THE CHARLES LEA CENTER FOUNDATION INC (EIN 570793478) - 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

1985

Legal Domicile

Principal Officer

MARISA CECIL

Phone

8645850322

Tax Period

2022-07-01 to 2023-06-30

THE CHARLES LEA CENTER FOUNDATION INC, founded in 1985, is a small nonprofit that reported $410K in total revenue in fiscal year 2022. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $148K, a strong 36% operating margin.

Mission

TO RAISE AWARENESS AND TO PROVIDE FUNDS TO IMPROVE THE QUALITY OF LIFE FOR THOSE WITH DISABILITIES AND SPECIAL NEEDS

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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 $169,749

Program Service Revenue $0

Investment Income $19,320

Other Revenue $220,551

TOTAL REVENUE $409,620

Expense Breakdown

Grants Paid $63,628

Salaries & Benefits $139,702

Fundraising Expenses $15,683

Program Expenses $197,832

Other Expenses $58,004

TOTAL EXPENSES $261,334

Year-over-Year Comparison

	2022	2021	Change
Revenue	$409,620	$463,942	-0.1%
Expenses	$261,334	$250,255	+0.0%
Net Income	$148,286	$213,687	-0.3%

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

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

$106,080

Total Directors

$106,080

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE BREEDEN	TRUSTEE	0.00	Director	$0	$0	$0
RUSSELL CALICUTT	TRUSTEE	0.00	Director	$0	$0	$0
CHARLES CLEMENTSON	VICE CHAIR	0.00	Officer Director	$0	$0	$0
NANCY COTE	FINANCE REPRESENTATIVE	0.00	Director	$0	$0	$0
GARRETT CASH	TRUSTEE	0.00	Director	$0	$0	$0
PARKES COGGINS	TRUSTEE	0.00	Director	$0	$0	$0
DONNA FRITZ	TRUSTEE	0.00	Director	$0	$0	$0
MARIANNA HABISREUTINGER	TRUSTEE	0.00	Director	$0	$0	$0
MEGAN TURNER	TRUSTEE	0.00	Director	$0	$0	$0
MARY BETH LYLES	TREASURER	0.00	Officer Director	$0	$0	$0
ANN HUNT	TRUSTEE	0.00	Director	$0	$0	$0
STACY MCBRIDE	CHAIR	0.00	Officer Director	$0	$0	$0
BENJAMIN L MILLER	TRUSTEE	0.00	Director	$0	$0	$0
CAMERON COLLIER	TRUSTEE	0.00	Director	$0	$0	$0
FAITH POPE	SECRETARY	0.00	Officer Director	$0	$0	$0
SARAH PETTY	TRUSTEE	0.00	Director	$0	$0	$0
SUSAN JOHNSEN	TRUSTEE	0.00	Director	$0	$0	$0
MEGAN RUDOLPH	TRUSTEE	0.00	Director	$0	$0	$0
COLE DUNSTER	TRUSTEE	0.00	Director	$0	$0	$0
CHRIS CROWLEY	TRUSTEE	0.00	Director	$0	$0	$0
AMY OAKES	TRUSTEE	0.00	Director	$0	$0	$0
ASA RAMIREZ	FINANCE REPRESENTATIVE	0.00	Director	$0	$0	$0
MARISA CECIL	PRESIDENT	40.00	Officer Director	$106,080	$0	$106,080
KENDRA WHEELER	TRUSTEE	0.00	Director	$0	$0	$0
RYAN LANGLEY	TRUSTEE	0.00	Director	$0	$0	$0
KATIE FRIDAY	TRUSTEE	0.00	Director	$0	$0	$0
HOPE BLACKLEY	TRUSTEE	0.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$409,620	$261,334	$4,522,458	$148,286
2022	$463,942	$250,255	$4,043,156	$213,687
2021	$940,652	$208,224	$3,887,047	$732,428
2020	$275,286	$236,490	$3,135,855	$38,796
2019	$766,294	$241,704	$3,168,119	$524,590

THE CHARLES LEA CENTER FOUNDATION INC