Civic Intelligence

Robert a Josey Foundation

990PF • Fiscal year 2014 • EIN 74-1942017

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

PO Box 1099Waller, TX 77484

(713) 256-5556

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

100th percentile

21638%

Higher net margin than 100% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

15th percentile

-26%

Faster asset growth than 15% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Assets

Down

$15,909

Down $5,626 (-26%) from 2013

Net Assets

Down

$15,909

Down $5,626 (-26%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

-$26

Up $298 (+92%) from 2013

Expenses

Down

$5,600

Down $400 (-6.7%) from 2013

Net Income

Up

-$5,626

Up $698 (+11%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $45,057Liabilities 2010: $0Net Assets 2010: $45,0572010Assets 2011: $36,048Liabilities 2011: $02011Assets 2012: $27,859Liabilities 2012: $02012Assets 2013: $21,535Liabilities 2013: $0Net Assets 2013: $21,5352013Assets 2014: $15,909Liabilities 2014: $0Net Assets 2014: $15,9092014Assets 2015: $14,318Liabilities 2015: $0Net Assets 2015: $14,3182015Assets 2016: $13,318Liabilities 2016: $0Net Assets 2016: $13,3182016Assets 2017: $11,264Liabilities 2017: $0Net Assets 2017: $11,2642017Assets 2018: $12,199Liabilities 2018: $0Net Assets 2018: $12,1992018Assets 2019: $11,323Liabilities 2019: $0Net Assets 2019: $11,3232019Assets 2020: $11,070Liabilities 2020: $0Net Assets 2020: $11,0702020Assets 2021: $10,294Liabilities 2021: $0Net Assets 2021: $10,2942021Assets 2022: $10,800Liabilities 2022: $0Net Assets 2022: $10,8002022Assets 2023: $10,717Liabilities 2023: $0Net Assets 2023: $10,7172023Assets 2024: $10,763Liabilities 2024: $0Net Assets 2024: $10,7632024

Highlighted filing

2014

Assets$15,909
Liabilities$0
Net Assets$15,909

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10K$5.0K$0-$5.0K-$10KExpenses 2010: $3,6762010Revenue 2011: -$209Expenses 2011: $8,800Net Income 2011: -$9,0092011Revenue 2012: -$589Expenses 2012: $7,600Net Income 2012: -$8,1892012Revenue 2013: -$324Expenses 2013: $6,000Net Income 2013: -$6,3242013Revenue 2014: -$26Expenses 2014: $5,600Net Income 2014: -$5,6262014Revenue 2015: -$91Expenses 2015: $1,500Net Income 2015: -$1,5912015Revenue 2016: $516Expenses 2016: $4,100Net Income 2016: -$3,5842016Revenue 2017: $446Expenses 2017: $4,000Net Income 2017: -$3,5542017Revenue 2018: $519Expenses 2018: $850Net Income 2018: -$3312018Revenue 2019: -$26Expenses 2019: $850Net Income 2019: -$8762019Revenue 2020: $547Expenses 2020: $800Net Income 2020: -$2532020Revenue 2021: $54Expenses 2021: $827Net Income 2021: -$7732021Revenue 2022: $674Expenses 2022: $700Net Income 2022: -$262022Revenue 2023: $708Expenses 2023: $650Net Income 2023: $582023Revenue 2024: $733Expenses 2024: $650Net Income 2024: $832024

Highlighted filing

2014

Revenue-$26
Expenses$5,600
Net Income-$5,626
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A JOSEY IITrustee-$0--
LENOIR M JOSEY IITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert A Josey Foundation
EIN
74-1942017
Phone
7132565556
Address
PO Box 1099, Waller, TX 77484

Signing Officer

Name
Robert a Josey
Title
Owner
Phone
7132565556
Signed
2015-05-13

Preparer

Firm
VL Snider PC
Address
PO Box 268, Waller, TX 77484
Preparer
V L Snider
Phone
9369311315
Raw XML Appendix203 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Corporate stock
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Mutual funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt05300
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5626
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/FMVAssetsEOYAmt015909
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt014989
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010463
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010463
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05300
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt021535
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt015909
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt021535
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015909
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt021535
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt021535
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015909
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT A JOSEY II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LENOIR M JOSEY II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O Box 1099
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14202 Yoakum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Waller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Houston
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.024898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.073357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt050005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt049975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.124492
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT A JOSEY II
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O Box 1099
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Waller
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077484
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07132788824
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT A JOSEY II
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General operation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Special Forces Charitable Trust
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O Box 53
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Essex
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006426
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Enterprise Products Partners L.P.
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Enterprise Net Section 1231 gain
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-78
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-3
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT A JOSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OWNER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132565556
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert A Josey Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0741942017
ReturnHeader/Filer/PhoneNum07132565556
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1099
ReturnHeader/Filer/USAddress/CityNm0Waller
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077484
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VL Snider PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 268
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waller
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077484
ReturnHeader/PreparerPersonGrp/PhoneNum09369311315
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0V L SNIDER
ReturnHeader/ReturnTs02015-10-15T11:48:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.73$0.65$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$0.71$0.65$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.67$0.70$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$0.05$0.83$0.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.00$11.1$0.55$0.80$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$0.03$0.85$0.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$0.52$0.85$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$0.45$4.00$3.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.00$13.3$0.52$4.10$3.58
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.00$14.3$0.09$1.50$1.59
2014Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.03$5.60$5.63
2013Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$0.32$6.00$6.32
2012Summary only. Only limited summary data is available for this year.$27.9$0.00$0.59$7.60$8.19
2011Summary only. Only limited summary data is available for this year.$36.0$0.00$0.21$8.80$9.01
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.1$0.00$45.1$3.68