LEWMAR FOUNDATION (EIN 203712316) - Form 990 Financial Analysis & Trantor Score

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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

2005

Legal Domicile

Principal Officer

BECKY L BRIDDLE

Phone

5736551862

Tax Period

2023-01-01 to 2023-12-31

LEWMAR FOUNDATION, founded in 2005, is a micro nonprofit in the Education sector that reported $22K in total revenue in fiscal year 2023. The organization ran a surplus of $11K, a strong 53% operating margin.

Mission

PUBLIC CHARITY-PROVIDE SCHOLARSHIPS AND GRANTS TO EDUCATIONAL INSTITUTIONS AND PROGRAM SPONSORS

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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 $1,650

Program Service Revenue $0

Investment Income $0

Other Revenue $20,112

TOTAL REVENUE $21,762

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,000

Other Expenses $315

TOTAL EXPENSES $10,315

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,762	$22,420	0.0%
Expenses	$10,315	$10,538	0.0%
Net Income	$11,447	$11,882	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

N/A

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
BECKY L BRIDDLE	PRESIDENT - TREAS	1.00	Officer	$0	$0	$0
ELIZABETH A DAVIS	VICE PRESIDENT - SEC	0.00	Officer	$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	$21,762	$10,315	$995,547	$11,447
2022	$22,420	$10,538	$984,100	$11,882
2021	$18,811	$4,315	$972,218	$14,496
2020	$15,134	$11,860	$957,722	$3,274
2019	$385,532	$37,811	$954,448	$347,721
2018	$96,385	$58,167	$606,727	$38,218

LEWMAR FOUNDATION