JOHNSON CHARITABLE GIFT FUND

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

MICHAEL D BARNES

Phone

5136613100

Tax Period

2023-07-01 to 2024-06-30

JOHNSON CHARITABLE GIFT FUND, founded in 2003, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $58.9M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $17.8M, a strong 30% operating margin.

Mission

PROMOTE AND SUPPORT PHILANTHROPY BY SIMPLIFYING CHARITABLE GIVING AND EDUCATING DONORS ON THE BENEFITS AND REWARDS OF CHARITABLE GIVING.

Program Service Accomplishments

Program 1

Expenses: $39,932,513

270 DONORS PARTICIPATED IN THE FUND WHICH CONTRIBUTED TO 2,124 CHARITABLE ORGANIZATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $49,135,692

Program Service Revenue $0

Investment Income $9,766,007

Other Revenue $546

TOTAL REVENUE $58,902,245

Expense Breakdown

Grants Paid $39,932,513

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,932,513

Other Expenses $1,191,039

TOTAL EXPENSES $41,123,552

Year-over-Year Comparison

	2023	2022	Change
Revenue	$58,902,245	$53,638,342	+0.1%
Expenses	$41,123,552	$30,873,511	+0.3%
Net Income	$17,778,693	$22,764,831	-0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD D BACON	INDEPENDENT	1.00	Director	$0	$0	$0
MICHAEL D BARNES	DIRECTOR, PR	5.00	Officer Director	$0	$0	$0
SCOTT J BISCHOFF	VICE PRESIDE	5.00	Officer	$0	$0	$0
LOGAN A WIEDMANN	SECRETARY	40.00	Officer	$0	$0	$0
REBECCA OTT	INDEPENDENT	1.00	Director	$0	$0	$0
HEATHER LETHANDER	INDEPENDENT	1.00	Director	$0	$0	$0
RONALD CHRISTIAN	INDEPENDENT	1.00	Director	$0	$0	$0
LISA R OLIVERIO	TREASURER	10.00	Officer	$0	$0	$0
MARC E FIGGINS	VICE PRESIDE	5.00	Officer	$0	$0	$0
MARY P BURNS	VP & GIFT CO	5.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$58,902,245	$41,123,552	$327,284,242	$17,778,693
2023	$53,638,342	$30,873,511	$277,687,310	$22,764,831
2022	$106,272,377	$33,536,074	$240,192,248	$72,736,303
2021	$56,711,793	$33,034,969	$244,016,600	$23,676,824
2020	$69,178,839	$27,335,444	$184,508,549	$41,843,395
2019	$47,839,658	$24,210,930	$140,158,803	$23,628,728