Civic Intelligence

Johnson Family Foundation Tr

990PF • Fiscal year 2012 • EIN 36-7092273

Jan 01, 2012 to Dec 31, 2012 • Filed on May 07, 2013

Organization Profile
555 Main Street No 50053403
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

50th percentile

2.0%

Faster asset growth than 50% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$12,860,161

Up $257,792 (+2.0%) from 2011

Net Assets

Up

$12,860,161

Up $257,792 (+2.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$895,097

Down $365,778 (-29%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2012

Assets$12,860,161
Liabilities$0
Net Assets$12,860,161
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$895,097
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 7, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay57th percentile

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 GrantPRAIRIE SCHOOLUNRESTRICTEDPUBLIC ORGANIZATIONRACINE, WI, US$60,000
Paid GrantRACINE COUNTY PONY CLUBUNRESTRICTEDPUBLIC ORGANIZATIONRACINE, WI, US$50,000
Paid GrantRACINE YMCAUNRESTRICTEDPUBLIC ORGANIZATIONRACINE, WI, US$50,000
Paid GrantCHILDREN'S HOSPITAL OF THE KING'S DAUGHTERSUNRESTRICTEDPUBLIC ORGANIZATIONNORFOLK, VA, US$30,000
Paid GrantEXPERIMENTAL AIRCRAFT ASSOCIATIONUNRESTRICTEDPUBLIC ORGANIZATIONOSHKOSH, WI, US$15,000
Paid GrantCORNELL UNIVERSITYUNRESTRICTEDPUBLIC ORGANIZATIONITHACA, NY, US$10,000
Paid GrantMAYO FOUNDATIONUNRESTRICTEDPUBLIC ORGANIZATIONROCHESTER, MN, US$10,000
Paid GrantWISCONSIN BOBCATS BASKETBALL ORG LTDUNRESTRICTEDPUBLIC ORGANIZATIONRACINE, WI, US$10,000
Paid GrantNORFOLK ACADEMYUNRESTRICTEDPUBLIC ORGANIZATIONNORFOLK, VA, US$6,000
Paid GrantCULLY'S KIDS FOUNDATIONUNRESTRICTEDPUBLIC ORGANIZATIONWEST FARGO, ND, US$5,000
Paid GrantNEXT GENERATION NOWUNRESTRICTEDPUBLIC ORGANIZATIONRACINE, WI, US$5,000
Paid GrantVIRGINIA BEACH VOLUNTEER RESCUE SQUADUNRESTRICTEDPUBLIC ORGANIZATIONVIRGINIA BEACH, VA, US$5,000
Paid GrantWILD FOUNDATION MINNESOTAUNRESTRICTEDPUBLIC ORGANIZATIONSAINT PAUL, MN, US$5,000
Paid GrantUNIVERSITY OF FLORIDAUNRESTRICTEDPUBLIC ORGANIZATIONGAINESVILLE, FL, US$2,500
Paid GrantPEPPERDINE UNIVERSITYUNRESTRICTEDPUBLIC ORGANIZATIONMALIBU, CA, US$2,000
Paid GrantCABLE VOLUNTEER FIRE DEPARTMENTUNRESTRICTEDPUBLIC ORGANIZATIONCABLE, WI, US$1,000
Paid GrantCANCER CARE FOUNDATION OF TIEDWATERUNRESTRICTEDPUBLIC ORGANIZATIONNORFOLK, VA, 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$1,000
Paid GrantNAMAKAGON RIVER PARTNERSHIPUNRESTRICTEDPUBLIC ORGANIZATIONHAYWARD, WI, US$1,000
Paid GrantASPCAUNRESTRICTEDPUBLIC ORGANIZATIONNEW YORK, NY, US$500
Paid GrantENVIRONMENTAL DEFENSE FUNDUNRESTRICTEDPUBLIC ORGANIZATIONNEW YORK, NY, US$500
Paid GrantRONALD MCDONALD HOUSEUNRESTRICTEDPUBLIC ORGANIZATIONOAK BROOK, IL, US$250
Paid GrantTHE UNION MISSON MINISTRIESUNRESTRICTEDPUBLIC ORGANIZATIONNORFOLK, VA, US$250
Filing and Contact Details

Filer

EIN
36-7092273
Raw XML AppendixShowing 400 of 754 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/InvestmentsCorpStock/EOYBookValue07511162
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV07511162
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MUTUAL FUNDS & COMMON STOCKS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-05-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22012-05-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102010-11-18
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01218.918 SHS ALLIANZ NFJ INTERNATIONAL VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1335.7 SHS BBH CORE SELECT FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21506.538 SHS BBH CORE SELECT FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3698.866 SHS NUVEEN SANTA BARB DVD GRTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4322.097 SHS SIT DIVIDEND GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51060.403 SHS SIT DIVIDEND GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6192.618 SHS WASATCH LARGE CAP VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset78274.6050 SHS COLUMBIA DIVIDEND OPPORTUNITY Z
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8261.8450 SHS COLUMBIA DIVIDEND OPPORTUNITY Z
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9711.2750 SHS WASATCH LARGE CAP VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10561.9980 SHS ABSOLUTE STRATEGIES FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset111010.7330 SHS ABSOLUTE STRATEGIES FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset121540.5780 SHS ARTISAN INTL VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13647.1440 SHS BUFFALO GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14190.9830 SHS CALAMOS GROWTH & INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15157.045 SHS CALAMOS GROWTH & INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset164370.738 SHS FMI LARGE CAP FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17108.211 SHS FMI LARGE CAP FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18379.31 SHS FMI LARGE CAP FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1917293.78 SHS HUSSMAN STRATEGIC GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2036613.361 SHS MFS VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset218708.197 SHS STERLING CAP EQUITY INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22204.588 SHS STERLING CAP EQUITY INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2319364.25 SHS THORNBURG INTL VALUE FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2461615.612 SHS WASATCH LARGE CAP VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss02438
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-248
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss22516
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2HELEN P JOHNSON-LEIPOLD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3H FISK JOHNSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4WINIFRED J MARQUART
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4PRESIDENT
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JOHN D ANDREOLI
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02626647600
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10555 MAIN STREET SUITE 500
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0RACINE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053403
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,860,161
Liabilities
$0
Net assets
$12,860,161
Revenue
-
Expenses
$895,097
Net income
-
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