Civic Intelligence

Hedwig S Johannsen Trust

EIN 83-6747329 • San Marcos, CA

1545 El Paseo DrSan Marcos, CA 92078
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-162%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$34,000

Higher top officer pay than 57% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

20th percentile

-5.9%

Faster asset growth than 20% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

32%

Faster revenue growth than 72% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$2,415,449

Down $150,644 (-5.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,415,449

Down $150,644 (-5.9%) from 2023

Revenue

Up

$95,731

Up $23,413 (+32%) from 2023

Expenses

Down

$250,612

Down $3,026 (-1.2%) from 2023

Net Income

Up

-$154,881

Up $26,439 (+15%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $3,196,738Liabilities 2019: $0Net Assets 2019: $3,196,7382019Assets 2020: $3,302,647Liabilities 2020: $0Net Assets 2020: $3,302,6472020Assets 2021: $2,977,883Liabilities 2021: $0Net Assets 2021: $2,977,8832021Assets 2022: $2,747,413Liabilities 2022: $0Net Assets 2022: $2,747,4132022Assets 2023: $2,566,093Liabilities 2023: $0Net Assets 2023: $2,566,0932023Assets 2024: $2,415,449Liabilities 2024: $0Net Assets 2024: $2,415,4492024

Latest loaded filing

2024

Assets$2,415,449
Liabilities$0
Net Assets$2,415,449

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2019: $244,371Expenses 2019: $190,297Net Income 2019: $54,0742019Revenue 2020: $443,459Expenses 2020: $337,550Net Income 2020: $105,9092020Revenue 2021: $22,247Expenses 2021: $347,011Net Income 2021: -$324,7642021Revenue 2022: $24,879Expenses 2022: $255,349Net Income 2022: -$230,4702022Revenue 2023: $72,318Expenses 2023: $253,638Net Income 2023: -$181,3202023Revenue 2024: $95,731Expenses 2024: $250,612Net Income 2024: -$154,8812024

Latest loaded filing

2024

Revenue$95,731
Expenses$250,612
Net Income-$154,881

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 3, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan BursonTrusteePT$34,000-$34,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOperation HOPE VistaProgram Support-Vista, CA, US$100,000
Paid GrantCommunity Resource CenterProgram Support-Encinitas, CA, US$50,000
Paid GrantFrosted Faces FoundationPUBLIC SUPPORT-Ramona, CA, US$10,395
Paid GrantBrother Benno FoundationProgram Support-Oceanside, CA, US$10,000
Paid GrantThe Elizabeth HospiceProgram Support-Escondido, CA, US$10,000
Paid GrantBoys and Girls Club of VistaProgram Support-Vista, CA, US$10,000
Paid GrantStraight from the HeartProgram Support-San Marcos, CA, US$10,000
Paid GrantVeterans Association of North CountyProgram Support-Oceanside, CA, US$2,000
Filing and Contact Details

Filer

Filer Name
Hedwig S Johannsen Trust
EIN
83-6747329
Phone
7605050887
Address
1545 El Paseo Dr, San Marcos, CA 92078

Signing Officer

Name
Alan Burson
Title
Trustee
Signed
2026-03-03
Discuss with paid preparer
Yes

Preparer

Firm
E3 Coastal Advisors LLP
Address
5050 Avenida Encinas Ste 350, Carlsbad, CA 92008
Preparer
Kenneth S Evans CPA MBT
Phone
7604311755
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PUBLIC SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Brother Benno Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Community Resource Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2The Elizabeth Hospice
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Operation HOPE Vista
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Frosted Faces Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Boys and Girls Club of Vista
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Straight from the Heart
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Veterans Association of North County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03260 Production Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1650 Second Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2500 La Terraza Blvd 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3859 E Vista Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41448 Pine St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5410 W California Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6839 W San Marcos Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71617 Mission Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Oceanside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Encinitas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Escondido
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Vista
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Ramona
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Vista
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6San Marcos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Oceanside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092058
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392084
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592083
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792058
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0202395
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0142533
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0142533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt038846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt034124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0128188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt099416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt099416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0285698
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt059862
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt038846
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt034124
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0128188
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0202395
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt059862
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0385114
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0325252
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt04822
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt11616
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt220908
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt32126
LandEtcSchedule2/LandEtcGrp/BookValueAmt01951
LandEtcSchedule2/LandEtcGrp/BookValueAmt1654
LandEtcSchedule2/LandEtcGrp/BookValueAmt2179092
LandEtcSchedule2/LandEtcGrp/BookValueAmt312589
LandEtcSchedule2/LandEtcGrp/BookValueAmt4650000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt4Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt06773
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt12270
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2200000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt314715
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt4650000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0287500
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1862500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07175
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0Filing Fee
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alan Burson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hedwig S Johannsen Trust
ReturnHeader/Filer/BusinessNameControlTxt0HEDW
ReturnHeader/Filer/EIN0836747329
ReturnHeader/Filer/PhoneNum07605050887
ReturnHeader/Filer/USAddress/AddressLine1Txt01545 El Paseo Dr
ReturnHeader/Filer/USAddress/CityNm0San Marcos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0852985459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0E3 Coastal Advisors LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05050 Avenida Encinas Ste 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07604311755
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth S Evans CPA MBT
ReturnHeader/ReturnTs02026-03-03T16:47:11-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01

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