SOCIETY OF THE LEES OF VIRGINIA C/O JENNIFER DOWD (EIN 237115411) - 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

1961

Legal Domicile

Principal Officer

KENNETH R LEE

Phone

4107035983

Tax Period

2024-01-01 to 2024-12-31

SOCIETY OF THE LEES OF VIRGINIA C/O JENNIFER DOWD, founded in 1961, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $76K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Net assets of $639K represent 101 months of operating reserves.

Mission

TO PROMOTE KNOWLEDGE OF THE PATRIOTIC SERVICES OF THE LEE FAMILY OF VIRGINIA TO THE UNITED STATES BY PRESERVING FAMILY HISTORIC SITES, HOUSES, AND CEMETERIES AND BY SHARING FAMILY HISTORICAL RESEARCH WITH MEMBERS OF THE SOCIETY

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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 $24,303

Program Service Revenue $0

Investment Income $51,376

Other Revenue $0

TOTAL REVENUE $75,679

Expense Breakdown

Grants Paid $19,000

Salaries & Benefits $0

Fundraising Expenses $265

Program Expenses $58,582

Other Expenses $57,215

TOTAL EXPENSES $76,215

Year-over-Year Comparison

	2024	2023	Change
Revenue	$75,679	$57,312	+0.3%
Expenses	$76,215	$68,887	+0.1%
Net Income	$-536	$-11,575	-1.0%

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

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
KENNETH R LEE	PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER DOWD	TREASURER	2.00	Officer Director	$0	$0	$0
JULIA LEE	CORP SECRETARY	2.00	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
2025	No data	No data	No data	No data
2024	$75,679	$76,215	$638,711	$-536
2023	$57,312	$68,887	$614,210	$-11,575
2021	$10,051	$64,430	$694,291	$-54,379
2020	$10,309	$50,800	$672,216	$-40,491
2019	$11,009	$29,926	$649,898	$-18,917
2018	$11,551	$35,479	$557,011	$-23,928

SOCIETY OF THE LEES OF VIRGINIA C/O JENNIFER DOWD