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Nonprofiteer
← COMMUNITY FOUNDATION OF JOHNSON

Form 990 for tax year 2023

Filed by COMMUNITY FOUNDATION OF JOHNSON.

Totals

Total revenue
$16,647,380
Total expenses
$4,612,521
Contributions and grants received
$14,727,791
Grants paid
$2,997,707
Program service revenue
$0
Investment income
$1,936,847
Other revenue
-$17,258
Total assets, end of year
$66,169,778
Total liabilities, end of year
$330,817
Net assets or fund balances, end of year
$65,838,961
Program services expenses (Part IX)
$3,538,927
Management and general expenses
$636,576
Fundraising expenses
$437,018
Program service expenses (Part III)
$3,538,927

Program services were 76.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $26,255

  • 1e · Government grants (contributions)

    $423,914

  • 1f · All other contributions, gifts and grants

    $14,277,622

  • 1g · Noncash contributions included above

    $10,319,175

  • 3 · Investment income

    total $1,310,401 · unrelated business $92,721 · excluded $1,217,680

  • 7a · Gross sales of assets other than inventory

    securities $16,780,817

  • 7b · Less cost or other basis and sales expenses

    securities $16,154,371

  • 7c · Gain or loss

    securities $626,446

  • 7d · Net gain or loss

    total $626,446 · excluded $626,446

  • 8a · Fundraising events: gross income

    $8,595

  • 8a · Fundraising events: contributions included on line 1c

    $26,255

  • 8b · Fundraising events: direct expenses

    $25,853

  • 8c · Net income from fundraising events

    total -$17,258 · excluded -$17,258

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,997,707 · program services $2,997,707

  • 5 · Compensation of officers, directors and key employees

    total $266,246 · program services $98,511 · management and general $85,198 · fundraising $82,537

  • 7 · Other salaries and wages

    total $149,966 · program services $57,527 · management and general $48,742 · fundraising $43,697

  • 8 · Pension plan contributions

    total $5,766 · program services $3,364 · management and general $2,153 · fundraising $249

  • 9 · Other employee benefits

    total $15,217 · program services $7,772 · management and general $5,405 · fundraising $2,040

  • 10 · Payroll taxes

    total $28,989 · program services $13,045 · management and general $9,856 · fundraising $6,088

  • 11c · Fees: accounting

    total $14,891 · program services $6,701 · management and general $5,063 · fundraising $3,127

  • 11f · Fees: investment management

    total $172,184 · management and general $172,184

  • 11g · Fees: other

    total $2,698 · management and general $497 · fundraising $2,201

  • 12 · Advertising and promotion

    total $19,173 · program services $7,193 · management and general $6,172 · fundraising $5,808

  • 13 · Office expenses

    total $39,993 · program services $234 · management and general $19,859 · fundraising $19,900

  • 14 · Information technology

    total $28,983 · program services $22,317 · management and general $4,058 · fundraising $2,608

  • 16 · Occupancy

    total $18,718 · program services $7,022 · management and general $6,025 · fundraising $5,671

  • 17 · Travel

    total $13,758 · program services $5,161 · management and general $4,429 · fundraising $4,168

  • 19 · Conferences, conventions and meetings

    total $3,668 · program services $1,376 · management and general $1,181 · fundraising $1,111

  • 22 · Depreciation, depletion and amortization

    total $11,445 · program services $4,294 · management and general $3,684 · fundraising $3,467

  • 23 · Insurance

    total $6,187 · program services $2,321 · management and general $1,992 · fundraising $1,874

  • 24a · Other expenses: DONOR SUPPORT FEES

    total $648,921 · program services $243,451 · management and general $208,891 · fundraising $196,579

  • 24b · Other expenses: PASS THROUGH ACTIVITY

    total $124,164 · program services $55,874 · management and general $42,216 · fundraising $26,074

  • 24c · Other expenses: MISCELLANEOUS

    total $35,087 · program services $1,771 · management and general $6,151 · fundraising $27,165

  • 24d · Other expenses: UBI TAX EXPENSE

    total $8,760 · program services $3,286 · management and general $2,820 · fundraising $2,654

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $18,734 · end of year $55,670

  • 2 · Savings and temporary cash investments

    beginning of year $2,052,141 · end of year $2,726,303

  • 7 · Other notes and loans receivable

    beginning of year $200,000 · end of year $200,000

  • 10a · Land, buildings and equipment: cost or other basis

    $486,974

  • 10b · Land, buildings and equipment: accumulated depreciation

    $61,064

  • 10c · Land, buildings and equipment, net

    beginning of year $437,357 · end of year $425,910

  • 11 · Investments: publicly traded securities

    beginning of year $46,197,210 · end of year $51,957,486

  • 12 · Investments: other securities

    beginning of year $647,145 · end of year $10,803,203

  • 15 · Other assets

    beginning of year $1,206 · end of year $1,206

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,977 · end of year $12,306

  • 23 · Secured mortgages and notes payable

    beginning of year $333,558 · end of year $318,511

  • 27 · Net assets without donor restrictions

    beginning of year $49,007,258 · end of year $65,638,961

  • 28 · Net assets with donor restrictions

    beginning of year $200,000 · end of year $200,000

Mission and programs · 2023

Mission

CONNECTING COMMUNITIES WHO CARE WITH CAUSES THAT MATTER TO SUPPORT SUSTAINABLE CHANGE. TO BE THE TRUSTED LEADER OF CHARITABLE GIVING; SUPPORTING DONORS, NONPROFIT ORGANIZATIONS, AND OUR COMMUNITIES.

Activities or mission (Part I)

CONNECTING COMMUNITIES WHO CARE WITH CAUSES THAT MATTER TO SUPPORT SUSTAINABLE CHANGE.

  • ENCOURAGE JOHNSON COUNTY CITIZENS TO MAKE DONATIONS TO SPECIFIC ENDOWMENT FUNDS FOR NON-PROFIT ORGANIZATIONS, POOL, ENGAGE AND MONITOR INVESTMENT MANAGERS AND MAKE GRANTS TO BENEFIT THE COMMUNITY THROUGH SUPPORT OF NON-PROFIT ORGANIZATIONS AND SCHOLARSHIPS.

    Expenses $3,538,927 · Grants $2,997,707

As filed on the 2023 return.

Listed in Part VII

  • Hatz Nick

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Watts Jaime

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Bluder David

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Price Dean

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Beining Kaleb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Deloach Latasha

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Finer Tim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Furman Sherri

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jacobson Todd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jacoby Lynette

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jones II Redmond

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Leonard Sarah

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Moreland Kate

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Pugh Cathy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Teague Bruce

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Wagner Jason

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Wegman Dan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Weigel Paula

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Wieland Melinda

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Winkleblack Thais

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Maharry Shelly

    PRESIDENT AND CEO

    Total calculated
    $164,880
    From this org
    $158,250
    From related orgs
    $0
    Other
    $6,630
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,222
    Bonus
    $3,028
    Other
    $0
    Deferred
    $6,150
    Nontaxable benefits
    $480
    Filer's total
    $164,880

  • Yoder Julie

    VP OF FINANCE AND OPERATIONS

    Total calculated
    $96,154
    From this org
    $82,345
    From related orgs
    $0
    Other
    $13,809
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
AS PART OF THE COMMUNITY FOUNDATION'S COMPENSATION FOR THE PRESIDENT AND CEO THEY USE THE FOLLOWING: COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
29 October 2024
IRS schema version
2023v5.1
Source object
202433059349301243

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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