LEWIS BROTHERS BAKERIES INC EMPLOY… - Form 990 Financial Data

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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

1984

Legal Domicile

Principal Officer

BROTHERSTIM MALOTTE

Phone

8124254642

Tax Period

2024-04-01 to 2025-03-31

LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT PLAN, founded in 1984, is a mid-sized nonprofit that reported $12.0M in total revenue in fiscal year 2024. Expenses of $11.6M left a modest 3% surplus.

Mission

PROVIDING HEALTH CARE BENEFITS

Program Service Accomplishments

Program 1

Expenses: $11,588,205 Revenue: $11,994,028

THE PLAN HAS BEEN ESTABLISHED TO PROVIDE COVERAGE FOR EXPENSES RELATING TO HOSPITALIZATION, SURGICAL CARE, AND PHARMACY BENEFITS FOR THE EMPLOYEES OF LEWIS BROTHERS BAKERIES, INC.. THERE ARE...

THE PLAN HAS BEEN ESTABLISHED TO PROVIDE COVERAGE FOR EXPENSES RELATING TO HOSPITALIZATION, SURGICAL CARE, AND PHARMACY BENEFITS FOR THE EMPLOYEES OF LEWIS BROTHERS BAKERIES, INC.. THERE ARE APPROXIMATELY 796 PARTICIPANTS IN THE PLAN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $11,994,028

Investment Income $0

Other Revenue $0

TOTAL REVENUE $11,994,028

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,588,205

Other Expenses $804,185

TOTAL EXPENSES $11,588,205

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,994,028	$11,316,962	+0.1%
Expenses	$11,588,205	$11,396,585	+0.0%
Net Income	$405,823	$-79,623	-6.1%

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
JEFF SANKOVITCH	TRUSTEE	2.00	Officer Director	$0	$0	$0
LAURA ABERNATHY	TRUSTEE	2.00	Director	$0	$0	$0
TIMOTHY MALOTTE	TRUSTEE	2.00	Director	$0	$0	$0
JAMES HUDOCK	TRUSTEE	2.00	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
2025	$11,994,028	$11,588,205	$610,034	$405,823
2024	$11,316,962	$11,396,585	$204,211	$-79,623
2023	$9,764,249	$10,388,508	$283,834	$-624,259
2022	$11,362,952	$11,323,492	$908,093	$39,460
2021	$10,008,181	$10,062,743	$868,633	$-54,562
2020	$10,742,169	$10,597,160	$923,195	$145,009
2019	$12,155,667	$12,042,117	$778,186	$113,550
2018	$11,734,515	$12,163,542	$664,636	$-429,027

LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT PLAN