ADAM J LEWIS ACADEMY INC

EIN: 453859735 501(c)(3) Education

BRIDGEPORT, CT

Total Revenue
$6,880,386
Total Expenses
$6,391,548
Total Assets
$9,524,054
Net Assets
$7,924,426
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
CT
Principal Officer
PATRICIA D LEWIS
Phone
2033332211
Tax Period
2023-07-01 to 2024-06-30

ADAM J LEWIS ACADEMY INC, founded in 2011, is a community nonprofit in the Education sector that reported $6.9M in total revenue in fiscal year 2023. Expenses of $6.4M left a modest 7% surplus.

Mission

FOR SUMMARYADAM J. LEWIS ACADEMY TRANSFORMS THE LIFE TRAJECTORIES OF UNDERSERVED CHILDREN IN BRIDGEPORT, CT. OUR MISSION IS TO PROVIDE AN ENRICHING, NURTURING, HIGH-QUALITY ELEMENTARY EXPERIENCE, WHICH WILL SET THE CHILDREN ON A PATH OF SUCCESS IN SCHOOL AND IN LIFE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,018,638
Program Service Revenue $2,877,220
Investment Income $25,008
Other Revenue $-40,480
TOTAL REVENUE $6,880,386

Expense Breakdown

Grants Paid $2,519,887
Salaries & Benefits $2,474,583
Fundraising Expenses $452,167
Program Expenses $5,497,339
Other Expenses $1,397,078
TOTAL EXPENSES $6,391,548

Year-over-Year Comparison

2023 2022 Change
Revenue $6,880,386 $7,185,924 0.0%
Expenses $6,391,548 $5,992,533 +0.1%
Net Income $488,838 $1,193,391 -0.6%
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

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Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
14
Employees
70
Volunteers
14

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
4
$129,469
Total Directors
16
$129,469
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PATRICIA D LEWIS FOUNDER & HEAD OF SCHOOL 40.00
Officer Director
$72,500 $0 $72,500
JULIE MOMBELLO CO-FOUNDER & DIRECTOR 40.00
Officer Director
$43,745 $13,224 $56,969
KIMBERLY WALIN TREASURER 1.00
Officer Director
$0 $0 $0
DAVID MCGRATH BOARD CHAIR 1.00
Officer Director
$0 $0 $0
JOHN MUNRO BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN G DUFFY BOARD MEMBER 1.00
Director
$0 $0 $0
TRICIA VANACORE BOARD MEMBER 1.00
Director
$0 $0 $0
BRIAN CONNELL BOARD MEMBER 1.00
Director
$0 $0 $0
CHRIS GRIFFIN BOARD MEMBER 1.00
Director
$0 $0 $0
DAWN KREITLER BOARD MEMBER 1.00
Director
$0 $0 $0
CATHERINE DAVIS BOARD MEMBER 1.00
Director
$0 $0 $0
ANTHONY ALLOTT BOARD MEMBER 1.00
Director
$0 $0 $0
JIM CRETELLA BOARD MEMBER 1.00
Director
$0 $0 $0
DWAYNE SMITH PHD BOARD MEMBER 1.00
Director
$0 $0 $0
JIM CONROY BOARD MEMBER 1.00
Director
$0 $0 $0
ANNE JUGE BOARD MEMBER 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
2025 No data No data No data No data
2024 $6,880,386 $6,391,548 $9,524,054 $488,838
2023 $7,185,924 $5,992,533 $7,718,009 $1,193,391
2022 $5,024,186 $4,298,226 $5,233,196 $725,960
2021 $3,436,612 $2,961,025 $4,365,730 $475,587
2020 $2,015,491 $1,963,047 $4,030,585 $52,444
2019 $2,481,738 $1,119,569 $3,800,661 $1,362,169
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