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California · Nonprofit

JONI AND FRIENDS FOUNDATION

JONI AND FRIENDS FOUNDATION (California) receives grants from 15 organizations whose IRS filings report $304,260 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($76,562). 6 of them have funded it in more than one year, and 79% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$3.0M
Funders on record
15
Grants received
$304k
Net assets
$36M
6/15 repeat funderspeak grant-dependency 2%
01What it does

What Joni and Friends Foundation does

Mission

The Joni and Friends Foundation receives complex gifts and manages the endowment to support the operations of joni and friends.

As stated on its FY2025 Form 990.

Program

  1. The Joni and Friends Foundation supports joni and friends, and receives, manages and distributes assets; which in turn, assists joni and friends in carrying out and executing its programs.

    $1,080,939 spentof which $1,080,939 as grants
    100% of program spending

The program described on its FY2025 Form 990. Program spending in total: $1,080,939.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($1.6M) Expenses 100 ($734k) Net assets 100 ($5.3M)2018 Revenue 87 ($1.4M) Expenses 262 ($1.9M) Net assets 113 ($6.0M)2019 Revenue 71 ($1.1M) Expenses 309 ($2.3M) Net assets 85 ($4.5M)2020 Revenue 48 ($752k) Expenses 198 ($1.5M) Net assets 72 ($3.8M)2021 Revenue 789 ($12M) Expenses 79 ($577k) Net assets 294 ($16M)2022 Revenue 627 ($9.9M) Expenses 20 ($144k) Net assets 583 ($31M)2023 Revenue 159 ($2.5M) Expenses 28 ($202k) Net assets 624 ($33M)2024 Revenue 87 ($1.4M) Expenses 340 ($2.5M) Net assets 627 ($33M)2025 Revenue 188 ($3.0M) Expenses 180 ($1.3M) Net assets 684 ($36M)
'17'18'19'20'21'22'23'24'25
Revenue (188)Expenses (180)Net assets (684)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $17M to $32M (+92%).

$5.3M
$6.2M
$5.7M
$5.0M
$17M
$32M
$34M
$34M
$37M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

1% of JONI AND FRIENDS FOUNDATION’s revenue is contributions — more earned-revenue than three-quarters of its peers (97% for the typical peer).

This organization
Typical peer · 1,680 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.

$846k
’17
−$550k
’18
−$1.1M
’19
−$701k
’20
$12M
’21
$9.8M
’22
$2.3M
’23
−$1.1M
’24
$1.7M
’25
10
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Christopher Sue

Chairman/CFO

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'24'25
Listed55587787
Joined·+1+1+4+1+0·+1
No longer listed·11120·2
03Who funds it

Who funds it, year by year

2018 → 2023: the base held at 2 funders, grant income rose $16k → $62k.

9 of 15 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 79% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $8.0M from one payer (the payer shares this organization's board, largest Joni and Friends). These are real filings, and they are not money JONI AND FRIENDS FOUNDATION raised.

From the IRS filings of JONI AND FRIENDS FOUNDATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

JONI AND FRIENDS FOUNDATION has a broad base — no single funder exceeds 25% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

79% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund JONI AND FRIENDS FOUNDATION.

25%
largest funder
59%
top three
~7
effective funders

Largest funder’s share by year: 2018 65% · 2019 63% · 2020 85% · 2021 61% · 2022 100% · 2023 84% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

14% of JONI AND FRIENDS FOUNDATION's funders are still giving 3 years after their first grant; 40% give in more than one year at all.

first grant+1y+2y+3y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

79% of JONI AND FRIENDS FOUNDATION's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $63k that is directly attributable, 100% of it comes from funders outside California, across 5 states.

OR
NJ
CT
NC
GA

In-state vs out-of-state, by year

’18
’20
’21
California out of state home

Funder states come from each funder’s own filing. $242k arriving through sponsors registered in 8 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

JONI AND FRIENDS FOUNDATION runs a healthier operating margin than three-quarters of the 798 international nonprofits its size.

Operating margin56% · top quartile
Months of reserve10.0mo · top quartile
Revenue growth (annualized)8% · below the median

this organization peer median middle 50% of peers· 798 international nonprofits $1M–$10M, FY2025

Organizations like JONI AND FRIENDS FOUNDATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

82% of spending goes to programs.

Program 82%Management 18%Fundraising 0%

Governance

7
board members
86%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Footprint & structure

Files a return copy in 1 state

CA

Part of a family of 1 related entity

  • Joni and Friends · exempt

Screen this organization

A dated, signed PDF of the compliance screen for JONI AND FRIENDS FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds JONI AND FRIENDS FOUNDATION?
JONI AND FRIENDS FOUNDATION (California) receives grants from 15 organizations whose IRS filings report $304,260 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($76,562). 6 of them have funded it in more than one year, and 79% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does JONI AND FRIENDS FOUNDATION have?
IRS filings report 15 organizations giving $304,260 in grants to JONI AND FRIENDS FOUNDATION, 6 of which have funded it in more than one year.
Who is the largest funder of JONI AND FRIENDS FOUNDATION?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $76,562 in grants. The full list of funders is on this page.
How can an organization like JONI AND FRIENDS FOUNDATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 15 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing