Civic Intelligence

The Lewis-Gale Foundation

EIN 54-6051298 • 501(c)3 • Roanoke, VA

View Organization Page

Profile

Medical education and preventive medicine for healthcare professionals and the community, awarding of health career scholarships, and display of medical artifacts.

PO Box 4692Roanoke, VA 24015-0692

www.healthfocusswva.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.04x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

58th percentile

8.6%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

13th percentile

-19%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

29th percentile

-5.4%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$0

Down $935,265 (-100%) from 2022

Liabilities

Down

$0

Down $4,276 (-100%) from 2022

Net Assets

Down

$0

Down $930,989 (-100%) from 2022

Operations
Liabilities / Revenue59th percentileNet Margin58th percentile

Revenue

Down

$4,200

Down $98,085 (-96%) from 2022

Expenses

Up

$962,088

Up $868,612 (+929%) from 2022

Net Income

Down

-$957,888

Down $966,697 (-10974%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $846,758Liabilities 2010: $69,409Net Assets 2010: $777,3492010Assets 2011: $835,133Liabilities 2011: $77,969Net Assets 2011: $757,1642011Assets 2012: $864,864Liabilities 2012: $71,180Net Assets 2012: $793,6842012Assets 2013: $908,127Liabilities 2013: $41,167Net Assets 2013: $866,9602013Assets 2014: $843,591Liabilities 2014: $63,911Net Assets 2014: $779,6802014Assets 2015: $762,625Liabilities 2015: $55,537Net Assets 2015: $707,0882015Assets 2016: $756,286Liabilities 2016: $51,951Net Assets 2016: $704,3352016Assets 2017: $985,635Liabilities 2017: $105,411Net Assets 2017: $880,2242017Assets 2018: $926,694Liabilities 2018: $111,257Net Assets 2018: $815,4372018Assets 2019: $973,009Liabilities 2019: $13,207Net Assets 2019: $959,8022019Assets 2020: $1,051,003Liabilities 2020: $34,464Net Assets 2020: $1,016,5392020Assets 2021: $1,155,850Liabilities 2021: $16,720Net Assets 2021: $1,139,1302021Assets 2022: $935,265Liabilities 2022: $4,276Net Assets 2022: $930,9892022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $305,1532010Expenses 2011: $313,5132011Expenses 2012: $290,7622012Revenue 2013: $283,029Expenses 2013: $254,354Net Income 2013: $28,6752013Revenue 2014: $254,416Expenses 2014: $367,625Net Income 2014: -$113,2092014Revenue 2015: $221,676Expenses 2015: $280,017Net Income 2015: -$58,3412015Revenue 2016: $178,492Expenses 2016: $232,225Net Income 2016: -$53,7332016Revenue 2017: $386,271Expenses 2017: $306,641Net Income 2017: $79,6302017Revenue 2018: $293,173Expenses 2018: $298,959Net Income 2018: -$5,7862018Revenue 2019: $116,502Expenses 2019: $98,424Net Income 2019: $18,0782019Revenue 2020: $87,105Expenses 2020: $104,487Net Income 2020: -$17,3822020Revenue 2021: $108,106Expenses 2021: $91,092Net Income 2021: $17,0142021Revenue 2022: $102,285Expenses 2022: $93,476Net Income 2022: $8,8092022Revenue 2023: $4,200Expenses 2023: $962,088Net Income 2023: -$957,8882023

Highlighted filing

2023

Revenue$4,200
Expenses$962,088
Net Income-$957,888
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$4,200
Expenses
$962,088
Net income
-$957,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.96$0.96
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.93$0.10$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.02$1.14$0.11$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.03$1.02$0.09$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$0.12$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.11$0.82$0.29$0.30$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.11$0.88$0.39$0.31$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.05$0.70$0.18$0.23$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.06$0.71$0.22$0.28$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.06$0.78$0.25$0.37$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.04$0.87$0.28$0.25$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.07$0.79$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.08$0.76$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.07$0.78$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 19, 2024
Return Version
2023v4.0
Gross Receipts
$4,200
Mission and Program Overview

Mission

Medical education and preventive medicine for healthcare professionals and the community, awarding of health career scholarships, display of medical artifacts.

Medical education and preventive medicine for healthcare professionals and the community, awarding of health career scholarships, and display of medical artifacts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$692,111--
Savings and Temporary Cash Investments$212,650--
Cash and Non-Interest-Bearing Accounts$30,004--
Pledges and Grants Receivable$500--
Total Assets$935,265$0▼ $935,265
Liabilities
Accounts Payable and Accrued Expenses$4,276--
Total Liabilities$4,276$0▼ $4,276
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$930,989--
Total Net Assets Fund Balance$930,989$0▼ $930,989
Total Liabilities and Net Assets / Fund Balance$935,265$0▼ $935,265

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$769,000-▲ $28,890--
2022$859,495$350▼ $77,897-$769,000
2021$784,145$2,048▲ $85,839-$859,495
2020$732,510$4,707▲ $62,273-$784,145
2019$643,165$11,500▲ $91,155-$732,510
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gibbons LaurieExecutive DiFT$47,563$592$48,155

Board Members and Trustees

NameTitle
Nordt Sydney HChair Emerit
Yost Stephen MChairman
Nazemi Ali aNominating C
Vaughan Jr G RobertTreasurer
Wallace CarolineVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$95
Program Service Revenue
$0
Investment Income
$3,886
Other Revenue
$219
All Other Contributions
$95
Change in Net Assets
$-957,888
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$903,097
Salaries, Compensation, and Employee Benefits$51,803
Other Expenses$7,188
Total Fundraising Expense$5,989
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$903,097--$903,097
Current Officers, Directors, Trustees, and Key Employees$28,893$14,446$4,815$48,154
Payroll Taxes$2,189$1,095$365$3,649
Fees for Services Accounting$1,787$894$298$2,979
Office Expenses$977$487$163$1,627
Occupancy$517$259$86$862
Travel$177$89$30$296
Advertising-$52$105$157
Insurance$77$39$13$129
Other Expenses$76$38$13$127
Total Functional Expenses$938,397$17,702$5,989$962,088
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carilion Clinic FoundationRoanoke, VA501c3Termination of Org$184,086
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Members of finance committee review form 990. All members of board review and receive copies of reviewed financial statements when issued and form 990, within 20 days of filing. Forms 990 are available at finance committee.”

Form 990, Page 6, Part VI, Line 15A

“Compensation of ceo reviewed by finance committee annually, when budget is prepared.”

Form 990, Page 6, Part VI, Line 15B

“No other officer is paid. Employee pay is reviewed annually, by the finance committee.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, whisterblower policy, financial statements, and form 990 are all available upon request.”

Filing and Contact Details

Filer

Filer Name
The Lewis-gale Foundation
EIN
54-6051298
Phone
5404442925
Address
PO BOX 4692, ROANOKE, VA 24015-0692
Doing Business As
Health Focus of Southwest Virginia

Signing Officer

Name
Vaughan Jr G Robert
Title
Treasurer
Phone
5404442925
Signed
2024-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vaughan Jr G Robert
Formed
1964
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
5

Preparer

Firm
Cooke Lavender Massey & Company Pc
Address
2001 S MAIN ST STE 6, BLACKSBURG, VA 24060-6667
Preparer
Jeffrey Call CPA
Phone
5409531152
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers for specific events; mailings for classes, education lectures, fundraising appeals; scholarship committee; board members.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“General endowment funds: earnings used for program operations. Scholarship endowment funds: earnings awarded annually in scholarships to health career students.”

Raw XML AppendixShowing 400 of 437 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04707
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-15345
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GENERAL ENDOWMENT FUNDS: EARNINGS USED FOR PROGRAM OPERATIONS. SCHOLARSHIP ENDOWMENT FUNDS: EARNINGS AWARDED ANNUALLY IN SCHOLARSHIPS TO HEALTH CAREER STUDENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0184086
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0719011
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0EQUITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TERMINATION OF ORG
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CARILION CLINIC FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0541190773
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 12385
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROANOKE
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0240252385
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DECIDED TO CLOSE THE ORGANIZATION AND CHOSE TO GRANT ITS EXISTING ENDOWMNET FUNDS TO A SIMILAR LOCAL ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH AND SECURITIES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0CARILION CLINIC FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-03-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0541190773
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0EQUITY
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0ROBERT G VAUGHN WAS A MEMBER OF THE CARILION CLINIC FOUNDATION PRIOR TO THE LEWIS-GALE FOUNDATION DBA HEALTH FOCUS GROUP'S DECISION TO DISSOLVE THE ORGANIZATION. HE ABSTAINED FROM VOTING DURING THE JUNE 30, 2022 BOARD MEETING WHERE THE DISSOLUTION DECISION WAS RATIFIED. LAURIE GIBBONS WAS COMPENSATED BY THE ORGANIZATION FOR HER SERVICES IN AIDING THE DISSOLUTION.
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1SEE ATTACHED PLAN OF DISSOLUTION FOR DETAILS REGARDING THE DISSOLUTION OF THE ORGANIZATION.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N, PAGE 1, PART I, LINE 2E
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE N
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS FOR SPECIFIC EVENTS; MAILINGS FOR CLASSES, EDUCATION LECTURES, FUNDRAISING APPEALS; SCHOLARSHIP COMMITTEE; BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF FINANCE COMMITTEE REVIEW FORM 990. ALL MEMBERS OF BOARD REVIEW AND RECEIVE COPIES OF REVIEWED FINANCIAL STATEMENTS WHEN ISSUED AND FORM 990, WITHIN 20 DAYS OF FILING. FORMS 990 ARE AVAILABLE AT FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION OF CEO REVIEWED BY FINANCE COMMITTEE ANNUALLY, WHEN BUDGET IS PREPARED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OTHER OFFICER IS PAID. EMPLOYEE PAY IS REVIEWED ANNUALLY, BY THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, WHISTERBLOWER POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE ALL AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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