Civic Intelligence

Suzanne M Nora Johnson and David G Johnson Foundation

990PF • Fiscal year 2023 • EIN 13-3748062

Feb 01, 2022 to Jan 31, 2023 • Filed on Dec 15, 2023

Organization Profile
4000 MacArthur Boulevard Ste 1000Newport Beach, CA 92660

(949) 794-4841

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

21st percentile

-3.1%

Faster asset growth than 21% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

57%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$12,003,244

Down $389,718 (-3.1%) from 2022

Net Assets

$12,003,244

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $30,661 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Up

$2,136,430

Up $774,906 (+57%) from 2022

Expenses

Down

$1,295,644

Down $1,543,191 (-54%) from 2022

Net Income

Up

$840,786

Up $2,318,097 (+157%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$15M$10M$5.0M$0Assets 2011: $7,391,992Liabilities 2011: $02011Assets 2012: $6,220,113Liabilities 2012: $02012Assets 2013: $6,690,958Liabilities 2013: $02013Assets 2014: $7,303,731Liabilities 2014: $02014Assets 2015: $7,845,983Liabilities 2015: $02015Assets 2020: $14,754,463Liabilities 2020: $02020Assets 2021: $12,914,344Liabilities 2021: $1Net Assets 2021: $12,914,3442021Assets 2022: $12,392,962Liabilities 2022: $30,6612022Assets 2023: $12,003,244Liabilities 2023: $0Net Assets 2023: $12,003,2442023Assets 2024: $11,760,998Liabilities 2024: $12024Assets 2025: $14,753,464Liabilities 2025: $0Net Assets 2025: $14,753,4642025

Highlighted filing

2023

Assets$12,003,244
Liabilities$0
Net Assets$12,003,244
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,214,011Expenses 2011: $2,867,007Net Income 2011: $347,0042011Revenue 2012: $2,082,071Expenses 2012: $2,753,748Net Income 2012: -$671,6772012Revenue 2013: $3,493,571Expenses 2013: $2,283,135Net Income 2013: $1,210,4362013Revenue 2014: $3,473,472Expenses 2014: $2,562,756Net Income 2014: $910,7162014Revenue 2015: $3,041,107Expenses 2015: $788,179Net Income 2015: $2,252,9282015Revenue 2020: $1,210,497Expenses 2020: $2,537,708Net Income 2020: -$1,327,2112020Revenue 2021: $448,911Expenses 2021: $2,293,838Net Income 2021: -$1,844,9272021Revenue 2022: $1,361,524Expenses 2022: $2,838,835Net Income 2022: -$1,477,3112022Revenue 2023: $2,136,430Expenses 2023: $1,295,644Net Income 2023: $840,7862023Revenue 2024: $523,458Expenses 2024: $765,704Net Income 2024: -$242,2462024Revenue 2025: $7,973,294Expenses 2025: $2,555,200Net Income 2025: $5,418,0942025

Highlighted filing

2023

Revenue$2,136,430
Expenses$1,295,644
Net Income$840,786
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
Dec 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE M NORA JOHNSONTrustee-$0--
DAVID G JOHNSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Suzanne M Nora Johnson & David G
EIN
13-3748062
In Care Of
% GOLDMAN SACHS AYCO
Phone
9497944841
Address
4000 MacArthur Boulevard Ste 1000, Newport Beach, CA 92660

Signing Officer

Name
Suzanne Nora Johnson
Title
Trustee
Phone
9497944841
Signed
2023-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
One Manhattan West, NEW YORK, NY 10001
Preparer
Christine W DiIonna
Phone
2127733000
Raw XML Appendix338 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04000 MacArthur Blvd Ste 1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092660
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01236377
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0842005
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0842005
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01830741
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01402896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01602553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0311491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01428758
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01428758
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05542253
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0394572
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01830741
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01402896
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01602553
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0311491
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01236577
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0394572
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06971011
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06576439
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SUZANNE M NORA JOHNSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04000 MacArthur Blvd Ste 1000
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Newport Beach
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092660
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01249706
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01249706
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03,582 SHS Goldman Sachs Group, Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST CARRY OVER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0693
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0693
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01199843
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS FOR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1STOCK DONATED INTO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Passthrough Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt030661
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt036563
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt036563
TaxesSchedule/TaxesDetail/Amt012000
TaxesSchedule/TaxesDetail/Amt17605
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07605
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Suzanne Nora Johnson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09497944841
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUZANNE M NORA JOHNSON & DAVID G
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOHNSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUZA
ReturnHeader/Filer/EIN0133748062
ReturnHeader/Filer/InCareOfNm0% GOLDMAN SACHS AYCO
ReturnHeader/Filer/PhoneNum09497944841
ReturnHeader/Filer/USAddress/AddressLine1Txt04000 MacArthur Boulevard Ste 1000
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Manhattan West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine W DiIonna
ReturnHeader/ReturnTs02023-12-06T02:28:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Suzanne Nora
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Johnson
ReturnHeader/TaxPeriodBeginDt02022-02-01
ReturnHeader/TaxPeriodEndDt02023-01-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,003,244
Liabilities
$0
Net assets
$12,003,244
Revenue
$2,136,430
Expenses
$1,295,644
Net income
$840,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$7.97$2.56$5.42
2024Detailed filing. Detailed filing data is available for this year.$11.8$0.00$0.52$0.77$0.24
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$2.14$1.30$0.84
2022Detailed filing. Detailed filing data is available for this year.$12.4$0.03$1.36$2.84$1.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.00$12.9$0.45$2.29$1.84
2020Summary only. Only limited summary data is available for this year.$14.8$0.00$1.21$2.54$1.33
2015Summary only. Only limited summary data is available for this year.$7.85$0.00$3.04$0.79$2.25
2014Summary only. Only limited summary data is available for this year.$7.30$0.00$3.47$2.56$0.91
2013Summary only. Only limited summary data is available for this year.$6.69$0.00$3.49$2.28$1.21
2012Summary only. Only limited summary data is available for this year.$6.22$0.00$2.08$2.75$0.67
2011Summary only. Only limited summary data is available for this year.$7.39$0.00$3.21$2.87$0.35