Civic Intelligence

Wayne William Johnson Charitable Trust C/O Caldwell Trust Co Attn Jan Miller

990PF • Fiscal year 2015 • EIN 59-6848598

Dec 01, 2014 to Nov 30, 2015 • Filed on Mar 03, 2016

Organization Profile
1561 Main StreetSarasota, FL 34236

(941) 926-9336

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

80th percentile

$4,124

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

44th percentile

-1.2%

Faster asset growth than 44% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

117%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$274,567

Down $3,267 (-1.2%) from 2014

Net Assets

Down

$274,567

Down $3,267 (-1.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin22nd percentile

Revenue

Up

$21,800

Up $11,740 (+117%) from 2014

Expenses

Up

$25,067

Up $13,466 (+116%) from 2014

Net Income

Down

-$3,267

Down $1,726 (-112%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$300K$200K$100K$0Assets 2011: $275,011Liabilities 2011: $0Net Assets 2011: $275,0112011Assets 2012: $275,407Liabilities 2012: $0Net Assets 2012: $275,4072012Assets 2013: $279,375Liabilities 2013: $0Net Assets 2013: $279,3752013Assets 2014: $277,834Liabilities 2014: $0Net Assets 2014: $277,8342014Assets 2015: $274,567Liabilities 2015: $0Net Assets 2015: $274,5672015Assets 2016: $252,278Liabilities 2016: $0Net Assets 2016: $252,2782016Assets 2017: $231,491Liabilities 2017: $0Net Assets 2017: $231,4912017Assets 2019: $206,294Liabilities 2019: $02019Assets 2020: $244,263Liabilities 2020: $0Net Assets 2020: $244,2632020Assets 2021: $224,545Liabilities 2021: $0Net Assets 2021: $224,5452021Assets 2022: $207,233Liabilities 2022: $0Net Assets 2022: $207,2332022Assets 2023: $191,830Liabilities 2023: $0Net Assets 2023: $191,8302023Assets 2024: $172,975Liabilities 2024: $0Net Assets 2024: $172,9752024

Highlighted filing

2015

Assets$274,567
Liabilities$0
Net Assets$274,567
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2011: $23,9362011Expenses 2012: $7,8152012Expenses 2013: $8,5512013Revenue 2014: $10,060Expenses 2014: $11,601Net Income 2014: -$1,5412014Revenue 2015: $21,800Expenses 2015: $25,067Net Income 2015: -$3,2672015Revenue 2016: $4,498Expenses 2016: $26,787Net Income 2016: -$22,2892016Revenue 2017: $6,712Expenses 2017: $27,499Net Income 2017: -$20,7872017Revenue 2019: $8,821Expenses 2019: $18,655Net Income 2019: -$9,8342019Revenue 2020: $56,273Expenses 2020: $18,304Net Income 2020: $37,9692020Revenue 2021: $6,564Expenses 2021: $26,282Net Income 2021: -$19,7182021Revenue 2022: $7,650Expenses 2022: $24,962Net Income 2022: -$17,3122022Revenue 2023: $8,150Expenses 2023: $24,411Net Income 2023: -$16,2612023Revenue 2024: $7,415Expenses 2024: $26,270Net Income 2024: -$18,8552024

Highlighted filing

2015

Revenue$21,800
Expenses$25,067
Net Income-$3,267
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Mar 3, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CALDWELL TRUSTTrustee-$4,124-$4,124
LYNN S JOHNSONTrustee-$3,508-$3,508
Filing and Contact Details

Filer

Filer Name
Wayne William Johnson Charitable Trust
EIN
59-6848598
Phone
9419269336
Address
1561 MAIN STREET, SARASOTA, FL 34236

Signing Officer

Name
Jan Miller
Title
VP and Trust Officer
Phone
9419269336
Signed
2016-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Hill Barth & King LLC
Address
1727 SECOND STREET SUITE B, SARASOTA, FL 34236
Preparer
William E North Ii
Phone
9419574242
Raw XML Appendix348 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT MISSION OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT MISSION OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT MISSION OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT MISSION OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT MISSION OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT MISSION OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MENTAL HEALTH COMMUNITY CENTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NATIONAL ALLIANCE ON MENTAL ILLNESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PLANNED PARENTHOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3RENAISSANCE MANOR INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4RESURRECTION HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TIDEWELL HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6WAREHAM HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WAREHAM LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0240B SOUTH TUTTLE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2736 CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31693 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4507 KUMQUAT COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51751 MOUND STREET SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6495 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7219 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WAREHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7WAREHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd534236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd702571
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02034
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017660
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017262
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt05782
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019694
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt05782
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt05782
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015228
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017660
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc02013 FEDERAL INCOME TAX EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01865
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP AND TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09419269336
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAYNE WILLIAM JOHNSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CALDWELL TRUST CO ATTN JAN MILLER
ReturnHeader/Filer/BusinessNameControlTxt0WAYN
ReturnHeader/Filer/EIN0596848598
ReturnHeader/Filer/PhoneNum09419269336
ReturnHeader/Filer/USAddress/AddressLine1Txt01561 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341897225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HILL BARTH & KING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01727 SECOND STREET SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034236
ReturnHeader/PreparerPersonGrp/PhoneNum09419574242
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E NORTH II
ReturnHeader/ReturnTs02016-04-18T13:03:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$274,567
Liabilities
$0
Net assets
$274,567
Revenue
$21,800
Expenses
$25,067
Net income
-$3,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.07$0.26$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.08$0.24$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.08$0.25$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.07$0.26$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.56$0.18$0.38
2019Summary only. Only limited summary data is available for this year.$2.06$0.00$0.09$0.19$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.07$0.27$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.04$0.27$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.22$0.25$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.10$0.12$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.09
2012Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.08
2011Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.24