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← RICHARD MYLES JOHNSON FOUNDATION

Form 990 for tax year 2024

Filed by RICHARD MYLES JOHNSON FOUNDATION.

Totals

Total revenue
$574,248
Total expenses
$598,398
Contributions and grants received
$487,425
Grants paid
$0
Program service revenue
$151,501
Investment income
$26,787
Other revenue
-$91,465
Total assets, end of year
$828,379
Total liabilities, end of year
$272,543
Net assets or fund balances, end of year
$555,836
Program services expenses (Part IX)
$395,232
Management and general expenses
$203,166
Fundraising expenses
$0
Program service expenses (Part III)
$395,232

Program services were 66.0% 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

    $241,582

  • 1f · All other contributions, gifts and grants

    $245,843

  • 2a · Program service revenue: APPLICATION CUSTOMIZAT

    total $151,501 · related or exempt $151,501

  • 3 · Investment income

    total $26,787 · excluded $26,787

  • 8a · Fundraising events: gross income

    $0

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

    $241,582

  • 8b · Fundraising events: direct expenses

    $91,465

  • 8c · Net income from fundraising events

    total -$91,465 · excluded -$91,465

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $146,574 · management and general $146,574

  • 7 · Other salaries and wages

    total $93,181 · management and general $93,181

  • 8 · Pension plan contributions

    total $8,708 · management and general $8,708

  • 9 · Other employee benefits

    total $39,099 · management and general $39,099

  • 10 · Payroll taxes

    total $18,047 · management and general $18,047

  • 11a · Fees: management

    total $37,280 · management and general $37,280

  • 11c · Fees: accounting

    total $3,780 · management and general $3,780

  • 11g · Fees: other

    total $27,158 · management and general $27,158

  • 12 · Advertising and promotion

    total $86,353 · program services $76,261 · management and general $10,092

  • 13 · Office expenses

    total $4,701 · management and general $4,701

  • 16 · Occupancy

    total $4,050 · management and general $4,050

  • 17 · Travel

    total $1,526 · management and general $1,526

  • 22 · Depreciation, depletion and amortization

    total $1,472 · program services $1,472

  • 23 · Insurance

    total $1,930 · management and general $1,930

  • 24a · Other expenses: BITE OF REALITY APP EXP

    total $63,972 · program services $63,972

  • 24b · Other expenses: GRANT/PROGRAM EXPENSES

    total $37,169 · program services $253,527 · management and general -$216,358

  • 24c · Other expenses: PROGRAM AWARENESS MISC

    total $23,398 · management and general $23,398

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $217,165 · end of year $268,634

  • 2 · Savings and temporary cash investments

    beginning of year $416,582 · end of year $530,360

  • 4 · Accounts receivable

    beginning of year $10,910 · end of year $12,192

  • 9 · Prepaid expenses and deferred charges

    beginning of year $37,042 · end of year $17,193

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

    $104,657

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

    $104,657

  • 10c · Land, buildings and equipment, net

    beginning of year $1,471 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $62,094 · end of year $76,165

  • 19 · Deferred revenue

    beginning of year $41,090 · end of year $196,378

  • 27 · Net assets without donor restrictions

    beginning of year $490,893 · end of year $466,743

  • 28 · Net assets with donor restrictions

    beginning of year $89,093 · end of year $89,093

Mission and programs · 2024

Mission

THE RICHARD MYLES JOHNSON FOUNDATION SUPPORTS THE FINANCIAL EDUCATION EFFORTS OF CREDIT UNIONS WITH A SPECIAL FOCUS ON YOUTH FINANCIAL EDUCATION. DONATIONS ARE USED TO FUND MEANINGFUL YOUTH FINANCIAL EDUCATION PROJECTS.

Activities or mission (Part I)

SUPPORT FINANCIAL EDUCATION EFFORTS OF CREDIT UNIONS IN CALIFORNIA AND NEVADA.

  • THE FOUNDATION SUPPORTS THE "BITE OF REALITY", "FINANCIAL COUNSELOR ACADEMY", "LIFE SIMULATION AND OTHER CREDIT UNION PROGRAMS THAT SUPPORT FINANCIAL EDUCATION FOR YOUTH.

    Expenses $395,232 · Revenue $151,501

As filed on the 2024 return.

Listed in Part VII

  • HERI EDDIE GARCIA

    BOARD CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • RAY MESLER

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • DIANE KOTLEWSKI

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • CHRIS GUNNARE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • TIFFANY DOTY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JAKE SPURGEON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ROBERT EINSTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MIKE JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • HECTOR MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LATRICE MCGLOTHIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MARLENE JUAREZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JOSH SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • TENA LOZANO

    EXECUTIVE DIRECTOR

    Total calculated
    $179,353
    From this org
    $0
    From related orgs
    $146,574
    Other
    $32,779
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $124,174 related
    Bonus
    $0 + $20,687 related
    Other
    $0 + $1,713 related
    Deferred
    $0 + $6,537 related
    Nontaxable benefits
    $0 + $26,242 related
    Filer's total
    $0 + $179,353 related

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

None.

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

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.5
Source object
202622159349301172

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