Civic Intelligence

Ma Johnson Associates Inc

EIN 16-1674261 • 501(c)3 • St Petersburg, FL

Profile

Manage the finances for approximately 200 disabled social security recipients that are unable to handle their own affairs

PO Box 15862St Petersburg, FL 33733

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$41,559

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 54.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

99th percentile

1254%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

-13%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,025

Down $6,146 (-86%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$1,025

Down $5,712 (-85%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Down

$86,918

Down $4,714 (-5.1%) from 2022

Expenses

Down

$92,630

Down $1,193 (-1.3%) from 2022

Net Income

Down

-$5,712

Down $3,521 (-161%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $865Liabilities 2011: $02011Assets 2013: $15,410Liabilities 2013: $5,8132013Assets 2014: $14,018Liabilities 2014: $6,6492014Assets 2015: $9,000Liabilities 2015: $8,2502015Assets 2016: $4,072Liabilities 2016: $10,7122016Assets 2017: $3,466Liabilities 2017: $5,2332017Assets 2018: $12,883Liabilities 2018: $1,6542018Assets 2019: $3,649Liabilities 2019: $1,0822019Assets 2020: $17,557Liabilities 2020: $16,9102020Assets 2021: $9,832Liabilities 2021: $904Net Assets 2021: $8,9282021Assets 2022: $7,171Liabilities 2022: $434Net Assets 2022: $6,7372022Assets 2023: $1,025Net Assets 2023: $1,0252023

Highlighted filing

2023

Assets$1,025
Liabilities-
Net Assets$1,025
Open 2023 Filing

Operations Trend

Revenue Growth39th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $66,488Expenses 2011: $72,875Net Income 2011: -$6,3872011Revenue 2013: $90,970Expenses 2013: $89,440Net Income 2013: $1,5302013Revenue 2014: $96,478Expenses 2014: $98,506Net Income 2014: -$2,0282014Revenue 2015: $107,134Expenses 2015: $113,953Net Income 2015: -$6,8192015Revenue 2016: $88,251Expenses 2016: $95,641Net Income 2016: -$7,3902016Revenue 2017: $102,146Expenses 2017: $97,273Net Income 2017: $4,8732017Revenue 2018: $117,250Expenses 2018: $104,254Net Income 2018: $12,9962018Revenue 2019: $110,413Expenses 2019: $119,075Net Income 2019: -$8,6622019Revenue 2020: $103,316Expenses 2020: $105,237Net Income 2020: -$1,9212020Revenue 2021: $112,169Expenses 2021: $103,888Net Income 2021: $8,2812021Revenue 2022: $91,632Expenses 2022: $93,823Net Income 2022: -$2,1912022Revenue 2023: $86,918Expenses 2023: $92,630Net Income 2023: -$5,7122023

Highlighted filing

2023

Revenue$86,918
Expenses$92,630
Net Income-$5,712
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,025
Liabilities
-
Net assets
$1,025
Revenue
$86,918
Expenses
$92,630
Net income
-$5,712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.87$0.93$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.92$0.94$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.01$0.09$1.12$1.04$0.08
2020Summary only. Only limited summary data is available for this year.$0.18$0.17$1.03$1.05$0.02
2019Summary only. Only limited summary data is available for this year.$0.04$0.01$1.10$1.19$0.09
2018Summary only. Only limited summary data is available for this year.$0.13$0.02$1.17$1.04$0.13
2017Summary only. Only limited summary data is available for this year.$0.03$0.05$1.02$0.97$0.05
2016Summary only. Only limited summary data is available for this year.$0.04$0.11$0.88$0.96$0.07
2015Summary only. Only limited summary data is available for this year.$0.09$0.08$1.07$1.14$0.07
2014Summary only. Only limited summary data is available for this year.$0.14$0.07$0.96$0.99$0.02
2013Summary only. Only limited summary data is available for this year.$0.15$0.06$0.91$0.89$0.02
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.66$0.73$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$86,918
Mission and Program Overview

Mission

Manage the finances for approximately 200 disabled social security recipients that are unable to handle their own affairs

Program Services

DescriptionGrantsExpenses
ALL CLIENT ACCOUNTS WERE SUCCESSFULLY MAINTAINED$92,630$92,630
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC WELCHPresident/DirectorFT$41,559-$41,559
ALAN HARLAN DECEASEDVice PresidentPT$25,216-$25,216
PAULA EGGLESTONVice Presicent/DirecPT$0--
KAREN KUNZSecretary/TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Ma Johnson Associates Inc
EIN
16-1674261
Phone
7278678559
Address
PO BOX 15862, St Petersburg, FL 33733

Signing Officer

Name
Eric Welch
Title
President/director
Phone
7278678559
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 102C, KANSAS CITY, MO 64105
Preparer
Penelope Weishaar
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part 1 Line 12 Salaries, Compensation, Employee Benefits

“Alan harlan $25216, eric welch $41559”

Part 1 Line 14 Occupancy, Rent, Utilities, Maintenance

“Rent $5400, security $240, telephone $1009”

Part 1 Line 15 Printing, Publications, Postage and Shipping

“Postage and delivery $3512”

Part 1 Line 16 Other Expenses

“LICENSE AND PERMITS $61”

Part 1 Line 16 Other Expenses

“RECONCILIATION -$25”

Part 1 Line 16 Other Expenses

“OFFICE SUPPLIES $1022”

Part 1 Line 16 Other Expenses

“BANK SERVICE CHARGES 818”

Part 1 Line 16 Other Expenses

“PETTY CASH $9”

Part 1 Line 16 Other Expenses

“COMPUTER SOFTWARE $555”

Part 1 Line 16 Other Expenses

“Liability insurance $2368, med ins $5655”

Part 1 Line 16 Other Expenses

“Soc security $4140, medicare $968, fl ui $14, futa $42”

Part 1 Line 16 Other Expenses

“ST PETE ANNUAL FEE $67”

Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ERIC WELCH
IRS990EZ/BooksInCareOfDetail/PhoneNum07278678559
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 15862
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0St Petersburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033733
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07171
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01025
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5712
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07171
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01025
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt086918
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06737
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01025
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06737
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01025
IRS990EZ/OccupancyRentUtltsAndMaintAmt06649
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt330.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt041559
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt325216
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC WELCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAULA EGGLESTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN KUNZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALAN HARLAN DECEASED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESICENT/DIREC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015694
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MANAGE THE FINANCES FOR APPROXIMATELY 200 DISABLED SOCIAL SECURITY RECIPIENTS THAT ARE UNABLE TO HANDLE THEIR OWN AFFAIRS
IRS990EZ/PrintingPublicationsPostageAmt03512
IRS990EZ/ProgramServiceRevenueAmt086918
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL CLIENT ACCOUNTS WERE SUCCESSFULLY MAINTAINED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt092630
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt092630
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt066775
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0434
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092630
IRS990EZ/TotalProgramServiceExpensesAmt092630
IRS990EZ/TotalRevenueAmt086918
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt086918
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt091632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt096044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0103316
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0110413
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0488323
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0504448
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt091632
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0112169
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0103316
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110413
IRS990ScheduleA/Total509Grp/TotalAmt0504448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086918
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt091632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112169
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0103316
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110413
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0504448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALAN HARLAN $25216, ERIC WELCH $41559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RENT $5400, SECURITY $240, TELEPHONE $1009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POSTAGE AND DELIVERY $3512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LICENSE AND PERMITS $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RECONCILIATION -$25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE SUPPLIES $1022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK SERVICE CHARGES 818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PETTY CASH $9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMPUTER SOFTWARE $555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LIABILITY INSURANCE $2368, MED INS $5655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SOC SECURITY $4140, MEDICARE $968, FL UI $14, FUTA $42
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ST PETE ANNUAL FEE $67
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 12 SALARIES, COMPENSATION, EMPLOYEE BENEFITS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 14 OCCUPANCY, RENT, UTILITIES, MAINTENANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 15 PRINTING, PUBLICATIONS, POSTAGE AND SHIPPING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11PART 1 LINE 16 OTHER EXPENSES
ReasonableCauseExplanation/ExplanationTxt0TAX MATTERS PARTNER DIED IN FEBRUARY 2024 AND DID NOT LEAVE BOOKS TAX READY EXTENSION WAS FILED
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC WELCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07278678559
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MA JOHNSON ASSOCIATES INC
ReturnHeader/Filer/BusinessNameControlTxt0MAJO
ReturnHeader/Filer/EIN0161674261
ReturnHeader/Filer/PhoneNum07278678559
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 15862
ReturnHeader/Filer/USAddress/CityNm0St Petersburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033733
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 102C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Penelope Weishaar
ReturnHeader/ReturnTs02024-10-30T19:13:54Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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