TPhilanthropy, Voluntarism & GrantmakingEIN: 616554435· Ruling Year: 2016

The Lozick Family Foundation

Pepper Pike, Ohio

BHealth Score
63B

Financial Health Score

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

Above Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org18.03×
Peer Median18.82×
💰
$17.6M
Total Revenue
📊
$14.8M
Total Expenses
🏦
$266.6M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+3.2%
Year-over-year change (2022 → 2023)
Net Margin
+16.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
18.03
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

6 filings on record
YearRevenueExpensesAssets
2023$17,621,5913%$14,790,33717%$266,642,6121%
2022$17,083,22962%$17,901,5762%$263,981,716
2021$44,457,050132%$17,527,58428%$264,438,18211%
2020$19,158,77283%$13,730,39037%$237,508,7163%
2019$113,934,03111393403000%$9,997,991$231,700,40723170040600%
2015$1$0$1

Frequently Asked Questions

What does The Lozick Family Foundation do?

The Lozick Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Ohio. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Lozick Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, The Lozick Family Foundation has a score of 63/100 (Grade: B). 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 The Lozick Family Foundation generate?

Revenue data for The Lozick Family Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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