Civic Intelligence

The Johnson Foundation

990PF • Fiscal year 2024 • EIN 42-6062888

Dec 01, 2023 to Nov 30, 2024 • Filed on Sep 27, 2025

Organization Profile
318 N 11th StChariton, IA 50049-1704

(641) 774-8534

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

282%

Faster revenue growth than 95% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$927,304

Up $120,617 (+15%) from 2023

Net Assets

Up

$927,304

Up $120,617 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin93rd percentile

Revenue

Up

$186,963

Up $137,972 (+282%) from 2023

Expenses

Down

$66,346

Down $3,959 (-5.6%) from 2023

Net Income

Up

$120,617

Up $141,931 (+666%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$1.0M$500K$0Assets 2011: $667,928Liabilities 2011: $02011Assets 2012: $620,000Liabilities 2012: $1312012Assets 2013: $665,669Liabilities 2013: $02013Assets 2014: $643,882Liabilities 2014: $2992014Assets 2015: $658,370Liabilities 2015: $1442015Assets 2016: $674,920Liabilities 2016: $0Net Assets 2016: $674,9202016Assets 2017: $666,114Liabilities 2017: $0Net Assets 2017: $666,1142017Assets 2018: $682,782Liabilities 2018: $299Net Assets 2018: $682,4832018Assets 2019: $669,029Liabilities 2019: $0Net Assets 2019: $669,0292019Assets 2020: $701,954Liabilities 2020: $888Net Assets 2020: $701,0662020Assets 2021: $738,140Liabilities 2021: $0Net Assets 2021: $738,1402021Assets 2022: $828,409Liabilities 2022: $408Net Assets 2022: $828,0012022Assets 2023: $806,687Liabilities 2023: $0Net Assets 2023: $806,6872023Assets 2024: $927,304Liabilities 2024: $0Net Assets 2024: $927,3042024

Highlighted filing

2024

Assets$927,304
Liabilities$0
Net Assets$927,304
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$200K$100K$0-$100KRevenue 2011: $99,992Expenses 2011: $94,431Net Income 2011: $5,5612011Revenue 2012: $19,039Expenses 2012: $67,098Net Income 2012: -$48,0592012Revenue 2013: $109,859Expenses 2013: $64,059Net Income 2013: $45,8002013Revenue 2014: $40,801Expenses 2014: $62,887Net Income 2014: -$22,0862014Revenue 2015: $57,675Expenses 2015: $43,032Net Income 2015: $14,6432015Revenue 2016: $54,471Expenses 2016: $37,777Net Income 2016: $16,6942016Revenue 2017: $60,401Expenses 2017: $69,207Net Income 2017: -$8,8062017Revenue 2018: $54,967Expenses 2018: $38,598Net Income 2018: $16,3692018Revenue 2019: $52,504Expenses 2019: $65,958Net Income 2019: -$13,4542019Revenue 2020: $84,382Expenses 2020: $52,345Net Income 2020: $32,0372020Revenue 2021: $49,271Expenses 2021: $12,197Net Income 2021: $37,0742021Revenue 2022: $112,264Expenses 2022: $22,403Net Income 2022: $89,8612022Revenue 2023: $48,991Expenses 2023: $70,305Net Income 2023: -$21,3142023Revenue 2024: $186,963Expenses 2024: $66,346Net Income 2024: $120,6172024

Highlighted filing

2024

Revenue$186,963
Expenses$66,346
Net Income$120,617
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Sep 27, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN GARTONTrustee-$0--
AARON GARTONTrustee-$0--
DANIELLE JOHNSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Johnson Foundation
EIN
42-6062888
Phone
6417748534
Address
318 N 11TH ST, CHARITON, IA 50049-1704

Signing Officer

Name
Shawn Garton
Title
Trustee
Phone
6417748354
Signed
2025-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
400 LOCUST STREET SUITE 640, DES MOINES, IA 50309-2354
Preparer
Kathy Fairchild
Phone
5155586600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69HOST HOTELS & RESORTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70IAC INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71INTL BUSINESS MACHINES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72INTL PAPER COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74KEURIG DR PEPPER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75KIMCO RELATY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76KINDER MORGAN INC DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77LPL FINANCIAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78LABCORP HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79LAMAR ADVERTISING COMPANY NEW CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80LOEWS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81LOWES COMPANIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82M&T BANK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83MGIC INVESTMENT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84MARTIN MARIETTA MATERIALS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85MCDONALDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86MCKESSON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87MERCK & COMPANY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88MICROCHIP TECHNOLOGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89MID-AMERICA APARTMENT COMMUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90MOHAWK INDUSTRIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92MURPHY USA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93NEXSTAR MEDIA GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95NISOURCE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96NORTHERN TRUST CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97NORTHROP GRUMMAN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98PG&E CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99PNC FINANCIAL SERVICES GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100PACKAGING CORP OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101PAYLOCITY HOLDING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102PHILIP MORRIS INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103PHILLIPS 66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104POST HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106PROGRESSIVE CORP OH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107PUBLIC SERVICE ENTERPRISE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108PUBLIC STORAGE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109RAYMOND JAMES FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110RAYONIER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111RTX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112REGENCY CENTERS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113REGENERON PHARMACEUTICALS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114REGIONS FINANCIAL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115SBA COMMUNICATIONS CORP CL A NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116HENRY SCHEIN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117SCHWAB CHARLES CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118SILGAN HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119SIRIUS XM HOLDINGS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120SOUTHWEST AIRLINES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121BLOCK INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122STATE STREET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123TD SYNNEX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124T-MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125TEXAS INSTRUMENTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126TEXAS ROADHOUSE INC CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127TIMKEN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128TRAVELERS COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129ULTA BEAUTY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131UNITED PARCEL SERVICE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133VERIZON COMMUNICATIONS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134VERTEX PHARMACEUTICALS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135WELLS FARGO & CO NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136WESTERN DIGITAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137WEYERHAEUSER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138WILLIAMS COS INC DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139WILLSCOT HOLDINGS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140XCEL ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141AXALRA COATING SYS SYSTEMS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142SENSATA TECHNOLOGIES HOLDING PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143ALPHABET INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144AMAZON.COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145ANALOG DEVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146ANHEUSER BUSCH INBEV SA/NV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147ELEVANCE HEALTH INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149AUTODESK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150AVANTOR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151CANADA GOOSE HOLDINGS INC SUB VTG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152CARGURUS INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153CHENIERE ENERGY INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154CROWN CASTLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155AVOLTA AG UNISPON ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156ELANCO ANIMAL HEALTH INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157FIRST HAWAIIAN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158FIVE POINT HOLDINGS LLC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159FOX FACTORY HOLDING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160GOLDMAN SACHS GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161GROUP ONE AUTOMOTIVE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162HOLOGIC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163KKR & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164LAS VEGAS SANDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165LENNAR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166LIBERTY MEDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168MOBILEYE GLOBAL INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169MODERNA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173PARKER-HANNIFIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174POLARIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175POST HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176REGAL REXNORD CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177ROPER TECHNOLOGIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178S&P GLOBAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt179SALESFORCE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt180SALVATORE FERRAGAMO S P A ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181SUNCOR ENERGY INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182TEXAS INSTRUMENTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183THERMO FISHER SCIENTIFIC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt184UNITED RENTALS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185VAIL RESORTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186WARNER BROS DISCOVERY INC SER A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187WORKDAY INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt016499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt226905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt325240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt48927

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$927,304
Liabilities
$0
Net assets
$927,304
Revenue
$186,963
Expenses
$66,346
Net income
$120,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$9.27$0.00$9.27$1.87$0.66$1.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.07$0.00$8.07$0.49$0.70$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.28$0.00$8.28$1.12$0.22$0.90
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.38$0.00$7.38$0.49$0.12$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.02$0.01$7.01$0.84$0.52$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.69$0.00$6.69$0.53$0.66$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.83$0.00$6.82$0.55$0.39$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$0.00$6.66$0.60$0.69$0.09
2016Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.54$0.38$0.17
2015Summary only. Only limited summary data is available for this year.$6.58$0.00$0.58$0.43$0.15
2014Summary only. Only limited summary data is available for this year.$6.44$0.00$0.41$0.63$0.22
2013Summary only. Only limited summary data is available for this year.$6.66$0.00$1.10$0.64$0.46
2012Summary only. Only limited summary data is available for this year.$6.20$0.00$0.19$0.67$0.48
2011Summary only. Only limited summary data is available for this year.$6.68$0.00$1.00$0.94$0.06