Civic Intelligence

Claire & Marjorie Johnson Inc

EIN 39-1874405 • Cumberland, WI

PO Box 403Cumberland, WI 54829
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2022

Net Margin

78th percentile

31%

Higher net margin than 78% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$5,000

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

$5M-$10M nonprofits • Source year 2022

Asset Growth

47th percentile

2.7%

Faster asset growth than 47% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$0

Down $7,905,226 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $7,905,226 (-100%) from 2022

Operations
Liabilities / Revenue22nd percentileNet Margin78th percentile

Revenue

Down

$37,282

Down $632,841 (-94%) from 2022

Expenses

Up

$9,111,287

Up $8,645,634 (+1857%) from 2022

Net Income

Down

-$9,074,005

Down $9,278,475 (-4538%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,174,663Liabilities 2011: $02011Assets 2012: $5,121,944Liabilities 2012: $02012Assets 2013: $5,227,966Liabilities 2013: $02013Assets 2014: $5,542,354Liabilities 2014: $1Net Assets 2014: $5,542,3542014Assets 2015: $5,852,254Liabilities 2015: $1Net Assets 2015: $5,852,2542015Assets 2016: $6,083,738Liabilities 2016: $0Net Assets 2016: $6,083,7382016Assets 2017: $6,294,255Liabilities 2017: $0Net Assets 2017: $6,294,2552017Assets 2018: $6,588,800Liabilities 2018: $0Net Assets 2018: $6,588,8002018Assets 2019: $6,898,479Liabilities 2019: $1Net Assets 2019: $6,898,4792019Assets 2020: $7,037,025Liabilities 2020: $1Net Assets 2020: $7,037,0252020Assets 2021: $7,700,756Liabilities 2021: $1Net Assets 2021: $7,700,7562021Assets 2022: $7,905,226Liabilities 2022: $0Net Assets 2022: $7,905,2262022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $216,467Expenses 2011: $337,470Net Income 2011: -$121,0032011Revenue 2012: $262,945Expenses 2012: $315,664Net Income 2012: -$52,7192012Revenue 2013: $523,893Expenses 2013: $417,871Net Income 2013: $106,0222013Revenue 2014: $647,166Expenses 2014: $332,778Net Income 2014: $314,3882014Revenue 2015: $635,404Expenses 2015: $325,504Net Income 2015: $309,9002015Revenue 2016: $553,269Expenses 2016: $321,785Net Income 2016: $231,4842016Revenue 2017: $609,473Expenses 2017: $398,956Net Income 2017: $210,5172017Revenue 2018: $659,511Expenses 2018: $364,966Net Income 2018: $294,5452018Revenue 2019: $683,184Expenses 2019: $373,505Net Income 2019: $309,6792019Revenue 2020: $533,769Expenses 2020: $395,223Net Income 2020: $138,5462020Revenue 2021: $1,001,821Expenses 2021: $338,090Net Income 2021: $663,7312021Revenue 2022: $670,123Expenses 2022: $465,653Net Income 2022: $204,4702022Revenue 2023: $37,282Expenses 2023: $9,111,287Net Income 2023: -$9,074,0052023

Highlighted filing

2023

Revenue$37,282
Expenses$9,111,287
Net Income-$9,074,005
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$37,282
Expenses
$9,111,287
Net income
-$9,074,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$9.11$9.07
2022Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.67$0.47$0.20
2021Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$1.00$0.34$0.66
2020Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.53$0.40$0.14
2019Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.68$0.37$0.31
2018Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.66$0.36$0.29
2017Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.61$0.40$0.21
2016Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.55$0.32$0.23
2015Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.64$0.33$0.31
2014Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.65$0.33$0.31
2013Summary only. Only limited summary data is available for this year.$5.23$0.00$0.52$0.42$0.11
2012Summary only. Only limited summary data is available for this year.$5.12$0.00$0.26$0.32$0.05
2011Summary only. Only limited summary data is available for this year.$5.17$0.00$0.22$0.34$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY KAY HANSONDirector-$1,250-$1,250
TERESA DEVENECIADirector-$1,250-$1,250
KELLY KAUTZDirector-$1,250-$1,250
KAREN PARDYJAKDirector-$1,250-$1,250
CLAIRE JOHNSONPresident-$0--
MARJORIE JOHNSONVP-$0--
Filing and Contact Details

Filer

Filer Name
Claire & Marjorie Johnson Inc
EIN
39-1874405
Phone
7155776534
Address
PO BOX 403, CUMBERLAND, WI 54829

Signing Officer

Name
Claire Johnson
Title
President
Phone
7155776534
Signed
2024-05-08

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Jay J Grokowsky CPA
Phone
7158342001
Raw XML Appendix320 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/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01546 GROVE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CUMBERLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054829
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CLAIRE W JOHNSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum07155776534
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CHILDRENS & EDUCATION INITIATIVES-SEE PART XV/STATEMENT 92
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0COLLEGE TUITION, BOOKS & HOUSING EXPENSES FOR SELECTED HIGH SCHOOL GRADUATES - SEE PART XV/STATEMENT 92
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0376000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt064000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION FORM, GPA, SHORT PERSONAL STATEMENT, EDUCATIONAL GOALS, AREAS OF STUDY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CUMBERLAND HIGH SCHOOL PRINCIPAL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07158225124
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01000 8TH AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CUMBERLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd054829
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0HIGH SCHOOL STUDENT, JUNIOR, ATTENDING A FOUR YEAR ACCREDITED COLLEGE/UNIVERSITY OR A TECHNICAL COLLEGE, FAMILY INCOME UNDER 100,000, B AVERAGE OR STUDENT IN GOOD STANDING. FOUNDATION CAN ALSO DISTRIBUTE FUNDS TO ANY OTHER TAX EXEMPT ORGANIZATION. CONTACT FOUNDATION FOR DETAILS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 30TH OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0440000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18614817
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUCCESSOR FOUNDATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT 92
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SEE STATEMENT REGARDING DISSOLUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154829
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09054817
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt096272
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0395828
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096272
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08565217
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08565217
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09057317
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08565217
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08565217
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0395828
LiquidationExplanationStmt/ExplanationTxt0SEE ATTACHED PDF STATEMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt031600
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0NOTE RECEIVABLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt028000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3NOTE RECEIVABLE FORGIVEN
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14448
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14448
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt228000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01168779
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV>TAX-TO SUCCESSOR FOUNDATIONS
TaxesSchedule/TaxesDetail/Amt01292
TaxesSchedule/TaxesDetail/CategoryTxt0INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01292
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07155776534
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAIRE & MARJORIE JOHNSON INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOHNSON AGENS KUPFERSCHMIDT
ReturnHeader/Filer/BusinessNameControlTxt0CLAI
ReturnHeader/Filer/EIN0391874405
ReturnHeader/Filer/PhoneNum07155776534
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 403
ReturnHeader/Filer/USAddress/CityNm0CUMBERLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054829
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391277627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMAN ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0547021225
ReturnHeader/PreparerPersonGrp/PhoneNum07158342001
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY J GROKOWSKY CPA
ReturnHeader/ReturnTs02024-05-15T12:46:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLAIRE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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