Civic Intelligence

Johnson Ohana Charitable Foundation

990 • Fiscal year 2015 • EIN 26-2089828

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

3727 Buchanan Street 4th FloorSan Francisco, CA 94123

(415) 931-2426

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

4th percentile

0.00x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

18th percentile

-6.6%

Higher net margin than 18% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

42nd percentile

-0.2%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-53%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$12,099,674

Down $28,891 (-0.2%) from 2014

Net Assets

Down

$12,099,674

Down $28,891 (-0.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$436,235

Down $500,148 (-53%) from 2014

Expenses

Down

$465,126

Down $444,824 (-49%) from 2014

Net Income

Down

-$28,891

Down $55,324 (-209%) from 2014

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2014: $12,128,565Liabilities 2014: $0Net Assets 2014: $12,128,5652014Assets 2015: $12,099,674Liabilities 2015: $0Net Assets 2015: $12,099,6742015Assets 2016: $12,002,397Liabilities 2016: $0Net Assets 2016: $12,002,3972016Assets 2017: $12,110,273Liabilities 2017: $28Net Assets 2017: $12,110,2452017Assets 2018: $12,416,410Liabilities 2018: $0Net Assets 2018: $12,416,4102018Assets 2019: $13,164,413Liabilities 2019: $0Net Assets 2019: $13,164,4132019Assets 2020: $13,549,673Liabilities 2020: $0Net Assets 2020: $13,549,6732020Assets 2021: $17,557,312Liabilities 2021: $0Net Assets 2021: $17,557,3122021Assets 2022: $17,391,673Liabilities 2022: $0Net Assets 2022: $17,391,6732022Assets 2023: $15,081,110Liabilities 2023: $0Net Assets 2023: $15,081,1102023Assets 2024: $16,453,099Liabilities 2024: $0Net Assets 2024: $16,453,0992024

Highlighted filing

2015

Assets$12,099,674
Liabilities$0
Net Assets$12,099,674

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2014: $936,383Expenses 2014: $909,950Net Income 2014: $26,4332014Revenue 2015: $436,235Expenses 2015: $465,126Net Income 2015: -$28,8912015Revenue 2016: $378,444Expenses 2016: $475,721Net Income 2016: -$97,2772016Revenue 2017: $1,059,896Expenses 2017: $952,046Net Income 2017: $107,8502017Revenue 2018: $1,021,867Expenses 2018: $715,704Net Income 2018: $306,1632018Revenue 2019: $1,234,242Expenses 2019: $486,239Net Income 2019: $748,0032019Revenue 2020: $927,608Expenses 2020: $542,352Net Income 2020: $385,2562020Revenue 2021: $4,588,989Expenses 2021: $581,350Net Income 2021: $4,007,6392021Revenue 2022: $936,575Expenses 2022: $1,102,214Net Income 2022: -$165,6392022Revenue 2023: -$1,355,761Expenses 2023: $954,802Net Income 2023: -$2,310,5632023Revenue 2024: $2,099,672Expenses 2024: $727,683Net Income 2024: $1,371,9892024

Highlighted filing

2015

Revenue$436,235
Expenses$465,126
Net Income-$28,891
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$3,625,536
Mission and Program Overview

Mission

To promote environmental awareness, environmental preservation and art and music programs for children throughout the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,128,565$12,099,674▼ $28,891
Investments Other Securities$11,876,240$11,935,958▲ $59,718
Cash and Non-Interest-Bearing Accounts$249,671$101,391▼ $148,280
Intangible Assets$1,348--
Land, Buildings, and Equipment, Net$527$316▼ $211
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$12,128,565$12,099,674▼ $28,891
Other Assets Total$779$62,009▲ $61,230
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,128,565$12,099,674▼ $28,891
Total Liabilities and Net Assets / Fund Balance$12,128,565$12,099,674▼ $28,891

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$316$1,533$1,849
Other Securities$11,935,958--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jack JohnsonPresident / Director
Eric CardenasDirector
Hilary HauserDirector
Kyle DattaDirector
Lisa Pike SheehyDirector
Julie ReneTreasurer
Kim JohnsonVice Pres / Secty / Direct
Revenue and Support

Revenue Composition

Contributions and Grants
$3,453
Program Service Revenue
$0
Investment Income
$432,782
Other Revenue
$0
All Other Contributions
$3,453
Change in Net Assets
$-28,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$370,930
Other Expenses$55,485
Salaries, Compensation, and Employee Benefits$38,711
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$370,930--$370,930
Fees for Service Investment Mgmnt Fees-$38,598-$38,598
Other Salaries and Wages$32,920--$32,920
Office Expenses-$4,292-$4,292
Other Employee Benefits-$3,000-$3,000
Payroll Taxes-$2,791-$2,791
Depreciation Depletion-$1,559-$1,559
All Other Expenses-$1,034-$1,034
Other Expenses-$821-$821
Insurance-$750-$750
Travel-$581-$581
Total Functional Expenses$403,850$61,276$0$465,126
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached Statment 1-501(c)(3)See Attached Statement 1-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jack JohnsonIndirectOWNER OF GREATER THAN 35% INTEREST IN BUBBLE TOES PRODUCTIONS, INC., A PARTY TO THE JOINT VENTURE, ALL AT ONCE VENTURES.No-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Jack johnson, director and president of johnson ohana foundation, is married to kim johnson, vice president and secretary of johnson ohana foundation. Julie rene', treasurer of johnson ohana foundation, is jack johnson's accountant.

Form 990, Part VI, Section A, Line 4

Amended articles of incorportion were submitted to state of hawaii to reflect change of organization's name. Original entity name was "johnson ohana charitable foundation and was changed to "johnson ohana foundation" in 2016.

Form 990, Part VI, Section B, Line 11

All directors were e-mailed copies of the final form 990 for 12/31/15, prior to it being filed.

Form 990, Part VI, Section B, Line 15

Process for determining compensation: no officer or director of the foundation receives any cash or non-cash compensation at this time.

Form 990, Part VI, Section C, Line 18

Form 990 is available upon written request or at the business location.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available upon written request or at the business location.

Filing and Contact Details

Filer

Filer Name
Johnson Ohana Charitable Foundation
EIN
26-2089828
Phone
4159312426
Address
3727 BUCHANAN STREET 4TH FLOOR, SAN FRANCISCO, CA 94123

Signing Officer

Name
JULIE RENE'
Title
Treasurer
Phone
4159312426
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Rene
Formed
2008
Legal Domicile
Hi
Voting Board Members
5
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Providentfm LLC
Address
PO BOX 475548, SAN FRANCISCO, CA 94147-9800
Preparer
JULIE RENE'
Phone
4159312426
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0316
IRS990ScheduleD/TotalBookValueSecuritiesAmt011935958
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0370930
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE ATTACHED STATEMENT 1
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATMENT 1
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JACK JOHNSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0INDIRECT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0OWNER OF GREATER THAN 35% INTEREST IN BUBBLE TOES PRODUCTIONS, INC., A PARTY TO THE JOINT VENTURE, ALL AT ONCE VENTURES.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JACK JOHNSON, DIRECTOR AND PRESIDENT OF JOHNSON OHANA FOUNDATION, IS MARRIED TO KIM JOHNSON, VICE PRESIDENT AND SECRETARY OF JOHNSON OHANA FOUNDATION. JULIE RENE', TREASURER OF JOHNSON OHANA FOUNDATION, IS JACK JOHNSON'S ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AMENDED ARTICLES OF INCORPORTION WERE SUBMITTED TO STATE OF HAWAII TO REFLECT CHANGE OF ORGANIZATION'S NAME. ORIGINAL ENTITY NAME WAS "JOHNSON OHANA CHARITABLE FOUNDATION AND WAS CHANGED TO "JOHNSON OHANA FOUNDATION" IN 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DIRECTORS WERE E-MAILED COPIES OF THE FINAL FORM 990 FOR 12/31/15, PRIOR TO IT BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROCESS FOR DETERMINING COMPENSATION: NO OFFICER OR DIRECTOR OF THE FOUNDATION RECEIVES ANY CASH OR NON-CASH COMPENSATION AT THIS TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS AVAILABLE UPON WRITTEN REQUEST OR AT THE BUSINESS LOCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST OR AT THE BUSINESS LOCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0JOHNSON OHANA FOUNDATION AND BUBBLE TOES PRODUCTIONS INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0261703239
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.50000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0RELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0ORGANIZE WORLD-WIDE MUSIC FESTIVALS WITH PROCEEDS TO BENEFIT JOF.
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALL AT ONCE VENTURES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt0779
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt03727 BUCHANAN STREET 4TH FLOOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd094123
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt015500
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0KOKUA HAWAII FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1HI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012128565
IRS990/TotalAssetsEOYAmt012099674
IRS990/TotalAssetsGrp/BOYAmt012128565
IRS990/TotalAssetsGrp/EOYAmt012099674
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03453
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061276
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0403850
IRS990/TotalFunctionalExpensesGrp/TotalAmt0465126
IRS990/TotalGrossUBIAmt0432782
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012128565
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012099674
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0403850
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0436235
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0432782
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012128565
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012099674
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0581
IRS990/TravelGrp/TotalAmt0581
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03727 BUCHANAN STREET 4TH FLOOR
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094123
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd00
IRS990/WrittenPolicyOrProcedureInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE RENE'
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04159312426
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNSON OHANA CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PROVIDENT FINANCIAL MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0262089828
ReturnHeader/Filer/PhoneNum04159312426
ReturnHeader/Filer/USAddress/AddressLine1Txt03727 BUCHANAN STREET 4TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA

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