Susan And William Yarmuth Family Foundation Inc

Susan And William Yarmuth Family Foundation Inc shows strong asset growth and zero officer compensation across all filings.

EIN: 208662831 · Winter Park, FL · NTEE: T20 · Updated: 2026-03-28

$2.8MRevenue
$8.1MAssets
90/100Mission Score (Excellent)
T20

Is Susan And William Yarmuth Family Foundation Inc Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

Susan And William Yarmuth Family Foundation Inc directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Susan And William Yarmuth Family Foundation Inc

Susan And William Yarmuth Family Foundation Inc (EIN: 208662831) is a nonprofit organization based in Winter Park, FL, classified under NTEE code T20. The organization reported total revenue of $2.8M and total assets of $8.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Susan And William Yarmuth Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
Mid-SizeSize Classification
9Years of Filings
MixedRevenue Trajectory

Susan And William Yarmuth Family Foundation Inc is a mid-size nonprofit that has been operating for 19 years, with 9 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of 32.2%.

Key Financial Metrics (2022)

From the most recent IRS 990 filing on record:

Total Revenue$2.0M
Total Expenses$428K
Surplus / Deficit+$1.6M
Total Assets$4.5M
Total Liabilities$1
Net Assets$4.5M
Operating Margin78.7%
Debt-to-Asset Ratio0.0%
Months of Reserves127.4 months

Financial Health Grade: A

In 2022, Susan And William Yarmuth Family Foundation Inc reported a surplus of $1.6M with revenue exceeding expenses, holds 127.4 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 (2011–2022), Susan And William Yarmuth Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 32.2%.

YearRevenue ChangeExpense ChangeAsset Change
2022+325.4%+14.5%+22.6%
2021-77.8%-56.6%+2.8%
2020+116.9%-8.1%+54.2%
2019+82.3%+116.8%+256.3%
2015+2710.7%-15.2%+18.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

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

AI Transparency Report

The Susan And William Yarmuth Family Foundation Inc demonstrates strong financial health and a clear focus on program spending, particularly evident in its latest filing period (202212) where expenses were $428,154 against revenues of $2,008,419. This indicates a significant capacity to fund its charitable activities. The organization's assets have also shown substantial growth, reaching $8,107,703 in the latest period, up from $4,547,117 in 202212, suggesting effective asset management and accumulation for future philanthropic endeavors. The consistent reporting of zero officer compensation across all available filings is a strong indicator of transparency and a commitment to directing resources towards its mission rather than administrative overhead. The foundation's spending efficiency appears very high, with expenses consistently well below revenue in most recent years, allowing for asset growth. For instance, in 202212, expenses were only about 21% of revenue. While a detailed breakdown of program, administrative, and fundraising expenses isn't explicitly provided in the summary data, the absence of officer compensation suggests a lean operational structure. The consistent filing of IRS Form 990 over nine periods further reinforces its commitment to transparency and accountability, providing a clear historical record of its financial activities. Overall, the Susan And William Yarmuth Family Foundation Inc appears to be a well-managed and financially robust organization. Its significant asset base, consistent revenue generation, and minimal reported expenses relative to revenue, coupled with zero officer compensation, paint a picture of a highly efficient and mission-focused entity. The growth in assets over time also suggests a sustainable model for long-term philanthropic impact.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Susan And William Yarmuth Family Foundation Inc with a Mission Score of 90 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, Susan And William Yarmuth Family Foundation Inc allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2022)

From the most recent IRS 990 filing on record:

$2.0MTotal Revenue
$428KTotal Expenses
$4.5MTotal Assets
$1Total Liabilities
$4.5MNet Assets

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filing periods, indicating that no salaries or other compensation are paid to officers, which is highly favorable for directing funds to charitable purposes.

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.

Strengths

The following positive indicators were identified for Susan And William Yarmuth Family Foundation Inc:

Frequently Asked Questions about Susan And William Yarmuth Family Foundation Inc

Is Susan And William Yarmuth Family Foundation Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, Susan And William Yarmuth Family Foundation Inc (EIN: 208662831) appears legitimate. Mission Score: 90/100. 0 red flags identified, 5 strengths noted.

How does Susan And William Yarmuth Family Foundation Inc spend its money?

Susan And William Yarmuth Family Foundation Inc directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Susan And William Yarmuth Family Foundation Inc tax-deductible?

Susan And William Yarmuth Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 208662831). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is Susan And William Yarmuth Family Foundation Inc a good charity?

Based on the provided data, the foundation appears to be a very good charity. It consistently reports zero officer compensation, has shown significant asset growth (from $1,104,458 in 201112 to $8,107,703 currently), and in recent years, its expenses are a small fraction of its revenue, indicating efficient use of funds.

How has the foundation's financial health changed over time?

The foundation's financial health has significantly improved. Assets have grown substantially from $1,104,458 in 201112 to $8,107,703 currently. Revenue has also seen considerable fluctuations but generally trended upwards, with the latest reported revenue at $2,841,486, demonstrating strong financial capacity.

What is the organization's approach to executive compensation?

The organization's approach to executive compensation is to pay none. Officer compensation is consistently reported as 0% in all nine available IRS 990 filings, which is a strong positive indicator of resource allocation directly to its mission.

Filing History

IRS 990 filing history for Susan And William Yarmuth Family Foundation Inc showing financial trends over 9 years of public records:

Over 9 years of IRS 990 filings (2011–2022), Susan And William Yarmuth Family Foundation Inc's revenue has grown by 2047.8%, moving from $94K to $2.0M. Total assets increased by 311.7% over the same period, from $1.1M to $4.5M. Total functional expenses fell by 10.6%, from $479K to $428K. In its most recent filing year (2022), Susan And William Yarmuth Family Foundation Inc reported a surplus of $1.6M, with revenue exceeding expenses. The organization holds $1 in liabilities against $4.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2022 $2.0M $428K $4.5M $1 View 990
2021 $472K $374K $3.7M $1 View 990
2020 $2.1M $861K $3.6M $1 View 990
2019 $982K $937K $2.3M $1 View 990
2015 $539K $432K $657K $1 View 990
2014 $19K $510K $552K $1 View 990
2013 $471K $430K $1.0M $1 View 990
2012 $124K $227K $1.0M $1 View 990
2011 $94K $479K $1.1M $1 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Susan And William Yarmuth Family Foundation Inc:

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 Susan And William Yarmuth 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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