Civic Intelligence

Dan and Joanie Houston Foundation

EIN 93-3908911 • West Des Moines, IA

NTEE T22
501 Grand Oaks DrWest Des Moines, IA 50265
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

98%

Higher net margin than 94% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Asset Growth

95th percentile

116%

Faster asset growth than 95% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

18%

Faster revenue growth than 40% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$2,072,186

Up $1,110,650 (+116%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,072,186

Up $1,110,650 (+116%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin94th percentile

Revenue

Up

$1,134,029

Up $172,493 (+18%) from 2023

Expenses

Up

$23,379

Up $23,379 from 2023

Net Income

Up

$1,110,650

Up $149,114 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$3.0M$2.0M$1.0M$0Assets 2023: $961,536Liabilities 2023: $0Net Assets 2023: $961,5362023Assets 2024: $2,072,186Liabilities 2024: $0Net Assets 2024: $2,072,1862024

Highlighted filing

2024

Assets$2,072,186
Liabilities$0
Net Assets$2,072,186
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$1.5M$1.0M$500K$0Revenue 2023: $961,536Expenses 2023: $0Net Income 2023: $961,5362023Revenue 2024: $1,134,029Expenses 2024: $23,379Net Income 2024: $1,110,6502024

Highlighted filing

2024

Revenue$1,134,029
Expenses$23,379
Net Income$1,110,650
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,072,186
Liabilities
$0
Net assets
$2,072,186
Revenue
$1,134,029
Expenses
$23,379
Net income
$1,110,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.13$0.02$1.11
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.96$0.00$0.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL J HOUSTONPresident/Treasurer-$0--
JOAN M HOUSTONVice Pres/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Dan and Joanie Houston Foundation
EIN
93-3908911
Phone
5152482604
Address
501 GRAND OAKS DR, WEST DES MOINES, IA 50265

Signing Officer

Name
Daniel J Houston
Title
President/treasurer
Phone
5152482604
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Amg National Trust Bank
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908
Preparer
Alicia G Hernandez CPA
Phone
3036942190
Raw XML Appendix287 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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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAN AND JOANIE HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0501 GRAND OAKS DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WDM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd050265
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0989179
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02483448
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc030,675 SHARES OF PRINCIPAL FINANCIAL GROUP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-06-03
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt02322
TaxesSchedule/TaxesDetail/CategoryTxt0TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL J HOUSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05152482604
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAN AND JOANIE HOUSTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DANA
ReturnHeader/Filer/EIN0933908911
ReturnHeader/Filer/PhoneNum05152482604
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 GRAND OAKS DR
ReturnHeader/Filer/USAddress/CityNm0WEST DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050265
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841595367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMG NATIONAL TRUST BANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06295 GREENWOOD PLAZA BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWOOD VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0801114908
ReturnHeader/PreparerPersonGrp/PhoneNum03036942190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALICIA G HERNANDEZ CPA
ReturnHeader/ReturnTs02025-05-12T16:09:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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