Keep Lee County Beautiful Inc

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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

1989

Legal Domicile

Principal Officer

Ron Kitlas

Tax Period

2023-01-01 to 2023-12-31

Keep Lee County Beautiful Inc, founded in 1989, is a small nonprofit in the Environment sector that reported $294K in total revenue in fiscal year 2023. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $265K left a modest 10% surplus.

Mission

The mission of Keep Lee County Beautiful, Inc. is to inspire, educate, and engage the Lee County community in improving, beautifying, and protecting our environment.

Program Service Accomplishments

Program 1

Expenses: $161,404

All programs contribute to the overall public awareness of trash control, pollution control and the affects of toxic litter on the environment.

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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 $47,091

Program Service Revenue $218,132

Investment Income $177

Other Revenue $28,741

TOTAL REVENUE $294,141

Expense Breakdown

Grants Paid $0

Salaries & Benefits $171,315

Fundraising Expenses $49,129

Program Expenses $161,404

Other Expenses $93,367

TOTAL EXPENSES $264,682

Year-over-Year Comparison

	2023	2022	Change
Revenue	$294,141	$178,826	+0.6%
Expenses	$264,682	$231,116	+0.1%
Net Income	$29,459	$-52,290	-1.6%

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

4000

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

$60,160

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tricia Fancher	Executive Director	40.00	Officer	$60,160	$0	$60,160
Katie Berkey	Director	0.50	Director	$0	$0	$0
Larry Berg	Director	0.50	Director	$0	$0	$0
Jacki Liszak	Director	0.50	Director	$0	$0	$0
Mark Campbell	Director	0.50	Director	$0	$0	$0
Tom Mueller	Director	0.50	Director	$0	$0	$0
Sydney Yarbrough	Director	0.50	Director	$0	$0	$0
Kathy Kallas	Director	0.50	Director	$0	$0	$0
Debi Greenfield	Director	0.50	Director	$0	$0	$0
Chip McElroy	Director	0.50	Director	$0	$0	$0
Chrissy Busch	Director	0.50	Director	$0	$0	$0
Keith Banasiak	DirectorChair Emeritus	0.50	Director	$0	$0	$0
Rodney Ford	Director	0.50	Director	$0	$0	$0
Melissa Kruse	DirectorSecretary	0.50	Officer Director	$0	$0	$0
Ron Kitlas	DirectorTreasurer	0.50	Officer Director	$0	$0	$0
Todd Hoagland	Director Vice Chair	0.50	Officer Director	$0	$0	$0
Andrew Santos	DirectorChair	0.50	Officer 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	$294,141	$264,682	$160,207	$29,459
2021	$243,793	$214,216	$118,398	$29,577
2020	$166,977	$177,944	$88,811	$-10,967
2019	$217,191	$228,266	$76,507	$-11,075
2018	$211,568	$225,086	$80,998	$-13,518