LEE COUNTY GROUP HOME INC

EIN: 561025788

SANFORD, NC

Total Revenue
$787,395
Total Expenses
$422,819
Total Assets
$347,835
Net Assets
$342,141
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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
1972
Legal Domicile
NC
Principal Officer
LORETTA FONTANA
Phone
9193565995
Tax Period
2024-07-01 to 2025-06-30

LEE COUNTY GROUP HOME INC, founded in 1972, is a small nonprofit that reported $787K in total revenue in fiscal year 2024. Revenue surged 244% from the prior year, signaling strong growth momentum. The organization ran a surplus of $365K, a strong 46% operating margin.

Mission

HOME FOR MENTALLY HANDICAPPED

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $787,395
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $787,395

Expense Breakdown

Grants Paid $0
Salaries & Benefits $175,317
Fundraising Expenses $0
Program Expenses $422,819
Other Expenses $247,502
TOTAL EXPENSES $422,819

Year-over-Year Comparison

2024 2023 Change
Revenue $787,395 $228,873 +2.4%
Expenses $422,819 $229,429 +0.8%
Net Income $364,576 $-556 -656.7%
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

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Governance

Voting Members
9
Independent Members
N/A
Employees
9
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
2
$0
Total Directors
4
$19,693
Key Employees
1
$19,693
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEREMY BALDWIN BOARD MEMBER 40.00
$25,556 $0 $25,556
SARAH WEEKLY DIRECTOR 40.00
Director Key Emp
$19,693 $0 $19,693
TERESA BRUNER FACILITIES 1.00
Director
$0 $0 $0
CRAIG AUTRY TRANSPORTATION 1.00
Director
$0 $0 $0
JUDY AUTRY FINANCES 1.00
Director
$0 $0 $0
LORETTA FONTANA SECRETARY 4.00
Officer
$0 $0 $0
NADINE OVERBY PRESIDENT 1.00
Officer
$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 $787,395 $422,819 $347,835 $364,576
2024 $228,873 $229,429 $10,176 $-556
2023 $234,739 $230,594 $7,208 $4,145
2022 $229,230 $240,837 $3,248 $-11,607
2021 $264,756 $293,363 $14,876 $-28,607
2020 $276,711 $305,855 $49,184 $-29,144
2019 $275,713 $263,920 $9,650 $11,793
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