J V LEWIS FAMILY 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

2023

Legal Domicile

Principal Officer

JAMES V LEWIS

Phone

4089462753

Tax Period

2025-01-01 to 2025-12-31

J V LEWIS FAMILY FOUNDATION, founded in 2023, is a small nonprofit in the Human Services sector that reported $109K in total revenue in fiscal year 2025. Revenue fell 46% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $70K, a strong 64% operating margin.

Mission

PROVIDE RESOURCES, SUPPORT AND ASSISTANCE TO HELP INDIVIDUALS AND COMMUNITIES IN NEED.

Program Service Accomplishments

Program 1

Expenses: $27,000

DURING 2025, GRANTS WERE MADE TO NONPROFIT CHARITABLE OR RELIGIOUS ORGANIZATIONS TO SUPPORT THEIR GENERAL NEEDS OR BENEVOLENCE FUND. NINE GRANTS OF $3,000 EACH WERE GIVEN TO SUPPORT THE NEEDY...

DURING 2025, GRANTS WERE MADE TO NONPROFIT CHARITABLE OR RELIGIOUS ORGANIZATIONS TO SUPPORT THEIR GENERAL NEEDS OR BENEVOLENCE FUND. NINE GRANTS OF $3,000 EACH WERE GIVEN TO SUPPORT THE NEEDY, PROVIDE RECOVERY ASSISTANCE, SUPPORT YOUTH, AND SUPPORT ADDICTION RECOVERY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $101,000

Program Service Revenue $0

Investment Income $7,762

Other Revenue $0

TOTAL REVENUE $108,762

Expense Breakdown

Grants Paid $27,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,000

Other Expenses $12,251

TOTAL EXPENSES $39,251

Year-over-Year Comparison

	2025	2024	Change
Revenue	$108,762	$200,000	-0.5%
Expenses	$39,251	$10,090	+2.9%
Net Income	$69,511	$189,910	-0.6%

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
JAMES V LEWIS	PRESIDENT/TREASURER	5.00	Officer Director	$0	$0	$0
ALAN HAMILTON	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
COREY JOHN ROSE	SECRETARY	1.00	Officer Director	$0	$0	$0
PAMELA ERDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JACOB ANTHONY SCHERRER	BOARD MEMBER - CREATIVE DI	1.00	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	$108,762	$39,251	$260,423	$69,511
2024	$200,000	$10,090	$189,910	$189,910