Nonprofit · EIN 47-5265010
BYRON FOUNDATION
Tax-exempt · FORT WAYNE, IN 46805
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,044,865 | $483,413 | $1,561,452 | $45,476,890 | $6,507,366 | $38,969,524 |
| December 31, 2023 | 990 | $1,730,817 | $476,413 | $1,254,404 | $41,515,579 | $6,655,148 | $34,860,431 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $2,044,865
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $305,581
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $305,581
- Management and general (functional)
- $177,832
Balance sheet and other
- Total assets, start of year
- $41,515,579
- Total assets, end of year
- $45,476,890
- Total liabilities, end of year
- $6,507,366
- Net assets, end of year
- $38,969,524
- Publicly traded securities
- $36,719,750
- Net assets without donor restrictions
- $38,969,524
- Gross receipts
- $2,044,865
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2015
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Debra J Lambert | Chief Executive Officer Trustee or director, Officer | 3 | $0 | $246,607 | $21,781 |
| Charles Clark | Board Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Eugene Faley | Secretary/Treasurer Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Tim Miller | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Tracie Martin | Board Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Bret Claghorn | Board Member Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Debra J Lambert | Chief Executive Officer Trustee or director, Officer | 3 | $0 | $248,936 | $11,463 |
| Bret Claghorn | Finance Committee Chair/ Board Member Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Charles Clark | Vice Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Eugene Faley | Secretary/Treasurer Trustee or director, Officer | 3 | $0 | $0 | $0 |
| Helen Nill | Board Member Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Tom Trent | Board Member Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Tracie Martin | Board Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1661 BEACON ST, FORT WAYNE, IN 46805-4746
- In care of
- % DEBRA LAMBERT
- Principal officer (990 for 2024)
- TRACIE MARTIN, 1661 BEACON STREET, FORT WAYNE, IN 46805
- Signed the 990
- TRACIE MARTIN, CHAIRMAN
- Phone
- (260) 637-3166
- Return prepared by
- Forvis Mazars LLP
Mission
THE BYRON FOUNDATION PROVIDES FINANCIAL AND OTHER ASSISTANCE TO RECOVERY HEALTH SERVICES, INC. (DBA BYRON HEALTH CENTER) AND ANY SUBSIDIARY ORGANIZATIONS OF BYRON WELLNESS SYSTEMS, INC. IN SUPPORT OF THEIR MISSIONS.
Program accomplishments
- THE BYRON FOUNDATION, INC. PROVIDES SUPPORT TO RECOVERY HEALTH SERVICES, INC. BY PROVIDING FUNDING FOR RESIDENTIAL CARE, SOCIAL OPPORTUNITIES, EDUCATIONAL ASSISTANCE, AND OTHER PROGRAMS THAT IMPROVE THE QUALITY OF LIFE FOR THE ELDERLY, SEVERELY INJURED, AND OTHER INDIVIDUALS REQUIRING SKILLED ASSISTANCE.Expenses $305,581 · grants $305,581
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-5265010
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $45,476,890
- Income (IRS master file)
- $2,044,865
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,044,865 | $483,413 | $45,476,890 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,730,817 | $476,413 | $41,515,579 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,645,593 | $268,207 | $37,040,021 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-5265010).
Questions about BYRON FOUNDATION
- What is the EIN of BYRON FOUNDATION?
- The employer identification number (EIN) of BYRON FOUNDATION is 47-5265010.
- Is BYRON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to BYRON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does BYRON FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BYRON FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BYRON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BYRON FOUNDATION?
- The 990 for the year ended December 31, 2024 names TRACIE MARTIN.
- Who are the officers and directors of BYRON FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does BYRON FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,044,865, expenses of $483,413 and total assets of $45,476,890 at year end.
Other nonprofits in FORT WAYNE
- PARKVIEW HOSPITAL INC EIN 35-0868085 · last filed 990 for 2024
- PARKVIEW HEALTH SYSTEM INC EIN 35-1972384 · last filed 990 for 2024
- ANTHONY WAYNE REHABILITATION CENTER FOR HANDICAPPED & BLIND EIN 35-1049596 · last filed 990 for 2025
- NEIGHBORHOOD HEALTH CLINICS INC EIN 35-1922483 · last filed 990 for 2024
- VISITING NURSE AND HOSPICE HOME INC EIN 35-1687026 · last filed 990 for 2024
- GOLDEN YEARS HOMESTEAD INC EIN 35-1163961 · last filed 990 for 2025
- RECOVERY HEALTH SERVICES INC EIN 35-1826036 · last filed 990 for 2024
- PARKVIEW OCCUPATIONAL HEALTH CENTERS INC EIN 35-2064353 · last filed 990 for 2024