Civic Intelligence

Johnson Machinery Co Benefit Trust

990EZ • Fiscal year 2016 • EIN 95-3442230

Nov 01, 2015 to Oct 31, 2016 • Filed on Mar 08, 2016

Organization ProfileN/A
PO Box 351Riverside, CA 92502

(951) 686-4560

Siviq Scores

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

Liabilities / Assets

100th percentile

10164.00x

Higher debt load relative to assets than 100% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Net Margin

56th percentile

3.4%

Higher net margin than 56% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Asset Growth

54th percentile

0.0%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-37%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets100th percentile

Assets

Flat

$1

Flat from 2015

Net Assets

Up

-$10,164

Up $3,924 (+28%) from 2015

Liabilities

Down

$10,164

Down $3,924 (-28%) from 2015

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin56th percentile

Revenue

Down

$117,080

Down $68,111 (-37%) from 2015

Expenses

Down

$113,156

Down $77,120 (-41%) from 2015

Net Income

Up

$3,924

Up $9,009 (+177%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$20K$10K$0-$10K-$20KAssets 2011: $0Liabilities 2011: $9,419Net Assets 2011: -$9,4192011Assets 2012: $0Liabilities 2012: $11,976Net Assets 2012: -$11,9762012Assets 2013: $1Liabilities 2013: $14,884Net Assets 2013: -$14,8842013Assets 2014: $1Liabilities 2014: $9,003Net Assets 2014: -$9,0032014Assets 2015: $1Liabilities 2015: $14,088Net Assets 2015: -$14,0882015Assets 2016: $1Liabilities 2016: $10,164Net Assets 2016: -$10,1642016Assets 2017: $0Net Assets 2017: $02017

Highlighted filing

2016

Assets$1
Liabilities$10,164
Net Assets-$10,164
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $166,640Expenses 2011: $163,548Net Income 2011: $3,0922011Revenue 2012: $159,346Expenses 2012: $161,903Net Income 2012: -$2,5572012Revenue 2013: $166,560Expenses 2013: $169,468Net Income 2013: -$2,9082013Revenue 2014: $193,512Expenses 2014: $187,631Net Income 2014: $5,8812014Revenue 2015: $185,191Expenses 2015: $190,276Net Income 2015: -$5,0852015Revenue 2016: $117,080Expenses 2016: $113,156Net Income 2016: $3,9242016Revenue 2017: $100,426Expenses 2017: $90,262Net Income 2017: $10,1642017

Highlighted filing

2016

Revenue$117,080
Expenses$113,156
Net Income$3,924
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Signed
Mar 8, 2016
Return Version
2015v3.0
Gross Receipts
$117,080
Mission and Program Overview

Mission

Payment of dental claims for beneficiaries

Program Services

DescriptionGrantsExpenses
BENEFITS TO BENEFICIARIES-DENTAL CLAIMS--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WR JOHNSONCEO-$0--
KEVIN KELLYCFO-$0--
Filing and Contact Details

Filer

Filer Name
Johnson Machinery Co
EIN
95-3442230
Phone
9516864560
Address
PO BOX 351, RIVERSIDE, CA 92502

Signing Officer

Name
Kevin Kelly
Title
CFO
Phone
9096864560
Signed
2016-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Roorda Piquet & Bessee Inc
Address
5995 BROCKTON AVENUE/2ND FLOOR, RIVERSIDE, CA 92506
Preparer
Robert M Bessee
Phone
9516847781
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative costs 10,255 total 10,255”

Form 990-ez, Part II, Line 26

“Estimated dental claims payable 14,088 10,164”

Raw XML Appendix87 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0102901
IRS990EZ/BooksInCareOfDetail/PersonNm0KEVIN KELLY
IRS990EZ/BooksInCareOfDetail/PhoneNum09516864560
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 351
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RIVERSIDE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092502
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0117080
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03924
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt0117080
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-14088
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-10164
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-14088
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-10164
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WR JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010255
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PAYMENT OF DENTAL CLAIMS FOR BENEFICIARIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BENEFITS TO BENEFICIARIES-DENTAL CLAIMS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014088
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010164
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113156
IRS990EZ/TotalRevenueAmt0117080
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE COSTS 10,255 TOTAL 10,255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ESTIMATED DENTAL CLAIMS PAYABLE 14,088 10,164
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09096864560
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNSON MACHINERY CO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0953442230
ReturnHeader/Filer/PhoneNum09516864560
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 351
ReturnHeader/Filer/USAddress/CityNm0RIVERSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROORDA PIQUET & BESSEE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05995 BROCKTON AVENUE/2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIVERSIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092506
ReturnHeader/PreparerPersonGrp/PhoneNum09516847781
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M BESSEE
ReturnHeader/ReturnTs02017-05-02T12:10:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-11-01
ReturnHeader/TaxPeriodEndDt02016-10-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1
Liabilities
$10,164
Net assets
-$10,164
Revenue
$117,080
Expenses
$113,156
Net income
$3,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.00$0.90$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.10$0.10$1.17$1.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.14$0.14$1.85$1.90$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.09$0.09$1.94$1.88$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.15$0.15$1.67$1.69$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.12$0.12$1.59$1.62$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.09$0.09$1.67$1.64$0.03