ROBERT E LEE CHAPTER OF THE UDC (EIN 576034577) - 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

1962

Legal Domicile

Principal Officer

NANCY EWING

Phone

8646176576

Tax Period

2024-09-01 to 2025-08-31

ROBERT E LEE CHAPTER OF THE UDC, founded in 1962, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $57K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30K, a strong 53% operating margin.

Mission

TO AWARD SCHOLARSHIPS BASED ON NEED

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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 $1,830

Program Service Revenue $0

Investment Income $55,051

Other Revenue $0

TOTAL REVENUE $56,881

Expense Breakdown

Grants Paid $16,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,000

Other Expenses $10,826

TOTAL EXPENSES $26,826

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,881	$46,071	+0.2%
Expenses	$26,826	$32,006	-0.2%
Net Income	$30,055	$14,065	+1.1%

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
NICA VERNON CARSON	PRESIDENT	3.00	Officer Director	$0	$0	$0
ANN MAYFIELD	1ST VICE PRE	3.00	Officer Director	$0	$0	$0
DEBORAH HOGAN	2ND V PRESID	3.00	Officer Director	$0	$0	$0
REGINA LUCKER	3RD VICE PRE	3.00	Officer Director	$0	$0	$0
WENDY WRIGHT	RECORDING SE	3.00	Officer Director	$0	$0	$0
NANCY EWING	TREASURER	3.00	Officer Director	$0	$0	$0
SUNNI WICKISER	CHAPLAIN	3.00	Director	$0	$0	$0
ROBIN MOODY	HISTORIAN/RE	3.00	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	$56,881	$26,826	$858,704	$30,055
2024	$46,071	$32,006	$796,099	$14,065
2023	$32,929	$30,954	$694,866	$1,975
2022	$50,666	$33,910	$700,067	$16,756
2021	$31,782	$44,570	$689,382	$-12,788
2020	$50,329	$50,598	$707,246	$-269
2018	$45,928	$43,117	$700,886	$2,811

ROBERT E LEE CHAPTER OF THE UDC