The Lisa Family Foundation Inc

Nonprofit profile at a glance

EIN
454923183
IRS 990-PF coverage
2014–2025
Forms available
Form 990-PF 2025
Location
Paradise Valley, AZ, USA
Phone
3123205888
Rating
85
Verdict
STRONG
Rating confidence
Standard
Sector
Private Grantmaking Foundations

Reported finances

Revenue
$25,433
Expenses
$25,041

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Private Grantmaking Foundations

What it reported funding in 2025

The foundation reported 3 grants totaling $21,000. The stated grant purposes included to provide sports-based youth development and direct-service programs to under-served communities., to support the operating costs of mass and of providing spiritual guidance., and to foster the unique gifts of every individual within this christian community of faith and discovery; to impart a broad knowledge of the arts, sciences, and professions by careful instruction and open inquiry at both the undergraduate and graduate levels; to convey to students a wisdom that translates academic achievement into responsible citizenship, generous service, a deep respect for the beauty in god's creation, and the promise of re-creation through jesus christ..

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 85% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

STRONG - The filed numbers largely add up and the filing identifies who received its grants. No material rating questions were generated from the available inputs.

Rating breakdown

  • Grant Deployment: 65
  • Cost Efficiency: 84
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 85

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 65.4%; rating input score 65; 9th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 83.9%; rating input score 84; 63rd percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 24.41; rating input score 85; 85th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 65.4% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 85th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 12 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • 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.