Jw Johnson Family Charitable Trust
Jw Johnson Family Charitable Trust maintains strong asset growth with zero executive compensation, despite recent operational deficits.
EIN: 207203295 · Scottsdale, AZ · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.0M |
| Total Expenses | $574K |
| Program Spending | 90% |
| Net Assets | $7.8M |
| Transparency Score | 90/100 |
Is Jw Johnson Family Charitable Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jw Johnson Family Charitable Trust directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jw Johnson Family Charitable Trust
Jw Johnson Family Charitable Trust (EIN: 207203295) is a nonprofit organization based in Scottsdale, AZ, classified under NTEE code T20. The organization reported total revenue of $2.0M and total assets of $7.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jw Johnson Family Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jw Johnson Family Charitable Trust is a mid-size nonprofit that has been operating for 18 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -15.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $279K |
| Total Expenses | $574K |
| Surplus / Deficit | $-295,149 |
| Total Assets | $7.8M |
| Total Liabilities | $23K |
| Net Assets | $7.8M |
| Operating Margin | -105.7% |
| Debt-to-Asset Ratio | 0.3% |
| Months of Reserves | 162.6 months |
Financial Health Grade: B
In 2023, Jw Johnson Family Charitable Trust reported a deficit of $295K with expenses exceeding revenue, holds 162.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.3% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Jw Johnson Family Charitable Trust's revenue has declined at a compound annual growth rate (CAGR) of -15.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -76.8% | -61.6% | -3.4% |
| 2022 | -25.2% | +205.2% | -3.5% |
| 2021 | +134.7% | -10.0% | +15.4% |
| 2020 | -3.8% | +54.3% | +2.1% |
| 2019 | +40.9% | -40.0% | +11.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2008 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Jw Johnson Family Charitable Trust with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Jw Johnson Family Charitable Trust allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $295K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.3%.
Executive Compensation Analysis
Executive compensation is consistently reported at 0% across all available filings, indicating that no officers receive salaries from the trust, which is highly efficient for a charitable organization of its size.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Jw Johnson Family Charitable Trust's IRS 990 filings:
- Expenses exceeded revenue in 2022 and 2023, totaling a deficit of $288,854 in 2023 and $288,854 in 2022, which could be a concern if not covered by prior surpluses or endowment draw.
Strengths
The following positive indicators were identified for Jw Johnson Family Charitable Trust:
- Consistent 0% officer compensation across all filings, indicating high efficiency and dedication to mission.
- Strong and consistent asset growth over the past decade, from $3.24 million in 2011 to $7.78 million in 2023.
- Substantial asset base ($7,860,055 latest reported) provides financial stability and capacity for future grantmaking.
- Low liabilities relative to assets, indicating a healthy balance sheet.
Frequently Asked Questions about Jw Johnson Family Charitable Trust
Is Jw Johnson Family Charitable Trust a legitimate charity?
Jw Johnson Family Charitable Trust (EIN: 207203295) is a registered tax-exempt nonprofit based in Arizona. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.0M. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does Jw Johnson Family Charitable Trust spend its money?
Jw Johnson Family Charitable Trust directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Jw Johnson Family Charitable Trust tax-deductible?
Jw Johnson Family Charitable Trust is registered as a tax-exempt nonprofit (EIN: 207203295). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Jw Johnson Family Charitable Trust compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Jw Johnson Family Charitable Trust is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Jw Johnson Family Charitable Trust located?
Jw Johnson Family Charitable Trust is headquartered in Scottsdale, Arizona and files with the IRS under EIN 207203295. It is classified under NTEE code T20.
How many years of IRS 990 filings does Jw Johnson Family Charitable Trust have?
Jw Johnson Family Charitable Trust has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.0M in total revenue.
Is Jw Johnson Family Charitable Trust a good charity?
Based on the available data, the Jw Johnson Family Charitable Trust appears to be a good charity, primarily due to its consistent 0% officer compensation and substantial asset growth over time, suggesting a strong focus on its charitable purpose rather than administrative overhead.
How does the trust manage its finances given recent deficits?
While the trust reported expenses exceeding revenue in 2022 and 2023, its substantial asset base of $7.78 million in 2023 allows it to cover these deficits, likely through strategic grantmaking from its endowment rather than relying solely on annual income.
What is the primary focus of the trust's spending?
Given the NTEE code T20 (Philanthropy, Voluntarism, and Grantmaking Foundations) and the absence of officer compensation, it is highly probable that the vast majority of the trust's expenses are directed towards grants and direct programmatic support, aligning with its mission as a grantmaking foundation.
Filing History
IRS 990 filing history for Jw Johnson Family Charitable Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Jw Johnson Family Charitable Trust's revenue has declined by 87.5%, moving from $2.2M to $279K. Total assets increased by 140% over the same period, from $3.2M to $7.8M. Total functional expenses fell by 73.6%, from $2.2M to $574K. In its most recent filing year (2023), Jw Johnson Family Charitable Trust reported a deficit of $295K, with expenses exceeding revenue. The organization holds $23K in liabilities against $7.8M in assets (debt-to-asset ratio: 0.3%), resulting in net assets of $7.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $279K | $574K | $7.8M | $23K | — | — |
| 2022 | $1.2M | $1.5M | $8.1M | $2K | — | View 990 |
| 2021 | $1.6M | $490K | $8.3M | $2K | — | View 990 |
| 2020 | $687K | $544K | $7.2M | $10K | — | View 990 |
| 2019 | $715K | $353K | $7.1M | $2K | — | View 990 |
| 2015 | $507K | $588K | $6.3M | $11K | — | View 990 |
| 2014 | $1.7M | $498K | $6.5M | $52K | — | View 990 |
| 2013 | $782K | $455K | $5.2M | $950 | — | View 990 |
| 2012 | $1.9M | $198K | $4.9M | $42K | — | View 990 |
| 2011 | $2.2M | $2.2M | $3.2M | $32K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $279K, expenses of $574K, and assets of $7.8M (revenue -76.8% year-over-year).
- 2022: Revenue of $1.2M, expenses of $1.5M, and assets of $8.1M (revenue -25.2% year-over-year).
- 2021: Revenue of $1.6M, expenses of $490K, and assets of $8.3M (revenue +134.7% year-over-year).
- 2020: Revenue of $687K, expenses of $544K, and assets of $7.2M (revenue -3.8% year-over-year).
- 2019: Revenue of $715K, expenses of $353K, and assets of $7.1M (revenue +40.9% year-over-year).
- 2015: Revenue of $507K, expenses of $588K, and assets of $6.3M (revenue -70.1% year-over-year).
- 2014: Revenue of $1.7M, expenses of $498K, and assets of $6.5M (revenue +117.0% year-over-year).
- 2013: Revenue of $782K, expenses of $455K, and assets of $5.2M (revenue -58.2% year-over-year).
- 2012: Revenue of $1.9M, expenses of $198K, and assets of $4.9M (revenue -16.2% year-over-year).
- 2011: Revenue of $2.2M, expenses of $2.2M, and assets of $3.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jw Johnson Family Charitable Trust:
Data Sources and Methodology
This transparency report for Jw Johnson Family Charitable Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.