LEE'S FRIENDS

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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

1979

Legal Domicile

Principal Officer

BRENNAN O'CONNOR

Phone

7574407501

Tax Period

2023-01-01 to 2023-12-31

LEE'S FRIENDS, founded in 1979, is a small nonprofit that reported $266K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $360K exceeded revenue, resulting in a 35% operating deficit.

Mission

TO OFFER PERSON TO PERSON HELP AND NEEDED EMOTIONAL AND PRACTICAL SUPPORT TO CANCER PATIENTS AND THEIR FAMILIES WHO ARE FACING THE CRISIS OF DIAGNOSIS AND TREATMENT OF CANCER.

Program Service Accomplishments

Program 1

Expenses: $283,275

THE ORGANIZATION PROVIDES ONE-ON-ONE EMOTIONAL SUPPORT TO CANCER PATIENTS AND THEIR FAMILIES; TRANSPORTATION TO HOSPITALS, DOCTORS' OFFICES, LABORATORIES AND ONCOLOGY CENTERS FOR INDIVIDUALS...

THE ORGANIZATION PROVIDES ONE-ON-ONE EMOTIONAL SUPPORT TO CANCER PATIENTS AND THEIR FAMILIES; TRANSPORTATION TO HOSPITALS, DOCTORS' OFFICES, LABORATORIES AND ONCOLOGY CENTERS FOR INDIVIDUALS UNDERGOING CANCER TREATMENT, AND; FINANCIAL GRANTS TO NEEDY INDIVIDUALS UNDERGOING CANCER TREATMENT. 1,021 RIDES WERE PROVIDED AND 365 HUMANITARIAN GRANTS WERE MADE DURING THE YEAR. ALL SERVICES ARE PROVIDED FREE OF CHARGE.

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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 $185,085

Program Service Revenue $0

Investment Income $81,159

Other Revenue $0

TOTAL REVENUE $266,244

Expense Breakdown

Grants Paid $90,459

Salaries & Benefits $203,547

Fundraising Expenses $25,288

Program Expenses $283,275

Other Expenses $66,062

TOTAL EXPENSES $360,068

Year-over-Year Comparison

	2023	2022	Change
Revenue	$266,244	$348,581	-0.2%
Expenses	$360,068	$357,258	+0.0%
Net Income	$-93,824	$-8,677	+9.8%

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

Volunteers

113

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

$70,051

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL OLSEN	EXECUTIVE DI	20.00	Officer	$70,051	$0	$70,051
JOHN SEARING	PRESIDENT	N/A	Officer Director	$0	$0	$0
ANNIE FILER VOGT	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
BRENNAN O'CONNOR	TREASURER	N/A	Officer Director	$0	$0	$0
LINDA HARTMAN	SECRETARY	N/A	Officer Director	$0	$0	$0
ROBERT LARMORE	DIRECTOR	N/A	Director	$0	$0	$0
BRENDA COBB	DIRECTOR	N/A	Director	$0	$0	$0
MOLLY PRINDALL	DIRECTOR	N/A	Director	$0	$0	$0
MEGAN FROST	DIRECTOR	N/A	Director	$0	$0	$0
MICHELLE CRUMLEY	DIRECTOR	N/A	Director	$0	$0	$0
CLAYRES JOHNSON	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$266,244	$360,068	$1,800,124	$-93,824
2022	$348,581	$357,258	$1,740,870	$-8,677
2021	$427,822	$323,614	$2,088,495	$104,208
2020	$316,586	$307,405	$1,981,296	$9,181
2019	$294,478	$331,982	$1,870,133	$-37,504