THE LEE FAMILY FOUNDATION INC FKA THE SENATOR TOM LEE FOUNDATION INC

EIN: 020645251 501(c)(3) Philanthropy & Grantmaking

BRANDON, FL

Total Revenue
N/A
Total Expenses
$4,781
Total Assets
$556,780
Net Assets
$556,780
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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
2002
Legal Domicile
FL
Principal Officer
ANDY MASON
Phone
8132304676
Tax Period
2024-07-01 to 2025-06-30

Mission

TO ASSIST OTHER NON-PROFIT ORGANIZATIONS AND/OR INDIVIDUALS SEEKING ASSISTANCE

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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 $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $4,131
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $4,131
Other Expenses $650
TOTAL EXPENSES $4,781

Year-over-Year Comparison

2024 2023 Change
Revenue N/A $2,000 -1.0%
Expenses $4,781 $8,016 -0.4%
Net Income N/A $-6,016 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
4
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANNA LEE DIRECTOR 0.00
Director
$0 $0 $0
THOMAS A LEE PRESIDENT 1.00
Officer
$0 $0 $0
REGAN LEE VICE PRESIDENT 0.00
Officer
$0 $0 $0
ANDREW MASON SECRETARY/TREASURER 0.00
Officer
$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 No data $4,781 $556,780 No data
2024 $2,000 $8,016 $561,561 $-6,016
2023 No data $10,108 $567,577 No data
2022 No data $8,560 $577,685 No data
2021 $17,041 $8,908 $586,245 $8,133
2020 No data $12,699 $578,112 No data
2019 $20,081 $13,849 $590,811 $6,232
2018 No data $34,615 $584,579 No data
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