue
- $0
- Investment income
- $14,502
- Net income from fundraising events
- $35,790
- Other revenue
- $35,790
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $6,021
- Accounting fees
- $6,175
- Management and general (functional)
- $36,565
Balance sheet and other
- Total assets, start of year
- $467,029
- Total assets, end of year
- $529,325
- Total liabilities, end of year
- $0
- Net assets, end of year
- $529,325
- Gross receipts
- $140,675
- Employees
- 0
- Volunteers
- 65
- Year formed
- 1914
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA MCINTOSH | PRESIDENT Officer | – | $0 |
| MARIE DOWLING | VICE PRESIDENT Trustee or director, Officer | – | $0 |
| REBECCA BARTON | TREASURER Officer | – | $0 |
| EULA HORRELL | RECORDING SECRETARY Officer | – | $0 |
| LESLIE NOAH | CORRESPONDING SECRETARY Officer | – | $0 |
| LIZ THOMAS | EX-OFFICIO Officer | – | $0 |
| ELAINE DUDLEY | PARLIMENTARIAN Trustee or director | – | $0 |
| CAREY BROWN | ASSISTANT TREASURER Trustee or director | – | $0 |
| RITA GARRIGAN | CORPORATE DONATIONS Trustee or director | – | $0 |
| KATHY SMITH | FINANCE Trustee or director | – | $0 |
| CHERI HOWLE | VICE CHAIR FUNDRASING Trustee or director | – | $0 |
| NICOLE SHOUSE | HISTORIAN Trustee or director | – | $0 |
| TONY DUNHAM | HOSPITALITY Trustee or director | – | $0 |
| PAT MCCALEB | LOAN & SCHOLARSHIP Trustee or director | – | $0 |
| RHONDA BALTIER | MEMBERSHIP Trustee or director | – | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL PRUETT | NAME TAGS Trustee or director | – | $0 |
| MARSHA CAYCE | PROGRAM CHAIR Trustee or director | – | $0 |
| PAULA STACK | PUBLICITY Trustee or director | – | $0 |
| CINDY NORMAN | SILENT AUCTION CHAIR Trustee or director | – | $0 |
| PATTI RUSSELL | SPECIAL PROJECTS Trustee or director | – | $0 |
| BRENDA WEST | SUNSHINE CHAIR Trustee or director | – | $0 |
| SYLVIA COX | TECHNOLOGY Trustee or director | – | $0 |
| LEE LINDSEY | YEARBOOK Trustee or director | – | $0 |
990 for the year ended May 31, 2025: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA ASHMORE | BOARD MEMBER Trustee or director | 1 | $0 |
| BECKY BARTON | BOARD MEMBER Trustee or director | 1 | $0 |
| SYLVIA COX | BOARD MEMBER Trustee or director | 1 | $0 |
| MARIE DOWLING | BOARD MEMBER Trustee or director | 1 | $0 |
| RITA GARRIGAN | BOARD MEMBER Trustee or director | 1 | $0 |
| SUSAN HOBACK | BOARD MEMBER Trustee or director | 1 | $0 |
| EULA HORRELL | BOARD MEMBER Trustee or director | 1 | $0 |
| LEE LINDSAY | BOARD MEMBER Trustee or director | 1 | $0 |
| PAT MCCALEB | BOARD MEMBER Trustee or director | 1 | $0 |
| CAROLE PRUETT | BOARD MEMBER Trustee or director | 1 | $0 |
| KATHY SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA YOAKUM | BOARD MEMBER Trustee or director | 1 | $0 |
| LYNN RUSSELL | BOARD MEMBER Trustee or director | 1 | $0 |
| ANN NEWELL | BOARD MEMBER Trustee or director | 1 | $0 |
| CINDY NORMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| PATTIE RUSSELL | BOARD MEMBER Trustee or director | 1 | $0 |
| PAT MASSENGIL | BOARD MEMBER Trustee or director | 1 | $0 |
| TONI RUTLEDGE | BOARD MEMBER Trustee or director | 1 | $0 |
| MARSHA CAYCE | EX-OFFICIO Officer | 1 | $0 |
| MARTHA MCINTOSH | TREASURER Officer | 1 | $0 |
| NORANN MCMANUS | PRESIDENT Officer | 1 | $0 |
| LIZ THOMAS | VICE-PRESIDENT Officer | 1 | $0 |
| MICHELLE MERRITT | RECORDING SECRETARY Officer | 1 | $0 |
| LESLIE NOAH | CORRESPONDING SECRETARY Officer | 1 | $0 |
990 for the year ended May 31, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA ASHMORE | BOARD MEMBER Trustee or director | 1 | $0 |
| BECKY BARTON | BOARD MEMBER Trustee or director | 1 | $0 |
| SYLVIA COX | BOARD MEMBER Trustee or director | 1 | $0 |
| MARIE DOWLING | BOARD MEMBER Trustee or director | 1 | $0 |
| RITA GARRIGAN | BOARD MEMBER Trustee or director | 1 | $0 |
| SUSAN HOBACK | BOARD MEMBER Trustee or director | 1 | $0 |
| EULA HORRELL | BOARD MEMBER Trustee or director | 1 | $0 |
| LEE LINDSAY | BOARD MEMBER Trustee or director | 1 | $0 |
| PAT MCCALEB | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA PHOTOPULOS | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNETTE POOLE | BOARD MEMBER Trustee or director | 1 | $0 |
| CAROLE PRUETT | BOARD MEMBER Trustee or director | 1 | $0 |
| KATHY SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| PAULA STACK-HUNT | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA YOAKUM | BOARD MEMBER Trustee or director | 1 | $0 |
| LYNN RUSSELL | BOARD MEMBER Trustee or director | 1 | $0 |
| ANN NEWELL | BOARD MEMBER Trustee or director | 1 | $0 |
| MARSHA CAYCE | PRESIDENT Officer | 1 | $0 |
| MARTHA MCINTOSH | TREASURER Officer | 1 | $0 |
| NORANN MCMANUS | VICE PRESIDENT Officer | 1 | $0 |
| LIZ THOMAS | CORRESPONDING SECRETARY Officer | 1 | $0 |
| DEBBIE RAGAIN | RECORDING SECRETARY Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 381394, GERMANTOWN, TN 38183-1394
- Principal officer (990 for 2025)
- REBECCA BARTON, 12011 MONTEREY RD, EADS, TN 38028
- Signed the 990
- REBECCA BARTON, TREASURER
- Phone
- (901) 606-5851
- Return prepared by
- Wood Smith & Ellzey CPAs PLLC
Mission
THE ORGANIZATION IS DEDICATED EXCLUSIVELY TO HELPING PROVIDE HIGHER EDUCATION TO DESERVING YOUNG MEN AND WOMEN IN THE FIELDS OF EDUCATION, BUSINESS AND MEDICINE. THE ASSISTANCE IS GENERALLY IN THE FORM OF INTEREST FREE LOANS OR SCHOLARSHIPS
Program accomplishments
- THE ORGANIZATION MADE LOANS TO STUDENTS IN THE AMOUNT OF $30,000 FOR THE FISCAL YEAR ENDED MAY 31, 2026.revenue $140,675
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990 on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1314549
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $529,325
- Income (IRS master file)
- $140,675
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2026 | $98,861 | $36,565 | $529,325 | XML |
| 990 | May 2025 | $16,147 | $111,524 | $467,029 | XML |
| 990 | May 2024 | $19,698 | $9,875 | $553,162 | XML |
| 990 | May 2023 | $25,429 | $215,007 | $543,474 | IRS |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1314549).
Questions about JOSEPHINE CIRCLE
- What is the EIN of JOSEPHINE CIRCLE?
- The employer identification number (EIN) of JOSEPHINE CIRCLE is 58-1314549.
- Is JOSEPHINE CIRCLE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to JOSEPHINE CIRCLE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JOSEPHINE CIRCLE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JOSEPHINE CIRCLE due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPHINE CIRCLE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2026.
- Who is the principal officer of JOSEPHINE CIRCLE?
- The 990 for the year ended May 31, 2026 names REBECCA BARTON.
- Who are the officers and directors of JOSEPHINE CIRCLE?
- The 990 for the year ended May 31, 2026 lists 23 people; 0 received compensation from the organization.
- How much revenue does JOSEPHINE CIRCLE have?
- On its 990 for the year ended May 31, 2026 it reported revenue of $98,861, expenses of $36,565 and total assets of $529,325 at year end.
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