Civic Intelligence

Johnson Charitable Gift Fund

990 • Fiscal year 2016 • EIN 30-0233491

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

Organization ProfileWWW.JOHNSONINV.COM
3777 West Fork RdCincinnati, OH 45247

(513) 661-3100

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

2nd percentile

0.00x

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

85th percentile

26%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

4th percentile

$2,000

Higher top officer pay than 4% of similar nonprofits.

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

70th percentile

7.1%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$77,991,109

Up $5,142,946 (+7.1%) from 2015

Net Assets

Up

$77,991,109

Up $5,184,789 (+7.1%) from 2015

Liabilities

Down

$0

Down $41,843 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin85th percentile

Revenue

Down

$19,062,556

Down $8,895,545 (-32%) from 2015

Expenses

Down

$14,188,136

Down $2,896,405 (-17%) from 2015

Net Income

Down

$4,874,420

Down $5,999,140 (-55%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$400M$300M$200M$100M$0Assets 2011: $44,679,529Liabilities 2011: $75,348Net Assets 2011: $44,604,1812011Assets 2012: $52,076,892Liabilities 2012: $0Net Assets 2012: $52,076,8922012Assets 2014: $66,948,975Liabilities 2014: $43,401Net Assets 2014: $66,905,5742014Assets 2015: $72,848,163Liabilities 2015: $41,843Net Assets 2015: $72,806,3202015Assets 2016: $77,991,109Liabilities 2016: $0Net Assets 2016: $77,991,1092016Assets 2017: $88,774,261Liabilities 2017: $0Net Assets 2017: $88,774,2612017Assets 2018: $112,371,204Liabilities 2018: $0Net Assets 2018: $112,371,2042018Assets 2019: $140,158,803Liabilities 2019: $0Net Assets 2019: $140,158,8032019Assets 2020: $184,508,549Liabilities 2020: $0Net Assets 2020: $184,508,5492020Assets 2021: $244,016,600Liabilities 2021: $0Net Assets 2021: $244,016,6002021Assets 2022: $240,192,248Liabilities 2022: $0Net Assets 2022: $240,192,2482022Assets 2023: $277,687,310Liabilities 2023: $0Net Assets 2023: $277,687,3102023Assets 2024: $327,284,242Liabilities 2024: $0Net Assets 2024: $327,284,2422024Assets 2025: $383,442,147Liabilities 2025: $0Net Assets 2025: $383,442,1472025

Highlighted filing

2016

Assets$77,991,109
Liabilities$0
Net Assets$77,991,109
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$150M$100M$50M$0Expenses 2011: $6,740,0962011Expenses 2012: $8,710,3402012Revenue 2014: $30,739,783Expenses 2014: $21,374,771Net Income 2014: $9,365,0122014Revenue 2015: $27,958,101Expenses 2015: $17,084,541Net Income 2015: $10,873,5602015Revenue 2016: $19,062,556Expenses 2016: $14,188,136Net Income 2016: $4,874,4202016Revenue 2017: $25,885,289Expenses 2017: $20,650,988Net Income 2017: $5,234,3012017Revenue 2018: $51,015,157Expenses 2018: $23,022,125Net Income 2018: $27,993,0322018Revenue 2019: $47,839,658Expenses 2019: $24,210,930Net Income 2019: $23,628,7282019Revenue 2020: $69,178,839Expenses 2020: $27,335,444Net Income 2020: $41,843,3952020Revenue 2021: $56,711,793Expenses 2021: $33,034,969Net Income 2021: $23,676,8242021Revenue 2022: $106,272,377Expenses 2022: $33,536,074Net Income 2022: $72,736,3032022Revenue 2023: $53,638,342Expenses 2023: $30,873,511Net Income 2023: $22,764,8312023Revenue 2024: $58,902,245Expenses 2024: $41,123,552Net Income 2024: $17,778,6932024Revenue 2025: $94,460,432Expenses 2025: $49,969,469Net Income 2025: $44,490,9632025

Highlighted filing

2016

Revenue$19,062,556
Expenses$14,188,136
Net Income$4,874,420
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$51,123,455
Mission and Program Overview

Mission

Promote and support philantrophy by simplifying charitable giving and educating donors on the benefits and rewards of charitable giving.

Promote and support philanthropy

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$58,634,945$63,606,113▲ $4,971,168
Savings and Temporary Cash Investments$13,015,265$12,715,776▼ $299,489
Investments Other Securities$1,124,658$1,161,153▲ $36,495
Land, Buildings, and Equipment, Net-$500,000-
Cash and Non-Interest-Bearing Accounts$73,295$8,067▼ $65,228
Total Assets$72,848,163$77,991,109▲ $5,142,946
Liabilities
Other Liabilities$41,843--
Total Liabilities$41,843$0▼ $41,843
Net Assets / Fund Balance
Unrestricted Net Assets$58,972,882$62,975,478▲ $4,002,596
Permanently Rstr Net Assets$10,763,023$11,987,558▲ $1,224,535
Temporarily Rstr Net Assets$3,070,415$3,028,073▼ $42,342
Total Net Assets Fund Balance$72,806,320$77,991,109▲ $5,184,789
Total Liabilities and Net Assets / Fund Balance$72,848,163$77,991,109▲ $5,142,946

Asset Categories

AssetBook ValueDepreciationBasis
Land$500,000-$500,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$13,465,010$1,224,535▲ $720,272-$14,593,738
2014$13,166,566$200,077▲ $665,447-$13,465,010
2013$9,109,100$2,750,328▲ $1,789,049-$13,166,566
2012$7,749,815$682,632▲ $888,907-$9,109,100
2011$3,136,888$4,271,034▲ $577,519-$7,749,815
Compensation and Service Providers
Top Officer Pay4th percentile

Employees

NameTitleBaseTotal
Thomas W Seith Indep DirIndependent$2,000$2,000
Todd D Bacon Indep DirIndependent$2,000$2,000

Board Members and Trustees

NameTitle
Michael D BarnesDirector, Pr
Marcy GruenTreasurer/se
Scott J BischoffVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$15,808,899
Program Service Revenue
$0
Investment Income
$3,235,693
Other Revenue
$17,964
All Other Contributions
$15,808,899
Change in Net Assets
$4,874,420

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded368$6,880,044Market Value
Securities Closely Held Stock5$727,125Market Value
Real Estate Other1$500,000Market Value
Total Noncash Contributions374$8,107,169-

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,062,556
Revenue Not Reported on Form 990
$310,369
Total Revenue per Audited Statements
$19,372,925
Total Revenue per Form 990
$19,062,556
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,891,961
Other Expenses$292,175
Salaries, Compensation, and Employee Benefits$4,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,891,961--$13,891,961
Office Expenses-$137,772-$137,772
Fees for Service Investment Mgmnt Fees-$67,145-$67,145
Fees for Services Accounting-$11,350-$11,350
Fees for Services Legal-$6,088-$6,088
Information Technology-$5,000-$5,000
Current Officers, Directors, Trustees, and Key Employees-$4,000-$4,000
Other Expenses-$750-$750
All Other Expenses-$-3,024-$-3,024
Total Functional Expenses$13,891,961$296,175$0$14,188,136

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,188,136
Total Expenses per Audited Statements$14,188,136
Total Expenses per Form 990$14,188,136
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation Entertainment CompanyCincinnati, OH501(c)General Fund$1,834,000
North Park UniversityChicago, IL501(c)General Fund$1,616,000
University of Cincinnati FoundationCincinnati, OH501(c)Friends of Ccm & Ari$1,389,251
Elder High SchoolCincinnati, OH501(c)General Fund$1,132,290
Gordon Conwell Theological SeminarySouth Hamilton, MA501(c)Pierce Center$300,000
Fidelis Center for Law and PolicyChicago, IL501(c)3lp$248,000
University of CincinnatiCincinnati, OH501(c)MEN'S BASKETBALL DEV$220,629
Northern Kentucky University FoundaHighland Heights, KY501(c)Wnku Campaign$214,226
Crossroads Community ChurchCincinnati, OH501(c)General Fund$174,075
Athenaeum of OhioCincinnati, OH501(c)General Fund$153,250
United WayCincinnati, OH501(c)General Fund$149,165
College Hill Presbyterian ChurchCincinnati, OH501(c)General Fund$135,080
Jesuit Spiritual Center at MilfordMilford, OH501(c)General Fund$135,000
Ronald Mcdonald House Charities ofCincinnati, OH501(c)General Fund$132,466
Ohio Dominican UniversityColumbus, OH501(c)General Fund$117,248
Gasparilla Island Conservation andBoca Grande, FL501(c)Annual Fund$105,000
Schwab Charitable Gift FundOrlando, FL501(c)General Donation$103,297
BayleyCincinnati, OH501(c)General Fund$100,000
The A21 CampaignCosta Mesa, CA501(c)General Fund$100,000
Willow Creek Community ChurchSouth Barrington, IL501(c)General Fund$100,000
CINCINNATI CHILDREN'S HOSPITAL MEDICincinnati, OH501(c)Annual Fund$84,525
Evangelical Covenant ChurchChicago, IL501(c)General Donation$82,000
American Red CrossCincinnati, OH501(c)General Fund$76,975
St Joseph Catholic ChurchCrescent Springs, KY501(c)General Fund$70,000
Cincinnati Symphony OrchestraCincinnati, OH501(c)General Fund$66,250
Priests for LifeStaten Island, NY501(c)July 2014 115 Forum$65,016
University of DaytonDayton, OH501(c)Annual Campaign$62,900
Working in NeighborhoodsCincinnati, OH501(c)General Fund$62,850
Purcell Marian High SchoolCincinnati, OH501(c)Arch. Health Ins. Py$62,500
Ginghamsburg ChurchTipp City, OH501(c)Christmas Miracle of$59,000
Shriners Hospital for ChildrenCincinnati, OH501(c)General Fund$57,415
Seton High SchoolCincinnati, OH501(c)General Fund$57,300
Bethlehem College & SeminaryMinneapolis, MN501(c)Unrestricted$50,000
Grand Teton National Park FoundatioMoose, WY501(c)Jenny Lake Trail Pro$50,000
Quest Community ChurchofthenazareneWest Liberty, OH501(c)Our Journey$50,000
UpspringCincinnati, OH501(c)General Fund$50,000
Yellowstone Park FoundationBozeman, MT501(c)Grandcanyonoverlooks$50,000
Young LifeCincinnati, OH-Colerain Campership$49,090
St Brigid ChurchXenia, OH501(c)General Fund$47,900
Cincinnati Nature CenterMilford, OH501(c)Annual Donation$41,750
Cru (fka Campus Crusade for ChristOrlando, FL501(c)Rich & Joyce Bademan$40,500
First Presbyterian ChurchGreenwich, CT501(c)General Fund$40,000
Mother of Mercy High SchoolCincinnati, OH501(c)Annual Fund$40,000
Catholic Community FoundationCincinnati, OH501(c)General Fund$39,500
Cincinnati Zoo & Botanical GardenCincinnati, OH501(c)Africa/hippo Campaig$39,500
Amikids IncTampa, FL501(c)Boat Program$38,500
Access Audio IncCincinnati, OH501(c)Call of Love Video S$35,400
Faith Bible ChurchCincinnati, OH501(c)Tithe$33,500
Our Daily BreadCincinnati, OH501(c)General Donation$33,500
Stuart Hall SchoolStaunton, VA501(c)General Fund$32,250
ST JUDE CHILDREN'S RESEARCH HOSPITMemphis, TN501(c)General Fund$31,250
Freestore FoodbankCincinnati, OH501(c)Donation$31,200
Make-a-wish FoundationCincinnati, OH501(c)General Fund$30,500
New Calvary Baptist ChurchMontclair, NJ501(c)Learn-mi/gen Fund$30,300
International Disaster Emergency SeNoblesville, IN501(c)General Fund$30,000
Juvenile Diabetes Research FoundatiCincinnati, OH501(c)General Fund$29,450
White Oak Christian ChurchCincinnati, OH501(c)General Fund$28,400
Doctors Without Borders USANew York, NY501(c)General Fund$28,000
Spark VenturesChicago, IL501(c)General Fund$28,000
Roger Bacon High SchoolSt Bernard, OH501(c)General Fund$27,750
Cincinnati Parks FoundationCincinnati, OH501(c)Carousel Figures$27,000
American Academy of Allergy AsthmaMilwaukee, WI501(c)Leonard Berstein Mem$26,500
Fisher House FoundationRockville, MD501(c)General Donation$26,000
RUTH LYONS CHILDREN'S FUNDCincinnati, OH501(c)General Fund$26,000
Wilderness SocietyWashington, DC501(c)General Fund$25,500
Habitat for Humanity InternationalAmericus, GA501(c)General Fund$25,050
Breakthrough Urban MinistriesChicago, IL501(c)General Fund$25,000
Centenary CollegeHackettstown, NJ501(c)James Pomponi Intern$25,000
Church of the CityNashville, TN501(c)General Fund$25,000
St Rita School for the DeafCincinnati, OH501(c)General Fund$25,000
Thy Kingdom Come NetworkLexington, KY501(c)General Fund$25,000
Montgomery Community ChurchCincinnati, OH501(c)Monthly Giving$24,925
St Pius X ChurchEdgewood, KY501(c)Vincentian Congregat$24,500
Asbury Theological SeminaryWilmore, KY501(c)General Fund$24,000
Villa Madonna AcademyVilla Hills, KY501(c)General Fund$24,000
Blinknow FoundationMendham, NJ501(c)General Fund$22,000
City Gospel MissionCincinnati, OH501(c)Building Fund$21,650
Tcm International InstituteIndianapolis, IN501(c)FBO: COW BARN$21,000
Western Wildlife Corridor IncCincinnati, OH501(c)General Fund$21,000
Calvary Chapel MontereyMonterey, CA501(c)General Fund/tithes$20,000
Dominican Foundation Province of StNew York, NY501(c)General Fund$20,000
Farmhouse Foundation of KyLexington, KY501(c)General Fund$20,000
Indiana University FoundationIndianapolis, IN501(c)In Honor of$20,000
LacesMuncie, IN501(c)General Fund$20,000
Mars Hill AcademyMason, OH501(c)Scholarship Fund$20,000
Monfort Heights Elementary PtaCincinnati, OH501(c)General Fund$20,000
The Altiora FundCincinnati, OH501(c)Passport Campaign Co$20,000
WASHINGTON'S NATIONAL PARK FUNDSeattle, WA501(c)General Fund$20,000
Wounded Warrior Family Support IncOmaha, NE501(c)General Fund$20,000
St Columban ChurchLoveland, OH501(c)General Fund$19,000
Catholic Ministries AppealCincinnati, OH501(c)General Fund$18,750
St Louis ChurchOwensville, OH501(c)Inhonorofj.highland$18,217
Wyoming Recreation FoundationWyoming, OH501(c)Rescue 97 Upgrades$18,000
Vineyard Community ChurchCincinnati, OH501(c)Tithe$17,700
Crossroad Health CenterCincinnati, OH501(c)General Fund$17,600
Bloc Ministries IncCincinnati, OH501(c)General Fund$17,500
Catholic Inner-city Schools EducatiCincinnati, OH501(c)General Fund$17,250
Healthy BeginningsCincinnati, OH501(c)General Fund$16,500
St Clare ChurchCincinnati, OH501(c)General$16,500
Heifer InternationalLittle Rock, AR501(c)General Fund$16,000
Lake Alfred UmcLake Alfred, FL501(c)General Fund$16,000
Roman Catholic Diocese of CovingtonCincinnati, OH501(c)Dpaa 2015$15,600
Cincinnati Opera AssociationCincinnati, OH501(c)General Fund$15,500
Miami Whitewater United Methodist CHarrison, OH501(c)General Fund$15,394
Aha Foundation IncNew York, NY501(c)General Fund$15,000
Campus OutreachLexington, KY501(c)New Nku Chapter$15,000
Chatfield CollegeSt Martin, OH501(c)General Fund$15,000
Goering Center for FamilyprivatebusCincinnati, OH501(c)Support-printing$15,000
L'ABRI FELLOWSHIP FOUNDATIONSouthborough, MA501(c)Swiss Branch Only$15,000
OhiopresbyterianretirementsvcfoundColumbus, OH501(c)Dining Remodel$15,000
Upgrade OhioAthens, OH501(c)General Fund$15,000
Worcester Polytechnic InstituteWorcester, MA501(c)For Annual Fund$15,000
St Ignatius Loyola ChurchCincinnati, OH501(c)General Fund$14,750
Northminster Presbyterian ChurchCincinnati, OH501(c)General Funding$14,600
Life Church West ChesterWest Chester, OH501(c)General Fund$14,207
St Xavier High SchoolCincinnati, OH501(c)General Fund$14,050
Armstrong Chapel United Methodist CCincinnati, OH501(c)General Fund$14,000
City of RefugeHarrison, OH501(c)General Fund$14,000
Cs Lewis InstituteMclean, VA501(c)General Fund$14,000
Good Shepherd Lutheran ChurchCincinnati, OH501(c)General Fund$14,000
St Vincent De PaulCincinnati, OH501(c)General Fund$14,000
Cystic Fibrosis FoundationBlue Ash, OH501(c)Cycle for Life$13,800
Archbishop Moeller High SchoolCincinnati, OH501(c)General Fund$13,000
Life Issues Institute IncCincinnati, OH501(c)General Fund$13,000
Literacy Network of Greater CincinnCincinnati, OH501(c)General Fund$13,000
Parkside Christian ChurchCincinnati, OH501(c)Annual Giving$13,000
Ensemble Theatre of CincinnatiCincinnati, OH501(c)Annual Supper$12,985
Cincinnati Zoo FoundationCincinnati, OH501(c)General Fund$12,725
Indian Hill ChurchCincinnati, OH501(c)Annual Campaign$12,500
Living Hope Transitional HomesCincinnati, OH501(c)General Fund$12,500
United Service Organizations IncWashington, DC501(c)General Fund$12,500
Buckeye Baptist ChurchMiddletown, OH501(c)General Fund$12,175
Caring Partners International IncFranklin, OH501(c)General Fund$12,000
Ohio University FoundationAthens, OH501(c)The Artist Series Fu$12,000
St Henry ChurchCincinnati, OH501(c)Ccf$12,000
Vineyard Community Church NorthwestCincinnati, OH501(c)Budget Fund$12,000
Back 2 Back MinistriesMason, OH501(c)General Fund$11,950
Jewish Federation of CincinnatiCincinnati, OH501(c)Camp Livingston$11,900
SAINT TIMOTHY'S EPISCOPAL CHURCHCincinnati, OH501(c)Campaign & General F$11,750
Church of the IncarnationCenterville, OH501(c)General Fund$11,500
First Baptist Church of EugeneEugene, OR501(c)General Fund & Camp$11,400
Spca CincinnatiCincinnati, OH501(c)General Fund$11,150
Covenant Community Church of FairfiFairfield, OH501(c)General Fund$11,077
Cincinnati Playhouse in the ParkCincinnati, OH501(c)General Fund$11,000
First Church of God (fl)Vero Beach, FL501(c)Tithe$11,000
Gloria Dei Lutheran ChurchCovington, KY501(c)General Donation$11,000
Newyorkcity CoalitionagainsthungerNew York, NY501(c)General Fund$11,000
Xavier UniversityCincinnati, OH501(c)Annual Fund$11,000
Church of the Saviour United MethodCincinnati, OH501(c)General Fund$10,800
Life Forward (fka Pregnancycare ofCincinnati, OH501(c)In Memory of$10,700
Elder High SchoolCincinnati, OH501(c)Passport/annualdrive$10,650
Injured Marine Semper Fi FundCamp Pendleton, CA501(c)General Fund$10,500
Our Lady of Visitation ChurchCincinnati, OH501(c)School & Athletic Cl$10,500
Tristate Veterans CommunityallianceCincinnati, OH501(c)General Fund$10,500
Ursuline Academy of CincinnatiCincinnati, OH501(c)Annual Fund$10,500
Evangelical Community ChurchCincinnati, OH501(c)General Fund$10,350
Magnified Giving Star FundCincinnati, OH501(c)General Fund$10,250
Advent Lutheran ChurchCharlotte, NC501(c)Annual Giviing$10,000
Atrium Medical Center FoundationMiddletown, OH501(c)General Fund$10,000
Building Homes for HeroesValley Stream, NY501(c)General Fund$10,000
CROHN'SANDCOLITISFOUNDATIONOFAMERICFeastervl Trvs, PA501(c)General Fund$10,000
Catholic Relief ServicesBaltimore, MD501(c)Donor Services$10,000
Chamber Music Society of Central VaRichmond, VA501(c)Support Brandenburg$10,000
Christ Church Santa FeSanta Fe, NM501(c)Debt Reduction$10,000
Equipping Ministries InternationalCincinnati, OH501(c)General$10,000
Evangelical Lutheran Church in AmerChicago, IL501(c)Immigration/refugee$10,000
Greenlight FundBoston, MA501(c)General Fund$10,000
Keep Cincinnati BeautifulCincinnati, OH501(c)General Fund$10,000
LIGHT KEEPER'S FUNDBoca Grande, FL501(c)General Fund$10,000
Leadership Scholars IncCincinnati, OH501(c)General Fund$10,000
Maine Coast Heritage TrustTopsham, ME501(c)General Fund$10,000
Midwestern Childrens HomePleasant Plain, OH501(c)General Fund$10,000
New VisionPhilippi, WV501(c)General Fund$10,000
Robin Hood FoundationNew York, NY501(c)General Fund$10,000
STUART'S OPERA HOUSENelsonville, OH501(c)General & Music Fest$10,000
Santa Maria Community Services IncCincinnati, OH501(c)Donation$10,000
St Dominic Catholic ChurchWashington, DC501(c)For Upgrades/renovat$10,000
St Margaret of York ChurchLoveland, OH501(c)General Fund$10,000
St Thomas Episcopal ChurchTerrace Park, OH501(c)St. Thomas Church CA$10,000
Stvincentdepaul CharitablepharmacyCincinnati, OH501(c)General Fund$10,000
Sunday Assembly LaSanta Monica, CA501(c)General Fund$10,000
Tinina Q Cade Foundation IncOwings Mills, MD501(c)Honor of T. Cade$10,000
VictoriamuchirichildrensfoundationBellefontaine, OH501(c)Building Campaign$10,000
St Timothy Catholic ChurchUnion, KY501(c)Monthly Gift$9,960
Environmental Defense IncNew York, NY501(c)General Fund$9,600
Fleming Road Unitedchurch of ChristCincinnati, OH501(c)General Fund$9,600
Christian Herald Mission IncNew York, NY501(c)General Fund$9,500
Global Fund for Women IncSan Francisco, CA501(c)General Fund$9,500
St Catherine of SienaFort Thomas, KY501(c)Continuing Legacy Fu$9,500
Sonlight Power IncFairfield, OH501(c)Training/general$9,300
CHRIST'S CHURCH AT MASONMason, OH501(c)General Fund$9,000
STEVE'S CLUB NATIONAL PROGRAMPennsauken, NJ501(c)General Fund$9,000
The Bushwick StarrBrooklyn, NY501(c)General Fund$9,000
WOMEN'S LEARNING PARTNERSHIPBethesda, MD501(c)General Fund$9,000
Wildlife Conservation Network IncSan Francisco, CA501(c)General Fund$9,000
St Mary Development CorporationDayton, OH501(c)General Fund$8,900
Citymeals on WheelsNew York, NY501(c)General Fund$8,500
Fistula FoundationSan Jose, CA501(c)General Fund$8,500
St Ursula AcademyCincinnati, OH501(c)Annual$8,500
Northern Hills SynagogueCincinnati, OH501(c)General Fund$8,325
Salvation ArmyCincinnati, OH501(c)Memory of Robert Nea$8,297
Catholic Social ServicesDayton, OH501(c)General Fund$8,000
Cincinnati Hills Christian AcademyCincinnati, OH501(c)General Fund$8,000
Community of the Good ShepherdCincinnati, OH501(c)General Fund$8,000
Wncynew York Public RadioNew York, NY501(c)General Fund$8,000
Christ Church CathedralCincinnati, OH501(c)General Fund$7,900
Cincinnati Museum CenterCincinnati, OH501(c)Special Project$7,800
Planned Parenthood Federation of AmWashington, DC501(c)PRESIDENT'S CIRCLE -$7,800
St Robert Bellarmine ChapelCincinnati, OH501(c)Offering$7,800
Communities in Schools National OffArlington, VA501(c)General Fund$7,500
Drake UniversityDes Moines, IA501(c)General Fund$7,500
Glut1 Deficiency Foundation IncWestfield, IN501(c)General Fund$7,500
Queeencityperformingarts Org IncCincinnati, OH501(c)Season Sponsorship$7,500
Sierra Club FoundationSan Francisco, CA501(c)General Fund$7,500
Stephens CollegeColumbia, MO501(c)Okoboji Summer Theat$7,500
Ymca of Greater CincinnatiCincinnati, OH501(c)Annual Fund$7,430
Partners for HopeCincinnati, OH501(c)General Fund$7,300
Mother of Mercy High SchoolCincinnati, OH501(c)Annual Fund$7,250
Movement CincinnatiCincinnati, OH501(c)General Giving$7,200
All Saints ChurchCincinnati, OH501(c)General Fund$7,100
Drop Inn CenterCincinnati, OH501(c)Holiday Gift$7,100
Calvin CollegeGrand Rapids, MI501(c)General Fund$7,000
Cincinnati Art MuseumCincinnati, OH501(c)Foundersoc/library$7,000
Cornerstone United Methodist ChurchLiberty Township, OH501(c)Advent Conspiracy 20$7,000
Jobs Plus Employment Network IncCincinnati, OH501(c)General Funds$7,000
Peace Lutheran ChurchNew Lenox, IL501(c)Landscaping$7,000
Savory Institute IncBoulder, CO501(c)General Fund$7,000
University of Tennessee FoundationKnoxville, TN501(c)Collegeofengineering$7,000
Westwood First Presbyterian ChurchCincinnati, OH501(c)General Fund$7,000
Feast of LoveCincinnati, OH501(c)Tools for Schools$6,775
Friends of the Public Library CinciCincinnati, OH501(c)Annual Campaign$6,750
Artworks (aka Art Opportunities IncCincinnati, OH501(c)The Gallery Project$6,600
Joseph HouseCincinnati, OH501(c)General Fund$6,600
Pure HopeCincinnati, OH501(c)Ongoing Support$6,600
Springdale Church OfthenazareneCincinnati, OH501(c)Various Ministries$6,527
Cincinnati Shakespeare CompanyCincinnati, OH501(c)General Fund$6,500
DIOCESAN CATHOLIC CHILDREN'S HOMEFt Mitchell, KY501(c)General Fund$6,500
Fresh Youth InitiativesNew York, NY501(c)General Fund$6,500
Glad House IncCincinnati, OH501(c)General Fund$6,500
Telfair Museum of ArtSavannah, GA501(c)Monet Exibit/general$6,500
Focus on the FamilyColorado Springs, CO501(c)Ongoing Support$6,400
St Vivian ChurchCincinnati, OH501(c)General Fund$6,300
Matthew 25 MinistriesCincinnati, OH501(c)General Fund$6,250
Wounded Warrior Project (wwp Inc)Topeka, KS501(c)General Fund$6,101
Bishop Leibold SchoolDayton, OH501(c)Guardian Angel Fund$6,000
Brookline Teen CenterBrookline, MA501(c)Annual Gala/appeal$6,000
Camp Co Tu BicBellefontaine, OH501(c)General Fund$6,000
Deaf Ministries InternationalHilton Head, SC501(c)General Fund$6,000
East Arlington Grace Lutheran ChurcJacksonville, FL501(c)Spcsupport & Genfund$6,000
Natural Family Planning Intl IncWashington, DC501(c)General Fund$6,000
Open Doors USASanta Ana, CA501(c)General Fund$6,000
Ruah WoodsCincinnati, OH501(c)Annual Campaign$6,000
Temple EmanuelDenver, CO501(c)General Fund$6,000
Artswave (formerly Fine Arts Fund)Cincinnati, OH501(c)General Fund$5,650
Corpus Christi Catholic ChurchAliso Viejo, CA501(c)Regular Giving$5,610
Catholic Charities Inc CovingtonCovington, KY501(c)Annual Appeal$5,550
Boca Grande Health Clinic FoundatioBoca Grande, FL501(c)Annual Fund$5,500
Center for Reproductive RightsNew York, NY501(c)General Fund$5,500
Disabled American Veterans CharitabCold Spring, KY501(c)General Fund$5,500
Friends of the GroomTerrace Park, OH501(c)General Fund$5,500
Gorman Heritage FarmEvendale, OH501(c)General Fund$5,500
Grace Evangelical Free ChurchCincinnati, OH501(c)Designated Giving$5,500
Project YogaCincinnati, OH501(c)General Fund$5,500
ST LUKE'S UNITED METHODIST CHURCHOrlando, FL501(c)Commit Campaign$5,500
University of DenverDenver, CO501(c)Gradschoolsocialwork$5,500
St Michael & All Angels EpiscopalSanibel, FL501(c)General Fund$5,300
Citizens for Community ValuesCincinnati, OH501(c)General Fund$5,250
The Greater Cincinnati FoundationCincinnati, OH501(c)General Fund$5,250
St JosephCold Spring, KY501(c)Regular Giving$5,220
Cincinnati Film CommissionCincinnati, OH501(c)Supporting Sponsor$5,200
Compassion InternationalColorado Springs, CO501(c)Regular Support$5,148
Lindner Center of HopeMason, OH501(c)General Fund$5,100
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
Audit committee
Yes
Backup withholding compliance
Yes
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
No
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, Page 6, Part VI, Line 6

“Johnson investment counsel is the sole member of this entity and appoints the board of trustees.”

Form 990, Page 6, Part VI, Line 7A

“Johnson investment counsel has the power to appoint the board of trustees.”

Form 990, Page 6, Part VI, Line 11B

“The board will receive a copy of the form 990 via email or postal mail prior to the filing of the return for their approval”

Form 990, Page 6, Part VI, Line 12C

“The company reviews the signed forms annually and discusses any possible conflicts at a board meeting.”

Form 990, Page 6, Part VI, Line 15A

“The organization has no paid employees, this organization is run by volunteers”

Form 990, Page 6, Part VI, Line 19

“The governing documents are available upon request at the office of record.”

Filing and Contact Details

Filer

Filer Name
Johnson Charitable Gift Fund
EIN
30-0233491
Phone
5136613100
Address
3777 WEST FORK RD, CINCINNATI, OH 45247

Signing Officer

Name
Scott J Bischoff
Title
Vice President
Phone
5136613100
Signed
2017-05-12

Organization Details

Principal Officer
Michael D Barnes
Formed
2003
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
3

Preparer

Firm
Scrogginsgrear Inc
Address
200 NORTHLAND BLVD, CINCINNATI, OH 45246
Preparer
Cameron a Stalf
Phone
5137717070
Raw XML AppendixShowing 400 of 2,938 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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IRS990ScheduleI/RecipientTable/CashGrantAmt12153250
IRS990ScheduleI/RecipientTable/CashGrantAmt1310000
IRS990ScheduleI/RecipientTable/CashGrantAmt1411950
IRS990ScheduleI/RecipientTable/CashGrantAmt15100000
IRS990ScheduleI/RecipientTable/CashGrantAmt1650000
IRS990ScheduleI/RecipientTable/CashGrantAmt176000
IRS990ScheduleI/RecipientTable/CashGrantAmt1822000
IRS990ScheduleI/RecipientTable/CashGrantAmt1917500
IRS990ScheduleI/RecipientTable/CashGrantAmt205500
IRS990ScheduleI/RecipientTable/CashGrantAmt2125000
IRS990ScheduleI/RecipientTable/CashGrantAmt226000
IRS990ScheduleI/RecipientTable/CashGrantAmt2312175
IRS990ScheduleI/RecipientTable/CashGrantAmt2410000
IRS990ScheduleI/RecipientTable/CashGrantAmt2514000
IRS990ScheduleI/RecipientTable/CashGrantAmt2620000
IRS990ScheduleI/RecipientTable/CashGrantAmt277000
IRS990ScheduleI/RecipientTable/CashGrantAmt286000
IRS990ScheduleI/RecipientTable/CashGrantAmt2915000
IRS990ScheduleI/RecipientTable/CashGrantAmt3012000
IRS990ScheduleI/RecipientTable/CashGrantAmt315550
IRS990ScheduleI/RecipientTable/CashGrantAmt3239500
IRS990ScheduleI/RecipientTable/CashGrantAmt3317250
IRS990ScheduleI/RecipientTable/CashGrantAmt3418750
IRS990ScheduleI/RecipientTable/CashGrantAmt3510000
IRS990ScheduleI/RecipientTable/CashGrantAmt368000
IRS990ScheduleI/RecipientTable/CashGrantAmt3725000
IRS990ScheduleI/RecipientTable/CashGrantAmt385500
IRS990ScheduleI/RecipientTable/CashGrantAmt3910000
IRS990ScheduleI/RecipientTable/CashGrantAmt4015000
IRS990ScheduleI/RecipientTable/CashGrantAmt417900
IRS990ScheduleI/RecipientTable/CashGrantAmt4210000
IRS990ScheduleI/RecipientTable/CashGrantAmt439000
IRS990ScheduleI/RecipientTable/CashGrantAmt449500
IRS990ScheduleI/RecipientTable/CashGrantAmt4525000
IRS990ScheduleI/RecipientTable/CashGrantAmt4611500
IRS990ScheduleI/RecipientTable/CashGrantAmt4710800
IRS990ScheduleI/RecipientTable/CashGrantAmt487000
IRS990ScheduleI/RecipientTable/CashGrantAmt4984525
IRS990ScheduleI/RecipientTable/CashGrantAmt505200
IRS990ScheduleI/RecipientTable/CashGrantAmt518000
IRS990ScheduleI/RecipientTable/CashGrantAmt527800
IRS990ScheduleI/RecipientTable/CashGrantAmt5341750
IRS990ScheduleI/RecipientTable/CashGrantAmt5415500
IRS990ScheduleI/RecipientTable/CashGrantAmt5527000
IRS990ScheduleI/RecipientTable/CashGrantAmt5611000
IRS990ScheduleI/RecipientTable/CashGrantAmt576500
IRS990ScheduleI/RecipientTable/CashGrantAmt5866250
IRS990ScheduleI/RecipientTable/CashGrantAmt5939500
IRS990ScheduleI/RecipientTable/CashGrantAmt6012725
IRS990ScheduleI/RecipientTable/CashGrantAmt615250
IRS990ScheduleI/RecipientTable/CashGrantAmt6221650
IRS990ScheduleI/RecipientTable/CashGrantAmt6314000
IRS990ScheduleI/RecipientTable/CashGrantAmt648500
IRS990ScheduleI/RecipientTable/CashGrantAmt65135080
IRS990ScheduleI/RecipientTable/CashGrantAmt667500
IRS990ScheduleI/RecipientTable/CashGrantAmt678000
IRS990ScheduleI/RecipientTable/CashGrantAmt685148
IRS990ScheduleI/RecipientTable/CashGrantAmt697000
IRS990ScheduleI/RecipientTable/CashGrantAmt705610
IRS990ScheduleI/RecipientTable/CashGrantAmt7111077
IRS990ScheduleI/RecipientTable/CashGrantAmt7210000
IRS990ScheduleI/RecipientTable/CashGrantAmt7317600
IRS990ScheduleI/RecipientTable/CashGrantAmt74174075
IRS990ScheduleI/RecipientTable/CashGrantAmt7540500
IRS990ScheduleI/RecipientTable/CashGrantAmt7613800
IRS990ScheduleI/RecipientTable/CashGrantAmt776000
IRS990ScheduleI/RecipientTable/CashGrantAmt786500
IRS990ScheduleI/RecipientTable/CashGrantAmt795500
IRS990ScheduleI/RecipientTable/CashGrantAmt8028000
IRS990ScheduleI/RecipientTable/CashGrantAmt8120000
IRS990ScheduleI/RecipientTable/CashGrantAmt827500
IRS990ScheduleI/RecipientTable/CashGrantAmt837100
IRS990ScheduleI/RecipientTable/CashGrantAmt846000
IRS990ScheduleI/RecipientTable/CashGrantAmt851132290
IRS990ScheduleI/RecipientTable/CashGrantAmt8610650
IRS990ScheduleI/RecipientTable/CashGrantAmt8712985
IRS990ScheduleI/RecipientTable/CashGrantAmt889600
IRS990ScheduleI/RecipientTable/CashGrantAmt8910000
IRS990ScheduleI/RecipientTable/CashGrantAmt9010350
IRS990ScheduleI/RecipientTable/CashGrantAmt9182000
IRS990ScheduleI/RecipientTable/CashGrantAmt9210000
IRS990ScheduleI/RecipientTable/CashGrantAmt9333500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,991,109
Liabilities
$0
Net assets
$77,991,109
Revenue
$19,062,556
Expenses
$14,188,136
Net income
$4,874,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$383$0.00$383$94.5$50.0$44.5
2024Detailed filing. Detailed filing data is available for this year.$327$0.00$327$58.9$41.1$17.8
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$278$0.00$278$53.6$30.9$22.8
2022Detailed filing. Detailed filing data is available for this year.$240$0.00$240$106$33.5$72.7
2021Detailed filing. Detailed filing data is available for this year.$244$0.00$244$56.7$33.0$23.7
2020Detailed filing. Detailed filing data is available for this year.$185$0.00$185$69.2$27.3$41.8
2019Detailed filing. Detailed filing data is available for this year.$140$0.00$140$47.8$24.2$23.6
2018Detailed filing. Detailed filing data is available for this year.$112$0.00$112$51.0$23.0$28.0
2017Detailed filing. Detailed filing data is available for this year.$88.8$0.00$88.8$25.9$20.7$5.23
2016Detailed filing. Detailed filing data is available for this year.$78.0$0.00$78.0$19.1$14.2$4.87
2015Detailed filing. Detailed filing data is available for this year.$72.8$0.04$72.8$28.0$17.1$10.9
2014Detailed filing. Detailed filing data is available for this year.$66.9$0.04$66.9$30.7$21.4$9.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.1$0.00$52.1$8.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.7$0.08$44.6$6.74
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $50M-$100M nonprofits