Civic Intelligence

Rosalie and Joiner Cartwright Jr Foundation

EIN 76-0460235 • Houston, TX

Pub. 78 Eligible
875 RosastoneHouston, TX 77024
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

47th percentile

3.0%

Higher net margin than 47% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

43rd percentile

0.2%

Faster asset growth than 43% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

107%

Faster revenue growth than 89% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$734,855

Up $1,779 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$734,855

Up $1,779 (+0.2%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin47th percentile

Revenue

Up

$59,313

Up $30,676 (+107%) from 2023

Expenses

Up

$57,534

Up $2,576 (+4.7%) from 2023

Net Income

Up

$1,779

Up $28,100 (+107%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.0M$500K$0Assets 2010: $686,704Liabilities 2010: $0Net Assets 2010: $686,7042010Assets 2011: $749,777Liabilities 2011: $02011Assets 2012: $818,188Liabilities 2012: $0Net Assets 2012: $818,1882012Assets 2013: $818,948Liabilities 2013: $0Net Assets 2013: $818,9482013Assets 2014: $803,033Liabilities 2014: $0Net Assets 2014: $803,0332014Assets 2015: $815,093Liabilities 2015: $0Net Assets 2015: $815,0932015Assets 2016: $751,106Liabilities 2016: $0Net Assets 2016: $751,1062016Assets 2017: $804,284Liabilities 2017: $0Net Assets 2017: $804,2842017Assets 2018: $784,576Liabilities 2018: $0Net Assets 2018: $784,5762018Assets 2019: $807,603Liabilities 2019: $0Net Assets 2019: $807,6032019Assets 2020: $786,260Liabilities 2020: $0Net Assets 2020: $786,2602020Assets 2021: $778,208Liabilities 2021: $0Net Assets 2021: $778,2082021Assets 2022: $759,397Liabilities 2022: $0Net Assets 2022: $759,3972022Assets 2023: $733,076Liabilities 2023: $0Net Assets 2023: $733,0762023Assets 2024: $734,855Liabilities 2024: $0Net Assets 2024: $734,8552024

Highlighted filing

2024

Assets$734,855
Liabilities$0
Net Assets$734,855
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $81,7592010Revenue 2011: $103,668Expenses 2011: $40,595Net Income 2011: $63,0732011Expenses 2012: $58,5572012Revenue 2013: $56,839Expenses 2013: $56,079Net Income 2013: $7602013Revenue 2014: $37,497Expenses 2014: $53,412Net Income 2014: -$15,9152014Revenue 2015: $16,343Expenses 2015: $4,283Net Income 2015: $12,0602015Revenue 2016: $18,960Expenses 2016: $82,947Net Income 2016: -$63,9872016Revenue 2017: $61,526Expenses 2017: $8,348Net Income 2017: $53,1782017Revenue 2018: $48,958Expenses 2018: $68,398Net Income 2018: -$19,4402018Revenue 2019: $37,890Expenses 2019: $14,863Net Income 2019: $23,0272019Revenue 2020: $32,807Expenses 2020: $54,150Net Income 2020: -$21,3432020Revenue 2021: $55,325Expenses 2021: $62,572Net Income 2021: -$7,2472021Revenue 2022: $42,448Expenses 2022: $64,445Net Income 2022: -$21,9972022Revenue 2023: $28,637Expenses 2023: $54,958Net Income 2023: -$26,3212023Revenue 2024: $59,313Expenses 2024: $57,534Net Income 2024: $1,7792024

Highlighted filing

2024

Revenue$59,313
Expenses$57,534
Net Income$1,779
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$734,855
Liabilities
$0
Net assets
$734,855
Revenue
$59,313
Expenses
$57,534
Net income
$1,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.59$0.58$0.02
2023Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.29$0.55$0.26
2022Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.42$0.64$0.22
2021Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.55$0.63$0.07
2020Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.33$0.54$0.21
2019Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.38$0.15$0.23
2018Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.49$0.68$0.19
2017Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.62$0.08$0.53
2016Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.19$0.83$0.64
2015Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.16$0.04$0.12
2014Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.37$0.53$0.16
2013Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.57$0.56$0.01
2012Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.59
2011Summary only. Only limited summary data is available for this year.$7.50$0.00$1.04$0.41$0.63
2010Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR JOINER CARTWRIGHT JRDirector-$0--
DR GLORIA HUIDirector-$0--
BETTIE CARTWRIGHTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rosalie & Joiner Cartwright Jr
EIN
76-0460235
Phone
7134193191
Address
875 ROSASTONE, HOUSTON, TX 77024

Signing Officer

Name
Dr Joiner Cartwright Jr
Title
Director
Phone
7134193191
Signed
2025-11-17

Preparer

Firm
AH CPA'S PLLC
Address
3050 POST OAK BLVD STE 550, HOUSTON, TX 77056-6534
Preparer
Anjali Arjunani
Phone
7135529499
Raw XML Appendix331 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/PersonNm0DR JOINER CARTWRIGHT JR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HOUSTON AREA PARKINSON SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HEART GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SOUTHER POVERY LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NEUHAUS EDUCATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HAWAII FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6NEUHAUS EDUCATION CENTER-LUNCHEON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7UTOPIA VOLUNTEER EMS DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8HOPE CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0HOUSTON AREA PARKINSON SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014438 BELLAIRE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12700 SOUTHWEST FWY ST 296
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23310 W BRAKER LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3400 WASHINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44433 BISONNET ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5827 FORT STREET MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64433 BISONNET ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7485 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt87001 CORPORATE DR ST120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt02700 SOUTHWEST FWY STE 29
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt17001 CORPORATE DR ST120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BELLAIRE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7UTOPIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8HOUSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177098
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278758
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd596813
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd677401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd778884
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd877036
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt052000
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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/AppliedToCurrentYearAmt048292
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt050100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt058500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt053062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010004
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0175374
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03708
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt050100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt058500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt053062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010004
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03708
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0175374
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0171666
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES PD ON FGN DIV &
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2UNLOCATED EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TAX PAYMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0508
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03899
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03899
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03899
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04231
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OTHER INVEST DEDUCTIONS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DR JOINER CARTWRIGHT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07134193191
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSALIE & JOINER CARTWRIGHT JR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSA
ReturnHeader/Filer/EIN0760460235
ReturnHeader/Filer/PhoneNum07134193191
ReturnHeader/Filer/USAddress/AddressLine1Txt0875 ROSASTONE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473017802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AH CPA'S PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03050 POST OAK BLVD STE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770566534
ReturnHeader/PreparerPersonGrp/PhoneNum07135529499
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANJALI ARJUNANI
ReturnHeader/ReturnTs02025-11-17T16:31:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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