Civic Intelligence

The Josey Foundation

EIN 20-5822871 • Birmingham, AL

PO Box 11786Birmingham, AL 35202-1786
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

5th percentile

-521%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

131%

Faster revenue growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $14,419 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $14,419 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin5th percentile

Revenue

Up

$2,768

Up $1,568 (+131%) from 2023

Expenses

Up

$17,187

Up $15,418 (+872%) from 2023

Net Income

Down

-$14,419

Down $13,850 (-2434%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$150K$100K$50K$0Assets 2012: $46,004Liabilities 2012: $0Net Assets 2012: $46,0042012Assets 2013: $119,251Liabilities 2013: $0Net Assets 2013: $119,2512013Assets 2014: $96,634Liabilities 2014: $0Net Assets 2014: $96,6342014Assets 2015: $59,260Liabilities 2015: $0Net Assets 2015: $59,2602015Assets 2016: $27,152Liabilities 2016: $0Net Assets 2016: $27,1522016Assets 2017: $5,971Liabilities 2017: $0Net Assets 2017: $5,9712017Assets 2018: $20,435Liabilities 2018: $0Net Assets 2018: $20,4352018Assets 2019: $17,316Liabilities 2019: $0Net Assets 2019: $17,3162019Assets 2020: $15,485Liabilities 2020: $0Net Assets 2020: $15,4852020Assets 2021: $15,673Liabilities 2021: $700Net Assets 2021: $14,9732021Assets 2022: $14,988Liabilities 2022: $0Net Assets 2022: $14,9882022Assets 2023: $14,419Liabilities 2023: $0Net Assets 2023: $14,4192023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$100K$50K$0-$50KExpenses 2012: $1,0452012Expenses 2013: $8,4162013Revenue 2014: $1,807Expenses 2014: $24,424Net Income 2014: -$22,6172014Revenue 2015: $1,948Expenses 2015: $39,322Net Income 2015: -$37,3742015Revenue 2016: $7,146Expenses 2016: $39,254Net Income 2016: -$32,1082016Revenue 2017: $45,157Expenses 2017: $66,338Net Income 2017: -$21,1812017Revenue 2018: $20,976Expenses 2018: $6,512Net Income 2018: $14,4642018Revenue 2019: $3,110Expenses 2019: $6,229Net Income 2019: -$3,1192019Revenue 2020: $7,330Expenses 2020: $9,161Net Income 2020: -$1,8312020Revenue 2021: $1,264Expenses 2021: $1,776Net Income 2021: -$5122021Revenue 2022: $1,638Expenses 2022: $1,623Net Income 2022: $152022Revenue 2023: $1,200Expenses 2023: $1,769Net Income 2023: -$5692023Revenue 2024: $2,768Expenses 2024: $17,187Net Income 2024: -$14,4192024

Highlighted filing

2024

Revenue$2,768
Expenses$17,187
Net Income-$14,419
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$2,768
Expenses
$17,187
Net income
-$14,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.17$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.02$0.02$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.01$0.15$0.01$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.07$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.03$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.21$0.07$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.45$0.66$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.07$0.39$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.02$0.39$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.02$0.24$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM COBB JOSEYPresident-$0--
CAROLYN COBB JOSEYSecretary/Treasurer-$0--
JOHN HOWARD JOSEY JRDirector-$0--
JAN JOSEY EHRHARDTDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Josey Foundation
EIN
20-5822871
Phone
2053268800
Address
PO BOX 11786, BIRMINGHAM, AL 35202-1786

Signing Officer

Name
William C Josey
Title
Director
Phone
2053268800
Signed
2024-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
3700 COLONNADE PARKWAY SUITE 300, BIRMINGHAM, AL 35243
Preparer
Robert Coker
Phone
2059337822
Raw XML Appendix350 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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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM C JOSEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum02053268800
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BRIARWOOD PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ROMANIAN-AMERICAN MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 BRIARWOOD WAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TUSCALOOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FRANKFORT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0621
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07525
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03876
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03876
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023095
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07525
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016187
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015566
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026971
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011405
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0ENTITY WAS FULLY DISSOLVED AS OF 06/30/2024 THE FOLLOWING TRANSACTIONS OCCURRED DURING TAXABLE YEAR AS PART OF WINDING UP ACTIVITIES AND FINAL DISTRIBUTION OF ASSETS: 1. SALE OF INVESTMENT IN ALLIANCE BERNSTEIN AT GAIN OF $2,166 - DETAILS ARE REPORTED ON FORM 990-PF PAGE 3 PART IV LINE 2 2. CHARITABLE CONTRIBUTIONS OF $15,197 IN CASH, MADE TO VARIOUS PUBLIC CHARITABLE ORGANIZATIONS - DETAILS ARE REPORTED ON FORM 990-PF PAGE 11 PART XIV LINE 3
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1INCOME FROM ALLIANCE BERNSTEIN K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11027
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0517
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM C JOSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02053268800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOSEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0205822871
ReturnHeader/Filer/PhoneNum02053268800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 11786
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0352021786
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03700 COLONNADE PARKWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059337822
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT COKER
ReturnHeader/ReturnTs02024-07-19T11:11:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOSEY
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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