LEE HOMESINC (EIN 382139723) - 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

1977

Legal Domicile

Principal Officer

DIANE MAGUIRE

Phone

2486852052

Tax Period

2024-10-01 to 2025-09-30

LEE HOMESINC, founded in 1977, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

OPERATE RESIDENTIAL CARE FACILITIES THAT HOUSE & PROVIDE FOR DEVELOPMENTALLY-DISABLED ADULTS.

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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 $3,499

Program Service Revenue $1,172,170

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,175,669

Expense Breakdown

Grants Paid $0

Salaries & Benefits $818,926

Fundraising Expenses $0

Program Expenses $1,094,976

Other Expenses $371,746

TOTAL EXPENSES $1,190,672

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,175,669	$1,067,098	+0.1%
Expenses	$1,190,672	$1,177,598	+0.0%
Net Income	$-15,003	$-110,500	-0.9%

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

$86,853

Total Directors

$86,853

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE MAGUIRE	DIRECTOR/ PR	2.00	Officer Director	$9,472	$0	$9,472
PHILLIP MAGUIRE	SECRETARY	N/A	Director	$0	$0	$0
MELANIE LOGAN	DIRECTOR	40.00	Officer Director	$77,381	$0	$77,381
STEVE TINO	V PRESIDENT	N/A	Director	$0	$0	$0
KAREN ABRAHAMSON	DIRECTOR/TRE	N/A	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	$1,175,669	$1,190,672	$606,566	$-15,003
2024	$1,067,098	$1,177,598	$599,513	$-110,500
2023	$1,396,633	$1,093,826	$712,076	$302,807
2022	$1,074,467	$1,115,945	$410,408	$-41,478
2021	$1,270,554	$993,329	$429,527	$277,225
2020	$801,429	$794,854	$362,010	$6,575
2019	$635,789	$639,571	$194,465	$-3,782
2018	$577,103	$570,753	$157,234	$6,350

LEE HOMESINC