Civic Intelligence

Carnegie Museum Foundation Of

EIN 74-3182105 • 501(c)3 • Fairfield, IA

Profile

To collect and interpret the history and culture of fairfield, jefferson county and the surrounding area.

2099 Libertyville RoadFairfield, IA 52556
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

37th percentile

-1.3%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

47th percentile

2.0%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-63%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$828,418

Up $16,431 (+2.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$828,418

Up $16,431 (+2.0%) from 2024

Revenue

Down

$166,972

Down $287,716 (-63%) from 2024

Expenses

Down

$169,165

Down $337,048 (-67%) from 2024

Net Income

Up

-$2,193

Up $49,332 (+96%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $299,082Net Assets 2013: $299,0822013Assets 2018: $582,805Liabilities 2018: $0Net Assets 2018: $582,8052018Assets 2019: $686,482Liabilities 2019: $0Net Assets 2019: $686,4822019Assets 2020: $722,638Liabilities 2020: $0Net Assets 2020: $722,6382020Assets 2021: $868,560Liabilities 2021: $0Net Assets 2021: $868,5602021Assets 2022: $784,752Liabilities 2022: $0Net Assets 2022: $784,7522022Assets 2023: $821,906Liabilities 2023: $0Net Assets 2023: $821,9062023Assets 2024: $811,987Liabilities 2024: $0Net Assets 2024: $811,9872024Assets 2025: $828,418Liabilities 2025: $0Net Assets 2025: $828,4182025

Highlighted filing

2025

Assets$828,418
Liabilities$0
Net Assets$828,418

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2013: $123,7992013Revenue 2018: $172,016Expenses 2018: $82,858Net Income 2018: $89,1582018Revenue 2019: $113,110Expenses 2019: $14,759Net Income 2019: $98,3512019Revenue 2020: $95,038Expenses 2020: $44,085Net Income 2020: $50,9532020Revenue 2021: $98,501Expenses 2021: $90,494Net Income 2021: $8,0072021Revenue 2022: $157,053Expenses 2022: $82,036Net Income 2022: $75,0172022Revenue 2023: $553,998Expenses 2023: $485,663Net Income 2023: $68,3352023Revenue 2024: $454,688Expenses 2024: $506,213Net Income 2024: -$51,5252024Revenue 2025: $166,972Expenses 2025: $169,165Net Income 2025: -$2,1932025

Highlighted filing

2025

Revenue$166,972
Expenses$169,165
Net Income-$2,193

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 20, 2025
Return Version
2024v5.0
Gross Receipts
$373,954
Mission and Program Overview

Mission

To collect and interpret the history and culture of fairfield, jefferson county and the surrounding area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$811,987$828,418▲ $16,431
Investments in Publicly Traded Securities$684,064$717,601▲ $33,537
Savings and Temporary Cash Investments$127,923$110,817▼ $17,106
Total Assets$811,987$828,418▲ $16,431
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$811,987$828,418▲ $16,431
Total Liabilities and Net Assets / Fund Balance$811,987$828,418▲ $16,431

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$618,246-▲ $62,800$32,240$648,806
2023$624,466-▼ $6,220-$618,246
2022$598,273-▲ $26,193-$624,466
2021$682,287-▼ $84,014-$598,273
2020$571,136-▲ $186,151$75,000$682,287
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brittney TillerPresident
Aleta MottetDirector
Ann GookinDirector
Gay ChampmanDirector
Jessica AndersonDirector
Julie JohnstonDirector
Mindy FanninDirector
Lori FrySecretary
Jeff JohnstonTreasurer
Michael ParkerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$110,368
Program Service Revenue
$0
Investment Income
$54,276
Other Revenue
$2,328
All Other Contributions
$70,368
Change in Net Assets
$-2,193

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Art Historical Treasures106$3,026Fair Value
Total Noncash Contributions106$3,026-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$162,673
Other Expenses$6,492
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$162,673--$162,673
Fees for Services Accounting-$2,825-$2,825
Fees for Service Investment Mgmnt Fees-$1,110-$1,110
Office Expenses-$786-$786
Insurance-$676-$676
Other Expenses$160$320-$160
All Other Expenses$64$62-$126
Total Functional Expenses$163,386$5,779$0$169,165
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carnegie Historical MuseumFairfield, IAGovBuilding Restoration$66,830
Carnegie Historical MuseumFairfield, IAGovCurator Compensation$29,982
Jefferson CountyFairfield, IAGovCabin Restoration$26,520
Carnegie Historical MuseumFairfield, IAGovSurveying Work$23,841
Carnegie Historical MuseumFairfield, IAGovWindow Blinds$6,897
Carnegie Historical MuseumFairfield, IAGovGeneral Operating$5,577
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
Annual disclosure for covered persons
Yes
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
Yes
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

The finance committee will review the 990 prior to filing the return.

Form 990, Page 6, Part VI, Line 12C

Board will address conflicts as they arise and act in accordance with the conflict of interest policy.

Form 990, Page 6, Part VI, Line 19

Documents available upon request.

Filing and Contact Details

Filer

Filer Name
Carnegie Museum Foundation of
EIN
74-3182105
Phone
6414726343
Address
2099 LIBERTYVILLE ROAD, FAIRFIELD, IA 52556

Signing Officer

Name
Jeff Johnston
Title
Treasurer
Phone
6414726343
Signed
2025-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Johnston
Formed
2004
Legal Domicile
Ia
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
8

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
323 JEFFERSON STREET, BURLINGTON, IA 52601
Preparer
Keely S Keitzer CPA
Phone
3197539877
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The intended use of the endowment funds are for capital expenditures for the benefit of the museum.

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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0618246
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0648806
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt062800
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt032240
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0624466
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0618246
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6220
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0598273
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0624466
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026193
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0682287
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0598273
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-84014
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0571136
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0682287
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0186151
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt075000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE ENDOWMENT FUNDS ARE FOR CAPITAL EXPENDITURES FOR THE BENEFIT OF THE MUSEUM.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt06897
IRS990ScheduleI/RecipientTable/CashGrantAmt129982
IRS990ScheduleI/RecipientTable/CashGrantAmt223841
IRS990ScheduleI/RecipientTable/CashGrantAmt35577
IRS990ScheduleI/RecipientTable/CashGrantAmt466830
IRS990ScheduleI/RecipientTable/CashGrantAmt526520
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc2GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc3GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc4GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc5GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0WINDOW BLINDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CURATOR COMPENSATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SURVEYING WORK
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL OPERATING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4BUILDING RESTORATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CABIN RESTORATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CARNEGIE HISTORICAL MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CARNEGIE HISTORICAL MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CARNEGIE HISTORICAL MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CARNEGIE HISTORICAL MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CARNEGIE HISTORICAL MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5JEFFERSON COUNTY
IRS990ScheduleI/RecipientTable/RecipientEIN0426004655
IRS990ScheduleI/RecipientTable/RecipientEIN1426004655
IRS990ScheduleI/RecipientTable/RecipientEIN2426004655
IRS990ScheduleI/RecipientTable/RecipientEIN3426004655
IRS990ScheduleI/RecipientTable/RecipientEIN4426004655
IRS990ScheduleI/RecipientTable/RecipientEIN5426004656
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0114 S COURT ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1114 S COURT ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2114 S COURT ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3114 S COURT ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4114 S COURT ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5515 E BRIGGS AVE SUITE 5
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FAIRFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FAIRFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2FAIRFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm3FAIRFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm4FAIRFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm5FAIRFIELD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052556
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd152556
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd252556
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd352556
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd452556
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd552556
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ITEMS DONATED TO THE CARNEGIE HISTORICAL MUSEUM ARE MONITORED BY THE CITY OF FAIRFIELD, IOWA WHO MAINTAINS OWNERSHIP OF THE MUSEUM.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ArtHistoricalTreasuresGrp/ContributionCnt0106
IRS990ScheduleM/ArtHistoricalTreasuresGrp/MethodOfDeterminingRevenuesTxt0FAIR VALUE
IRS990ScheduleM/ArtHistoricalTreasuresGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ArtHistoricalTreasuresGrp/NoncashContributionsRptF990Amt03026
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINANCE COMMITTEE WILL REVIEW THE 990 PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD WILL ADDRESS CONFLICTS AS THEY ARISE AND ACT IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0811987
IRS990/TotalAssetsEOYAmt0828418
IRS990/TotalAssetsGrp/BOYAmt0811987
IRS990/TotalAssetsGrp/EOYAmt0828418
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0110368
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05779
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0163386
IRS990/TotalFunctionalExpensesGrp/TotalAmt0169165
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00

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