Civic Intelligence

Johnson Rockford Foundation

990PF • Fiscal year 2023 • EIN 36-3094479

Jan 01, 2023 to Dec 31, 2023 • Filed on May 29, 2024

1583 Whispering Oaks CircleNaples, FL 34110

(608) 291-0716

Siviq Scores

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

Liabilities / Assets

51st percentile

0.01x

Higher debt load relative to assets than 51% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.11x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

12th percentile

-58%

Higher net margin than 12% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

32nd percentile

-3.1%

Faster asset growth than 32% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-70%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$528,554

Down $16,768 (-3.1%) from 2022

Net Assets

Down

$525,814

Down $17,441 (-3.2%) from 2022

Liabilities

Up

$2,740

Up $673 (+33%) from 2022

Revenue

Down

$23,979

Down $55,987 (-70%) from 2022

Expenses

Down

$37,855

Down $6,145 (-14%) from 2022

Net Income

Down

-$13,876

Down $49,842 (-139%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $615,796Liabilities 2011: $0Net Assets 2011: $615,7962011Assets 2012: $587,642Liabilities 2012: $0Net Assets 2012: $587,6422012Assets 2013: $548,478Liabilities 2013: $0Net Assets 2013: $548,4782013Assets 2014: $514,573Liabilities 2014: $0Net Assets 2014: $514,5732014Assets 2015: $522,561Liabilities 2015: $0Net Assets 2015: $522,5612015Assets 2016: $487,321Liabilities 2016: $0Net Assets 2016: $487,3212016Assets 2017: $467,573Liabilities 2017: $0Net Assets 2017: $467,5732017Assets 2018: $451,813Liabilities 2018: $0Net Assets 2018: $451,8132018Assets 2019: $406,364Liabilities 2019: $0Net Assets 2019: $406,3642019Assets 2020: $428,266Liabilities 2020: $0Net Assets 2020: $428,2662020Assets 2021: $507,289Liabilities 2021: $0Net Assets 2021: $507,2892021Assets 2022: $545,322Liabilities 2022: $2,067Net Assets 2022: $543,2552022Assets 2023: $528,554Liabilities 2023: $2,740Net Assets 2023: $525,8142023Assets 2024: $503,870Liabilities 2024: $2,740Net Assets 2024: $501,1302024

Highlighted filing

2023

Assets$528,554
Liabilities$2,740
Net Assets$525,814

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $43,1152011Expenses 2012: $41,5312012Revenue 2013: $1,771Expenses 2013: $40,935Net Income 2013: -$39,1642013Revenue 2014: $7,366Expenses 2014: $41,271Net Income 2014: -$33,9052014Revenue 2015: $47,605Expenses 2015: $39,617Net Income 2015: $7,9882015Revenue 2016: $3,431Expenses 2016: $38,671Net Income 2016: -$35,2402016Revenue 2017: $21,739Expenses 2017: $41,487Net Income 2017: -$19,7482017Revenue 2018: $29,109Expenses 2018: $45,124Net Income 2018: -$16,0152018Revenue 2019: -$711Expenses 2019: $43,811Net Income 2019: -$44,5222019Revenue 2020: $54,721Expenses 2020: $33,148Net Income 2020: $21,5732020Revenue 2021: $124,525Expenses 2021: $44,074Net Income 2021: $80,4512021Revenue 2022: $79,966Expenses 2022: $44,000Net Income 2022: $35,9662022Revenue 2023: $23,979Expenses 2023: $37,855Net Income 2023: -$13,8762023Revenue 2024: $24,128Expenses 2024: $48,987Net Income 2024: -$24,8592024

Highlighted filing

2023

Revenue$23,979
Expenses$37,855
Net Income-$13,876
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 29, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN RICARD JOHNSONPresidentPT$0--
LYNNE WESTERHOFFDirector-$0--
MARGO LICARISecretary-$0--
Filing and Contact Details

Filer

Filer Name
Johnson Rockford Foundation
EIN
36-3094479
Phone
6082910716
Address
1583 WHISPERING OAKS CIRCLE, NAPLES, FL 34110

Signing Officer

Name
J Ricard Johnson
Title
President
Phone
6082910716
Signed
2024-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
403 EAST THIRD STREET, STERLING, IL 61081
Preparer
Michelle L Heller
Phone
8156261277
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0318
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0630
IRS990PF/FMVAssetsEOYAmt0657078
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01118141
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01118141
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0293566
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0501438
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0624715
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt011741
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt012807
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01338
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01066
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01066
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt02067
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt02740
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt045188
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt019247
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-574886
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-592327
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0205230
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012050
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012050
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0545322
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0528554
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0657078
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02067
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0545322
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0528554
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0543255
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0525814
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0635923
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt090545
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0545378
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09539
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt031319
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0626384
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0635923
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN RICARD JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LYNNE WESTERHOFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARGO LICARI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01583 WHISPERING OAKS CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14330 STAR APPLE TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27451 BELL HARBOUR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BRADENTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ROCKFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd261114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt035896
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt035896
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01583 WHISPERING OAKS CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0J RICARD JOHNSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum06085166449
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt102000

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.04$0.03$5.01$0.24$0.49$0.25
2023Detailed filing. Detailed filing data is available for this year.$5.29$0.03$5.26$0.24$0.38$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.45$0.02$5.43$0.80$0.44$0.36
2021Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$1.25$0.44$0.80
2020Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.55$0.33$0.22
2019Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.01$0.44$0.45
2018Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.29$0.45$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.22$0.41$0.20
2016Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.03$0.39$0.35
2015Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.48$0.40$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.07$0.41$0.34
2013Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.02$0.41$0.39
2012Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.42
2011Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.43