Civic Intelligence

The Joanna Foundation

990PF • Fiscal year 2020 • EIN 36-3666551

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

Organization Profile
7423 Fisherman CreekWilmington, NC 28405

(910) 264-4444

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

23rd percentile

-17%

Higher net margin than 23% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

$784,097

No earlier filing loaded for comparison.

Net Assets

$784,097

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin23rd percentile

Revenue

$33,819

No earlier filing loaded for comparison.

Expenses

$39,580

No earlier filing loaded for comparison.

Net Income

-$5,761

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2020: $784,097Liabilities 2020: $0Net Assets 2020: $784,0972020Assets 2021: $762,233Liabilities 2021: $0Net Assets 2021: $762,2332021Assets 2022: $842,000Liabilities 2022: $0Net Assets 2022: $842,0002022Assets 2023: $811,911Liabilities 2023: $0Net Assets 2023: $811,9112023Assets 2024: $776,317Liabilities 2024: $0Net Assets 2024: $776,3172024

Highlighted filing

2020

Assets$784,097
Liabilities$0
Net Assets$784,097
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2020: $33,819Expenses 2020: $39,580Net Income 2020: -$5,7612020Revenue 2021: $15,771Expenses 2021: $37,635Net Income 2021: -$21,8642021Revenue 2022: $124,683Expenses 2022: $44,916Net Income 2022: $79,7672022Revenue 2023: $21,248Expenses 2023: $51,337Net Income 2023: -$30,0892023Revenue 2024: $20,165Expenses 2024: $55,759Net Income 2024: -$35,5942024

Highlighted filing

2020

Revenue$33,819
Expenses$39,580
Net Income-$5,761
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN REGNERYPresidentPT$0--
JOHN REGNERYVice PresidePT$0--
REBECCA DELRAE REGNERYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Joanna Foundation
EIN
36-3666551
Phone
9102644444
Address
7423 FISHERMAN CREEK, WILMINGTON, NC 28405

Signing Officer

Name
Lynn Regnery
Title
President
Phone
9102644444
Signed
2021-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Jason C Keller CPA Pllc
Address
PO BOX 3986, WILMINGTON, NC 28406-0986
Preparer
Jason C Keller
Phone
9103955445
Raw XML Appendix274 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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TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1103
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1102
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN REGNERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09102644444
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOANNA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LYNN REGNERY
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0363666551
ReturnHeader/Filer/PhoneNum09102644444
ReturnHeader/Filer/USAddress/AddressLine1Txt07423 FISHERMAN CREEK
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205855064
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JASON C KELLER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3986
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0284060986
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ReturnHeader/ReturnTs02021-05-06T08:00:29-05:00
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$784,097
Liabilities
$0
Net assets
$784,097
Revenue
$33,819
Expenses
$39,580
Net income
-$5,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.20$0.56$0.36
2023Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.21$0.51$0.30
2022Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$1.25$0.45$0.80
2021Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.16$0.38$0.22
2020Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.34$0.40$0.06