Civic Intelligence

The James M Johnston Trust for Char & Educ

EIN 23-7019796 • Chevy Chase, MD

2 Wisconsin Circle Suite 870Chevy Chase, MD 20815
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

17th percentile

-9.7%

Higher net margin than 17% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

21st percentile

$84,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

46th percentile

4.5%

Faster asset growth than 46% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

97%

Faster revenue growth than 88% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$93,612,850

Up $3,996,572 (+4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$93,612,850

Up $3,996,572 (+4.5%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin17th percentile

Revenue

Up

$4,866,288

Up $2,399,242 (+97%) from 2023

Expenses

Up

$5,336,558

Up $423,245 (+8.6%) from 2023

Net Income

Up

-$470,270

Up $1,975,997 (+81%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$150M$100M$50M$0Assets 2020: $93,009,363Liabilities 2020: $0Net Assets 2020: $93,009,3632020Assets 2021: $100,724,817Liabilities 2021: $0Net Assets 2021: $100,724,8172021Assets 2022: $81,523,732Liabilities 2022: $0Net Assets 2022: $81,523,7322022Assets 2023: $89,616,278Liabilities 2023: $0Net Assets 2023: $89,616,2782023Assets 2024: $93,612,850Liabilities 2024: $0Net Assets 2024: $93,612,8502024

Highlighted filing

2024

Assets$93,612,850
Liabilities$0
Net Assets$93,612,850
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$10M$5.0M$0-$5.0MRevenue 2020: $2,301,934Expenses 2020: $4,770,014Net Income 2020: -$2,468,0802020Revenue 2021: $5,808,446Expenses 2021: $5,595,200Net Income 2021: $213,2462021Revenue 2022: $4,782,312Expenses 2022: $4,902,651Net Income 2022: -$120,3392022Revenue 2023: $2,467,046Expenses 2023: $4,913,313Net Income 2023: -$2,446,2672023Revenue 2024: $4,866,288Expenses 2024: $5,336,558Net Income 2024: -$470,2702024

Highlighted filing

2024

Revenue$4,866,288
Expenses$5,336,558
Net Income-$470,270
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$93,612,850
Liabilities
$0
Net assets
$93,612,850
Revenue
$4,866,288
Expenses
$5,336,558
Net income
-$470,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$93.6$0.00$93.6$4.87$5.34$0.47
2023Detailed filing. Detailed filing data is available for this year.$89.6$0.00$89.6$2.47$4.91$2.45
2022Detailed filing. Detailed filing data is available for this year.$81.5$0.00$81.5$4.78$4.90$0.12
2021Detailed filing. Detailed filing data is available for this year.$101$0.00$101$5.81$5.60$0.21
2020Detailed filing. Detailed filing data is available for this year.$93.0$0.00$93.0$2.30$4.77$2.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W DUNBAR GRAMTrusteePT$84,000-$84,000
THEO T HAYESTrusteePT$84,000-$84,000
TRACY PATETrusteePT$70,000-$70,000
HELEN PATETrusteePT$14,000-$14,000
Filing and Contact Details

Filer

Filer Name
The James M Johnston Trust for Char & Educ
EIN
23-7019796
In Care Of
% JULIA SANDERS
Phone
3019070135
Address
2 WISCONSIN CIRCLE SUITE 870, CHEVY CHASE, MD 20815

Signing Officer

Name
Wdunbar Gram
Title
Trustee
Phone
3019070135
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Russell Evans & Thompson PLLC
Address
299 Herndon Parkway Suite 206, Herndon, VA 20170-4467
Preparer
WCraig Thompson
Phone
7034780320
Raw XML AppendixShowing 400 of 611 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02 WISCONSIN CIRCLE SUITE 870
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DC
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