The Lyndon Baines Johnson Foundation

Nonprofit profile at a glance

EIN
741774063
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Austin, TX, USA
Phone
5124787829
Rating
88
Verdict
STRONG
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution

Official website

Reported finances

Revenue
$17,723,326
Expenses
$11,763,897
Assets
$304,029,086
Liabilities
$1,477,893

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

36 people listed

Executive titles in this filing

  • MARK K UPDEGROVE (PRESIDENT AND CEO)

Highest reported compensation

  • MARK K UPDEGROVE (PRESIDENT AND CEO): $564,590 total reported compensation
  • DANIEL SHEPPARD PERRY (CHIEF DEVELOPMENT DIRECTOR): $184,537 total reported compensation
  • SAMANTHA B STONE (CHIEF OPERATING OFFICER): $152,899 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The lyndon baines johnson foundation's mission is to manage and hold funds to support the operations of the lbj presidential library & museum and the lbj school of public affairs at the university of Texas at austin.

What it reported doing in 2024

Lbj presidential library & museum - funds expended for museum exhibits; archivist support; publication of newsletter; public programs; digitizing presidential library archival materials & photos (total benefitted not readily ascertainable)

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 62% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 79
  • Accountability: 98
  • Sustainability: 85
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 88.5%; rating input score 89
  • Fundraising efficiency: $5.66 raised per $1 spent on fundraising; rating input score 23; 23rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 96.9%; rating input score 97; 31st percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 33.6%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 25.84; rating input score 98; 98th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 94; 94th percentile among comparable filings
  • Officer compensation ratio: 9.8%; rating input score 21; 21st percentile among comparable filings

Growth

  • Program expense growth: 1.7% per year; rating input score 100; 18th percentile among comparable filings
  • Revenue growth: 4.1% per year; rating input score 100; 35th percentile among comparable filings
  • Asset growth: 5.2% per year; rating input score 100; 37th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 88.5% of spending went to programs
  • Governance: 31 of 32 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $10.4M in reported program spending
  • Leadership: top reported pay $565K · 36 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $375K reported
  • Consistency: 35 of 35 current checks pass
  • Schedules: 6 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 12 filed money-flow records
  • Related organizations: 7 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 23/100.
  • High — Sustainability: Officer compensation ratio scored 21/100.