TPhilanthropy, Voluntarism & GrantmakingEIN: 311401478· Ruling Year: 1995

Phoebe R And John D Lewis Foundation

Green Bay, Wisconsin

A-Health Score
75A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org9.36×
Peer Median18.82×
💰
$1.5M
Total Revenue
📊
$988K
Total Expenses
🏦
$9.2M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+69.0%
Year-over-year change (2022 → 2023)
Net Margin
+32.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
9.36
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$1,466,80869%$987,9683%$9,243,9685%
2022$867,8612%$1,020,27922%$8,765,1282%
2021$847,42752%$838,8844%$8,917,546
2020$1,778,346127%$807,445$8,912,68012%
2019$782,47233%$805,98017%$7,942,7152%
2015$588,84763%$688,54823%$7,808,6821%
2014$1,606,782106%$561,71613%$7,914,26515%
2013$778,32225%$497,0244%$6,869,1994%
2012$624,147125%$477,0264%$6,626,5502%
2011$277,992$457,543$6,471,911

Frequently Asked Questions

What does Phoebe R And John D Lewis Foundation do?

Phoebe R And John D Lewis Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Wisconsin. It is classified under NTEE code T22Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Phoebe R And John D Lewis Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Phoebe R And John D Lewis Foundation has a score of 75/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Phoebe R And John D Lewis Foundation generate?

Revenue data for Phoebe R And John D Lewis Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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