Civic Intelligence

Josephine Graf Foundation

990PF • Fiscal year 2019 • EIN 75-1187926

Dec 01, 2018 to Nov 30, 2019 • Filed on Sep 26, 2020

4920 Briarwood PlDallas, TX 75209

(214) 357-3939

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

5th percentile

-153%

Higher net margin than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$88,401

Down $26,069 (-23%) from 2018

Net Assets

Down

$88,401

Down $26,069 (-23%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$16,904

Down $70,054 (-81%) from 2018

Expenses

Down

$42,781

Down $72,988 (-63%) from 2018

Net Income

Up

-$25,877

Up $2,934 (+10%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $450,211Liabilities 2011: $02011Assets 2012: $430,969Liabilities 2012: $02012Assets 2013: $361,167Liabilities 2013: $0Net Assets 2013: $361,1672013Assets 2014: $217,152Liabilities 2014: $0Net Assets 2014: $217,1522014Assets 2015: $192,910Liabilities 2015: $0Net Assets 2015: $192,9102015Assets 2016: $153,953Liabilities 2016: $0Net Assets 2016: $153,9532016Assets 2017: $144,884Liabilities 2017: $0Net Assets 2017: $144,8842017Assets 2018: $114,470Liabilities 2018: $0Net Assets 2018: $114,4702018Assets 2019: $88,401Liabilities 2019: $0Net Assets 2019: $88,4012019Assets 2020: $77,883Liabilities 2020: $0Net Assets 2020: $77,8832020Assets 2021: $270,933Liabilities 2021: $0Net Assets 2021: $270,9332021Assets 2022: $259,030Liabilities 2022: $0Net Assets 2022: $259,0302022Assets 2023: $227,500Liabilities 2023: $0Net Assets 2023: $227,5002023Assets 2024: $229,699Liabilities 2024: $0Net Assets 2024: $229,6992024

Highlighted filing

2019

Assets$88,401
Liabilities$0
Net Assets$88,401

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $34,991Expenses 2011: $76,774Net Income 2011: -$41,7832011Revenue 2012: $32,704Expenses 2012: $63,430Net Income 2012: -$30,7262012Expenses 2013: $99,4722013Revenue 2014: $29,306Expenses 2014: $65,445Net Income 2014: -$36,1392014Revenue 2015: $42,429Expenses 2015: $63,692Net Income 2015: -$21,2632015Revenue 2016: $58,559Expenses 2016: $95,466Net Income 2016: -$36,9072016Revenue 2017: $61,171Expenses 2017: $69,440Net Income 2017: -$8,2692017Revenue 2018: $86,958Expenses 2018: $115,769Net Income 2018: -$28,8112018Revenue 2019: $16,904Expenses 2019: $42,781Net Income 2019: -$25,8772019Revenue 2020: $114,871Expenses 2020: $125,389Net Income 2020: -$10,5182020Revenue 2021: $246,277Expenses 2021: $45,575Net Income 2021: $200,7022021Revenue 2022: $5,036Expenses 2022: $13,457Net Income 2022: -$8,4212022Revenue 2023: -$8,533Expenses 2023: $22,949Net Income 2023: -$31,4822023Revenue 2024: $25,508Expenses 2024: $19,965Net Income 2024: $5,5432024

Highlighted filing

2019

Revenue$16,904
Expenses$42,781
Net Income-$25,877
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Sep 26, 2020
Return Version
2018v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE STROUD BILBYPres/Director-$0--
NATASHA STROUDVP/Director-$0--
ETHAN STROUDSec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Josephine Graf Foundation
EIN
75-1187926
Phone
2143573939
Address
4920 BRIARWOOD PL, DALLAS, TX 75209

Signing Officer

Name
Joanne H Stroud
Title
President
Phone
2143573939
Signed
2020-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Howard Llp
Address
7557 RAMBLER ROAD SUITE 600, DALLAS, TX 75231
Preparer
Paul D Knutson
Phone
2143460750
Raw XML Appendix385 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DALLAS INSTITUTE OF HUMANITIES AND CULTURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOUNDERS GARDEN CLUB OF DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SCHOOL OF SPIRITUAL PSYCHOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE SWEETHEART BALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SMU - T ERIK JOHNSON ETHICS AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C) (3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C) (3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02719 ROUTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt125 HIGHLAND PARK VLG STE 100 343
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27 AVENIDA VISTA GRANDA STE B-7 PMB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38819 MCCRAW DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46425 BOAZ LANE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA FE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DALLAS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd287508
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375209
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042150
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/AppliedToCurrentYearAmt022493
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022493
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt088650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt038744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt061091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023854
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023854
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0234612
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019744
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt088650
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt038744
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt061091
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026383
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042237
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019744
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0258466
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0238722
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0192
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0256
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0256
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNE H STROUD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02143573939
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPHINE GRAF FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0751187926
ReturnHeader/Filer/PhoneNum02143573939
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ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId007139AD7ADE0CD6A94349CC464EBACB515927C9C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.74.234.150
ReturnHeader/FilingSecurityInformation/IPDt02020-09-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm022:33:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202257536
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWARD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07557 RAMBLER ROAD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075231
ReturnHeader/PreparerPersonGrp/PhoneNum02143460750
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL D KNUTSON
ReturnHeader/ReturnTs02020-10-15T15:30:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

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.$2.30$0.00$2.30$0.26$0.20$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.09$0.23$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.05$0.13$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$2.46$0.46$2.01
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$1.15$1.25$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.17$0.43$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.87$1.16$0.29
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.61$0.69$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.59$0.95$0.37
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.42$0.64$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.29$0.65$0.36
2013Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.99
2012Summary only. Only limited summary data is available for this year.$4.31$0.00$0.33$0.63$0.31
2011Summary only. Only limited summary data is available for this year.$4.50$0.00$0.35$0.77$0.42