BRUCE LEE FOUNDATION INC (EIN 043657544) - Form 990 Financial Analysis & Trantor Score

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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

Principal Officer

SHANNON LEE

Phone

3102872100

Tax Period

2024-01-01 to 2024-12-31

BRUCE LEE FOUNDATION INC, founded in 2002, is a small nonprofit in the Arts, Culture & Humanities sector that reported $209K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $198K left a modest 5% surplus.

Mission

THE FOUNDATION SEEKS TO PRESERVE, PERPETUATE, AND DISSEMINATE BRUCE LEE'S (CONT. ON SCH. O) LIFE EXAMPLE, PHILOSOPHIES AND ART OF JUN FAN JEET KUNE DO THROUGH INSPIRATIONAL EVENTS, EDUCATIONAL PROGRAMS, MARTIAL ARTS INSTRUCTION, AND THE BRUCE LEE MUSEUM.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $210,169

Program Service Revenue $0

Investment Income $0

Other Revenue $-1,536

TOTAL REVENUE $208,633

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,526

Fundraising Expenses $37,286

Program Expenses $123,712

Other Expenses $91,064

TOTAL EXPENSES $197,590

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,633	$149,396	+0.4%
Expenses	$197,590	$166,939	+0.2%
Net Income	$11,043	$-17,543	-1.6%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$77,446

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON LEE	PRESIDENT/BOARD CHAIR	5.00	Officer Director	$0	$0	$0
DENNIS CHANG	TREASURER	5.00	Officer Director	$0	$0	$0
SYDNIE WILSON	SECRETARY	5.00	Officer Director	$0	$0	$0
NATALIE DERING	EXECUTIVE DIRECTOR	40.00	Officer	$67,428	$10,018	$77,446

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	$208,633	$197,590	$236,277	$11,043
2023	$149,396	$166,939	$215,173	$-17,543
2022	$250,336	$181,044	$232,965	$69,292

BRUCE LEE FOUNDATION INC