RICHARD MYLES JOHNSON FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

TENA LOZANO

Phone

8004721702

Tax Period

2023-10-01 to 2024-09-30

RICHARD MYLES JOHNSON FOUNDATION, founded in 1958, is a small nonprofit in the Education sector that reported $569K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $547K left a modest 4% surplus.

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.

Program Service Accomplishments

Program 1

Expenses: $361,939 Revenue: $154,252

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

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $480,003

Program Service Revenue $154,252

Investment Income $22,723

Other Revenue $-87,531

TOTAL REVENUE $569,447

Expense Breakdown

Grants Paid $0

Salaries & Benefits $290,221

Fundraising Expenses $0

Program Expenses $361,939

Other Expenses $256,284

TOTAL EXPENSES $546,505

Year-over-Year Comparison

	2023	2022	Change
Revenue	$569,447	$515,045	+0.1%
Expenses	$546,505	$516,496	+0.1%
Net Income	$22,942	$-1,451	-16.8%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$182,706

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HERI EDDIE GARCIA	BOARD CHAIRMAN	1.00	Officer Director	$0	$0	$0
RAY MESLER	BOARD VICE CHAIR	0.50	Officer Director	$0	$0	$0
VERONICA DANGERFIELD	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
DAVE ADAMS	DIRECTOR	0.50	Director	$0	$0	$0
TIFFANY DOTY	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT SIMPSON	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT EINSTEIN	DIRECTOR	0.50	Director	$0	$0	$0
MIKE JONES	DIRECTOR	0.50	Director	$0	$0	$0
HECTOR MARTIN	DIRECTOR	0.50	Director	$0	$0	$0
LATRICE MCGLOTHIN	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN POSEY	DIRECTOR	0.50	Director	$0	$0	$0
JOSH SMITH	DIRECTOR	0.50	Director	$0	$0	$0
TERRI SLOSSER	DIRECTOR	0.50	Director	$0	$0	$0
TENA LOZANO	EXECUTIVE DIRECTOR	40.00	Officer	$0	$43,363	$182,706

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	$569,447	$546,505	$683,170	$22,942
2023	$515,045	$516,496	$664,983	$-1,451
2022	$477,321	$470,727	$638,297	$6,594
2021	$445,414	$429,290	$667,084	$16,124
2019	$483,522	$542,616	$618,415	$-59,094
2018	$424,477	$472,784	$687,804	$-48,307