MORGAN LEWIS FOUNDATION

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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

2014

Legal Domicile

Principal Officer

AMANDA D SMITH

Phone

2159635000

Tax Period

2023-10-01 to 2024-09-30

MORGAN LEWIS FOUNDATION, founded in 2014, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 360% from the prior year, signaling strong growth momentum. Expenses of $1.5M left a modest 8% surplus.

Mission

THE MORGAN LEWIS FOUNDATION IS ORGANIZED AND OPERATED FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING MAKING SCHOLARSHIPS TO DESERVING COLLEGE AND LAW SCHOOL STUDENTS AND GRANTS TO OTHER QUALIFIED CHARITABLE ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $1,500,000

THE MORGAN LEWIS FOUNDATION OPERATES THE MORGAN LEWIS FOUNDATION SCHOLARSHIP PROGRAM. THE PURPOSE OF THE SCHOLARSHIP PROGRAM IS TO EXPAND ACCESS TO THE LEGAL PROFESSION, THEREBY STRENGTHENING IT AND IMPROVING ITS CONTRIBUTIONS TO THE COMMUNITY, BY MAKING GRANTS TO PROVIDE TUITION ASSISTANCE BASED ON LAW STUDENTS' ACADEMIC ACHIEVEMENTS, FINANCIAL NEED, WORK AND LIFE EXPERIENCES, LEADERSHIP, AND NON-ACADEMIC CONTRIBUTIONS.

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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 $1,365,952

Program Service Revenue $0

Investment Income $280,489

Other Revenue $0

TOTAL REVENUE $1,646,441

Expense Breakdown

Grants Paid $1,500,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,500,000

Other Expenses $8,184

TOTAL EXPENSES $1,508,184

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,646,441	$357,971	+3.6%
Expenses	$1,508,184	$530,614	+1.8%
Net Income	$138,257	$-172,643	-1.8%

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

N/A

Employees

N/A

Volunteers

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
AMANDA D SMITH	PRESIDENT	2.00	Officer Director	$0	$0	$0
KAREN LODICO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RAHUL KAPOOR	TREASURER	2.00	Officer Director	$0	$0	$0
FRANCINE TOMLINSON	ASST. TREASURER	1.00	Officer Director	$0	$0	$0
ANDREW RUCK	SECRETARY	1.00	Officer Director	$0	$0	$0
NAGWA HULTQUIST	DIRECTOR	1.00	Director	$0	$0	$0
CHARLENE S SHIMADA	DIRECTOR	1.00	Director	$0	$0	$0
GRACE E SPEIGHTS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE PARK CHIU	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY W LEVIN	DIRECTOR	1.00	Director	$0	$0	$0
SARA WELLS	DIRECTOR	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
2024	$1,646,441	$1,508,184	$3,808,414	$138,257
2023	$357,971	$530,614	$3,192,973	$-172,643
2022	$440,914	$395,633	$3,106,304	$45,281
2021	$548,954	$1,512,688	$3,682,669	$-963,734
2020	$1,355,284	$276,395	$4,157,817	$1,078,889
2019	$236,801	$402,442	$2,894,844	$-165,641
2018	$102,153	$263,515	$3,053,139	$-161,362