Civic Intelligence

Claire and Marjorie Johnson Inc

990PF • Fiscal year 2019 • EIN 39-1874405

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 06, 2020

Organization Profile
1546 Grove StreetCumberland, WI 54829

(715) 822-8244

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$5,000

Higher top officer pay than 31% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

57th percentile

4.7%

Faster asset growth than 57% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

3.6%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$6,898,479

Up $309,679 (+4.7%) from 2018

Net Assets

Up

$6,898,479

Up $309,679 (+4.7%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin87th percentile

Revenue

Up

$683,184

Up $23,673 (+3.6%) from 2018

Expenses

Up

$373,505

Up $8,539 (+2.3%) from 2018

Net Income

Up

$309,679

Up $15,134 (+5.1%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2019

Assets$6,898,479
Liabilities$1
Net Assets$6,898,479
Open 2019 Filing

Operations Trend

Revenue Growth51st percentile

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

2019

Revenue$683,184
Expenses$373,505
Net Income$309,679
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay31st percentile

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
1546 GROVE STREET, CUMBERLAND, WI 54829

Signing Officer

Name
Claire Johnson
Title
President
Signed
2020-07-06

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Jay J Grokowsky CPA
Phone
7158342001
Raw XML Appendix342 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/AccountingFeesDetail/Amt04148
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06688098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT ACCOUNTS, LESS CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt08020757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0126187
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0456090
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0368
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0582645
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0582645
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04148
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04148
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0456090
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0303000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0303000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100539
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0126187
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0126187
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0309679
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01344752
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0368
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0368
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt011744
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt011774
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0456090
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0522520
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt025952
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025952
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07931
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0313350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt060125
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0373505
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0582645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0683184
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010350
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt060125
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt070505
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0350
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0350
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt049680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1838982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1234177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1234177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt055940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11073159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0STIFEL, NICOLAUS, AND COMPANY, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1STIFEL, NICOLAUS, AND COMPANY, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0456090
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt06260
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0309679
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06898479
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06588800
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06898479
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0369531
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0365931
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0369531
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0376381
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt03600
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010450
IRS990PF/DistributableAmountGrp/TotalTaxAmt010450
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010450
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010450
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010450
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08200
IRS990PF/FMVAssetsEOYAmt08231126
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt046000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt042400
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt042400
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06266839
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06688098
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08020757
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06588800
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06898479
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0275961
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0167981
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0167969
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06588800
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06898479
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08231126
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06588800
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06898479
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06588800
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06898479
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07642261
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0164260
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07478001
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0114634
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0376381
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07527627
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07642261
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt35000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt45000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt55000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CLAIRE JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARJORIE JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY KAY HANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TERESA DEVENECIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4KELLY KAUTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5KAREN PARDYJAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01546 GROVE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11546 GROVE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21512 VERMILLION RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33656 E 4TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt416640 THATCHER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52626 S BEVERLY ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CUMBERLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CUMBERLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4EDEN PRAIRIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd054829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd154829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd255812
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd355804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd455347
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd584106
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0342409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0347634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0310742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0352995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0279163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0271874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0283278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07527627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07275956
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06919765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06211876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06231582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06274779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0313350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.227434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01546 GROVE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CUMBERLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054829
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 HIGH SCHOOL GRADUATES - SEE PART XV/STATEMENT 92
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0229000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt074000
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/Amt0303000
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/TotalGrantOrContriPdDurYrAmt0303000
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/AppliedToCurrentYearAmt0277477
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt035873
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0369531
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0313350
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt092054
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt035873
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
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011774
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt011744
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt046000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0NOTE RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt042400
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt042400
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0322
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125630
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0322
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125630
TaxesSchedule/TaxesDetail/Amt0925
TaxesSchedule/TaxesDetail/Amt17006
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0925
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt17006
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAIRE & MARJORIE JOHNSON INC
ReturnHeader/Filer/BusinessNameControlTxt0CLAI
ReturnHeader/Filer/EIN0391874405
ReturnHeader/Filer/PhoneNum07158228244
ReturnHeader/Filer/USAddress/AddressLine1Txt01546 GROVE STREET
ReturnHeader/Filer/USAddress/CityNm0CUMBERLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054829
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/PreparationDt02020-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY J GROKOWSKY CPA
ReturnHeader/ReturnTs02020-07-14T11:45:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,898,479
Liabilities
$1
Net assets
$6,898,479
Revenue
$683,184
Expenses
$373,505
Net income
$309,679
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