Lee County Homeless Coalition Inc (EIN 264577956) - 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

2008

Legal Domicile

Principal Officer

Michael Overway

Tax Period

2022-07-01 to 2023-06-30

Lee County Homeless Coalition Inc, founded in 2008, is a small nonprofit in the Human Services sector that reported $266K in total revenue in fiscal year 2022. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $71K, a strong 26% operating margin.

Mission

See Exempt Purpose PDF.

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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 (2022)

Revenue Breakdown

Contributions & Grants $224,033

Program Service Revenue $3,821

Investment Income $1,568

Other Revenue $37,032

TOTAL REVENUE $266,454

Expense Breakdown

Grants Paid $34,509

Salaries & Benefits $85,390

Fundraising Expenses $14,737

Program Expenses $171,717

Other Expenses $75,958

TOTAL EXPENSES $195,857

Year-over-Year Comparison

	2022	2021	Change
Revenue	$266,454	$209,296	+0.3%
Expenses	$195,857	$186,898	+0.0%
Net Income	$70,597	$22,398	+2.2%

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

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
Therese Everly	Former Executive Director	0.00		$70,327	$0	$70,327
Robert Parimore	Director	1.00	Director	$0	$0	$0
Lori Uhrig	Director	1.00	Director	$0	$0	$0
Dan Mahoney	Director	1.00	Director	$0	$0	$0
Johnny Limbaugh	DirectorChair	1.50	Officer Director	$0	$0	$0
William Rodriguez	DirectorTreasurer	1.00	Officer Director	$0	$0	$0
Kathleen Smith	DirectorSecretary	1.00	Officer Director	$0	$0	$0
Dion Freeman	DirectorVice Chair	1.00	Officer Director	$0	$0	$0
Michael Overway	Executive Director	45.00	Officer	$0	$0	$0
Lois Welsh	Former Treasurer	0.00		$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	No data	No data	No data	No data
2023	$266,454	$195,857	$325,642	$70,597
2022	$209,296	$186,898	$227,072	$22,398
2021	$273,642	$267,529	$207,227	$6,113
2020	$182,701	$184,167	$199,001	$-1,466
2019	$190,028	$192,129	$200,488	$-2,101

Lee County Homeless Coalition Inc