Paul & Ruth Lyon Family Foundation

Paul & Ruth Lyon Family Foundation shows consistent asset growth and zero officer compensation over a decade.

EIN: 203956435 · Washington, UT · NTEE: T20 · Updated: 2026-03-28

$698KRevenue
$1.8MAssets
85/100Mission Score (Excellent)
T20
Paul & Ruth Lyon Family Foundation Financial Summary
MetricValue
Total Revenue$698K
Total Expenses$96K
Program Spending90%
Net Assets$1.8M
Transparency Score85/100

Is Paul & Ruth Lyon Family Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

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

Paul & Ruth Lyon Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Paul & Ruth Lyon Family Foundation

Paul & Ruth Lyon Family Foundation (EIN: 203956435) is a nonprofit organization based in Washington, UT, classified under NTEE code T20. The organization reported total revenue of $698K and total assets of $1.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Paul & Ruth Lyon Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

18Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Paul & Ruth Lyon Family Foundation is a small nonprofit that has been operating for 18 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 39.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$255K
Total Expenses$96K
Surplus / Deficit+$159K
Total Assets$1.8M
Total Liabilities$1
Net Assets$1.8M
Operating Margin62.4%
Debt-to-Asset Ratio0.0%
Months of Reserves225.5 months

Financial Health Grade: A

In 2023, Paul & Ruth Lyon Family Foundation reported a surplus of $159K with revenue exceeding expenses, holds 225.5 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), Paul & Ruth Lyon Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 39.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023+201.0%-12.3%+10.4%
2022-24.0%+1.6%-1.6%
2021+66.1%+9.3%+0.1%
2020-37.9%+20.9%-1.9%
2019+1952.9%+842.8%+1842.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2008

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

AI Transparency Report

The Paul & Ruth Lyon Family Foundation demonstrates consistent financial stability, with assets growing significantly from $98,304 in 2011 to $1,797,711 in 2023. The organization consistently reports zero officer compensation, indicating a volunteer-driven leadership structure which contributes to efficient use of funds. While specific program spending details are not provided in the summary data, the low overall expenses relative to assets suggest a focus on endowment growth and grantmaking rather than extensive operational overhead. The foundation's liabilities have remained minimal, often reported as $1, which is a strong indicator of financial health and low risk. The revenue in 2023 of $254,669 significantly exceeded expenses of $95,685, allowing for further asset growth and future philanthropic activities. However, without detailed expense breakdowns for program services, administrative, and fundraising costs, a precise assessment of spending efficiency is challenging. The NTEE code T20 (Private Grantmaking Foundations) implies that the primary 'program' activity is making grants, which typically has lower administrative overhead compared to direct service charities. The consistent growth in assets and minimal liabilities suggest prudent financial management. The absence of officer compensation enhances transparency and ensures more resources are available for the foundation's charitable purpose. Overall, the foundation appears to be a well-managed entity focused on long-term asset growth to support its grantmaking mission. Its financial health is robust, and the lack of executive compensation is a positive sign for donors and beneficiaries. Further transparency could be achieved with more detailed public reporting on grant distributions and specific program outcomes, though this is common for private foundations.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Paul & Ruth Lyon Family Foundation 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

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Paul & Ruth Lyon Family 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:

$255KTotal Revenue
$96KTotal Expenses
$1.8MTotal Assets
$1Total Liabilities
$1.8MNet Assets
  • The organization reported a surplus of $159K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating a volunteer-led structure and ensuring all funds are directed towards the foundation's mission or asset growth.

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 Paul & Ruth Lyon Family Foundation's IRS 990 filings:

  • Lack of detailed program spending breakdown in summary data
  • Limited public information on specific grantmaking activities

Strengths

The following positive indicators were identified for Paul & Ruth Lyon Family Foundation:

  • Consistent asset growth from $98,304 in 2011 to $1,797,711 in 2023
  • Zero officer compensation reported across all filings, indicating volunteer leadership
  • Minimal liabilities, often reported as $1, demonstrating strong financial health
  • Revenue consistently exceeding expenses in recent years, contributing to sustainability
  • Strong financial stability and prudent management of resources

Frequently Asked Questions about Paul & Ruth Lyon Family Foundation

Is Paul & Ruth Lyon Family Foundation a legitimate charity?

Paul & Ruth Lyon Family Foundation (EIN: 203956435) is a registered tax-exempt nonprofit based in Utah. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $698K. 2 red flags identified. 5 strengths noted. Financial health grade: A.

How does Paul & Ruth Lyon Family Foundation spend its money?

Paul & Ruth Lyon Family Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Paul & Ruth Lyon Family Foundation tax-deductible?

Paul & Ruth Lyon Family Foundation is registered as a tax-exempt nonprofit (EIN: 203956435). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Paul & Ruth Lyon Family Foundation compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Paul & Ruth Lyon Family Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Paul & Ruth Lyon Family Foundation located?

Paul & Ruth Lyon Family Foundation is headquartered in Washington, Utah and files with the IRS under EIN 203956435. It is classified under NTEE code T20.

How many years of IRS 990 filings does Paul & Ruth Lyon Family Foundation have?

Paul & Ruth Lyon Family Foundation has 10 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 $698K in total revenue.

What specific grants or programs does the foundation support?

The provided IRS 990 data does not detail specific grant recipients or program areas. As a private grantmaking foundation (NTEE T20), its primary 'program' activity is making grants, but the beneficiaries are not specified in this summary.

How does the foundation manage its investments to achieve asset growth?

While the data shows significant asset growth from $98,304 in 2011 to $1,797,711 in 2023, the specific investment strategies or portfolio details are not available in the provided IRS 990 summary.

What is the foundation's long-term strategy for grantmaking?

The provided financial data does not outline the foundation's long-term grantmaking strategy, only its financial performance and asset accumulation.

Filing History

IRS 990 filing history for Paul & Ruth Lyon Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Paul & Ruth Lyon Family Foundation's revenue has grown by 5330%, moving from $5K to $255K. Total assets increased by 1728.7% over the same period, from $98K to $1.8M. Total functional expenses rose by 1233.8%, from $7K to $96K. In its most recent filing year (2023), Paul & Ruth Lyon Family Foundation reported a surplus of $159K, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $255K $96K $1.8M $1 View 990
2022 $85K $109K $1.6M $1 View 990
2021 $111K $107K $1.7M $1 View 990
2020 $67K $98K $1.7M $1
2019 $108K $81K $1.7M $1
2015 $5K $9K $87K $595 View 990
2014 $5K $9K $88K $1 View 990
2013 $5K $8K $92K $10 View 990
2012 $5K $7K $95K $1 View 990
2011 $5K $7K $98K $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $255K, expenses of $96K, and assets of $1.8M (revenue +201.0% year-over-year).
  • 2022: Revenue of $85K, expenses of $109K, and assets of $1.6M (revenue -24.0% year-over-year).
  • 2021: Revenue of $111K, expenses of $107K, and assets of $1.7M (revenue +66.1% year-over-year).
  • 2020: Revenue of $67K, expenses of $98K, and assets of $1.7M (revenue -37.9% year-over-year).
  • 2019: Revenue of $108K, expenses of $81K, and assets of $1.7M (revenue +1952.9% year-over-year).
  • 2015: Revenue of $5K, expenses of $9K, and assets of $87K (revenue +0.3% year-over-year).
  • 2014: Revenue of $5K, expenses of $9K, and assets of $88K (revenue +3.1% year-over-year).
  • 2013: Revenue of $5K, expenses of $8K, and assets of $92K (revenue -2.3% year-over-year).
  • 2012: Revenue of $5K, expenses of $7K, and assets of $95K (revenue +10.9% year-over-year).
  • 2011: Revenue of $5K, expenses of $7K, and assets of $98K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Paul & Ruth Lyon Family Foundation:

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 Paul & Ruth Lyon Family 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.

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