Civic Intelligence

Johnson Ohana Charitable Foundation

990 • Fiscal year 2019 • EIN 26-2089828

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 17, 2020

899 Northgate Drive Suite 306San Rafael, CA 94903-3667

(415) 610-8200

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.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

58th percentile

6.0%

Faster asset growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

21%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$13,164,413

Up $748,003 (+6.0%) from 2018

Net Assets

Up

$13,164,413

Up $748,003 (+6.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$1,234,242

Up $212,375 (+21%) from 2018

Expenses

Down

$486,239

Down $229,465 (-32%) from 2018

Net Income

Up

$748,003

Up $441,840 (+144%) from 2018

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

2019

Assets$13,164,413
Liabilities$0
Net Assets$13,164,413

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

2019

Revenue$1,234,242
Expenses$486,239
Net Income$748,003
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 17, 2020
Return Version
2019v5.1
Gross Receipts
$7,439,708
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$12,416,410$13,164,413▲ $748,003
Investments Other Securities$11,256,113$11,998,466▲ $742,353
Investments Program Related$945,204$884,438▼ $60,766
Cash and Non-Interest-Bearing Accounts$214,382$31,509▼ $182,873
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$12,416,410$13,164,413▲ $748,003
Other Assets Total$711$250,000▲ $249,289
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,416,410$13,164,413▲ $748,003
Total Liabilities and Net Assets / Fund Balance$12,416,410$13,164,413▲ $748,003

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$1,849$1,849
Investment Program Related Org$884,438--
Other Securities$11,998,466--
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$27,754
Program Service Revenue
$0
Investment Income
$1,206,488
Other Revenue
$0
All Other Contributions
$27,754
Change in Net Assets
$748,003
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$341,900
Other Expenses$106,161
Salaries, Compensation, and Employee Benefits$38,178
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$341,900--$341,900
Fees for Service Investment Mgmnt Fees-$50,592-$50,592
Other Salaries and Wages$35,328--$35,328
Fees for Services Legal-$12,834-$12,834
Office Expenses-$7,955-$7,955
Payroll Taxes$2,850--$2,850
Other Expenses$6,000$1,350-$1,350
Insurance-$750-$750
All Other Expenses-$655-$655
Travel-$5-$5
Total Functional Expenses$386,078$100,161$0$486,239
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Financial Operations Donorschooseorg-501(c)(3)Music Education$50,000
Regents of the University of CaliforniaPortland, ME501(c)(3)Environment / Environmental Education$25,000
Algalita Marine Research and EducationLong Beach, CA, Bf501(c)(3)Environmental Programs$20,000
ReverbSanta Barbara, CA501(c)(3)Music Education$17,500
Kokua Hawaii FoundationMonterey, CA501(c)(3)Arts Education$15,000
Explore EcologySanta Barbara, CA501(c)(3)Sustainable Agriculture & Gardens$10,000
Hawaii Arts AllianceHonolulu, HI501(c)(3)Educational Programs$10,000
Surfrider FoundationNew York, NY501(c)(3)Environmental Programs$10,000
Caf AmericaAlexandria, VA501(c)(3)Environmental Programs$8,500
CountercurrentCarmel, CA501(c)(3)Plastic Pickup$8,000
Mana MaoliSan Rafael, CA501(c)(3)Music Education$7,500
Monterey Bay AquariumOakland, CA501(c)(3)Music Education$7,500
One Eleuthera FoundationHonolulu, HI501(c)(3)Music Education$7,500
Art ExploriumHonolulu, HI501(c)(3)Environmental Programs$7,000
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
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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 B, Line 11B

All directors were e-mailed copies of the final form 990 for 12/31/18

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 Foundation
EIN
26-2089828
Phone
4156108200
Address
899 NORTHGATE DRIVE SUITE 306, SAN RAFAEL, CA 94903-3667

Signing Officer

Name
JULIE RENE'
Title
Treasurer
Phone
4156108200
Signed
2020-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JULIE RENE'
Formed
2008
Legal Domicile
Hi
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
High Note Management Pc
Address
899 NORTHGATE DRIVE SUITE 306, SAN RAFAEL, CA 94903
Preparer
JULIE RENE'
Phone
4156108200
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027754
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0516737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0577155
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056192
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03453
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01181291
IRS990ScheduleA/TotalSupportAmt02817248
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0884438
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0PROGRAM RELATED INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01849
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01849
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt011998466
IRS990ScheduleD/OtherSecuritiesGrp/Desc0STOCKS AND BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0884438
IRS990ScheduleD/TotalBookValueSecuritiesAmt011998466
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt17000
IRS990ScheduleI/RecipientTable/CashGrantAmt28000
IRS990ScheduleI/RecipientTable/CashGrantAmt38500
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt67500
IRS990ScheduleI/RecipientTable/CashGrantAmt77500
IRS990ScheduleI/RecipientTable/CashGrantAmt815000
IRS990ScheduleI/RecipientTable/CashGrantAmt97500
IRS990ScheduleI/RecipientTable/CashGrantAmt1025000
IRS990ScheduleI/RecipientTable/CashGrantAmt1117500
IRS990ScheduleI/RecipientTable/CashGrantAmt1210000
IRS990ScheduleI/RecipientTable/CashGrantAmt1350000
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IRS990ScheduleI/RecipientTable/ForeignAddress/CityNm0ELEUTHERA
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ENVIRONMENTAL PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ENVIRONMENTAL PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PLASTIC PICKUP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3ENVIRONMENTAL PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SUSTAINABLE AGRICULTURE & GARDENS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5EDUCATIONAL PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6MUSIC EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7MUSIC EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8ARTS EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9MUSIC EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10ENVIRONMENT / ENVIRONMENTAL EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11MUSIC EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12ENVIRONMENTAL PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13MUSIC EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14ENVIRONMENT / ENVIRONMENTAL EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALGALITA MARINE RESEARCH AND EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ART EXPLORIUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COUNTERCURRENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CAF AMERICA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4EXPLORE ECOLOGY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5HAWAII ARTS ALLIANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ONE ELEUTHERA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7MANA MAOLI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8KOKUA HAWAII FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9MONTEREY BAY AQUARIUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10REGENTS OF THE UNIVERSITY OF CALIFORNIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11REVERB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12SURFRIDER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13FINANCIAL OPERATIONS DONORSCHOOSEORG
IRS990ScheduleI/RecipientTable/RecipientEIN0330657882
IRS990ScheduleI/RecipientTable/RecipientEIN1452910072
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IRS990ScheduleI/RecipientTable/RecipientEIN12953941826
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0148 N MARINA DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11132-D KOKO HEAD AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2EMAIL ONLY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31800 DIAGONAL RD STE 150
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4302 E COTA ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 3948
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61903 PALOLO AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt71149 BETHEL ST STE 700
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt856-490 KAMEHAMEHA HWY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9111 FRANKLIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10386 FORE STREET SUITE 202
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11ARROYO BURRO BEACH COUNTY PARK
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12134 W 37TH ST FLOOR 11 NEW YORK NY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt010018
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LONG BEACH
IRS990ScheduleI/RecipientTable/USAddress/CityNm1HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CARMEL
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ALEXANDRIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/CityNm5HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/CityNm6HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/CityNm7SAN RAFAEL
IRS990ScheduleI/RecipientTable/USAddress/CityNm8MONTEREY
IRS990ScheduleI/RecipientTable/USAddress/CityNm9OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm10PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm11SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/CityNm12NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10ME
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11CA

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