Civic Intelligence

The Josey Foundation

990PF • Fiscal year 2020 • EIN 20-5822871

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 08, 2020

Organization Profile
PO Box 11786Birmingham, AL 35202-1786

(205) 326-8800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

22nd percentile

-25%

Higher net margin than 22% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

136%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$15,485

Down $1,831 (-11%) from 2019

Net Assets

Down

$15,485

Down $1,831 (-11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin22nd percentile

Revenue

Up

$7,330

Up $4,220 (+136%) from 2019

Expenses

Up

$9,161

Up $2,932 (+47%) from 2019

Net Income

Up

-$1,831

Up $1,288 (+41%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$15,485
Liabilities$0
Net Assets$15,485
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$7,330
Expenses$9,161
Net Income-$1,831
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 8, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th 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
2020-10-08
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 Appendix337 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM COBB JOSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLYN COBB JOSEY
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 11786
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BIRMINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0352021786
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM C JOSEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum02053268800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DAWSON MEMORIAL BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01114 OXMOOR ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035209
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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/AppliedToCurrentYearAmt0795
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0795
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03876
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04901
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt064521
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035994
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt033644
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033644
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0116817
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07525
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03876
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04901
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt064521
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035994
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08320
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07525
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0150461
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0142936
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1INCOME FROM ALLIANCE BERNSTEIN K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-941
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01099
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM C JOSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02053268800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId007800E89CE4E537C8CCF94D191C5F7DFF733C6EE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.238.118.226
ReturnHeader/FilingSecurityInformation/IPDt02020-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:11:51
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/PreparerPersonNm0ROBERT COKER
ReturnHeader/ReturnTs02020-11-13T09:35:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,485
Liabilities
$0
Net assets
$15,485
Revenue
$7,330
Expenses
$9,161
Net income
-$1,831
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