Civic Intelligence

Claremont S Jackman Foundation

990PF • Fiscal year 2018 • EIN 39-1733837

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization Profile
Johnson Bank 525 Junction Road StMadison, WI 53717

(608) 203-3953

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

27th percentile

-6.3%

Higher net margin than 27% of similar nonprofits.

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

Top Officer Pay

50th percentile

$21,605

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

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

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

6th percentile

-51%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,244,932

Down $9,007 (-0.4%) from 2017

Net Assets

Down

$2,244,932

Down $9,007 (-0.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin27th percentile

Revenue

Down

$135,771

Down $143,508 (-51%) from 2017

Expenses

Up

$144,262

Up $13,537 (+10%) from 2017

Net Income

Down

-$8,491

Down $157,045 (-106%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,978,221Liabilities 2011: $02011Assets 2012: $2,012,751Liabilities 2012: $02012Assets 2013: $2,148,527Liabilities 2013: $02013Assets 2014: $2,114,461Liabilities 2014: $02014Assets 2015: $2,178,279Liabilities 2015: $1Net Assets 2015: $2,178,2792015Assets 2016: $2,105,441Liabilities 2016: $0Net Assets 2016: $2,105,4412016Assets 2017: $2,253,939Liabilities 2017: $0Net Assets 2017: $2,253,9392017Assets 2018: $2,244,932Liabilities 2018: $0Net Assets 2018: $2,244,9322018Assets 2019: $2,225,056Liabilities 2019: $1Net Assets 2019: $2,225,0562019Assets 2020: $2,189,589Liabilities 2020: $1Net Assets 2020: $2,189,5892020Assets 2021: $2,241,944Liabilities 2021: $1Net Assets 2021: $2,241,9442021Assets 2022: $2,155,916Liabilities 2022: $1Net Assets 2022: $2,155,9162022Assets 2023: $2,138,164Liabilities 2023: $1Net Assets 2023: $2,138,1642023Assets 2024: $2,220,936Liabilities 2024: $0Net Assets 2024: $2,220,9362024

Highlighted filing

2018

Assets$2,244,932
Liabilities$0
Net Assets$2,244,932
Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $81,891Expenses 2011: $121,058Net Income 2011: -$39,1672011Revenue 2012: $157,773Expenses 2012: $123,241Net Income 2012: $34,5322012Revenue 2013: $266,093Expenses 2013: $130,303Net Income 2013: $135,7902013Revenue 2014: $105,397Expenses 2014: $138,747Net Income 2014: -$33,3502014Revenue 2015: $203,317Expenses 2015: $139,169Net Income 2015: $64,1482015Revenue 2016: $63,244Expenses 2016: $135,249Net Income 2016: -$72,0052016Revenue 2017: $279,279Expenses 2017: $130,725Net Income 2017: $148,5542017Revenue 2018: $135,771Expenses 2018: $144,262Net Income 2018: -$8,4912018Revenue 2019: $118,556Expenses 2019: $138,630Net Income 2019: -$20,0742019Revenue 2020: $103,250Expenses 2020: $139,345Net Income 2020: -$36,0952020Revenue 2021: $195,797Expenses 2021: $143,269Net Income 2021: $52,5282021Revenue 2022: $79,612Expenses 2022: $164,952Net Income 2022: -$85,3402022Revenue 2023: $124,270Expenses 2023: $142,117Net Income 2023: -$17,8472023Revenue 2024: $223,572Expenses 2024: $140,848Net Income 2024: $82,7242024

Highlighted filing

2018

Revenue$135,771
Expenses$144,262
Net Income-$8,491
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHNSON BANKTrustee-$21,605-$21,605
Filing and Contact Details

Filer

Filer Name
Claremont S Jackman Foundation 752006401
EIN
39-1733837
Phone
6082033953
Address
JOHNSON BANK 525 JUNCTION ROAD ST, MADISON, WI 53717

Signing Officer

Name
Paul Gaulke
Title
Officer
Phone
6082033953
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Shelley Moy
Phone
3128792000
Raw XML AppendixShowing 400 of 895 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt72792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt88229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-56
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt135192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-1427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt179243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-1809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1107453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt336763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt443108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt515199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt714000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt883000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1012737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1164338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1356000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1418000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1531770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt166828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1751000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1819606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1954896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc058.866 AMERICAN BEACON LON INC E-IS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16040.065 AMERICAN BEACON LON INC E-IS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc268.9308 BAIRD INTERMEDIATE BD-INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33439.0212 BAIRD INTERMEDIATE BD-INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc44481.0307 BLACKROCK STRAT INC OPP-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51579.934 BLACKROCK STRAT INC OPP-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc672.0913 BLACKROCK STRAT INC OPP-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7140.281 BROWN CAP MGMT SM COMP-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8400.115 DODGE & COX STK FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc929.00095 FEDERATED ULTRA SHORT FD-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101404.29605 FEDERATED ULTRA SHORT FD-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112730.794 OAKMARK INTERNATIONAL-ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12153.08 OAKMARK INTERNATIONAL-ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc135474.095 METROPOLITAN WEST T/R BOND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14484.783 OPPENHEIMER INTL GROWTH FD-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc153028.579 PIMCO REAL RETURN FUND-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16650.926 PIMCO REAL RETURN FUND-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17759.494 T ROWE PR GROWTH STOCK-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc182248.451 PGIM INVEST S/T DUR H/Y YIELD INC R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc196295.43994 PGIM INVEST S/T DUR H/Y YIELD INC R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2041.37706 PGIM INVEST S/T DUR H/Y YIELD INC R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21558.67742 TOUCHSTONE TOT RET BND-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2257.97258 TOUCHSTONE TOT RET BND-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt087048
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8491
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0516
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02245448
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02253939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02244932
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0116394
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0116394
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0116394
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0118662
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02268
IRS990PF/DistributableAmountGrp/TotalTaxAmt02268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02824
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05092
IRS990PF/FMVAssetsEOYAmt02134453
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02253939
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02244932
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02205682
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02193789
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02083310
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt048257
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt051143
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt051143
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02253939
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02244932
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02134453
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02253939
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02244932
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02253939
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02244932
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02409373
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt047456
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02361917
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt036141
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0118662
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02373232
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02409373
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt021605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHNSON BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 S MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0JANESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0114262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0115396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0109034
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0111961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0115820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0109706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0107028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045984
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02373232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02344616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02189078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02283690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02385750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02307567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0112141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24073
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0112141
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0112141
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0112141
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,244,932
Liabilities
$0
Net assets
$2,244,932
Revenue
$135,771
Expenses
$144,262
Net income
-$8,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.22$0.14$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.12$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.08$0.16$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.20$0.14$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.10$0.14$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.12$0.14$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.14$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.28$0.13$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.06$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.20$0.14$0.06
2014Summary only. Only limited summary data is available for this year.$2.11$0.00$0.11$0.14$0.03
2013Summary only. Only limited summary data is available for this year.$2.15$0.00$0.27$0.13$0.14
2012Summary only. Only limited summary data is available for this year.$2.01$0.00$0.16$0.12$0.03
2011Summary only. Only limited summary data is available for this year.$1.98$0.00$0.08$0.12$0.04