THE LYNDON BAINES JOHNSON FOUNDATION Charity Report

Public IRS 990 nonprofit record

THE LYNDON BAINES JOHNSON FOUNDATION

EIN 74-1774063 · Education (B124)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders36 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

58.74%of revenue went to mission work88.5% of expenses · Program services

2.37%of revenue went to fundraising3.6% of expenses

$66.38spent for every $100 of revenueRevenue covered expenses this year.

5.26%of revenue went to management and office costs7.9% of expenses

$25.84in assets for every $1 spent this yearSome assets cannot be spent right away.

13.4%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $564,590 for MARK K UPDEGROVE (PRESIDENT AND CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$17,723,326

Mission workProgram services$10,411,50558.74% of revenue88.5% of expenses

ManagementOffice and general costs$932,7655.26% of revenue7.9% of expenses

FundraisingAsking for donations$419,6272.37% of revenue3.6% of expenses

Total expenses$11,763,89766.38% of revenue

The uncolored part of the ring is revenue above these reported expenses.

Has the pattern changed?

Each bar shows the share of annual spending reported for mission work, management, and fundraising.

202488.5% mission

202387.3% mission

202283.0% mission

202188.2% mission

202088.2% mission

201989.7% mission

201889.9% mission

201783.3% mission

Money in and money out

Revenue$17,723,326

Expenses$11,763,897

Annual surplus $5,959,429 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$10,411,505 · 88.5% of expenses

Management and office costs$932,765 · 7.9% of expenses

Fundraising$419,627 · 3.6% of expenses

See all reported dollar amounts

Revenue$17,723,326

Expenses$11,763,897

Assets$304,029,086

Income$26,368,829

Contributions$2,373,053

Mission work (program services)$10,411,505

Fundraising$419,627

Grants given$43,192,111

Average grant$599,890

Management and general$932,765

Executive compensation (total)$582,624

Accounting fees$234,126

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MARK K UPDEGROVEPRESIDENT AND CEO · 40 hrs/week $564,590Base $506,721 · Other $57,869

DANIEL SHEPPARD PERRYCHIEF DEVELOPMENT DIRECTOR · 40 hrs/week $184,537Base $161,786 · Other $22,751

SAMANTHA B STONECHIEF OPERATING OFFICER · 40 hrs/week $152,899Base $135,349 · Other $17,550

JOANNE MIDWIKISSECRETARY/TREASURER · 40 hrs/week $130,000

SARAH MCCRACKENDIRECTOR OF PUBLIC PROGRAMS · 40 hrs/week $116,588Base $87,446 · Other $29,142

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (36)

MARK K UPDEGROVEPRESIDENT AND CEO

DANIEL SHEPPARD PERRYCHIEF DEVELOPMENT DIRECTOR

SAMANTHA B STONECHIEF OPERATING OFFICER

JOANNE MIDWIKISSECRETARY/TREASURER

SARAH MCCRACKENDIRECTOR OF PUBLIC PROGRAMS

ROY M SPENCE JRTRUSTEE

JOHN BECKWORTHTRUSTEE

LARRY E TEMPLECHAIRMAN

LUCI BAINES JOHNSONTRUSTEE

LYNDA JOHNSON ROBBTRUSTEE

NICOLE COVERTTRUSTEE

ROBERT ALLBRITTONTRUSTEE

RON KIRKTRUSTEE

JACK MARTINTRUSTEE

SENATOR TOM DASCHLETRUSTEE

STACEY ABRAMSTRUSTEE

TONYA WILLIAMSTRUSTEE

W THOMAS JOHNSONCHAIRMAN EMERITUS

WAYNE GIBBENSTRUSTEE

EDWARD J MATHIASTRUSTEE

AMBASSADOR LYNDON L OLSON JRVICE CHAIRMAN

AMBASSADOR VILMA MARTINEZTRUSTEE

CAPPY R MCGARRTRUSTEE

CASEY WASSERMANTRUSTEE

CATHERINE ROBBTRUSTEE

COMMISSIONER RODNEY ELLISTRUSTEE

COURTENAY VALENTITRUSTEE

DEAN JR DESHAZOTRUSTEE

AMBASSADOR JIM JONESTRUSTEE

ELIZABETH CHRISTIANVICE CHAIRMAN

EVAN SMITHTRUSTEE

HONORABLE BEN BARNESVICE CHAIRMAN

HONORABLE JOSEPH A CALIFANO JRTRUSTEE

HONORABLE JULIAN CASTROTRUSTEE

HONORABLE LLOYD HANDTRUSTEE

HONORABLE WILLIAM P HOBBYTRUSTEE

About this charity

Recognized since: January 1970
Location: 2313 RED RIVER, AUSTIN, TX 78705
County: Travis
In care of: JOANNE MIDWIKIS
Primary officer: JOANNE MIDWIKIS, TREASURER

How to reach them

WebsiteVisit the charity’s website Emailinfo@lbjfoundation.org Phone(512) 478-7829 Officer phone(737) 931-8214

Filing and classification

Latest tax year: 2024
Tax period began: September 1, 2024
Return type: 990
Tax preparer: WHITLEY PENN LLP
NTEE classification: Education (B124)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes