Civic Intelligence

Claire and Marjorie Johnson Inc

990PF • Fiscal year 2017 • EIN 39-1874405

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

397 24 3/4 AvenueCumberland, WI 54829

(715) 822-8244

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

29th percentile

$5,000

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

51st percentile

3.5%

Faster asset growth than 51% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

10%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$6,294,255

Up $210,517 (+3.5%) from 2016

Net Assets

Up

$6,294,255

Up $210,517 (+3.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$609,473

Up $56,204 (+10%) from 2016

Expenses

Up

$398,956

Up $77,171 (+24%) from 2016

Net Income

Down

$210,517

Down $20,967 (-9.1%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$6,294,255
Liabilities$0
Net Assets$6,294,255

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$609,473
Expenses$398,956
Net Income$210,517
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY KAY HANSONDirectorPT$5,000-$5,000
TERESA DEVENECIADirectorPT$5,000-$5,000
KELLY KAUTZDirectorPT$5,000-$5,000
KAREN PARDYJAKDirectorPT$5,000-$5,000
CLAIRE JOHNSONPresidentPT$0--
MARJORIE JOHNSONVice PresidePT$0--
Filing and Contact Details

Filer

Filer Name
Claire & Marjorie Johnson Inc
EIN
39-1874405
Phone
7158228244
Address
397 24 3/4 AVENUE, CUMBERLAND, WI 54829

Signing Officer

Name
Claire Johnson
Title
President
Signed
2018-05-07

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Jay J Grokowsky CPA
Phone
7158342001
Raw XML Appendix351 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CLAIRE JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARJORIE JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY KAY HANSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06274779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05728905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05066203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0352995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.255035
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0352995
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0352995
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0352995
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/AddressLine1Txt0397 3/4 AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CUMBERLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0548298839
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CLAIRE W JOHNSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum07158228244
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 CUMBERLAND HIGH SCHOOL AND OTHER HIGH SCHOOL GRADUATES - SEE PART XV/STATEMENT 92
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0272000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt070586
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/RestrictionsOnAwardsTxt0CUMBERLAND HIGH SCHOOL AND OTHER HIGH SCHOOLS, 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/Amt0342586
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT 92
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054703
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0342586
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/AppliedToCurrentYearAmt0340318
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0340318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt034664
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt034664
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012677
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012677
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0352995
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012677
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047341
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034664
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CLAIRE MARJORIE JOHNSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0397 24 3/4 AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CUMBERLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd054829
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt053200
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0NOTE RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt049600
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt049600
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01188
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt123446
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt123446
TaxesSchedule/TaxesDetail/Amt0841
TaxesSchedule/TaxesDetail/Amt15814
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0841
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15814
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAIRE & MARJORIE JOHNSON INC
ReturnHeader/Filer/BusinessNameControlTxt0CLAI
ReturnHeader/Filer/EIN0391874405
ReturnHeader/Filer/PhoneNum07158228244
ReturnHeader/Filer/USAddress/AddressLine1Txt0397 24 3/4 AVENUE
ReturnHeader/Filer/USAddress/CityNm0CUMBERLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054829
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09ABFDCBCE49064F581A68C51A871356E5E3FF105
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09ABFDCBCE49064F581A68C51A871356E5E3FF105
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.20.32.50
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:50:11
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/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY J GROKOWSKY CPA
ReturnHeader/ReturnTs02018-05-08T09:50:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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