Civic Intelligence

The Stockhamray Foundation

EIN 63-1159180 • Birmingham, AL

19 Glen Iris Park SBirmingham, AL 35205
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

15th percentile

-56%

Higher net margin than 15% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2021

Asset Growth

48th percentile

-3.0%

Faster asset growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-68%

Faster revenue growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$382,199

Down $1,206 (-0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$382,199

Down $1,206 (-0.3%) from 2023

Revenue

Up

$37,149

Up $16,004 (+76%) from 2023

Expenses

Down

$30,355

Down $2,529 (-7.7%) from 2023

Net Income

Up

$6,794

Up $18,533 (+158%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $251,911Liabilities 2010: $0Net Assets 2010: $251,9112010Assets 2011: $244,821Liabilities 2011: $12011Assets 2012: $258,338Liabilities 2012: $0Net Assets 2012: $258,3382012Assets 2013: $247,321Liabilities 2013: $0Net Assets 2013: $247,3212013Assets 2014: $258,701Liabilities 2014: $0Net Assets 2014: $258,7012014Assets 2015: $275,628Liabilities 2015: $0Net Assets 2015: $275,6282015Assets 2016: $275,784Liabilities 2016: $0Net Assets 2016: $275,7842016Assets 2017: $269,771Liabilities 2017: $0Net Assets 2017: $269,7712017Assets 2018: $370,402Liabilities 2018: $0Net Assets 2018: $370,4022018Assets 2019: $366,166Liabilities 2019: $0Net Assets 2019: $366,1662019Assets 2020: $357,475Liabilities 2020: $0Net Assets 2020: $357,4752020Assets 2021: $387,583Liabilities 2021: $0Net Assets 2021: $387,5832021Assets 2022: $395,144Liabilities 2022: $0Net Assets 2022: $395,1442022Assets 2023: $383,405Liabilities 2023: $0Net Assets 2023: $383,4052023Assets 2024: $382,199Liabilities 2024: $0Net Assets 2024: $382,1992024

Highlighted filing

2024

Assets$382,199
Liabilities$0
Net Assets$382,199

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $1,1502010Revenue 2011: $28,669Expenses 2011: $35,759Net Income 2011: -$7,0902011Expenses 2012: $1,7982012Expenses 2013: $25,0002013Revenue 2014: $13,041Expenses 2014: $1,661Net Income 2014: $11,3802014Revenue 2015: $17,308Expenses 2015: $381Net Income 2015: $16,9272015Revenue 2016: $12,332Expenses 2016: $12,176Net Income 2016: $1562016Revenue 2017: $12,072Expenses 2017: $18,085Net Income 2017: -$6,0132017Revenue 2018: $120,084Expenses 2018: $19,453Net Income 2018: $100,6312018Revenue 2019: $18,243Expenses 2019: $22,479Net Income 2019: -$4,2362019Revenue 2020: $16,434Expenses 2020: $25,125Net Income 2020: -$8,6912020Revenue 2021: $30,540Expenses 2021: $432Net Income 2021: $30,1082021Revenue 2022: $66,677Expenses 2022: $59,116Net Income 2022: $7,5612022Revenue 2023: $21,145Expenses 2023: $32,884Net Income 2023: -$11,7392023Revenue 2024: $37,149Expenses 2024: $30,355Net Income 2024: $6,7942024

Highlighted filing

2024

Revenue$37,149
Expenses$30,355
Net Income$6,794

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.37$0.30$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.21$0.33$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.67$0.59$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.31$0.00$0.30
2020Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.16$0.25$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.18$0.22$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$1.20$0.19$1.01
2017Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.12$0.18$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.12$0.12$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.17$0.00$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.13$0.02$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.25
2012Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.02
2011Summary only. Only limited summary data is available for this year.$2.45$0.00$0.29$0.36$0.07
2010Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 22, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD J STOCKHAM IIIDirector-$0--
CONNIE R STOCKHAMDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Stockhamray Foundation
EIN
63-1159180
Phone
2053221219
Address
19 GLEN IRIS PARK S, BIRMINGHAM, AL 35205

Signing Officer

Name
Connie R Stockham
Title
Director
Phone
2058799954
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Sovereign CPA Group LLC
Address
TWO CHASE CORPORATE DRIVE STE 40, HOOVER, AL 35244
Preparer
Diana Shaw Knight CPA Cva
Phone
2052718506
Raw XML Appendix332 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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AppliedToPriorYearElection/ElectionDesc0SECTION 53.4942 ELECTION. THE FOUNDATION ELECTS TO APPLY QUALIFYING DISTRIBUTIONS FROM THE YEAR ENDING 5/31/2022 BACK TO THE PRIOR YEAR 5/31/2020 UNDISTRIBUTED INCOME IN THE AMOUNT OF $23,322.TOTAL QUALIFYING DISTRIBUTIONS FOR YE 5/31/22 $50,325LESS APPLIED TO YE 5/31/2021 ($25,606)BALANCE AVAILABLE TO APPLY TO YE 5/31/2020 $24,719 APPLIED TO YE 5/31/2020 ($23,322)AVAILABLE TO APPLY TO CURRENT YEAR $ 1,397
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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/IndividualWithBooksNm0RICHARD CONNIE STOCKHAM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019 GLEN IRIS PARK S
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BIRMINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd035205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02053221219
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD J STOCKHAM III
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CONNIE R STOCKHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2BASKETBALL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONNA ANDREWS HONORS SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF ALABAMA AT BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TALLADEGA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TALLADEGA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF ALABAMA AT BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01720 2ND AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1627 WEST BATTLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2627 WEST BATTLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31720 2ND AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TALLADEGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TALLADEGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035294
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd235160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd335294
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026700
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/AppliedToCurrentYearAmt02229
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt024471
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025422
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024471
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PPA - CARRYING VALUE OF ASSETS
TaxesSchedule/TaxesDetail/Amt0155
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE R STOCKHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02058799954
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STOCKHAMRAY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STOC
ReturnHeader/Filer/EIN0631159180
ReturnHeader/Filer/PhoneNum02053221219
ReturnHeader/Filer/USAddress/AddressLine1Txt019 GLEN IRIS PARK S
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272170003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOVEREIGN CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TWO CHASE CORPORATE DRIVE STE 40
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035244
ReturnHeader/PreparerPersonGrp/PhoneNum02052718506
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANA SHAW KNIGHT CPA CVA
ReturnHeader/ReturnTs02025-04-23T09:33:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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