THE LEWIS-GALE FOUNDATION (EIN 546051298) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

VAUGHAN JR G ROBERT

Phone

5404442925

Tax Period

2023-01-01 to 2023-08-31

THE LEWIS-GALE FOUNDATION, founded in 1964, is a small nonprofit that reported $293K in total revenue in fiscal year 2018. Revenue fell 24% from the prior year — a significant decline worth monitoring. Net assets of $815K represent 33 months of operating reserves.

Mission

MEDICAL EDUCATION AND PREVENTIVE MEDICINE FOR HEALTHCARE PROFESSIONALS AND THE COMMUNITY, AWARDING OF HEALTH CAREER SCHOLARSHIPS, AND DISPLAY OF MEDICAL ARTIFACTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $95

Program Service Revenue $0

Investment Income $3,886

Other Revenue $219

TOTAL REVENUE $4,200

Expense Breakdown

Grants Paid $903,097

Salaries & Benefits $51,803

Fundraising Expenses $5,989

Program Expenses $938,397

Other Expenses $7,188

TOTAL EXPENSES $962,088

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,200	$102,285	-1.0%
Expenses	$962,088	$93,476	+9.3%
Net Income	$-957,888	$8,809	-109.7%

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

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

$48,155

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GIBBONS LAURIE	EXECUTIVE DI	40.00	Officer	$47,563	$592	$48,155
NAZEMI ALI A	NOMINATING C	0.40	Director	$0	$0	$0
WALLACE CAROLINE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
NORDT SYDNEY H	CHAIR EMERIT	0.10	Director	$0	$0	$0
YOST STEPHEN M	CHAIRMAN	2.00	Officer Director	$0	$0	$0
VAUGHAN JR G ROBERT	TREASURER	2.00	Officer 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
2023	$4,200	$962,088	No data	$-957,888
2022	$102,285	$93,476	$935,265	$8,809
2021	$108,106	$91,092	$1,155,850	$17,014
2020	$87,105	$104,487	$1,051,003	$-17,382
2019	$116,502	$98,424	$973,009	$18,078
2018	$293,173	$298,959	$926,694	$-5,786

THE LEWIS-GALE FOUNDATION