Marvin & Sylvia Rubin Private Family Foundation Inc

Marvin & Sylvia Rubin Private Family Foundation consistently spends more than it earns, drawing down on its $2.2M assets for grantmaking.

EIN: 202013694 · North Potomac, MD · NTEE: T22 · Updated: 2026-03-28

$371KRevenue
$2.3MAssets
85/100Mission Score (Excellent)
T22

Is Marvin & Sylvia Rubin Private Family Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Marvin & Sylvia Rubin Private Family Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Marvin & Sylvia Rubin Private Family Foundation Inc

Marvin & Sylvia Rubin Private Family Foundation Inc (EIN: 202013694) is a nonprofit organization based in North Potomac, MD, classified under NTEE code T22. The organization reported total revenue of $371K and total assets of $2.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Marvin & Sylvia Rubin Private Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Marvin & Sylvia Rubin Private Family Foundation Inc is a small nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 13.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$122K
Total Expenses$184K
Surplus / Deficit$-62,024
Total Assets$2.3M
Total Liabilities$1
Net Assets$2.3M
Operating Margin-51.0%
Debt-to-Asset Ratio0.0%
Months of Reserves149.8 months

Financial Health Grade: B

In 2023, Marvin & Sylvia Rubin Private Family Foundation Inc reported a deficit of $62K with expenses exceeding revenue, holds 149.8 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Marvin & Sylvia Rubin Private Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 13.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023+30.7%+5.1%-2.6%
2022-62.1%+4.7%-3.4%
2021+30.3%-3.0%+3.3%
2020+50.9%-7.2%+0.7%
2019-50.5%-5.9%+0.3%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Marvin & Sylvia Rubin Private Family Foundation Inc. operates as a private foundation, which typically means its primary activity is making grants rather than direct program services. Over the past five years, the foundation has consistently reported expenses exceeding its revenue, for example, in 2023 it had revenues of $121,719 against expenses of $183,743, and in 2022, revenues of $93,149 against expenses of $174,838. This indicates it is drawing down on its assets to fund its grantmaking, which have seen a slight decline from $2,438,067 in 2021 to $2,294,354 in 2023. The foundation maintains minimal liabilities, consistently reporting $1 in recent years, suggesting sound financial management in terms of debt. Given its nature as a private family foundation, the spending efficiency metrics differ from public charities. The absence of officer compensation (0% reported across all filings) is a positive indicator of efficiency, as administrative costs are not inflated by executive salaries. Transparency is generally good, with consistent annual filings available. However, without a detailed breakdown of expenses beyond total expenses, it's challenging to fully assess the proportion dedicated directly to charitable grants versus other administrative costs. The NTEE code T22 (Private Grantmaking Foundations) aligns with its operational profile. Overall, the foundation appears to be fulfilling its grantmaking purpose, albeit by gradually decreasing its asset base. Its financial health is stable, supported by a substantial asset base relative to its annual expenses, and its transparency is adequate through regular IRS filings. The lack of officer compensation is a significant strength in terms of financial stewardship.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Marvin & Sylvia Rubin Private Family Foundation Inc with a Mission Score of 85 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

According to IRS 990 filings, Marvin & Sylvia Rubin Private Family Foundation Inc 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:

$122KTotal Revenue
$184KTotal Expenses
$2.3MTotal Assets
$1Total Liabilities
$2.3MNet Assets

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly efficient for a foundation of this size.

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 Marvin & Sylvia Rubin Private Family Foundation Inc's IRS 990 filings:

Strengths

The following positive indicators were identified for Marvin & Sylvia Rubin Private Family Foundation Inc:

Frequently Asked Questions about Marvin & Sylvia Rubin Private Family Foundation Inc

Is Marvin & Sylvia Rubin Private Family Foundation Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, Marvin & Sylvia Rubin Private Family Foundation Inc (EIN: 202013694) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.

How does Marvin & Sylvia Rubin Private Family Foundation Inc spend its money?

Marvin & Sylvia Rubin Private Family Foundation Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Marvin & Sylvia Rubin Private Family Foundation Inc tax-deductible?

Marvin & Sylvia Rubin Private Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 202013694). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is the Marvin & Sylvia Rubin Private Family Foundation Inc. financially sustainable long-term?

The foundation has consistently spent more than its revenue, drawing down its assets from $2,438,067 in 2021 to $2,294,354 in 2023. While its current asset base is substantial, this trend suggests a gradual depletion of capital if not offset by future revenue growth or reduced spending.

How much of the foundation's spending goes directly to charitable grants?

As a private grantmaking foundation, the majority of its expenses are expected to be grants. However, without a detailed breakdown of expenses beyond total expenses in the provided data, the exact percentage dedicated solely to grants versus other administrative costs cannot be precisely determined, though the 0% officer compensation suggests high efficiency.

What is the foundation's approach to executive compensation?

The foundation reports 0% officer compensation across all filings, indicating that its executives are not compensated, which is a strong positive for financial efficiency and stewardship.

Filing History

IRS 990 filing history for Marvin & Sylvia Rubin Private Family Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Marvin & Sylvia Rubin Private Family Foundation Inc's revenue has grown by 358.6%, moving from $27K to $122K. Total assets decreased by 7.1% over the same period, from $2.5M to $2.3M. Total functional expenses rose by 12.8%, from $163K to $184K. In its most recent filing year (2023), Marvin & Sylvia Rubin Private Family Foundation Inc reported a deficit of $62K, with expenses exceeding revenue. The organization holds $1 in liabilities against $2.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $122K $184K $2.3M $1 View 990
2022 $93K $175K $2.4M $1 View 990
2021 $246K $167K $2.4M $1 View 990
2020 $189K $172K $2.4M $466 View 990
2019 $125K $185K $2.3M $467 View 990
2015 $253K $197K $2.3M $466 View 990
2014 $206K $197K $2.3M $1 View 990
2013 $116K $215K $2.3M $317 View 990
2012 $71K $171K $2.4M $2K View 990
2011 $27K $163K $2.5M $598 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Marvin & Sylvia Rubin Private Family Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Marvin & Sylvia Rubin Private Family Foundation Inc 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.

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