Civic Intelligence

Ro and Marius P Johnson Charitable Legacy Inc.

990PF • Fiscal year 2018 • EIN 30-0281232

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization Profile
25 S Charles StBaltimore, MD 21201

(410) 752-2468

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

24th percentile

-9.0%

Higher net margin than 24% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,626,725

Down $249,579 (-13%) from 2017

Net Assets

Down

$1,626,725

Down $249,579 (-13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin24th percentile

Revenue

Down

$114,027

Down $56,444 (-33%) from 2017

Expenses

Down

$124,346

Down $13,726 (-9.9%) from 2017

Net Income

Down

-$10,319

Down $42,718 (-132%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,429,206Liabilities 2010: $0Net Assets 2010: $1,429,2062010Assets 2011: $1,464,105Liabilities 2011: $1,654Net Assets 2011: $1,462,4512011Assets 2012: $1,504,430Liabilities 2012: $1,785Net Assets 2012: $1,502,6452012Assets 2013: $1,711,251Liabilities 2013: $2,100Net Assets 2013: $1,709,1512013Assets 2014: $1,765,588Liabilities 2014: $460Net Assets 2014: $1,765,1282014Assets 2015: $1,671,180Liabilities 2015: $0Net Assets 2015: $1,671,1802015Assets 2016: $1,750,074Liabilities 2016: $0Net Assets 2016: $1,750,0742016Assets 2017: $1,876,304Liabilities 2017: $0Net Assets 2017: $1,876,3042017Assets 2018: $1,626,725Liabilities 2018: $0Net Assets 2018: $1,626,7252018Assets 2019: $1,889,000Liabilities 2019: $398Net Assets 2019: $1,888,6022019Assets 2020: $1,887,331Liabilities 2020: $0Net Assets 2020: $1,887,3312020Assets 2021: $2,158,922Liabilities 2021: $1,245Net Assets 2021: $2,157,6772021Assets 2022: $1,696,340Liabilities 2022: $0Net Assets 2022: $1,696,3402022Assets 2023: $1,798,896Liabilities 2023: $0Net Assets 2023: $1,798,8962023Assets 2024: $2,000,082Liabilities 2024: $1,743Net Assets 2024: $1,998,3392024

Highlighted filing

2018

Assets$1,626,725
Liabilities$0
Net Assets$1,626,725
Open 2018 Filing

Operations Trend

Revenue Growth10th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $98,3552010Expenses 2011: $92,3032011Expenses 2012: $109,5502012Revenue 2013: $131,508Expenses 2013: $120,079Net Income 2013: $11,4292013Revenue 2014: $161,525Expenses 2014: $124,626Net Income 2014: $36,8992014Revenue 2015: $167,553Expenses 2015: $130,455Net Income 2015: $37,0982015Revenue 2016: $172,510Expenses 2016: $132,082Net Income 2016: $40,4282016Revenue 2017: $170,471Expenses 2017: $138,072Net Income 2017: $32,3992017Revenue 2018: $114,027Expenses 2018: $124,346Net Income 2018: -$10,3192018Revenue 2019: $187,950Expenses 2019: $128,461Net Income 2019: $59,4892019Revenue 2020: $97,611Expenses 2020: $143,851Net Income 2020: -$46,2402020Revenue 2021: $202,945Expenses 2021: $130,587Net Income 2021: $72,3582021Revenue 2022: $92,295Expenses 2022: $139,374Net Income 2022: -$47,0792022Revenue 2023: $59,264Expenses 2023: $150,121Net Income 2023: -$90,8572023Revenue 2024: $243,732Expenses 2024: $163,073Net Income 2024: $80,6592024

Highlighted filing

2018

Revenue$114,027
Expenses$124,346
Net Income-$10,319
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles B JonesDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ro and Marius P Johnson
EIN
30-0281232
Phone
4107522468
Address
25 S CHARLES ST, BALTIMORE, MD 21201

Signing Officer

Name
Charles B Jones
Title
Director
Phone
4107522468
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Richard E Linder Pa
Address
1400 FRONT AVE STE 201, LUTHERVILLE, MD 21093
Preparer
Richard E Linder
Phone
4102966363
Raw XML Appendix365 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Merrill Lynch Managed Portfolio
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012591
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt153961
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25396
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35396
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt412591
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VISITING ARTISTS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESEARCH & EDUCATION IN THE AREA OF ONCOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP ENDOWMENT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ASIAN ARTS AND CULTURAL PROGRAMMING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ENDOWMENT LEGACY FOR EDUCATION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BALTIMORE SCHOOL OF THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GBMC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TOWSON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TOWSON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WALTERS ART GALLERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0712 CATHEDRAL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16701 N CHARLES ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28000 YORK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38000 YORK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4600 N CHARLES ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd421201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt089935
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt064614
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028673
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093287
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025284
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028673
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01332
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02663
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01331
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0874
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Prepaid Excise Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01172
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01172
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0239018
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1242
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Change in Unrealized Gain/Loss
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Cost Basis Adjustments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt027654
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt027654
TaxesSchedule/TaxesDetail/Amt0828
TaxesSchedule/TaxesDetail/Amt1376
TaxesSchedule/TaxesDetail/Amt2150
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt2Checking Account Fee
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1376
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles B Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04107522468
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RO AND MARIUS P JOHNSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE LEGACY INC
ReturnHeader/Filer/BusinessNameControlTxt0ROAN
ReturnHeader/Filer/EIN0300281232
ReturnHeader/Filer/PhoneNum04107522468
ReturnHeader/Filer/USAddress/AddressLine1Txt025 S CHARLES ST
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B5F4FF178504FABE08E76E16ACCB96615AFD8C71
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B5F4FF178504FABE08E76E16ACCB96615AFD8C71
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.250.24.203
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm018:07:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521222717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD E LINDER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 FRONT AVE STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUTHERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021093
ReturnHeader/PreparerPersonGrp/PhoneNum04102966363
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD E LINDER
ReturnHeader/ReturnTs02019-11-12T17:08:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,626,725
Liabilities
$0
Net assets
$1,626,725
Revenue
$114,027
Expenses
$124,346
Net income
-$10,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.24$0.16$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.06$0.15$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.09$0.14$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.20$0.13$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.10$0.14$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.19$0.13$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.11$0.12$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.17$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.17$0.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.17$0.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.16$0.12$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.13$0.12$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.10