Civic Intelligence

Robert B Johnson and Caroline Oconnell Charitable Foundation

EIN 99-4491736 • 501(c)3 • Englewood, FL

Profile

Support educational and community projects

PO Box 1111Englewood, FL 34295
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

$3,687,538

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$3,687,538

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue20th percentileNet Margin100th percentile

Revenue

$3,687,538

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$3,687,538

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2024: $3,687,538Liabilities 2024: $0Net Assets 2024: $3,687,5382024

Highlighted filing

2024

Assets$3,687,538
Liabilities$0
Net Assets$3,687,538
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2024: $3,687,538Expenses 2024: $0Net Income 2024: $3,687,5382024

Highlighted filing

2024

Revenue$3,687,538
Expenses$0
Net Income$3,687,538
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,687,538
Liabilities
$0
Net assets
$3,687,538
Revenue
$3,687,538
Expenses
$0
Net income
$3,687,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.00$3.69$3.69$0.00$3.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.0
Gross Receipts
$3,687,541
Mission and Program Overview

Mission

Support educational and community projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$1,839,701-
Investments in Publicly Traded Securities-$1,460,254-
Cash and Non-Interest-Bearing Accounts-$387,583-
Total Assets$0$3,687,538▲ $3,687,538
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$3,687,538-
Total Net Assets Fund Balance$0$3,687,538▲ $3,687,538
Total Liabilities and Net Assets / Fund Balance$0$3,687,538▲ $3,687,538
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Alejandra JuffeTrustee
David OrrisTrustee
Robert DickinsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$3,687,537
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$0
All Other Contributions
$3,687,537
Change in Net Assets
$3,687,538

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$3,300,755
Total Noncash Contributions1$3,300,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Backup withholding compliance
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Robert B Johnson and Caroline
EIN
99-4491736
Phone
9414750202
Address
PO BOX 1111, ENGLEWOOD, FL 34295

Signing Officer

Name
David Orris
Title
Trustee
Phone
9414750202
Signed
2025-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Orris
Formed
2024
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Alejandra M Juffe CPA
Address
900 PINE ST STE 126, ENGLEWOOD, FL 34223-4457
Preparer
Alejandra Juffe
Phone
9414757937
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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1M-$5M nonprofits