LEWIS SIMMONS 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

2019

Legal Domicile

Phone

6307465634

Tax Period

2024-01-01 to 2024-12-31

LEWIS SIMMONS FOUNDATION, founded in 2019, is a micro nonprofit in the Education sector that reported $17K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3K, a strong 16% operating margin.

Mission

OUR GOAL IS TO PROVIDE FREE SERVICES OR LOW-COST SERVICES TO MINORITY BUSINESSES AND WOMEN ENTREPRENEURS. THE FEES ARE BASED ON HUD GUIDELINES.

Program Service Accomplishments

Program 1

Expenses: $9,244 Revenue: $16,571

WE PROVIDE FREE SERVICES OR LOW COST SERVICES TO MINORITY BUSINESSES AND WOMEN BUSINESS OWNERS.

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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 $16,571

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $16,571

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,716

Program Expenses $9,244

Other Expenses $13,460

TOTAL EXPENSES $13,960

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,571	$12,903	+0.3%
Expenses	$13,960	$13,717	+0.0%
Net Income	$2,611	$-814	-4.2%

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	Role	Reportable Comp	Other Comp	Total
TERRIE SIMMONS	PRESIDENT	Officer	$0	$0	$0
ERIC SIMMONS	SECRETARY	Officer	$0	$0	$0
ELLEN WITHALL	DIRECTOR	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
2024	$16,571	$13,960	$3,539	$2,611
2023	$12,903	$13,717	$928	$-814
2022	$6,123	$6,073	$1,742	$50
2021	$2,790	$1,498	$1,692	$1,292
2020	$5,600	$5,200	$400	$400