Civic Intelligence

Bert Johnson Charitable Foundation Tr Ua 12202002

990PF • Fiscal year 2020 • EIN 14-6217703

Jan 01, 2020 to Dec 31, 2020 • Filed on May 03, 2021

1081 26th Avenue ESeattle, WA 98112

(518) 852-2042

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

12th percentile

-70%

Higher net margin than 12% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-2.9%

Faster asset growth than 38% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

26%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$381,547

Down $11,415 (-2.9%) from 2019

Net Assets

Down

$381,547

Down $11,415 (-2.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$16,363

Up $3,382 (+26%) from 2019

Expenses

Down

$27,765

Down $730 (-2.6%) from 2019

Net Income

Up

-$11,402

Up $4,112 (+27%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $378,957Liabilities 2011: $02011Assets 2012: $408,420Liabilities 2012: $0Net Assets 2012: $408,4202012Assets 2013: $407,512Liabilities 2013: $0Net Assets 2013: $407,5122013Assets 2014: $416,692Liabilities 2014: $0Net Assets 2014: $416,6922014Assets 2015: $404,708Liabilities 2015: $0Net Assets 2015: $404,7082015Assets 2016: $386,887Liabilities 2016: $4Net Assets 2016: $386,8832016Assets 2017: $409,840Liabilities 2017: $0Net Assets 2017: $409,8402017Assets 2018: $411,499Liabilities 2018: $0Net Assets 2018: $411,4992018Assets 2019: $392,962Liabilities 2019: $0Net Assets 2019: $392,9622019Assets 2020: $381,547Liabilities 2020: $0Net Assets 2020: $381,5472020Assets 2021: $417,160Liabilities 2021: $0Net Assets 2021: $417,1602021Assets 2022: $398,156Liabilities 2022: $0Net Assets 2022: $398,1562022Assets 2023: $380,331Liabilities 2023: $100Net Assets 2023: $380,2312023Assets 2024: $371,146Liabilities 2024: $0Net Assets 2024: $371,1462024

Highlighted filing

2020

Assets$381,547
Liabilities$0
Net Assets$381,547

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $3,175Expenses 2011: $28,343Net Income 2011: -$25,1682011Expenses 2012: $28,2262012Revenue 2013: $26,929Expenses 2013: $27,837Net Income 2013: -$9082013Revenue 2014: $37,549Expenses 2014: $29,260Net Income 2014: $8,2892014Revenue 2015: $16,288Expenses 2015: $26,615Net Income 2015: -$10,3272015Revenue 2016: $8,675Expenses 2016: $24,240Net Income 2016: -$15,5652016Revenue 2017: $43,700Expenses 2017: $18,152Net Income 2017: $25,5482017Revenue 2018: $27,257Expenses 2018: $23,318Net Income 2018: $3,9392018Revenue 2019: $12,981Expenses 2019: $28,495Net Income 2019: -$15,5142019Revenue 2020: $16,363Expenses 2020: $27,765Net Income 2020: -$11,4022020Revenue 2021: $65,045Expenses 2021: $29,432Net Income 2021: $35,6132021Revenue 2022: $11,752Expenses 2022: $30,756Net Income 2022: -$19,0042022Revenue 2023: $11,300Expenses 2023: $29,225Net Income 2023: -$17,9252023Revenue 2024: $18,938Expenses 2024: $28,023Net Income 2024: -$9,0852024

Highlighted filing

2020

Revenue$16,363
Expenses$27,765
Net Income-$11,402
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUDY E HALLTrustee-$0--
SAMUEL H JOHNSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bert Johnson Charitable Foundation
EIN
14-6217703
Phone
5188522042
Address
1081 26TH AVENUE E, SEATTLE, WA 98112

Signing Officer

Name
Trudy E Hall
Title
Trustee
Signed
2021-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Lavelle & Finn Llp
Address
29 BRITISH AMERICAN BLVD, LATHAM, NY 12110
Preparer
Martin S Finn
Phone
5188696227
Raw XML Appendix346 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/GrantOrContributionPurposeTxt4CAMPAIGN FOR LAURENTIANS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 7015
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2446 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt310 WEST MARKET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt423 ROMODA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5285 PAWLING AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt08TH FLOOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3462042973
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd413617
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019394
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020200
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01611
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019394
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021811
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0182
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TaxesSchedule/TaxesDetail/Amt0108
TaxesSchedule/TaxesDetail/Amt1432
TaxesSchedule/TaxesDetail/CategoryTxt02019 EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUDY E HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERT JOHNSON CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0146217703
ReturnHeader/Filer/PhoneNum05188522042
ReturnHeader/Filer/USAddress/AddressLine1Txt01081 26TH AVENUE E
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141744374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAVELLE & FINN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 BRITISH AMERICAN BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012110
ReturnHeader/PreparerPersonGrp/PhoneNum05188696227
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN S FINN
ReturnHeader/ReturnTs02021-05-03T14:35:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRUDY E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$0.00$3.71$0.19$0.28$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.11$0.29$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.12$0.31$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.00$4.17$0.65$0.29$0.36
2020Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.16$0.28$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$0.00$3.93$0.13$0.28$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.27$0.23$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.44$0.18$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$0.09$0.24$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.16$0.27$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.38$0.29$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.27$0.28$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.28
2011Summary only. Only limited summary data is available for this year.$3.79$0.00$0.03$0.28$0.25