Penn Yan Lions Foundation Inc
Nonprofit profile at a glance
- EIN
- 820684760
- IRS 990-EZ coverage
- 2019–2025
- Forms available
- Form 990 2018, Form 990-EZ 2025, Form 990-N 2016
- Location
- Penn Yan, NY, USA
- Phone
- 3152702256
- Rating
- 64
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $48,643
- Expenses
- $53,094
- Assets
- $83,722
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- RICHARD HARPER (PRESIDENT)
- DOUG PADDOCK (VICE PRESIDENT)
- JAMIE SISSON (VICE PRESIDENT)
- JAMES BIRD (VICE PRESIDENT)
People named in this filing
- RICHARD HARPER (PRESIDENT)
- DOUG PADDOCK (VICE PRESIDENT)
- TAYLOR FITCH (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide services to local community
What it reported doing in 2025
Lottery fund raising event
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 48
- Transparency & Controls: 82
- Sustainability: 38
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 50%; rating input score 50
- Program expense ratio: 45.8%; rating input score 46
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -9.2%; rating input score 30; 30th percentile among comparable filings
- Total-asset coverage ratio: 1.58; rating input score 59; 59th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 10.3% per year; rating input score 100; 71st percentile among comparable filings
- Revenue growth: 6.9% per year; rating input score 100; 74th percentile among comparable filings
- Asset growth: 11.3% per year; rating input score 100; 73rd percentile among comparable filings
Details
- Where the money goes: 50% of revenue deployed · 45.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $24K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 7 filing years from 2019 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 50/100.
- Moderate — Financial Efficiency: Program expense ratio scored 46/100.
- Moderate — Sustainability: Operating margin scored 30/100.
- Review — Sustainability: Total-asset coverage ratio scored 59/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.