LEE ROBERSON FOUNDATION (EIN 205236581) - 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

2006

Legal Domicile

Principal Officer

MATT SEXTON

Phone

8659388182

Tax Period

2023-01-01 to 2023-12-31

LEE ROBERSON FOUNDATION, founded in 2006, is a small nonprofit in the Education sector that reported $319K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $378K exceeded revenue, resulting in a 19% operating deficit.

Mission

THE PURPOSE OF THE LEE ROBERSON FOUNDATION IS TO PROVIDE POST SECONDARY TUITION SCHOLARSHIPS TO CHRISTIAN MEN AND WOMEN WHO HAVE EXEMPLIFIED OUTSTANDING QUALITIES OF CHARACTER, LEADERSHIP AND SCHOLARSHIP.

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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 (2023)

Revenue Breakdown

Contributions & Grants $305,501

Program Service Revenue $0

Investment Income $0

Other Revenue $13,123

TOTAL REVENUE $318,624

Expense Breakdown

Grants Paid $97,719

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $367,595

Other Expenses $279,966

TOTAL EXPENSES $377,685

Year-over-Year Comparison

	2023	2022	Change
Revenue	$318,624	$232,409	+0.4%
Expenses	$377,685	$253,833	+0.5%
Net Income	$-59,061	$-21,424	+1.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLARENCE G SEXTON	PRESIDENT	5.00	Officer Director	$0	$0	$0
MARY EVELYN SEXTON	SECRETARY	5.00	Officer Director	$0	$0	$0
MATTHEW STEPHEN SEXTON	VICE PRESIDENT	5.00	Officer Director	$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
2024	No data	No data	No data	No data
2023	$318,624	$377,685	$81,294	$-59,061
2022	$232,409	$253,833	$140,355	$-21,424
2021	$282,567	$181,864	$161,779	$100,703
2020	$192,550	$175,484	$61,076	$17,066
2019	$179,266	$169,990	$44,010	$9,276
2018	$132,305	$174,074	$34,734	$-41,769

LEE ROBERSON FOUNDATION