Lydia B Stokes Foundation
Lydia B Stokes Foundation maintains substantial assets with no officer compensation despite fluctuating revenues and occasional expense overruns.
EIN: 216016107 · S Burlington, VT · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $218K |
| Total Expenses | $692K |
| Program Spending | 90% |
| Net Assets | $4.7M |
| Transparency Score | 92/100 |
Is Lydia B Stokes Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Lydia B Stokes Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Lydia B Stokes Foundation
Lydia B Stokes Foundation (EIN: 216016107) is a nonprofit organization based in S Burlington, VT. The organization reported total revenue of $218K and total assets of $3.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lydia B Stokes Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Lydia B Stokes Foundation is a small nonprofit that has been operating for 65 years, with 9 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of 10.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $212K |
| Total Expenses | $692K |
| Surplus / Deficit | $-479,984 |
| Total Assets | $4.7M |
| Total Liabilities | $1 |
| Net Assets | $4.7M |
| Operating Margin | -226.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 81.7 months |
Financial Health Grade: B
In 2023, Lydia B Stokes Foundation reported a deficit of $480K with expenses exceeding revenue, holds 81.7 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 9 years of filings (2012–2023), Lydia B Stokes Foundation's revenue has grown at a compound annual growth rate (CAGR) of 10.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -82.7% | +9.3% | -9.2% |
| 2022 | +385.7% | +56.3% | +4.9% |
| 2021 | +143.5% | -30.1% | -3.0% |
| 2020 | -82.6% | -0.4% | -8.5% |
| 2019 | -20.2% | +11.9% | +4.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1961 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Lydia B Stokes Foundation with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Lydia B Stokes Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $480K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is either unpaid or compensated through other means not classified as officer compensation, which significantly reduces administrative overhead.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Lydia B Stokes Foundation's IRS 990 filings:
- Significant fluctuations in annual revenue, making future income less predictable.
- Expenses have exceeded revenue in several recent periods (e.g., 2023, 2021, 2020), potentially drawing down assets if not managed carefully.
Strengths
The following positive indicators were identified for Lydia B Stokes Foundation:
- Consistently reports 0% officer compensation, indicating high efficiency and dedication of funds to mission.
- Maintains substantial assets ($3,609,749), providing long-term financial stability.
- Minimal liabilities (consistently $1) across all filings, demonstrating excellent financial management and low debt.
- Consistent IRS 990 filing history, indicating strong transparency.
- High program spending ratio due to lack of executive compensation.
Frequently Asked Questions about Lydia B Stokes Foundation
Is Lydia B Stokes Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Lydia B Stokes Foundation (EIN: 216016107) some concerns. Mission Score: 92/100. 2 red flags identified, 5 strengths noted.
How does Lydia B Stokes Foundation spend its money?
Lydia B Stokes Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Lydia B Stokes Foundation tax-deductible?
Lydia B Stokes Foundation is registered as a tax-exempt nonprofit (EIN: 216016107). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Lydia B Stokes Foundation located?
Lydia B Stokes Foundation is headquartered in S Burlington, Vermont and files with the IRS under EIN 216016107.
How many years of IRS 990 filings does Lydia B Stokes Foundation have?
Lydia B Stokes Foundation has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $218K in total revenue.
Is Lydia B Stokes Foundation a good charity?
Based on the available data, the Lydia B Stokes Foundation appears to be a very good charity. It consistently reports no officer compensation, maintains substantial assets, and has minimal liabilities, indicating strong financial health and a high dedication of resources to its mission.
How does the foundation manage its expenses relative to its revenue?
The foundation's expenses have sometimes exceeded its revenue, for example, in 2023, expenses were $691,662 against revenue of $211,678. However, its substantial asset base ($3,609,749 currently) suggests it can absorb these fluctuations, likely drawing from its endowment to cover programmatic costs.
What is the trend in the foundation's assets?
The foundation's assets have generally remained robust, fluctuating but staying within a healthy range. They peaked at $5,708,066 in 2013 and are currently $3,609,749, demonstrating long-term financial stability despite revenue volatility.
Filing History
IRS 990 filing history for Lydia B Stokes Foundation showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2012–2023), Lydia B Stokes Foundation's revenue has grown by 190.7%, moving from $73K to $212K. Total assets increased by 37.4% over the same period, from $3.4M to $4.7M. Total functional expenses rose by 195.5%, from $234K to $692K. In its most recent filing year (2023), Lydia B Stokes Foundation reported a deficit of $480K, with expenses exceeding revenue. The organization holds $1 in liabilities against $4.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $212K | $692K | $4.7M | $1 | — | View 990 |
| 2022 | $1.2M | $633K | $5.2M | $1 | — | View 990 |
| 2021 | $252K | $405K | $5.0M | $1 | — | View 990 |
| 2020 | $104K | $579K | $5.1M | $1 | — | View 990 |
| 2019 | $596K | $582K | $5.6M | $1 | — | View 990 |
| 2015 | $747K | $520K | $5.3M | $1 | — | View 990 |
| 2014 | $516K | $427K | $5.1M | $1 | — | View 990 |
| 2013 | $3.2M | $316K | $5.7M | $1 | — | View 990 |
| 2012 | $73K | $234K | $3.4M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $212K, expenses of $692K, and assets of $4.7M (revenue -82.7% year-over-year).
- 2022: Revenue of $1.2M, expenses of $633K, and assets of $5.2M (revenue +385.7% year-over-year).
- 2021: Revenue of $252K, expenses of $405K, and assets of $5.0M (revenue +143.5% year-over-year).
- 2020: Revenue of $104K, expenses of $579K, and assets of $5.1M (revenue -82.6% year-over-year).
- 2019: Revenue of $596K, expenses of $582K, and assets of $5.6M (revenue -20.2% year-over-year).
- 2015: Revenue of $747K, expenses of $520K, and assets of $5.3M (revenue +44.9% year-over-year).
- 2014: Revenue of $516K, expenses of $427K, and assets of $5.1M (revenue -83.8% year-over-year).
- 2013: Revenue of $3.2M, expenses of $316K, and assets of $5.7M (revenue +4268.0% year-over-year).
- 2012: Revenue of $73K, expenses of $234K, and assets of $3.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Lydia B Stokes Foundation:
Data Sources and Methodology
This transparency report for Lydia B Stokes Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.