LEWIS FAMILY CHARITABLE FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

DR HOLLY LEWIS HUDLEY

Phone

7133332200

Tax Period

2023-01-01 to 2023-12-31

LEWIS FAMILY CHARITABLE FOUNDATION, founded in 2002, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $70K in total revenue in fiscal year 2023. Expenses of $138K exceeded revenue, resulting in a 96% operating deficit.

Mission

THE LEWIS FAMILY CHARITABLE FOUNDATION'S MISSION IS TO PROVIDE FINANCIAL SUPPORT FOR CHARITABLE ORGANIZATIONS IN SUPPORT OF EDUCATION, HEALTH, CIVIC, AND SOCIAL SERVICES.

Program Service Accomplishments

Program 1

Expenses: $135,542

THE LEWIS FAMILY CHARITABLE FOUNDATION DONATED $105,000 TO VARIOUS TAX EXEMPT ORGANIZATIONS DURING 2023.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $70,400

Other Revenue $0

TOTAL REVENUE $70,400

Expense Breakdown

Grants Paid $105,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,542

Other Expenses $33,042

TOTAL EXPENSES $138,042

Year-over-Year Comparison

	2023	2022	Change
Revenue	$70,400	$72,529	0.0%
Expenses	$138,042	$139,025	0.0%
Net Income	$-67,642	$-66,496	+0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR HOLLY LEWIS HUDLEY	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
LINDA LUNA LEWIS	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
LINSEY LEWIS	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
PHILIP C LEWIS	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
KATHERINE BUTTERWICK	DIRECTOR	1.00	Director	$0	$0	$0
JOSH HUDLEY	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$70,400	$138,042	$2,300,608	$-67,642
2022	$72,529	$139,025	$2,001,390	$-66,496
2021	$312,052	$139,786	$2,505,919	$172,266
2020	$91,653	$166,758	$2,309,899	$-75,105
2019	$104,915	$134,031	$2,158,290	$-29,116
2018	$113,285	$135,989	$1,924,190	$-22,704