Civic Intelligence

Lorie Johnson Charitable Remainder Trust

990EZ • Fiscal year 2012 • EIN 26-1987661

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 23, 2013

Organization ProfileWWW.LORIEJOHNSONFOUNDATION.ORG
PO Box 38128435238
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

28th percentile

-12%

Faster asset growth than 28% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$24,016

Down $3,198 (-12%) from 2011

Net Assets

Down

$24,016

Down $3,198 (-12%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Up

$28,609

Up $2,667 (+10%) from 2011

Expenses

Up

$31,807

Up $175 (+0.6%) from 2011

Net Income

Up

-$3,198

Up $2,492 (+44%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2012

Assets$24,016
Liabilities-
Net Assets$24,016
Open 2012 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue$28,609
Expenses$31,807
Net Income-$3,198
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 23, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

Assisting women with cancer with expenses.

Filing and Contact Details

Filer

EIN
26-1987661
Raw XML Appendix174 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/Compensation/PersonName0STEVE BISHOP
CompensationExplanation/Compensation/PersonName1TERRI ONEILL
CompensationExplanation/Compensation/PersonName2JAY MULLALY
CompensationExplanation/Compensation/PersonName3KIRK CUEVAS
CompensationExplanation/Compensation/PersonName4BARBARA BISHOP
CompensationExplanation/Compensation/PersonName5ALICIA CUEVAS
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY027214
IRS990EZ/CashSavingsAndInvestments/EOY024016
IRS990EZ/ContributionsGiftsGrantsEtc023903
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-3198
IRS990EZ/FeesAndOthPymtToIndContractors0550
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome023415
IRS990EZ/GrantsAndSimilarAmountsPaid028771
IRS990EZ/GrossReceipts050686
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY027214
IRS990EZ/NetAssetsOrFundBalancesBOY027214
IRS990EZ/NetAssetsOrFundBalances/EOY024016
IRS990EZ/NetAssetsOrFundBalancesEOY024016
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition0000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition1000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition2000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition3000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition4000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition5000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0STEVE BISHOP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1TERRI O'NEILL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JAY MULLALY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3KIRK CUEVAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4BARBARA BISHOP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5ALICIA CUEVAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5BOARD MEMBER
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal02132
IRS990EZ/OtherRevenueTotal03368
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0ASSISTING WOMEN WITH CANCER WITH EXPENSES.
IRS990EZ/PrintingPublicationsPostage0354
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0THE FOUNDATION HELD FUNDRAISING EVENTS TO HELP DEFER OR OFFSET THE COST OF TRAVEL, LIVING EXPENSES, AND MEDICAL BILLS FOR WOMEN DIAGNOSED WITH CANCER.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1EXPENSES 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/ProgramServiceAccomplishment/GrantsAndAllocations028771
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses01233
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses128771
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses022077
IRS990EZ/SpecialEventsNetIncomeLoss01338
IRS990EZ/StatesWhereCopyOfReturnIsFiled0AL
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10335 WOODWARD COURT
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BIRMINGHAM
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0AL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode035242
IRS990EZ/TheBooksAreInCareOf/NamePerson0STEVE BISHOP
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02053234551
IRS990EZ/TotalAssets/BOY027214
IRS990EZ/TotalAssets/EOY024016
IRS990EZ/TotalExpenses031807
IRS990EZ/TotalProgramServiceExpenses030004
IRS990EZ/TotalRevenue028609
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.LORIEJOHNSONFOUNDATION.ORG
IRS990ScheduleA/AmountsSubstContributorsTotal028285
IRS990ScheduleA/CommunityTrust170b1Avi0X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear023903
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year04320
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years07710
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years018802
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years060730
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0115465
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc026783
IRS990ScheduleA/PublicSupportPertcentage17000.75500
IRS990ScheduleA/PublicSupportPertcentPriorYear00.75150
IRS990ScheduleA/PublicSupportTotal170087180
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear023903
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year04320
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years07710
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years018802
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years060730
IRS990ScheduleA/Total170/Total0115465
IRS990ScheduleA/TotalSupport0115465
IRS990ScheduleG/EventsInformation/CharitableContribOtherEvents0800
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent109592
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent207540
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal017932
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents022077
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1019500
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2015847
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents06000
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal041347
IRS990ScheduleG/EventsInformation/GrossRevenueEvent109908
IRS990ScheduleG/EventsInformation/GrossRevenueEvent208307
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents05200
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents023415
IRS990ScheduleG/EventsInformation/NameOfEvent10CONCERT & DINNE
IRS990ScheduleG/EventsInformation/NameOfEvent20GOLF TOURNAMENT
IRS990ScheduleG/EventsInformation/NetIncomeSummary01338
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent106790
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent207019
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents08268
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents022077
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents01
IRS990ScheduleO/GeneralExplanation/Explanation0OTHER 3,368 TOTAL 3,368
IRS990ScheduleO/GeneralExplanation/Explanation113,188 0 0 15,583 0 0
IRS990ScheduleO/GeneralExplanation/Explanation2EXPENSES ADVERTISING 356 INSURANCE 167 BANK CHARGES 648 SUPPLIES 352 MEALS 76 FEES 18 MAINTENANCE 420 FUNDRAISING 95 TOTAL 2,132
IRS990ScheduleO/GeneralExplanation/Explanation3EXPENSES 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/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMTS PAID TO INDIVIDUALS
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3SECOND ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0261987661
ReturnHeader/Filer/Name/BusinessNameLine10LORIE JOHNSON CHARITABLE REMAINDER
ReturnHeader/Filer/Name/BusinessNameLine20TRUST
ReturnHeader/Filer/NameControl0LORI
ReturnHeader/Filer/Phone02053234551
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 381284
ReturnHeader/Filer/USAddress/City0BIRMINGHAM
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035238
ReturnHeader/Officer/DateSigned02013-02-23
ReturnHeader/Officer/Name0STEVEN BISHOP
ReturnHeader/Officer/Phone02053234551
ReturnHeader/Officer/Title0CHAIRMAN
ReturnHeader/Preparer/DatePrepared02013-02-28
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PARKER & TOWNES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10717 KERR DRIVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GARDENDALE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode035071
ReturnHeader/Preparer/Name0JOEY NAIL
ReturnHeader/Preparer/Phone02056313524
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-05T10:05:19-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$24,016
Liabilities
-
Net assets
$24,016
Revenue
$28,609
Expenses
$31,807
Net income
-$3,198
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