Civic Intelligence

Johnson Family Foundation Tr

990PF • Fiscal year 2011 • EIN 36-7092273

Jan 01, 2011 to Dec 31, 2011 • Filed on May 03, 2012

555 Main Street No 50053403
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2011 filings • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$12,602,369

No earlier filing loaded for comparison.

Net Assets

$12,602,369

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,260,875

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $12,602,369Liabilities 2011: $0Net Assets 2011: $12,602,3692011Assets 2012: $12,860,161Liabilities 2012: $0Net Assets 2012: $12,860,1612012Assets 2013: $13,919,660Liabilities 2013: $0Net Assets 2013: $13,919,6602013Assets 2014: $13,843,335Liabilities 2014: $0Net Assets 2014: $13,843,3352014Assets 2015: $13,001,545Liabilities 2015: $0Net Assets 2015: $13,001,5452015Assets 2016: $13,839,804Liabilities 2016: $0Net Assets 2016: $13,839,8042016Assets 2017: $15,763,867Liabilities 2017: $0Net Assets 2017: $15,763,8672017Assets 2018: $14,284,049Liabilities 2018: $0Net Assets 2018: $14,284,0492018Assets 2019: $37,745,187Liabilities 2019: $0Net Assets 2019: $37,745,1872019Assets 2020: $44,538,413Liabilities 2020: $8,190Net Assets 2020: $44,530,2232020Assets 2021: $46,034,886Liabilities 2021: $16,415Net Assets 2021: $46,018,4712021Assets 2022: $40,857,556Liabilities 2022: $0Net Assets 2022: $40,857,5562022Assets 2023: $58,035,377Liabilities 2023: $0Net Assets 2023: $58,035,3772023Assets 2024: $63,730,986Liabilities 2024: $9,154Net Assets 2024: $63,721,8322024

Highlighted filing

2011

Assets$12,602,369
Liabilities$0
Net Assets$12,602,369

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2011: $1,260,8752011Expenses 2012: $895,0972012Revenue 2013: $749,520Expenses 2013: $999,316Net Income 2013: -$249,7962013Revenue 2014: $1,605,392Expenses 2014: $893,466Net Income 2014: $711,9262014Revenue 2015: $1,079,534Expenses 2015: $963,735Net Income 2015: $115,7992015Revenue 2016: $801,402Expenses 2016: $391,974Net Income 2016: $409,4282016Revenue 2017: $1,176,260Expenses 2017: $560,093Net Income 2017: $616,1672017Revenue 2018: $1,456,066Expenses 2018: $460,682Net Income 2018: $995,3842018Revenue 2019: $21,548,238Expenses 2019: $554,635Net Income 2019: $20,993,6032019Revenue 2020: $1,857,494Expenses 2020: $1,466,454Net Income 2020: $391,0402020Revenue 2021: $3,809,008Expenses 2021: $3,296,611Net Income 2021: $512,3972021Revenue 2022: $1,883,012Expenses 2022: $2,040,441Net Income 2022: -$157,4292022Revenue 2023: $16,472,521Expenses 2023: $1,587,143Net Income 2023: $14,885,3782023Revenue 2024: $7,146,690Expenses 2024: $2,202,631Net Income 2024: $4,944,0592024

Highlighted filing

2011

Revenue-
Expenses$1,260,875
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 3, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
IMOGENE P JOHNSONTrusteePT$0--
S CURTIS JOHNSONTrusteePT$0--
HELEN P JOHNSON-LEIPOLDTrusteePT$0--
H FISK JOHNSONTrusteePT$0--
WINIFRED J MARQUARTPresidentPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantADLER PLANETARIUMUNRESTRICTEDPUBLIC ORGANIZATIONCHICAGO, IL, US$600,000
Paid GrantMAYO FOUNDATIONUNRESTRICTEDPUBLIC ORGANIZATIONROCHESTER, MN, US$170,000
Paid GrantCORNELL UNIVERSITYUNRESTRICTEDPUBLIC ORGANIZATIONITHACA, NY, US$105,000
Paid GrantPRAIRIE SCHOOLUNRESTRICTEDPUBLIC ORGANIZATIONRACINE, WI, US$50,000
Paid GrantRACINE COUNTY PONY CLUBUNRESTRICTEDPUBLIC ORGANIZATIONRACINE, WI, US$50,000
Paid GrantRACINE YMCAUNRESTRICTEDPUBLIC ORGANIZATIONRACINE, WI, US$50,000
Paid GrantTHE LATIN SCHOOL OF CHICAGOUNRESTRICTEDPUBLIC ORGANIZATIONCHICAGO, IL, US$50,000
Paid GrantCHILDREN'S HOSPITAL OF THE KING'S DAUGHTERSUNRESTRICTEDPUBLIC ORGANIZATIONNORFOLK, VA, US$30,000
Paid GrantINTERNATIONAL CRANE FOUNDATIONUNRESTRICTEDPUBLIC ORGANIZATIONBARABOO, WI, US$25,000
Paid GrantBUREAU OF ENDANGERED RESOURCESUNRESTRICTEDPUBLIC ORGANIZATIONMADISON, WI, US$17,000
Paid GrantEXPERIMENTAL AIRCRAFT ASSOCIATIONUNRESTRICTEDPUBLIC ORGANIZATIONOSHKOSH, WI, US$15,000
Paid GrantNEXT GENERATION NOWUNRESTRICTEDPUBLIC ORGANIZATIONRACINE, WI, US$10,000
Paid GrantNORFOLK ACADEMYUNRESTRICTEDPUBLIC ORGANIZATIONNORFOLK, VA, US$6,000
Paid GrantVIRGINIA BEACH VOLUNTEER RESCUE SQUADUNRESTRICTEDPUBLIC ORGANIZATIONVIRGINIA BEACH, VA, US$5,000
Paid GrantWILD FOUNDATION MINNESOTAUNRESTRICTEDPUBLIC ORGANIZATIONSAINT PAUL, MN, US$5,000
Paid GrantWISCONSIN BOBCATS BASKETBALL ORG LTDUNRESTRICTEDPUBLIC ORGANIZATIONRACINE, WI, US$5,000
Paid GrantCANCER CARE FOUNDATION OF TIEDWATERUNRESTRICTEDPUBLIC ORGANIZATIONNORFOLK, VA, US$3,000
Paid GrantHENDRIX COLLEGEUNRESTRICTEDPUBLIC ORGANIZATIONCONWAY, AR, US$2,500
Paid GrantHOUSTON AEROS CHARITIESUNRESTRICTEDPUBLIC ORGANIZATIONHOUSTON, TX, US$2,500
Paid GrantUNIVERSITY OF FLORIDAUNRESTRICTEDPUBLIC ORGANIZATIONGAINESVILLE, FL, US$2,500
Paid GrantPEPPERDINE UNIVERSITYUNRESTRICTEDPUBLIC ORGANIZATIONMALIBU, CA, US$1,500
Paid GrantRANDOLPH-MACON COLLEGEUNRESTRICTEDPUBLIC ORGANIZATIONASHLAND, VA, US$1,500
Paid GrantCABLE VOLUNTEER FIRE DEPARTMENTUNRESTRICTEDPUBLIC ORGANIZATIONCABLE, WI, US$1,000
Paid GrantDRUMMOND FIRE AND RESCUEUNRESTRICTEDPUBLIC ORGANIZATIONDRUMMOND, WI, US$1,000
Paid GrantGRAND VIEW VOLUNTEER FIRE DEPARTMENTUNRESTRICTEDPUBLIC ORGANIZATIONGRAND VIEW, WI, US$1,000
Paid GrantLAKE NAMAKAGON VOLUNTEER FIRE DEPARTMENTUNRESTRICTEDPUBLIC ORGANIZATIONCABLE, WI, US$1,000
Paid GrantMEALS ON WHEELS OF VIRGINA BEACH INCUNRESTRICTEDPUBLIC ORGANIZATIONVIRGINIA BEACH, VA, US$500
Filing and Contact Details

Filer

EIN
36-7092273
Raw XML AppendixShowing 400 of 654 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount019027
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps09513
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome09514
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue06710923
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV06710923
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MUTUAL FUNDS & COMMON STOCKS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount094696
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0277655
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0267007
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount07620
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
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IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/ReceivablesFromOfficersBOY05685329
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0277655
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-06-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-06-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42009-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52009-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72009-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82009-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-06-14
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset02387.9230 SH ABSOLUTE STRATEGIES FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset134.7720 SH CALAMOS GROWTH & INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24981.4460 SH PRUDENTIAL JENN NATURAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset315049.3650 SH WASATCH LARGE CAP VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4444.4440 SH ARTISAN INTL VALUE FUND-INV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset519689.8020 SH FAIRHOLME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset613619.4330 SH HUSSMAN STRATEGIC GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset79718.1320 SH MFS VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset830.1000 SH THORNBURG INTL VALUE FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9CAPITAL GAINS DIVIDENDS
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0116248
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0381680
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets07633595
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets07749843
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ADLER PLANETARIUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BUREAU OF ENDANGERED RESOURCES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CABLE VOLUNTEER FIRE DEPARTMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CANCER CARE FOUNDATION OF TIEDWATER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14CHILDREN'S HOSPITAL OF THE KING'S DAUGHTERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15CORNELL UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16DRUMMOND FIRE AND RESCUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17EXPERIMENTAL AIRCRAFT ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18GRAND VIEW VOLUNTEER FIRE DEPARTMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19HENDRIX COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110HOUSTON AEROS CHARITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111INTERNATIONAL CRANE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112LAKE NAMAKAGON VOLUNTEER FIRE DEPARTMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113MAYO FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine114MEALS ON WHEELS OF VIRGINA BEACH INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine115NEXT GENERATION NOW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine116NORFOLK ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine117PEPPERDINE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine118PRAIRIE SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine119RACINE COUNTY PONY CLUB
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine120RACINE YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine121RANDOLPH-MACON COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine122THE LATIN SCHOOL OF CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine123UNIVERSITY OF FLORIDA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine124VIRGINIA BEACH VOLUNTEER RESCUE SQUAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine125WILD FOUNDATION MINNESOTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine126WISCONSIN BOBCATS BASKETBALL ORG LTD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC ORGANIZATION

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.7$0.01$63.7$7.15$2.20$4.94
2023Detailed filing. Detailed filing data is available for this year.$58.0$0.00$58.0$16.5$1.59$14.9
2022Detailed filing. Detailed filing data is available for this year.$40.9$0.00$40.9$1.88$2.04$0.16
2021Detailed filing. Detailed filing data is available for this year.$46.0$0.02$46.0$3.81$3.30$0.51
2020Detailed filing. Detailed filing data is available for this year.$44.5$0.01$44.5$1.86$1.47$0.39
2019Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$21.5$0.55$21.0
2018Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$1.46$0.46$1.00
2017Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$1.18$0.56$0.62
2016Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.80$0.39$0.41
2015Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.08$0.96$0.12
2014Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$1.61$0.89$0.71
2013Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.75$1.00$0.25
2012Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.90
2011Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.26