J V LEWIS FAMILY FOUNDATION

EIN: 933144278 501(c)(3) Human Services

SAN JOSE, CA

Total Revenue
$200,000
Total Expenses
$10,090
Total Assets
$189,910
Net Assets
$189,910
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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
CA
Principal Officer
JAMES V LEWIS
Phone
4089462753
Tax Period
2024-01-01 to 2024-12-31

J V LEWIS FAMILY FOUNDATION, founded in 2023, is a small nonprofit in the Human Services sector that reported $200K in total revenue in fiscal year 2024. The organization ran a surplus of $190K, a strong 95% operating margin.

Mission

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

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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 (2024)

Revenue Breakdown

Contributions & Grants $200,000
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $200,000

Expense Breakdown

Grants Paid $10,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $10,000
Other Expenses $90
TOTAL EXPENSES $10,090

Year-over-Year Comparison

2024 2023 Change
Revenue $200,000 N/A N/A
Expenses $10,090 N/A N/A
Net Income $189,910 $0 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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
5

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
3
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
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 SCHERER BOARD MEMBER - CREATIVE DIR 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
2024 $200,000 $10,090 $189,910 $189,910
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