Civic Intelligence

Alan C Johnson Charitable Trust

990PF • Fiscal year 2023 • EIN 82-6261933

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 19, 2024

Organization Profile
745 Krietemeyer PathThe Villages, FL 32163

(301) 325-9423

Siviq Scores

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

Liabilities / Assets

80th percentile

0.07x

Higher debt load relative to assets than 80% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

2.12x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

3rd percentile

-560%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

25th percentile

-15%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

36th percentile

-6.8%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$357,030

Down $65,222 (-15%) from 2022

Net Assets

Down

$332,327

Down $65,222 (-16%) from 2022

Liabilities

Flat

$24,703

Flat from 2022

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin3rd percentile

Revenue

Down

$11,642

Down $849 (-6.8%) from 2022

Expenses

Down

$76,864

Down $459,200 (-86%) from 2022

Net Income

Up

-$65,222

Up $458,351 (+88%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$1.0M$500K$0Assets 2019: $957,380Liabilities 2019: $24,703Net Assets 2019: $932,6772019Assets 2020: $955,984Liabilities 2020: $24,703Net Assets 2020: $931,2812020Assets 2021: $945,825Liabilities 2021: $24,703Net Assets 2021: $921,1222021Assets 2022: $422,252Liabilities 2022: $24,703Net Assets 2022: $397,5492022Assets 2023: $357,030Liabilities 2023: $24,703Net Assets 2023: $332,3272023Assets 2024: $327,807Liabilities 2024: $24,703Net Assets 2024: $303,1042024

Highlighted filing

2023

Assets$357,030
Liabilities$24,703
Net Assets$332,327
Open 2023 Filing

Operations Trend

Revenue Growth36th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2019: $30,127Expenses 2019: $34,162Net Income 2019: -$4,0352019Revenue 2020: $28,427Expenses 2020: $29,823Net Income 2020: -$1,3962020Revenue 2021: $20,768Expenses 2021: $30,927Net Income 2021: -$10,1592021Revenue 2022: $12,491Expenses 2022: $536,064Net Income 2022: -$523,5732022Revenue 2023: $11,642Expenses 2023: $76,864Net Income 2023: -$65,2222023Revenue 2024: $10,553Expenses 2024: $39,776Net Income 2024: -$29,2232024

Highlighted filing

2023

Revenue$11,642
Expenses$76,864
Net Income-$65,222
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 19, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James LaGroneCo-Trustee-$0--
Kevin FayCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Alan C Johnson Charitable Trust
EIN
82-6261933
Phone
3013259423
Address
745 Krietemeyer Path, The Villages, FL 32163

Signing Officer

Name
James R LaGrone
Title
Co-Trustee
Phone
3013259423
Signed
2024-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Asher Financial Services
Address
5060 Dorsey Hall Dr Suite 205, Ellicott City, MD 21042
Preparer
David S Asher CPA
Phone
4433194222
Raw XML Appendix340 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/AddressLine1Txt61 Inventa Place 6th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt710980 Grantchester Way 8th Floor
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1010980 Grant Chester Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Hagerstown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2St Petersburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Brookfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Washington
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019141
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0426453
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0473312
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046859
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0426453
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046859
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0473312
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0426453
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Service Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0245
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0245
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt024703
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Due to Residuary Trust
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt024703
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07719
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Wintergreen Financial Investment Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07719
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James R LaGrone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03013259423
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alan C Johnson Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ALAN
ReturnHeader/Filer/EIN0826261933
ReturnHeader/Filer/PhoneNum03013259423
ReturnHeader/Filer/USAddress/AddressLine1Txt0745 Krietemeyer Path
ReturnHeader/Filer/USAddress/CityNm0The Villages
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032163
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521831645
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Asher Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05060 Dorsey Hall Dr Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ellicott City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021042
ReturnHeader/PreparerPersonGrp/PhoneNum04433194222
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David S Asher CPA
ReturnHeader/ReturnTs02024-03-19T11:18:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LaGrone
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
$357,030
Liabilities
$24,703
Net assets
$332,327
Revenue
$11,642
Expenses
$76,864
Net income
-$65,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.28$0.25$3.03$0.11$0.40$0.29
2023Detailed filing. Detailed filing data is available for this year.$3.57$0.25$3.32$0.12$0.77$0.65
2022Detailed filing. Detailed filing data is available for this year.$4.22$0.25$3.98$0.12$5.36$5.24
2021Detailed filing. Detailed filing data is available for this year.$9.46$0.25$9.21$0.21$0.31$0.10
2020Detailed filing. Detailed filing data is available for this year.$9.56$0.25$9.31$0.28$0.30$0.01
2019Detailed filing. Detailed filing data is available for this year.$9.57$0.25$9.33$0.30$0.34$0.04