Civic Intelligence

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

990PF • Fiscal year 2017 • EIN 59-6848598

Dec 01, 2016 to Nov 30, 2017 • Filed on Jan 30, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-310%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$4,883

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 72.8% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

29th percentile

-8.2%

Faster asset growth than 29% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

49%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$231,491

Down $20,787 (-8.2%) from 2016

Net Assets

Down

$231,491

Down $20,787 (-8.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Up

$6,712

Up $2,214 (+49%) from 2016

Expenses

Up

$27,499

Up $712 (+2.7%) from 2016

Net Income

Up

-$20,787

Up $1,502 (+6.7%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2017

Assets$231,491
Liabilities$0
Net Assets$231,491
Open 2017 Filing

Operations Trend

Revenue Growth85th 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

2017

Revenue$6,712
Expenses$27,499
Net Income-$20,787
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Jan 30, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CALDWELL TRUSTTrustee-$4,883-$4,883
LYNN S JOHNSONTrustee-$3,324-$3,324
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
2018-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Hill Barth & King LLC
Address
1777 MAIN STREET SUITE 301, SARASOTA, FL 34236
Preparer
William E North Ii
Phone
9419574242
Raw XML Appendix326 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/RecipientBusinessName/BusinessNameLine1Txt0MENTAL HEALTH COMMUNITY CENTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAINT VINCENT ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WAREHAM HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WAREHAM 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/RecipientUSAddress/AddressLine1Txt0240B SOUTH TUTTLE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1228 W MARKET ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2495 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3219 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WAREHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WAREHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302571
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017660
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/AppliedToCurrentYearAmt013537
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010618
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024155
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03076
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010618
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt02015 FEDERAL INCOME TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP AND TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09419269336
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId058FF2D80F61BB591A2B8DE56686B97E3D485C1D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098332A698F2969A0F4F334C98E7160CE0692B207
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.112.4.164
ReturnHeader/FilingSecurityInformation/IPDt02018-01-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:27:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341897225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HILL BARTH & KING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01777 MAIN STREET SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034236
ReturnHeader/PreparerPersonGrp/PhoneNum09419574242
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E NORTH II
ReturnHeader/ReturnTs02018-01-30T14:22:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$231,491
Liabilities
$0
Net assets
$231,491
Revenue
$6,712
Expenses
$27,499
Net income
-$20,787
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