NATURALLY LEWIS INC (EIN 922430777) - 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

Principal Officer

ERIC VIRKLER

Phone

3153763014

Tax Period

2023-01-01 to 2023-12-31

NATURALLY LEWIS INC, founded in 2022, is a small nonprofit in the Community Improvement sector that reported $228K in total revenue in fiscal year 2023. The organization ran a surplus of $139K, a strong 61% operating margin.

Mission

NATURALLY LEWIS INC IS CHAMPIONING THE GROWTH OF A COMMUNITY WHERE PEOPLE WANT TO LIVE, WORK, BUILD BUSINESS AND PLAY. WE FOSTER FORWARD THINKING AND RELATIONSHIP BUILDING, CONNECTING PEOPLE, BUSINESSES AND RESOURCES TO EFFECTIVELY AND EFFICIENTLY GROW OUR COUNTY. WE FOCUS ON CREATING A SOLID AND SUSTAINABLE ECONOMIC BASE BY SUPPORTING PRACTICAL, REALISTIC PROGRAMS AND POLICIES THAT ADVANCE BUSINESSES THROUGH DIVERSIFICATION AND BY EXPANDING MARKETS LOCALLY, NATIONALLY AND INTERNATIONALLY. WE ARE THE BRIDGE BUILDERS, PROACTIVELY SEEKING AND LEADING DEVELOPMENT FOR NEW AND EXISTING BUSINESSES, WHILE LEVERAGING OUR NATURAL RESOURCES. WE BELEIVE GROWTH COMES FROM THOUGHTFUL RISK TAKING, BUILDING COMMUNITY PARTNERSHIPS AND MAKING WISE INVESTMENTS. NATURALLY LEWIS IS OUR MECHANISM FOR ADVOCATING AND ADVISING ON INVESTMENTS AND EDUCTION THAT BUILD A GREAT QUALITY OF LIFE, SUSTAINABLE EMPLOYMENT AND COLLABORATIVE PLANS THAT MAKE LEWIS COUNTY A COMMUNITY TO THRIVE AT WORK AND AT HOME.

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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 $1,500

Program Service Revenue $225,920

Investment Income $700

Other Revenue $5

TOTAL REVENUE $228,125

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,234

Fundraising Expenses $0

Program Expenses $78,793

Other Expenses $27,426

TOTAL EXPENSES $88,660

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,125	N/A	N/A
Expenses	$88,660	N/A	N/A
Net Income	$139,465	N/A	N/A

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASSANDRA BUELL	DIRECTOR	0.50	Director	$0	$0	$0
JESSICA CLEMONS	DIRECTOR	0.50	Director	$0	$0	$0
BRITTANY DAVIS	EXECUTIVE DI	37.50	Director	$0	$0	$0
LARRY DOLHOF	DIRECTOR	0.50	Director	$0	$0	$0
MEGAN DOLHOF	DIRECTOR	0.50	Director	$0	$0	$0
JESSICA DUNN	TREASURER	0.50	Officer Director	$0	$0	$0
LISA HETZNER	DIRECTOR	0.50	Director	$0	$0	$0
TIM HUNT	DIRECTOR	0.50	Director	$0	$0	$0
MIKE JACKSON	DIRECTOR	0.50	Director	$0	$0	$0
SHELLIE MARKS	DIRECTOR	0.50	Director	$0	$0	$0
NICK MIR	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTIE ANDRUS NAKANO	VICE CHAIRPE	0.50	Officer Director	$0	$0	$0
TIM PETERSEN	DIRECTOR	0.50	Director	$0	$0	$0
GAGAN SINGH	DIRECTOR	0.50	Director	$0	$0	$0
HARLEY SNYDER	DIRECTOR	0.50	Director	$0	$0	$0
ERIC VIRKLER	CHAIRPERSON	0.75	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	No data	No data	No data	No data
2023	$228,125	$88,660	$157,951	$139,465

NATURALLY LEWIS INC