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Richard Myles Johnson Foundation

Tax-deductible

Ontario, CA501(c)(3)Since 1958Education EIN 95-6141173Revenue $574K in FY2025

On file with the IRSrmjfoundation.org2855 E Guasti Rd Ste 202, 91761-1249 · Ontario, CATax-exempt since Oct 1966Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
Run by 13 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $4K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
16 mo
of spending, in cash
Looks good: 16.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$273K
33% of total assets
Looks good: liabilities are 33% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$574K
+0.8% vs prior year
Spent
$598K
To programs
66%
Net assets
$556K
By yearFY2021–FY2025
Revenue
$574K
FY2025▲ +0.8%
Tap a bar for its year
Revenue by fiscal year
FY2021$445K
FY2022$477K
FY2023$515K
FY2024$569K
FY2025$574K
Expenses
$598K
FY2025▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2021$429K
FY2022$471K
FY2023$516K
FY2024$547K
FY2025$598K
Net assets
$556K
FY2025▼ -4%
Tap a bar for its year
Net assets by fiscal year
FY2021$552K
FY2022$558K
FY2023$557K
FY2024$580K
FY2025$556K

From the FY2025 Form 990 (year ending September 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1966.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $395K Management & general 34% · $203K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Heri Eddie Garcia
Board Chairman
$0Pt VII · Sec A
Ray Mesler
Board Vice Chair
$0Pt VII · Sec A
Diane Kotlewski
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Tiffany Doty
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Mike Jones
Director
$0Pt VII · Sec A
See Richard Myles Johnson Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports credit unions' financial education programs in California and Nevada.

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Provided by the organization

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1 program · $395K · in their own filed words · FY2024
01

The foundation supports the "bite of reality", "financial counselor academy", "life simulation and other credit union programs that support financial education for youth.

$395Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Financial Partners Credit UnionFY2025$5K
Total grants receivedfrom 1 funder$5K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$574K
Ln 12
Gifts and grantsLn 1h$487K
Fees for servicesLn 2g$152K
Investment incomeLn 3$27K
Money outPt IX
$598K
Ln 25
Programscol B$395K
Managementcol C$203K
Owns and owesPt X
$556K
net assets · Ln 32
Cash and savingsLn 1–2$799K
Total assetsLn 16$828K
LiabilitiesLn 26$273K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$487K
Fundraising eventsLn 1c$242K
Fees for servicesLn 2g$152K
Investment incomeLn 3$27K
Total revenueLn 12$574K
Assets in detailPt X, end of year
CashLn 1$269K
SavingsLn 2$530K
Cash and savings togetherLn 1–2$799K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$828K
LiabilitiesLn 26$273K
Net assetsLn 32$556K
OperationsPt I, VI
EmployeesI 50
VolunteersI 613
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$634K$799K
Land, buildings, equipmentLn 10c$1K$0
Total assetsLn 16$683K$828K
LiabilitiesLn 26$103K$273K
Net assetsLn 32$580K$556K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$147K$147K
Other salaries and wagesLn 7$93K$93K
Pension plan contributionsLn 8$9K$9K
Other employee benefitsLn 9$39K$39K
Payroll taxesLn 10$18K$18K
Management feesLn 11a$37K$37K
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$27K$27K
Advertising and promotionLn 12$86K$76K$10K
Office expensesLn 13$5K$5K
OccupancyLn 16$4K$4K
TravelLn 17$2K$2K
Depreciation, depletion and amortizationLn 22$1K$1K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$125K$317K−$193K
Total functional expensesLn 25$598K$395K$203K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $574K$598K−$24K$556K 990 PDF
FY2024 $569K$547K$23K$580K 990 PDF
FY2023 $515K$516K−$1K$557K 990 PDF
FY2022 $477K$471K$7K$558K 990 PDF
FY2021 $445K$429K$16K$552K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $574,248 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $480,003$487,425
I-9 Program service revenuePrior year $154,252$151,501
I-10 Investment incomePrior year $22,723$26,787
I-11 Other revenuePrior year −$87,531−$91,465
I-12 Total revenuePrior year $569,447$574,248
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $290,221$305,609
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $256,284$292,789
I-18 Total expensesPrior year $546,505$598,398
I-19 Revenue less expensesPrior year $22,942−$24,150
Part VI · Governance 13 of 13 board members independent, 3 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $574,248 across 7 lines filed
VIII-1c Fundraising events$241,582
VIII-1f All other contributions, gifts and grants$245,843
VIII-1h Total contributions, gifts and grants$487,425
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $151,501$151,501
VIII-3 Investment incomeExcluded from tax $26,787$26,787
VIII-8 Net income from fundraising eventsExcluded from tax −$91,465−$91,465
VIII-12 Total revenueRelated to mission $151,501 · Unrelated business $0 · Excluded from tax −$64,678$574,248
Part IX · Statement of functional expenses $598,398 across 15 lines filed
IX-5 Pay of current officers, directors and key staffManagement $146,574$146,574
IX-7 Other salaries and wagesManagement $93,181$93,181
IX-8 Pension plan contributionsManagement $8,708$8,708
IX-9 Other employee benefitsManagement $39,099$39,099
IX-10 Payroll taxesManagement $18,047$18,047
IX-11a Management feesManagement $37,280$37,280
IX-11c Accounting feesManagement $3,780$3,780
IX-11g Other fees for servicesManagement $27,158$27,158
IX-12 Advertising and promotionPrograms $76,261 · Management $10,092$86,353
IX-13 Office expensesManagement $4,701$4,701
IX-16 OccupancyManagement $4,050$4,050
IX-17 TravelManagement $1,526$1,526
IX-22 Depreciation, depletion and amortizationPrograms $1,472$1,472
IX-23 InsuranceManagement $1,930$1,930
IX-24 Other expenses (24a–d)Programs $317,499 · Management −$192,960$124,539
IX-25 Total functional expensesPrograms $395,232 · Management $203,166 · Fundraising $0$598,398
Part X · Balance sheet $828,379 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $217,165$268,634
X-2 Savings and temporary cash investmentsStart of year $416,582$530,360
X-4 Accounts receivableStart of year $10,910$12,192
X-9 Prepaid expenses and deferred chargesStart of year $37,042$17,193
X-10c Land, buildings and equipment, netStart of year $1,471$0
X-16 Total assetsStart of year $683,170$828,379
X-17 Accounts payable and accrued expensesStart of year $62,094$76,165
X-19 Deferred revenueStart of year $41,090$196,378
X-26 Total liabilitiesStart of year $103,184$272,543
X-27 Net assets without donor restrictionsStart of year $490,893$466,743
X-28 Net assets with donor restrictionsStart of year $89,093$89,093
X-32 Total net assets or fund balancesStart of year $579,986$555,836
X-33 Total liabilities and net assetsStart of year $683,170$828,379
Part XI · Reconciliation of net assets $555,836 net assets at year end
XI-1 Total revenue$574,248
XI-2 Total expenses$598,398
XI-3 Revenue less expenses−$24,150
XI-4 Net assets at start of year$579,986
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$555,836

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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