Civic Intelligence

James R Johnson Charitable Trust

990 • Fiscal year 2021 • EIN 82-6686264

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 01, 2022

Organization Profile
301 So Cedar AveEagle Grove, IA 50533

(515) 851-8599

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

0.00x

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

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Net Margin

6th percentile

-311%

Higher net margin than 6% of similar nonprofits.

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Asset Growth

2nd percentile

-59%

Faster asset growth than 2% of similar nonprofits.

2021 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$108,394

Down $153,112 (-59%) from 2020

Net Assets

Down

$108,394

Down $153,112 (-59%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin6th percentile

Revenue

Up

$49,265

Up $50,587 (+3827%) from 2020

Expenses

Down

$202,377

Down $19,729 (-8.9%) from 2020

Net Income

Up

-$153,112

Up $70,316 (+31%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$600K$400K$200K$0Assets 2019: $484,934Liabilities 2019: $0Net Assets 2019: $484,9342019Assets 2020: $261,506Liabilities 2020: $0Net Assets 2020: $261,5062020Assets 2021: $108,394Liabilities 2021: $0Net Assets 2021: $108,3942021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$108,394
Liabilities$0
Net Assets$108,394
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500KRevenue 2019: -$3,776Expenses 2019: $451,976Net Income 2019: -$455,7522019Revenue 2020: -$1,322Expenses 2020: $222,106Net Income 2020: -$223,4282020Revenue 2021: $49,265Expenses 2021: $202,377Net Income 2021: -$153,1122021Revenue 2022: $5,582Expenses 2022: $113,976Net Income 2022: -$108,3942022

Highlighted filing

2021

Revenue$49,265
Expenses$202,377
Net Income-$153,112
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 1, 2022
Return Version
2021v4.2
Gross Receipts
$49,265
Mission and Program Overview

Mission

The trust shall be devoted to charitable purposes in the community of eagle grove iowa

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$261,506$108,394▼ $153,112
Investments in Publicly Traded Securities$250,341$104,236▼ $146,105
Savings and Temporary Cash Investments$11,165$4,158▼ $7,007
Total Assets$261,506$108,394▼ $153,112
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$261,506$108,394▼ $153,112
Total Liabilities and Net Assets / Fund Balance$261,506$108,394▼ $153,112
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Curtis B HauseCo Trustee
Richard E CahalanCo Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$49,265
Other Revenue
$0
Change in Net Assets
$-153,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$201,000
Other Expenses$1,377
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$201,000--$201,000
Fees for Services Legal$1,000--$1,000
Fees for Service Investment Mgmnt Fees$377--$377
Total Functional Expenses$202,377$0$0$202,377
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation of Greater DesDes Moines, IA-Endowed Fund for Eagle Grove Iowa$180,000
Eagle Grove Community SchoolsEagle Grove, IA-School Support$7,000
Eagle Grove Concerned IncEagle Grove, IA-Local Charitable$5,000
Eagle Grove Senior CenterEagle Grove, IA-Senior Citizens Support$5,000
Kenneth C Banks Vfw Post 64Eagle Grove, IA-Veterans Support$2,000
Veterans Memorial TowerEagle Grove, IA-Build Veterans Monument$2,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The 990 was provided to co trustees prior to filing”

Officer director etc mailing address Part VI line 9

“Richard e cahalan, 301 so cedar ave, eagle grove, ia 50533cuttis b hause, 12251 285th st, lindstrom, mn 55045”

Governing documents etc available to public Part VI line 19

“Trust established by the last will and testament of james r johnson a copy of which is provided upon written request,”

Filing and Contact Details

Filer

Filer Name
James R Johnson Charitable Trust
EIN
82-6686264
Address
301 SO CEDAR AVE, Eagle Grove, IA 50533

Signing Officer

Name
Richard E Cahalan
Title
Co Trustee
Phone
5158518599
Signed
2022-09-01
Discuss with paid preparer
No

Organization Details

Formed
2018
Legal Domicile
Ia
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Walker Law Office PC
Address
320 So 12th St, Fort Dodge, IA 50501-4816
Preparer
Charles a Walker
Phone
5155760671
Raw XML Appendix321 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUST ESTABLISHED BY THE LAST WILL AND TESTAMENT OF JAMES R JOHNSON A COPY OF WHICH IS PROVIDED UPON WRITTEN REQUEST,
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ReturnHeader/PreparerPersonGrp/PhoneNum05155760671
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES A WALKER
ReturnHeader/ReturnTs02022-09-16T09:39:51-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAHALAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,394
Liabilities
$0
Net assets
$108,394
Revenue
$49,265
Expenses
$202,377
Net income
-$153,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$1.14$1.08
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.49$2.02$1.53
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.01$2.22$2.23
2019Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.04$4.52$4.56