Civic Intelligence

Lorie Johnson Charitable Remainder Trust

EIN 26-1987661 • 501(c)3

Profile

Assisting women with cancer with expenses.

PO Box 38128435238

www.loriejohnsonfoundation.org

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

35th percentile

-5.9%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

-5.7%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

33rd percentile

-18%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,640

Down $1,376 (-5.7%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$22,640

Down $1,376 (-5.7%) from 2012

Operations
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Down

$23,480

Down $5,129 (-18%) from 2012

Expenses

Down

$24,857

Down $6,950 (-22%) from 2012

Net Income

Up

-$1,377

Up $1,821 (+57%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$40K$30K$20K$10K$0Assets 2010: $32,902Net Assets 2010: $32,9022010Assets 2011: $27,214Net Assets 2011: $27,2142011Assets 2012: $24,016Net Assets 2012: $24,0162012Assets 2013: $22,640Net Assets 2013: $22,6402013

Highlighted filing

2013

Assets$22,640
Liabilities-
Net Assets$22,640
Open 2013 Filing

Operations Trend

Revenue Growth33rd percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $53,213Expenses 2010: $31,076Net Income 2010: $22,1372010Revenue 2011: $25,942Expenses 2011: $31,632Net Income 2011: -$5,6902011Revenue 2012: $28,609Expenses 2012: $31,807Net Income 2012: -$3,1982012Revenue 2013: $23,480Expenses 2013: $24,857Net Income 2013: -$1,3772013

Highlighted filing

2013

Revenue$23,480
Expenses$24,857
Net Income-$1,377
Open 2013 Filing

Filings

Most recent year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,640
Liabilities
-
Net assets
$22,640
Revenue
$23,480
Expenses
$24,857
Net income
-$1,377
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$22.6$22.6$23.5$24.9$1.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$24.0$28.6$31.8$3.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$27.2$25.9$31.6$5.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$32.9$53.2$31.1$22.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 6, 2014
Return Version
2013v3.1
Gross Receipts
$32,171
Mission and Program Overview

Mission

Assisting women with cancer with expenses.

Program Services

DescriptionGrantsExpenses
EXPENSES PAID ON BEHALF OF WOMEN WITH CANCER INCLUDED FLIGHTS, AIR CONDITIONING REPAIR, HOSPITAL STAY, MEDICAL CO-PAYS, MEDICINES, AMBULANCE SERVICES, FUNERAL AND TRAVEL REIMBURSEMENT.$22,109$22,109
THE FOUNDATION HELD FUNDRAISING EVENTS TO HELP DEFER OR OFFSET THE COST OF TRAVEL, LIVING EXPENSES, AND MEDICAL BILLS FOR WOMEN DIAGNOSED WITH CANCER.-$1,467
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE BISHOPBoard Member-$0--
TERRI O'NEILLBoard Member-$0--
JAY MULLALYChairman-$0--
KIRK CUEVASBoard Member-$0--
BARBARA BISHOPTreasurer-$0--
ALICIA CUEVASBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$13,780$13,780$8,691$5,089
Total Events$13,780$13,780$8,691$5,089
Filing and Contact Details

Filer

EIN
26-1987661
Phone
2053234551

Signing Officer

Name
Steven Bishop
Title
Chairman
Phone
2053234551
Signed
2014-04-06

Preparer

Preparer
Joey Nail
Phone
2056313524
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“OTHER 2,365 TOTAL 2,365”

Form 990-ez, Part I, Line 10

“12,962 0 0 7,647 0 0”

Form 990-ez, Part I, Line 16

“Expenses bank charges 731 supplies 47 fundraising 1,148 total 1,926”

Form 990-ez, Part III, Line 29

“Expenses paid on behalf of women with cancer included flights, air conditioning repair, hospital stay, medical co-pays, medicines, ambulance services, funeral and travel reimbursement.”

Raw XML Appendix159 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0STEVE BISHOP
CompensationExplanation/CompensationExplanationGrp/PersonNm1TERRI ONEILL
CompensationExplanation/CompensationExplanationGrp/PersonNm2JAY MULLALY
CompensationExplanation/CompensationExplanationGrp/PersonNm3KIRK CUEVAS
CompensationExplanation/CompensationExplanationGrp/PersonNm4BARBARA BISHOP
CompensationExplanation/CompensationExplanationGrp/PersonNm5ALICIA CUEVAS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVE BISHOP
IRS990EZ/BooksInCareOfDetail/PhoneNum02053234551
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10335 WOODWARD COURT
IRS990EZ/BooksInCareOfDetail/USAddress/City0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/State0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode035242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024017
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022640
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011626
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1377
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024017
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022640
IRS990EZ/FundraisingGrossIncomeAmt018180
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022109
IRS990EZ/GrossReceiptsAmt032171
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024017
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022640
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024017
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022640
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE BISHOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRI O'NEILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAY MULLALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIRK CUEVAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BARBARA BISHOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALICIA CUEVAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01926
IRS990EZ/OtherRevenueTotalAmt02365
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSISTING WOMEN WITH CANCER WITH EXPENSES.
IRS990EZ/PrintingPublicationsPostageAmt0272
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION HELD FUNDRAISING EVENTS TO HELP DEFER OR OFFSET THE COST OF TRAVEL, LIVING EXPENSES, AND MEDICAL BILLS FOR WOMEN DIAGNOSED WITH CANCER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXPENSES PAID ON BEHALF OF WOMEN WITH CANCER INCLUDED FLIGHTS, AIR CONDITIONING REPAIR, HOSPITAL STAY, MEDICAL CO-PAYS, MEDICINES, AMBULANCE SERVICES, FUNERAL AND TRAVEL REIMBURSEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022109
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01467
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122109
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08691
IRS990EZ/SpecialEventsNetIncomeLossAmt09489
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024857
IRS990EZ/TotalProgramServiceExpensesAmt023576
IRS990EZ/TotalRevenueAmt023480
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LORIEJOHNSONFOUNDATION.ORG
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt066361
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt020545
IRS990ScheduleA/PublicSupportCY170Pct00.57420
IRS990ScheduleA/PublicSupportPY170Pct00.75500
IRS990ScheduleA/PublicSupportTotal170Amt038106
IRS990ScheduleA/SubstantialContributorsTotAmt028255
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023903
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07710
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018802
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt066361
IRS990ScheduleA/TotalSupportAmt066361
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08691
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013780
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05089
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08691
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER 2,365 TOTAL 2,365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt112,962 0 0 7,647 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES BANK CHARGES 731 SUPPLIES 47 FUNDRAISING 1,148 TOTAL 1,926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES PAID ON BEHALF OF WOMEN WITH CANCER INCLUDED FLIGHTS, AIR CONDITIONING REPAIR, HOSPITAL STAY, MEDICAL CO-PAYS, MEDICINES, AMBULANCE SERVICES, FUNERAL AND TRAVEL REIMBURSEMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN BISHOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02053234551
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10LORIE JOHNSON CHARITABLE REMAINDER
ReturnHeader/Filer/BusinessName/BusinessNameLine20TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LORI
ReturnHeader/Filer/EIN0261987661
ReturnHeader/Filer/PhoneNum02053234551
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 381284
ReturnHeader/Filer/USAddress/City0BIRMINGHAM
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035238
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PARKER & TOWNES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10717 KERR DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GARDENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode035071
ReturnHeader/PreparerPersonGrp/PhoneNum02056313524
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEY NAIL
ReturnHeader/ReturnTs02014-04-08T12:21:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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