Civic Intelligence

Richard Myles Johnson Foundation

990 • Fiscal year 2012 • EIN 95-6141173

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 11, 2013

2855 E Guasti Road No 60091761-1250
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.03x

Higher debt load relative to assets than 43% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$676,513

Up $67,697 (+11%) from 2011

Net Assets

Up

$656,439

Up $56,281 (+9.4%) from 2011

Liabilities

Up

$20,074

Up $11,416 (+132%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$207,630

Down $34,334 (-14%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $571,540Liabilities 2010: $12,165Net Assets 2010: $559,3752010Assets 2011: $608,816Liabilities 2011: $8,658Net Assets 2011: $600,1582011Assets 2012: $676,513Liabilities 2012: $20,074Net Assets 2012: $656,4392012Assets 2013: $710,961Liabilities 2013: $30,603Net Assets 2013: $680,3582013Assets 2014: $664,126Liabilities 2014: $16,432Net Assets 2014: $647,6942014Assets 2015: $622,246Liabilities 2015: $28,197Net Assets 2015: $594,0492015Assets 2016: $730,216Liabilities 2016: $120,754Net Assets 2016: $609,4622016Assets 2017: $728,554Liabilities 2017: $24,817Net Assets 2017: $703,7372017Assets 2018: $687,804Liabilities 2018: $32,374Net Assets 2018: $655,4302018Assets 2019: $618,415Liabilities 2019: $22,079Net Assets 2019: $596,3362019Assets 2020: $612,106Liabilities 2020: $76,328Net Assets 2020: $535,7782020Assets 2021: $667,084Liabilities 2021: $115,182Net Assets 2021: $551,9022021Assets 2022: $638,297Liabilities 2022: $79,802Net Assets 2022: $558,4952022Assets 2023: $664,983Liabilities 2023: $107,939Net Assets 2023: $557,0442023Assets 2024: $683,170Liabilities 2024: $103,184Net Assets 2024: $579,9862024

Highlighted filing

2012

Assets$676,513
Liabilities$20,074
Net Assets$656,439

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $245,6542010Expenses 2011: $241,9642011Expenses 2012: $207,6302012Revenue 2013: $242,502Expenses 2013: $218,583Net Income 2013: $23,9192013Revenue 2014: $224,452Expenses 2014: $257,116Net Income 2014: -$32,6642014Revenue 2015: $304,216Expenses 2015: $357,861Net Income 2015: -$53,6452015Revenue 2016: $408,426Expenses 2016: $393,013Net Income 2016: $15,4132016Revenue 2017: $428,149Expenses 2017: $435,727Net Income 2017: -$7,5782017Revenue 2018: $424,477Expenses 2018: $472,784Net Income 2018: -$48,3072018Revenue 2019: $483,522Expenses 2019: $542,616Net Income 2019: -$59,0942019Revenue 2020: $309,565Expenses 2020: $370,123Net Income 2020: -$60,5582020Revenue 2021: $445,414Expenses 2021: $429,290Net Income 2021: $16,1242021Revenue 2022: $477,321Expenses 2022: $470,727Net Income 2022: $6,5942022Revenue 2023: $515,045Expenses 2023: $516,496Net Income 2023: -$1,4512023Revenue 2024: $569,447Expenses 2024: $546,505Net Income 2024: $22,9422024

Highlighted filing

2012

Revenue-
Expenses$207,630
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 11, 2013
Return Version
2012v2.1
Gross Receipts
$303,173
Mission and Program Overview

Mission

The richard myles johnson foundation supports the financial education efforts of credit unions with a special focus on youth financial education. Donations are used to fund meaningful youth financial education projects.

Filing and Contact Details

Filer

EIN
95-6141173
Raw XML AppendixShowing 400 of 496 raw XML fields

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IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine101 TRAVIS WAY
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine115710 MINERAL POINT RD
IRS990ScheduleI/RecipientTable/AddressUS/City0VACAVILLE
IRS990ScheduleI/RecipientTable/AddressUS/City1MADISON
IRS990ScheduleI/RecipientTable/AddressUS/State0CA
IRS990ScheduleI/RecipientTable/AddressUS/State1WI
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode095687
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode153705
IRS990ScheduleI/RecipientTable/AmountOfCashGrant06000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant120000
IRS990ScheduleI/RecipientTable/EINOfRecipient0941242831
IRS990ScheduleI/RecipientTable/EINOfRecipient1391383650
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(14)
IRS990ScheduleI/RecipientTable/IRCSection1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0COMMUNITY SERVICE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrant1COMMUNITY SERVICE GRANT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10TRAVIS CU
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11NATIONAL CU FOUNDATION
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleI/TotalNbrOfOtherOrganizations01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE FOUNDATION'S EXECUTIVE DIRECTOR, TENA LOZANO, IS AN EMPLOYEE OF CALIFORNIA LEAGUE SERVICE CORPORATION (CLSC), AN UNRELATED ORGANIZATION. A MONTHLY MANAGEMENT SERVICE AGREEMENT IS IN PLACE, AND INCLUDES MANAGEMENT PERSONNEL, ACCOUNTING AND IT. TENA LOZANO'S COMPENSATION FROM CLSC FOR HER ROLE AS THE EXECUTIVE DIRECTOR OF RICHARD MYLES JOHNSON FOUNDATION HAS BEEN DISCLOSED ON PART VII OF THE FORM 990.
IRS990ScheduleO/GeneralExplanation/Explanation1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation2FORM 990 WILL BE SENT ELECTRONICALLY TO THE BOARD OF DIRECTORS BEFORE BEING FILED.
IRS990ScheduleO/GeneralExplanation/Explanation3A CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED BY OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES, IF ANY, ON AN ANNUAL BASIS.
IRS990ScheduleO/GeneralExplanation/Explanation4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation5CARL STEWART: WATER & POWER COMMUNITY CU, 1053 W. SUNSET BLVD,. LOS ANGELES, CA 90012 MICHAEL GOMEZ: FISCAL CU, 21322 OXNARD STREET, WOODLAND HILLS, CA 91367 SARAH CANEPA BANG: COOPERATIVE FINANCIAL SERVICES, 9692 HAVEN AVENUE, RANCHO CUCAMONGA, CA 91730 SHELLY BERRYMAN: SCHOOLSFIRST FCU, 2115 N. BROADWAY, SANTA ANA, CA 92706 BETH DOOLEY: EDUCATIONAL EMPLOYEES CU, 2222 W. SHAW AVENUE, FRESNO, CA 93711 TERESA FREEBORN: XCEED FINANCIAL FCU, 888 NORTH NASH STREET, EL SEGUNDO, CA 90245 KIMBERLY HESTER: COOPERATIVE FINANCIAL SERVICES, 9692 HAVEN AVENUE, RANCHO CUCAMONGA, CA 91730 RICHARD M. JOHNSON: 2713 PARK AVENUE, LAVERNE, CA 91750-4313 TODD LANE: CALIFORNIA COAST CU, 9201 SPECTRUM CENTER BLVD., SAN DIEGO, CA 92123 EILEEN RIVERA: SKYONE FCU, 14600 AVIATION BLVD., HAWTHORNE, CA 90250-6656 JIM UPDIKE: HONDA FCU, 19701 HAMILTON AVENUE, SUITE 130, TORRANCE, CA 90502 TONY BOUTELLE: CUDIRECT LENDING, 2855 E GUASTI ROAD, SUITE 500, ONTARIO, CA 91761
IRS990ScheduleO/GeneralExplanation/Explanation6THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS FOR THE AUDIT.
IRS990ScheduleO/GeneralExplanation/Identifier0OFFICER, DIRECTOR OR TRUSTEE CONTACT INFORMATION:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.83$1.03$5.80$5.69$5.47$0.23
2023Detailed filing. Detailed filing data is available for this year.$6.65$1.08$5.57$5.15$5.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$6.38$0.80$5.58$4.77$4.71$0.07
2021Detailed filing. Detailed filing data is available for this year.$6.67$1.15$5.52$4.45$4.29$0.16
2020Summary only. Only limited summary data is available for this year.$6.12$0.76$5.36$3.10$3.70$0.61
2019Detailed filing. Detailed filing data is available for this year.$6.18$0.22$5.96$4.84$5.43$0.59
2018Detailed filing. Detailed filing data is available for this year.$6.88$0.32$6.55$4.24$4.73$0.48
2017Detailed filing. Detailed filing data is available for this year.$7.29$0.25$7.04$4.28$4.36$0.08
2016Detailed filing. Detailed filing data is available for this year.$7.30$1.21$6.09$4.08$3.93$0.15
2015Detailed filing. Detailed filing data is available for this year.$6.22$0.28$5.94$3.04$3.58$0.54
2014Detailed filing. Detailed filing data is available for this year.$6.64$0.16$6.48$2.24$2.57$0.33
2013Detailed filing. Detailed filing data is available for this year.$7.11$0.31$6.80$2.43$2.19$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.77$0.20$6.56$2.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$0.09$6.00$2.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.72$0.12$5.59$2.46