LEWIS-ROBERTS FOUNDATION INC (EIN 341731724) - 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

1992

Legal Domicile

Principal Officer

TAMI STEELE

Phone

3308565582

Tax Period

2024-07-01 to 2025-06-30

LEWIS-ROBERTS FOUNDATION INC, founded in 1992, is a small nonprofit that reported $146K in total revenue in fiscal year 2024. The organization ran a surplus of $72K, a strong 49% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR THE BENEFIT OF NORTHEAST OHIO ADOPTION SERVICES (A 501(C)(3) ORGANIZATION) AND OTHER ORGANIZATIONS COMMITTED TO HELPING SPECIAL NEEDS CHILDREN.

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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 $25,000

Program Service Revenue $0

Investment Income $84,674

Other Revenue $36,254

TOTAL REVENUE $145,928

Expense Breakdown

Grants Paid $61,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,869

Other Expenses $12,369

TOTAL EXPENSES $73,869

Year-over-Year Comparison

	2024	2023	Change
Revenue	$145,928	$140,737	+0.0%
Expenses	$73,869	$167,164	-0.6%
Net Income	$72,059	$-26,427	-3.7%

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
CAROLYN LEWIS	TRUSTEE	0.00	Director	$0	$0	$0
CHERYL TARANTINO	TRUSTEE	0.00	Director	$0	$0	$0
JOHN SANDBERG	TRUSTEE	0.00	Director	$0	$0	$0
JOE VEROSTKO	TRUSTEE	0.00	Director	$0	$0	$0
MARY OAKES	TRUSTEE	0.00	Director	$0	$0	$0
CARTER LEWIS	PRESIDENT	1.00	Officer	$0	$0	$0
TAMI STEELE	SECRETARY/TREASURER	0.50	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	$145,928	$73,869	$1,048,167	$72,059
2024	$140,737	$167,164	$976,108	$-26,427
2023	$88,533	$51,860	$1,002,535	$36,673
2022	$177,237	$61,824	$965,862	$115,413
2021	$119,972	$90,057	$850,449	$29,915
2020	$53,006	$9,281	$820,534	$43,725
2019	$118,505	$65,571	$776,809	$52,934
2018	$187,001	$8,698	$723,875	$178,303

LEWIS-ROBERTS FOUNDATION INC