2018-06-01T13:51:37-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2017-01-01 202387645 JIMMIE JOHNSON FOUNDATION JIMM 7044532897 PO BOX 242607 CHARLOTTE NC 28224 AMANDA PROTHERO EXECUTIVE DIRECTOR 7044532897 2018-06-01 1 JOHN NORMAN P01506766 7049985200 2018-05-25 2017 2022-09-23 18:48:47Z X JIMMIE JOHNSON PO BOX 242607 CHARLOTTE NC 28224 1955951 0 X WWW.JIMMIEJOHNSONFOUNDATION.ORG X 2005 MI THE JIMMIE JOHNSON FOUNDATION IS DEDICATED TO ASSISTING CHILDREN, FAMILIES AND COMMUNITIES IN NEED. 5 5 4 5 0 0 1384148 1470365 0 0 -155 6780 -64710 40782 1319283 1517927 839561 1143819 0 0 186776 226301 0 0 354664 195924 452262 1222261 1822382 97022 -304455 489562 93749 339725 21055 149837 72694 X THE JIMMIE JOHNSON FOUNDATION IS DEDICATED TO ASSISTING CHILDREN, FAMILIES AND COMMUNITIES IN NEED. 0 0 767751 611167 5606 THE FOUNDATION CURRENTLY FOCUSES ON FUNDING K-12 PUBLIC EDUCATION, PRIMARILY THROUGH THE JIMMIE JOHNSON FOUNDATION CHAMPIONS GRANT PROGRAM. CHAMPIONS GRANTS ARE AWARDED TO SCHOOLS LOCATED IN EL CAJON/SAN DIEGO, CALIFORNIA; MUSKOGEE AND TULSA, OKLAHOMA; AND MECKLENBURG AND CABARRUS COUNTIES IN NORTH CAROLINA TO HELP ADDRESS THEIR CRITICAL NEEDS. THE FOUNDATION ALSO GRANTS A SMALL AMOUNT OF GRANTS TO NON PROFIT ORGANIZATIONS AT THE DECRETION OF THE BOARD OF DIRECTORS. 163552 130000 THE BLUE BUNNY HELMET OF HOPE PROGRAM GIVES INDIVIDUALS ACROSS THE COUNTRY THE OPPORTUNITY TO NOMINATE THEIR FAVORITE CHARITY THAT SUPPORTS K-12 PUBLIC EDUCATION FOR THE CHANCE TO BE FEATURED ON SEVEN-TIME NASCAR CUP SERIES CHAMPION JIMMIE JOHNSON'S HELMET FOR A RACE DURING THE NASCAR CUP SEASON. IN ADDITION TO BEING FEATURED ON THE HELMET, EACH CHARITY SELECTED ALSO RECEIVES A GRANT OF $25,000 AND A BLUE BUNNY ICE CREAM PARTY. 55183 48000 IN 2017, TEN K-12 PUBLIC SCHOOLS WERE SELECTED FROM HUNDREDS OF NOMINATIONS AS TEAM UP FOR TECHNOLOGY FINALISTS. EACH OF THE TEN SCHOOLS WERE GIVEN A PRIZE KIT THAT INCLUDED A LAPTOP AND CAMERA TO CREATE A TWO-MINUTE VIDEO DEMONSTRATING THEIR SCHOOLS TECH NEEDS. MELODY STEM ELEMENTARY IN CHICAGO, IL WAS CHOSEN AS THE 2017 WINNER. THE WINNING SCHOOL RECEIVED A CASH GRANT OF $48,000. 354652 354652 IN 2017, AS A RESPONSE TO DEVASTATING NATURAL DISASTERS, THE HENDRICK RELIEF FUND WAS SET UP AND FACILITATED BY THE JJF. THIS FUND WILL ONLY BE ACTIVATED IN TIME OF NATURAL DISASTERS AND NATIONAL NEED. 354652 354652 1341138 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC OH OK OR PA RI SC SD TN TX VA WA WV WI WY X AMANDA PROTHERO 7045861586 PO BOX 242607 CHARLOTTE NC 28224 JIMMIE JOHNSON PRESIDENT 5.00 X X 0 0 0 CHANDRA JOHNSON VICE PRESIDENT/TREASURER 5.00 X X 0 0 0 ALAN MILLER SECRETARY 5.00 X X 0 0 0 SAM MAY TRUSTEE 5.00 X 0 0 0 CHIP SHELTON TRUSTEE 5.00 X 0 0 0 AMANDA PROTHERO EXECUTIVE DIRECTOR 50.00 X 94782 0 20940 94782 0 20940 0 0 0 0 0 690001 780364 184699 1470365 6780 6780 242300 690001 320817 -78517 -78517 230900 117207 113693 113693 5606 0 5606 5606 1517927 5606 0 41956 1143819 1143819 94782 23695 23695 47392 82246 55880 10311 16055 36004 15443 7140 13421 13269 5998 2541 4730 64437 2048 32300 30089 6612 1983 2645 1984 12492 1481 5188 5823 125670 71633 31417 22620 4934 4441 493 10254 5127 5127 1112 1112 OTHER SPECIAL EVENT EXP 185256 185256 LICENSES & PERMITS 10646 10646 PRINTING, POSTAGE, SHIP 7098 2841 354 3903 23751 11876 4750 7125 1822382 1341138 126580 354664 39959 4251 237852 51518 2000 36130 42821 40971 10833 1850 198918 489562 93749 17000 21055 15725 307000 339725 21055 X 149837 72694 0 0 149837 72694 489562 93749 -304455 1108 226204 0 X 0 1 X 0 0 X 1088743 1183022 1128680 1384148 1583875 6368468 1088743 1183022 1128680 1384148 1583875 6368468 2162929 4205539 13395 14591 14190 9679 6780 58635 6427103 0.65430 0.58750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42821 40971 1850 1850 X 1745239 1108 226204 227312 1517927 0 1517927 1822382 0 1822382 0 1822382 PART X, LINE 2: THE FOUNDATION IS A NON-PROFIT ORGANIZATION AS DEFINED BY INTERNAL REVENUE CODE SECTION 501(C)(3) AND ACCORDINGLY, IS EXEMPT FROM INCOME TAXES ON ALL INCOME RELATED TO ITS EXEMPT PURPOSE. MANAGEMENT BELIEVES THAT THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE FOUNDATION INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2017 OR 2016 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. PART X, LINE 2 THE FOUNDATION IS A NOT-FOR-PROJEIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS RECEIVED A RULING OF A FAVORABLE DETERMINATION OF ITS TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. MANAGEMENT BELIEVES THAT THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE EFFECT OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS BY PRESCRIBING A RECONGITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALITIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WIHT RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2017 AND ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS DIRECT EVENT EXPENSE COGS TOTAL TO SCHEDULE D, PART XI, LINE 2D PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EVENT EXPENSES COGS TOTAL TO SCHEDULE D, PART XII, LINE 2D GOLF TOURNEY 745503 503203 242300 93449 104999 87430 FIT FEST 186798 186798 34939 932301 690001 242300 93449 104999 122369 320817 -78517 230900 117207 0 230900 117207 117207 113693 0 0 0 0 0 0 0 GBPLF- ONE AMERICA APPEAL POST OFFICE BOX 14141 COLLEGE STATION TX 77841 760345781 501(C)(3) 354652 HURRICANE RELIEF EL CAPITAN HIGH SCHOOL 10410 ASHWOOD STREET LAKESIDE CA 92040 956001517 115 74088 EDUCATION SUPPORT MELODY STEM ELEMENTARY SCHOOL 3937 W WILCOX STREET CHICAGO IL 60624 366005821 115 48000 EDUCATION SUPPORT WEST CHARLOTTE HIGH SCHOOL 2219 SENIOR DRIVE CHARLOTTE NC 28214 566001074 115 46401 EDUCATION SUPPORT BEVERLY HILLS STEM ELEMENTARY SCHOOL 87 PALASIDE DRIVE NE CONCORD NC 28025 566000997 115 44525 EDUCATION SUPPORT JAY M ROBINSON HIGH SCHOOL 300 PITTS SCHOOL ROAD CONCORD NC 28025 566000997 115 44525 EDUCATION SUPPORT WESTERLY HILLS ACADEMY 4420 DENVER AVE CHARLOTTE NC 28208 566001074 115 42799 EDUCATION SUPPORT WEGEFORTH ELEMENTARY SCHOOL 3443 EDIWHAR AVE SAN DIEGO CA 92123 956002781 115 40098 EDUCATION SUPPORT VALHALLA HIGH SCHOOL 1725 HILLSDALE ROAD EL CAJON CA 92019 956001517 115 36390 EDUCATION SUPPORT WR ODELL PRIMARY SCHOOL 1 DRAGON PRIDE DRIVE CONCORD NC 28027 566000997 115 31917 EDUCATION SUPPORT METRO SCHOOL 405 S DAVIDSON STREET CHARLOTTE NC 28202 566001074 501(C)(3) 31500 EDUCATION SUPPORT SEDGEFIELD MIDDLE SCHOOL 2700 DORCHESTER PLACE CHARLOTTE NC 28209 566001074 115 29907 EDUCATION SUPPORT ALLENBROOK ELEMENTARY SCHOOL 1430 ALLENBROOK DRIVE CHARLOTTE NC 28208 566001074 115 28035 EDUCATION SUPPORT ALBERT EINSTEIN CHARTER ELEMENTARY SCHOOL 3035 ASH STREET SAN DIEGO CA 92102 870759939 115 25815 EDUCATION SUPPORT MUSKOGEE HIGH SCHOOL 3200 E SHAWNEE BLVD MUSKOGEE OK 74403 726069062 115 25037 EDUCATION SUPPORT ART FEEDS 240 N BLOCK ST FAYETTEVILLE AR 72701 271326336 501(C)(3) 25000 EDUCATION SUPPORT EDU-FUTURO 900 JENNINGS ST SIOUX CITY IA 51105 541914671 501(C)(3) 25000 EDUCATION SUPPORT MARY J TREGLIA COMMUNITY HOUSE 2110 WASHINGTON BLVD ARLINGTON VA 22204 420681107 501(C)(3) 25000 EDUCATION SUPPORT SCHOOL ON WHEELS OF MASSACHUSETTS INC 100 LAUREL ST EAST BRIDGEWATER MA 02333 201020880 501(C)(3) 25000 EDUCATION SUPPORT SPARTAN FOUNDATION 166 60TH ST VIENNA WV 26105 204153385 501(C)(3) 25000 EDUCATION SUPPORT THE KIDS READING ROOM 7227 SHAVELSON ST HOUSTON TX 77055 465693408 501(C)(3) 25000 EDUCATION SUPPORT SADLER ARTS ACADEMY 800 ALTAMONT ST MUSKOGEE OK 74401 736069062 115 15600 EDUCATION SUPPORT SPEEDWAY CHILDREN'S CHARITIES PO BOX 18747 CHARLOTTE NC 28218 561331429 501(C)(3) 10000 GENERAL SUPPORT MAKE A WISH OF CENTRAL AND WESTERN CAROLINAS 1131 HARDING PLACE CHARLOTTE NC 28204 561492432 501(C)(3) 9000 GENERAL SUPPORT LUKEMIA & LYMPHOMA SOCIETY PO BOX 242607 CHARLOTTE NC 28224 135644916 501(C)(3) 7500 GENERAL SUPPORT ALEXANDER YOUTH NETWORK 6220 THERMAL RD CHARLOTTE NC 28211 560554413 501(C)(3) 5000 GENERAL SUPPORT CHARLOTTE'S FINEST LEGACY FOUNDATION PO BOX 34742 CHARLOTTE NC 28234 271601370 501(C)(3) 5000 GENERAL SUPPORT CHILDRESS INSTITUTE FOR PEDIATRIC TRAUMA 575 N PATTERSON AVE STE 148 WINSTON SALEM NC 27101 463674691 501(C)(3) 5000 GENERAL SUPPORT FORT MILL SCHOOL DISTRICT (NATIONS FORD HS) 2233 DEERFIELD DRIVE FORT MILL SC 29715 576001032 115 5000 EDUCATION SUPPORT MOTOR RACING OUTREACH 5555 CONCORD PARKWAY SOUTH CONCORD NC 28027 581859610 501(C)(3) 5000 GENERAL SUPPORT ROAD 2 RECOVERY 1042 N EL CAMINO REAL ENCINITAS CA 92024 860996104 501(C)(3) 5000 GENERAL SUPPORT TOUR OF LAKE ELLYN FOUNDATION 601 GLEN ELLYN PL GLEN ELLYN IL 60137 821043377 501(C)(3) 5000 GENERAL SUPPORT 32 PART 1, LINE 2: RECIPIENTS OF CHAMPION GRANTS ARE REQUIRED TO COMPLETE A PROGRESS REPORT AND FINAL REPORT. FAILURE TO PROPERLY SUBMIT THESE REPORTS IMPACT FUTURE FUNDING. THE PROGRESS REPORT INCLUDES A BRIEF QUESTIONNAIRE AND BUDGET FORM. THE FINAL REPORT PROVIDES DETAILED INFORMATION ABOUT THE PROJECT INCLUDING A FINAL BUDGET OUTLINING ALL EXPENSES OF THE PROJECT. THE FOUNDATION ALSO MAKES CHARITABLE DONATIONS TO OTHER 501(C)(3) ORGANIZATIONS. X 1 87905 CHEVROLET'S MSRP X GIFTS 428 6897 X CYCLING SETS 18 3478 X WATCHES 26 750 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JIMMIE JOHNSON (BOARD PRESIDENT) AND CHANDRA JOHNSON (BOARD VICE PRESIDENT AND TREASURER) HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ALAN MILLER AND SAM MAY WILL REVIEW THE FINAL 990 DRAFT FOR APPROVAL. THE FULL BOARD IS PROVIDED WITH A COPY OF THE FINAL 990 AND IT IS REVIEWED AND DISCUSSED AT THE ANNUAL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL CONFLICT OF INTEREST FORM IS SIGNED BY ALL STAFF AND BOARD MEMBERS. ALL MEMBERS AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. IN THE EVENT OF A POTENTIAL CONFLICT, THAT PERSON RECUSES HIMSELF/HERSELF FROM ALL DISCUSSIONS AND/OR VOTE. THE RECUSAL IS DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET BY THE BOARD OF DIRECTORS. THE BOARD SECRETARY IS CHARGED WITH GATHERING INFORMATION ON MARKET RATE COMPENSATION COMPARABLES AND HANDLES DOCUMENTATION OF THIS PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. REQUESTS FOR INFORMATION SHOULD BE MADE TO THE ATTENTION OF THE EXECUTIVE DIRECTOR.