DAVID S & NORMA R LEWIS FOUNDATION C/O COLLEEN A CACY

EIN: 813487852 501(c)(3)

TUCSON, AZ

Total Revenue
$4,625
Total Expenses
$358,039
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
AZ
Principal Officer
JENNY FLYNN
Phone
5207700800
Tax Period
2023-07-01 to 2024-06-30

DAVID S & NORMA R LEWIS FOUNDATION C/O COLLEEN A CACY, founded in 2016, is a micro nonprofit that reported $5K in total revenue in fiscal year 2023. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $358K exceeded revenue, resulting in a 7641% operating deficit.

Mission

THE ORGANIZATION SHALL DISTRIBUTE FUNDS TO OR FOR THE COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA TO FURTHER THE COMMUNITY FOUNDATION'S CHARITABLE ACTIVITIES THAT PROMOTE HEALTH AND WELLNESS, ON A LOCAL AND NATIONAL LEVEL, AND FOSTER CREATIVE, AND ARTISTIC ENDEAVORS THAT POSITIVELY IMPACT THE HUMAN EXPERIENCE. THE ORGANIZATION WILL FUND TRADITIONAL AND INNOVATIVE PROJECTS AND PROGRAMS OF THE COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA WHICH ARE CONSISTENT WITH THIS MISSION STATEMENT.

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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 $388
Program Service Revenue $0
Investment Income $4,237
Other Revenue $0
TOTAL REVENUE $4,625

Expense Breakdown

Grants Paid $352,456
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $353,057
Other Expenses $5,583
TOTAL EXPENSES $358,039

Year-over-Year Comparison

2023 2022 Change
Revenue $4,625 $115,811 -1.0%
Expenses $358,039 $2,125,011 -0.8%
Net Income $-353,414 $-2,009,200 -0.8%
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

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Governance

Voting Members
3
Independent Members
2
Employees
N/A
Volunteers
3

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
2
$305,149
Total Directors
3
$305,149
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JENNY FLYNN PRESIDENT/SE 0.04
Officer Director
$0 $33,577 $305,149
COLLEEN CACY DIRECTOR 0.04
Director
$0 $0 $0
KRISTI LEWIS TREASURER 0.04
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
2024 $4,625 $358,039 No data $-353,414
2023 $115,811 $2,125,011 $528,409 $-2,009,200
2022 $-2,986 $1,400,279 $2,524,477 $-1,403,265
2021 $380,765 $1,453,676 $3,952,273 $-1,072,911
2020 $111,753 $693,600 $4,921,782 $-581,847
2019 $182,152 $420,085 $5,463,069 $-237,933
2018 $204,923 $175,541 $5,611,595 $29,382
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