Civic Intelligence

The Morse and Betty Johnson Family Foundation

990PF • Fiscal year 2013 • EIN 20-0610207

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 09, 2014

P O Box 1118 Ml Cn-oh-w10x45201-1118

(513) 762-8877

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

57th percentile

3.5%

Faster asset growth than 57% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$535,657

Up $18,080 (+3.5%) from 2012

Net Assets

Up

$535,657

Up $18,080 (+3.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$22,325

No earlier filing loaded for comparison.

Expenses

Down

$4,081

Down $26,313 (-87%) from 2012

Net Income

$18,244

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $525,870Liabilities 2011: $0Net Assets 2011: $525,8702011Assets 2012: $517,577Liabilities 2012: $0Net Assets 2012: $517,5772012Assets 2013: $535,657Liabilities 2013: $0Net Assets 2013: $535,6572013Assets 2014: $553,501Liabilities 2014: $0Net Assets 2014: $553,5012014Assets 2015: $573,486Liabilities 2015: $0Net Assets 2015: $573,4862015Assets 2016: $961,035Liabilities 2016: $0Net Assets 2016: $961,0352016Assets 2019: $3,522,224Liabilities 2019: $02019Assets 2020: $3,345,721Liabilities 2020: $0Net Assets 2020: $3,345,7212020Assets 2021: $3,346,034Liabilities 2021: $0Net Assets 2021: $3,346,0342021Assets 2022: $3,178,247Liabilities 2022: $0Net Assets 2022: $3,178,2472022Assets 2023: $2,818,790Liabilities 2023: $0Net Assets 2023: $2,818,7902023Assets 2024: $2,735,889Liabilities 2024: $0Net Assets 2024: $2,735,8892024

Highlighted filing

2013

Assets$535,657
Liabilities$0
Net Assets$535,657

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $61,0892011Expenses 2012: $30,3942012Revenue 2013: $22,325Expenses 2013: $4,081Net Income 2013: $18,2442013Revenue 2014: $25,185Expenses 2014: $7,343Net Income 2014: $17,8422014Revenue 2015: $26,064Expenses 2015: $6,079Net Income 2015: $19,9852015Revenue 2016: $395,928Expenses 2016: $8,373Net Income 2016: $387,5552016Revenue 2019: $149,660Expenses 2019: $215,183Net Income 2019: -$65,5232019Revenue 2020: $37,328Expenses 2020: $210,467Net Income 2020: -$173,1392020Revenue 2021: $211,717Expenses 2021: $220,290Net Income 2021: -$8,5732021Revenue 2022: $93,976Expenses 2022: $260,950Net Income 2022: -$166,9742022Revenue 2023: $17,684Expenses 2023: $373,370Net Income 2023: -$355,6862023Revenue 2024: $151,531Expenses 2024: $235,811Net Income 2024: -$84,2802024

Highlighted filing

2013

Revenue$22,325
Expenses$4,081
Net Income$18,244
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 9, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH JOHNSONTrustee-$0--
ELIZABETH FOTHERINGILLTrustee-$0--
Filing and Contact Details

Filer

EIN
20-0610207
Phone
5137628877

Signing Officer

Name
Judith Johnson
Title
Trustee
Phone
5137628877
Signed
2014-07-09

Preparer

Preparer
Scott Mair Vice President
Phone
5136324393
Raw XML Appendix381 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/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt080573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0109347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.100299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.088764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.107558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.13681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.122692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0655140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0598968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0617930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0602800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0588942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0891230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.501496
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0512
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0512
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0512
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10POB 1118 CN-OH-W10X
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode045201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10U S BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum05137628877
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SUPPORT CHARITABLE ORGANIZATIONS IN THE CINCINNATI, OH AREA OR THOSE CHARITES THAT MEMBERS OF THE JOHNSON FAMILY HAVE HAD PREVIOUS CONNECTION OR RELATION TO.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt0512
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt031862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029910
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt051380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt065061
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt031862
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033199
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0105440
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029910
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt051380
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0512
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0138639
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0170501
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0165
OtherDecreasesSchedule/OtherDecreasesDetail/Description0RETURN OF CAPITAL BASIS ADJUSTMENT 2013
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OHIO CHARITABLE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Amount01
OtherIncreasesSchedule/OtherIncreasesDetail/Description0ROUNDING ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAN & MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0312
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02808
TaxesSchedule/TaxesDetail/Amt0555
TaxesSchedule/TaxesDetail/Amt1182
TaxesSchedule/TaxesDetail/Amt224
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1182
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt224
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05137628877
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10MORSE & BETTY JOHNSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0200610207
ReturnHeader/Filer/PhoneNum05137628877
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1118 ML CN-OH-W10X
ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0452011118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10US BANK NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1118 ML CN-OH-W10X
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0452011118
ReturnHeader/PreparerPersonGrp/PhoneNum05136324393
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT MAIR VICE PRESIDENT
ReturnHeader/ReturnTs02014-07-10T10:01:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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