THE LYNDON BAINES JOHNSON FOUNDATION (EIN 741774063) - Form 990 Financial Analysis & Trantor Score

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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

1969

Legal Domicile

Principal Officer

JOANNE MIDWIKIS

Phone

5124787829

Tax Period

2023-09-01 to 2024-08-31

THE LYNDON BAINES JOHNSON FOUNDATION, founded in 1969, is a mid-sized nonprofit in the Education sector that reported $16.6M in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5.7M, a strong 34% operating margin.

Mission

CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL - THE LYNDON BAINES JOHNSON FOUNDATION WAS FORMED TO MANAGE AND HOLD FUNDS TO SUPPORT THE OPERATIONS OF THE LBJ PRESIDENTIAL LIBRARY & MUSEUM AND THE LBJ SCHOOL OF PUBLIC AFFAIRS LOCATED AT THE UNIVERSITY OF TEXAS AUSTIN.

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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 $2,142,981

Program Service Revenue $935,769

Investment Income $13,404,506

Other Revenue $82,254

TOTAL REVENUE $16,565,510

Expense Breakdown

Grants Paid $5,469,921

Salaries & Benefits $2,703,671

Fundraising Expenses $200,207

Program Expenses $9,523,962

Other Expenses $2,737,518

TOTAL EXPENSES $10,911,110

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,565,510	$26,560,339	-0.4%
Expenses	$10,911,110	$7,719,412	+0.4%
Net Income	$5,654,400	$18,840,927	-0.7%

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

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

$1,032,026

Total Directors

$564,590

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK K UPDEGROVE	PRESIDENT AND CEO	40.00	Officer Director	$506,721	$57,869	$564,590
LARRY E TEMPLE	CHAIRMAN	10.00	Officer Director	$0	$0	$0
ELIZABETH CHRISTIAN	TRUSTEE & VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
HONORABLE BEN BARNES	TRUSTEE & VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
HONORABLE LYNDON OLSON JR	TRUSTEE & VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
W THOMAS JOHNSON	CHAIRMAN EMERITUS	2.00	Officer Director	$0	$0	$0
TONYA WILLIAMS	TRUSTEE	0.50	Director	$0	$0	$0
EDWARD MATHIAS	TRUSTEE	0.50	Director	$0	$0	$0
COURTENAY VALENTI	TRUSTEE	0.50	Director	$0	$0	$0
DR JR DESHAZO	TRUSTEE	0.50	Director	$0	$0	$0
HONORABLE JULIAN CASTRO	TRUSTEE	0.50	Director	$0	$0	$0
LYNDA JOHNSON ROBB	TRUSTEE	0.50	Director	$0	$0	$0
LUCI BAINES JOHNSON	TRUSTEE	0.50	Director	$0	$0	$0
HONORABLE JAMES JONES	TRUSTEE	0.50	Director	$0	$0	$0
HONORABLE TOM DASCHLE	TRUSTEE	0.50	Director	$0	$0	$0
JOSEPH A CALIFANO JR	TRUSTEE	0.50	Director	$0	$0	$0
JAY HARTZELL	TRUSTEE	0.50	Director	$0	$0	$0
WAYNE GIBBENS	TRUSTEE	0.50	Director	$0	$0	$0
HONORABLE LLOYD N HAND	TRUSTEE	0.50	Director	$0	$0	$0
CATHERINE ROBB	TRUSTEE	0.50	Director	$0	$0	$0
ROY M SPENCE JR	TRUSTEE	0.50	Director	$0	$0	$0
HONORABLE RONALD KIRK	TRUSTEE	0.50	Director	$0	$0	$0
HONORABLE RODNEY ELLIS	TRUSTEE	0.50	Director	$0	$0	$0
HONORABLE VILMA S MARTINEZ	TRUSTEE	0.50	Director	$0	$0	$0
CAPPY R MCGARR	TRUSTEE	0.50	Director	$0	$0	$0
DR MARK LAWRENCE	TRUSTEE	0.50	Director	$0	$0	$0
CASEY WASSERMAN	TRUSTEE	0.50	Director	$0	$0	$0
JOHN BECKWORTH	TRUSTEE	0.50	Director	$0	$0	$0
NICOLE COVERT	TRUSTEE	0.50	Director	$0	$0	$0
JACK MARTIN	TRUSTEE	0.50	Director	$0	$0	$0
ROBERT ALLBRITTON	TRUSTEE	0.50	Director	$0	$0	$0
STACEY ABRAMS	TRUSTEE	0.50	Director	$0	$0	$0
SAMANTHA STONE	CHIEF OPERATING OFFICER	40.00	Officer	$135,349	$17,550	$152,899
DANIEL PERRY	CHIEF DEVELOPMENT DIRECTOR	40.00	Officer	$161,786	$22,751	$184,537
JOANNE MIDWIKIS	SECRETARY/TREASURER	2.00	Officer	$130,000	$0	$130,000

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
2024	$16,565,510	$10,911,110	$284,087,958	$5,654,400
2023	$26,560,339	$7,719,412	$265,899,340	$18,840,927
2022	$12,704,612	$8,710,447	$248,066,414	$3,994,165
2021	$12,544,612	$8,515,989	$271,934,270	$4,028,623
2020	$13,586,727	$10,455,489	$213,409,602	$3,131,238
2019	$12,338,340	$9,976,708	$201,932,741	$2,361,632
2018	$12,073,080	$8,749,923	$201,038,643	$3,323,157

THE LYNDON BAINES JOHNSON FOUNDATION