LEE COUNTY COMMUNITY FOUNDATION (EIN 542029286) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

NELL NEWMAN

Phone

4239560775

Tax Period

2018-07-01 to 2019-06-30

LEE COUNTY COMMUNITY FOUNDATION, founded in 2005, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2018. The organization ran a surplus of $1.2M, a strong 100% operating margin.

Mission

This organization received funds from the dissolution of a nonprofit community hospital and disburses funds from its assets for the benefit of Lee County, VA charitable organizations.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $223

Other Revenue $1,198,489

TOTAL REVENUE $1,198,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $511

Other Expenses $511

TOTAL EXPENSES $511

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,198,712	N/A	N/A
Expenses	$511	N/A	N/A
Net Income	$1,198,201	N/A	N/A

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
Nancy Perdue	Chair	002.00	Officer Director	$0	$0	$0
Melanie Jorgensen	Vice chair	002.00	Officer Director	$0	$0	$0
Virginia Spence	Secretary	002.00	Officer Director	$0	$0	$0
Nell Newman	Treasurer	002.00	Officer Director	$0	$0	$0
Howard Elliott	Director	001.00	Director	$0	$0	$0
Margaret Gibson	Director	001.00	Director	$0	$0	$0
Harold Jerrell	Director	001.00	Director	$0	$0	$0
Marietta Walton	Director	001.00	Director	$0	$0	$0
Roy E Woodward Jr	Director	001.00	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
2019	$1,198,712	$511	$1,329,680	$1,198,201

LEE COUNTY COMMUNITY FOUNDATION