Civic Intelligence

Robert a Josey Foundation

990PF • Fiscal year 2018 • EIN 74-1942017

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 24, 2019

5753 Indian CircleHouston, TX 77057

(713) 256-5556

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-64%

Higher net margin than 8% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

8.3%

Faster asset growth than 64% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$12,199

Up $935 (+8.3%) from 2017

Net Assets

Up

$12,199

Up $935 (+8.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$519

Up $73 (+16%) from 2017

Expenses

Down

$850

Down $3,150 (-79%) from 2017

Net Income

Up

-$331

Up $3,223 (+91%) from 2017

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

2018

Assets$12,199
Liabilities$0
Net Assets$12,199

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

2018

Revenue$519
Expenses$850
Net Income-$331
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 24, 2019
Return Version
2018v3.1
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
5753 Indian Circle, Houston, TX 77057

Signing Officer

Name
Robert A Josey
Title
Owner
Phone
7132565556
Signed
2019-07-24

Preparer

Firm
VL Snider PC
Address
PO Box 268, Waller, TX 77484
Preparer
V L Snider
Phone
9369311315
Raw XML Appendix278 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/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt099
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Adjustment from prior years
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Enterprise Products Partners L.P.
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Enterprise Net Section 1231 gain
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Enterprise-Long term capital gain
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt20
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01365
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Raymond James Transfer
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert A Josey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Owner
ReturnHeader/BusinessOfficerGrp/PhoneNum07132565556
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert A Josey Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0741942017
ReturnHeader/Filer/PhoneNum07132565556
ReturnHeader/Filer/USAddress/AddressLine1Txt05753 Indian Circle
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077057
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0591D387E339FDC21D021E05BDFFA4BED4D5E80F9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0591D387E339FDC21D021E05BDFFA4BED4D5E80F9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.44.89.179
ReturnHeader/FilingSecurityInformation/IPDt02019-08-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:37:53
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/PreparationDt02019-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0V L Snider
ReturnHeader/ReturnTs02019-08-23T09:37:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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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
2018Detailed filing. Detailed filing data is available for this year.$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