Civic Intelligence

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

990PF • Fiscal year 2023 • EIN 59-6848598

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 03, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

6th percentile

-200%

Higher net margin than 6% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$5,779

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 70.9% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-7.4%

Faster asset growth than 34% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

6.5%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$191,830

Down $15,403 (-7.4%) from 2022

Net Assets

Down

$191,830

Down $15,403 (-7.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin6th percentile

Revenue

Up

$8,150

Up $500 (+6.5%) from 2022

Expenses

Down

$24,411

Down $551 (-2.2%) from 2022

Net Income

Up

-$16,261

Up $1,051 (+6.1%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2023

Assets$191,830
Liabilities$0
Net Assets$191,830
Open 2023 Filing

Operations Trend

Revenue Growth53rd 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

2023

Revenue$8,150
Expenses$24,411
Net Income-$16,261
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CALDWELL TRUSTTrustee-$5,779-$5,779
LYNN S JOHNSONTrustee-$3,796-$3,796
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
2024-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Hill Barth & King LLC
Address
1777 MAIN STREET SUITE 301, SARASOTA, FL 34236
Preparer
Ashlynn E Reeder
Phone
9419574242
Raw XML Appendix300 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/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302571
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013065
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/AppliedToCurrentYearAmt04957
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013654
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018782
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018611
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013825
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013654
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0858
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02020 FEDERAL INCOME TAX REFUND
TaxesSchedule/TaxesDetail/Amt021
TaxesSchedule/TaxesDetail/CategoryTxt02022 FEDERAL INCOME TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP AND TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09419269336
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-03
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLYNN E REEDER
ReturnHeader/ReturnTs02024-04-03T17:36:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$191,830
Liabilities
$0
Net assets
$191,830
Revenue
$8,150
Expenses
$24,411
Net income
-$16,261
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