Civic Intelligence

J Squared Family Foundation

EIN 76-0535844 • Houston, TX

3900 Essex Lane Ste 400Houston, TX 77027
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2024

Asset Growth

93rd percentile

42%

Faster asset growth than 93% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

67%

Faster revenue growth than 85% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$40,566,441

Up $11,927,724 (+42%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$40,566,442

Up $11,927,724 (+42%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin96th percentile

Revenue

Up

$13,687,791

Up $5,514,744 (+67%) from 2023

Expenses

Up

$1,760,067

Up $378,809 (+27%) from 2023

Net Income

Up

$11,927,724

Up $5,135,935 (+76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$60M$40M$20M$0Assets 2011: $1,047,866Liabilities 2011: $0Net Assets 2011: $1,047,8662011Assets 2012: $2,102,845Liabilities 2012: $02012Assets 2013: $2,077,678Liabilities 2013: $02013Assets 2014: $3,918,403Liabilities 2014: $0Net Assets 2014: $3,918,4032014Assets 2015: $4,703,876Liabilities 2015: $0Net Assets 2015: $4,703,8762015Assets 2016: $6,077,892Liabilities 2016: $0Net Assets 2016: $6,077,8922016Assets 2017: $7,880,270Liabilities 2017: $0Net Assets 2017: $7,880,2702017Assets 2018: $9,010,540Liabilities 2018: $0Net Assets 2018: $9,010,5402018Assets 2019: $9,416,449Liabilities 2019: $0Net Assets 2019: $9,416,4492019Assets 2020: $10,181,676Liabilities 2020: $0Net Assets 2020: $10,181,6762020Assets 2021: $22,498,090Liabilities 2021: $0Net Assets 2021: $22,498,0902021Assets 2022: $21,846,929Liabilities 2022: $0Net Assets 2022: $21,846,9292022Assets 2023: $28,638,717Liabilities 2023: $0Net Assets 2023: $28,638,7182023Assets 2024: $40,566,441Liabilities 2024: $0Net Assets 2024: $40,566,4422024

Highlighted filing

2024

Assets$40,566,441
Liabilities$0
Net Assets$40,566,442
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $67,3592011Revenue 2012: $1,149,390Expenses 2012: $91,909Net Income 2012: $1,057,4812012Revenue 2013: $78,884Expenses 2013: $104,051Net Income 2013: -$25,1672013Revenue 2014: $2,021,995Expenses 2014: $181,270Net Income 2014: $1,840,7252014Revenue 2015: $1,064,894Expenses 2015: $279,421Net Income 2015: $785,4732015Revenue 2016: $1,704,624Expenses 2016: $330,608Net Income 2016: $1,374,0162016Revenue 2017: $2,195,069Expenses 2017: $392,691Net Income 2017: $1,802,3782017Revenue 2018: $2,745,663Expenses 2018: $626,859Net Income 2018: $2,118,8042018Revenue 2019: $1,620,677Expenses 2019: $720,630Net Income 2019: $900,0472019Revenue 2020: $2,275,682Expenses 2020: $769,317Net Income 2020: $1,506,3652020Revenue 2021: $20,410,790Expenses 2021: $1,013,436Net Income 2021: $19,397,3542021Revenue 2022: $600,707Expenses 2022: $1,251,868Net Income 2022: -$651,1612022Revenue 2023: $8,173,047Expenses 2023: $1,381,258Net Income 2023: $6,791,7892023Revenue 2024: $13,687,791Expenses 2024: $1,760,067Net Income 2024: $11,927,7242024

Highlighted filing

2024

Revenue$13,687,791
Expenses$1,760,067
Net Income$11,927,724
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$40,566,441
Liabilities
$0
Net assets
$40,566,442
Revenue
$13,687,791
Expenses
$1,760,067
Net income
$11,927,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.6$0.00$40.6$13.7$1.76$11.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.6$0.00$28.6$8.17$1.38$6.79
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$0.00$21.8$0.60$1.25$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$0.00$22.5$20.4$1.01$19.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$2.28$0.77$1.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.42$0.00$9.42$1.62$0.72$0.90
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.01$0.00$9.01$2.75$0.63$2.12
2017Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$2.20$0.39$1.80
2016Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$1.70$0.33$1.37
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.70$0.00$4.70$1.06$0.28$0.79
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$2.02$0.18$1.84
2013Summary only. Only limited summary data is available for this year.$2.08$0.00$0.08$0.10$0.03
2012Summary only. Only limited summary data is available for this year.$2.10$0.00$1.15$0.09$1.06
2011Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN K JOHNSONPresident-$0--
JOHN W JOHNSONSecretary/Treasurer-$0--
CHRISTOPHER B JOHNSONVice President-$0--
KIMBALL MORINIEREVice President-$0--
RUTH J MILLERVice President-$0--
Filing and Contact Details

Filer

Filer Name
J Squared Family Foundation
EIN
76-0535844
In Care Of
% JOHN W JOHNSON
Phone
7136271101
Address
3900 Essex Lane Ste 400, Houston, TX 77027

Signing Officer

Name
John W Johnson
Title
Treasurer
Phone
7136271101
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
2929 Allen Parkway 20th Floor, Houston, TX 77019-7100
Preparer
Anthony Gamez
Phone
7139601706
Raw XML AppendixShowing 400 of 812 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt015215557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114302437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2900900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt020981675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt118470709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2900900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY INVESTMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1WUNDERLICH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SAROFIM MULTIFAMILY
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011927724
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014013915
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0132932
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06406292
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07216041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06468
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06468
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt065539
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt065539
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06560
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07299608
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013687791
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt083567
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt083567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02947568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13261477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2126239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31272339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0704153
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY 1372 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1B.RILEY 5064 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY 1372 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3B.RILEY 5064 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06406292
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt040566442
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANN K JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN W JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHRISTOPHER B JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KIMBALL MORINIERE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RUTH J MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03900 ESSEX LANE STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13900 ESSEX LANE STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23900 ESSEX LANE STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33900 ESSEX LANE STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43900 ESSEX LANE STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOUSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3HOUSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt47MD Anderson Cancer Center

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