SERVE LEWISVILLE INC (EIN 920396231) - Form 990 Financial Analysis & Trantor Score

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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

2022

Legal Domicile

Principal Officer

PATRICK SMITH

Phone

9407353234

Tax Period

2024-01-01 to 2024-12-31

SERVE LEWISVILLE INC, founded in 2022, is a small nonprofit that reported $430K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $741K exceeded revenue, resulting in a 72% operating deficit.

Mission

PARTNER WITH NONPROFITS TO HELP MAKE THEIR SERVICES MORE ACCESSIBLE FOR PEOPLE IN NEED BY PROVIDING SIGNIFICANTLY LOWER RENT COMPARED TO COMMERCIAL OFFICE SPACE AND SHARE COSTS, SENDING MORE OF OUR COMMUNITY DOLLARS STRAIGHT TO THE PEOPLE WHO NEED IT MOST AND ALLOWING NONPROFITS TO EXPAND TO MEET GROWING DEMAND FOR SERVICES.

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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 $337,179

Program Service Revenue $0

Investment Income $0

Other Revenue $93,143

TOTAL REVENUE $430,322

Expense Breakdown

Grants Paid $0

Salaries & Benefits $339,045

Fundraising Expenses $151,017

Program Expenses $421,636

Other Expenses $401,847

TOTAL EXPENSES $740,892

Year-over-Year Comparison

	2024	2023	Change
Revenue	$430,322	$305,611	+0.4%
Expenses	$740,892	$633,741	+0.2%
Net Income	$-310,570	$-328,130	-0.1%

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

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
WILLIAM MERIDITH	Treasurer	1.00	Officer Director	$0	$0	$0
ASHLEIGH FERYAN	Secretary	1.00	Officer Director	$0	$0	$0
JUSTIN HUFFAKER	Director	1.00	Director	$0	$0	$0
ARACELI QUEZADA	Director	1.00	Director	$0	$0	$0
FRED WHITFIELD	Director	1.00	Director	$0	$0	$0
PATRICK SMITH	CEO & CHAIR	20.00	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
2025	No data	No data	No data	No data
2024	$430,322	$740,892	$2,661,069	$-310,570
2023	$305,611	$633,741	$2,634,001	$-328,130
2022	$20,000	$95,262	$2,526,098	$-75,262

SERVE LEWISVILLE INC