CREATION INVESTMENTS FOUNDATION INC (EIN 301310720) - 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

2022

Legal Domicile

Principal Officer

KRISTEN M LEWIS

Phone

4042520100

Tax Period

2025-01-01 to 2025-12-31

CREATION INVESTMENTS FOUNDATION INC, founded in 2022, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $7K in total revenue in fiscal year 2025. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $453K exceeded revenue, resulting in a 6793% operating deficit.

Mission

TO PROVIDE FUNDING TO CHARITIES IN FULFILLMENT OF THE EXEMPT PURPOSES OF NCCF.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $6,575

Other Revenue $0

TOTAL REVENUE $6,575

Expense Breakdown

Grants Paid $438,062

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $453,126

Other Expenses $15,152

TOTAL EXPENSES $453,214

Year-over-Year Comparison

	2025	2024	Change
Revenue	$6,575	$981,351	-1.0%
Expenses	$453,214	$12,059	+36.6%
Net Income	$-446,639	$969,292	-1.5%

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

$220,291

Total Directors

$494,456

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTEN M LEWIS	DIRECTOR/SECRETARY / TREAS	1.00	Officer Director	$0	$23,214	$220,291
JEFFREY WALLACE	DIRECTOR	1.00	Director	$0	$50,459	$274,165
LINDA VANDER WEELE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER NICOLE FISHER	DIRECTOR	1.00	Director	$0	$0	$0
CORA PASSIS	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK T FISHER	PRESIDENT	1.00	Officer	$0	$0	$0
KENNETH VANDER WEELE	VICE PRESIDENT	1.00	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
2025	$6,575	$453,214	$628,574	$-446,639
2024	$981,351	$12,059	$1,075,777	$969,292

CREATION INVESTMENTS FOUNDATION INC