LEE GUARDIANSHIP SERVICES 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

2004

Legal Domicile

Principal Officer

LANCE M MCKINNEY

Phone

2397910900

Tax Period

2024-01-01 to 2024-12-31

LEE GUARDIANSHIP SERVICES INC, founded in 2004, is a small nonprofit that reported $386K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $172K, a strong 45% operating margin.

Mission

TRUST AND FIDUCIARY SERVICES FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DISABLED INDIVIDUALS.

Program Service Accomplishments

Program 1

Expenses: $207,425 Revenue: $250,642

TRUST AND FIDUCIARY ADMINISTRATION FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS NEEDING GUARDIANSHIP SERVICES.

Program 2

Expenses: $6,925

GUARDIANSHIP SERVICES FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS.

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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 $135,736

Program Service Revenue $200,951

Investment Income $49,691

Other Revenue $0

TOTAL REVENUE $386,378

Expense Breakdown

Grants Paid $59,425

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $214,350

Other Expenses $154,925

TOTAL EXPENSES $214,350

Year-over-Year Comparison

	2024	2023	Change
Revenue	$386,378	$333,740	+0.2%
Expenses	$214,350	$305,323	-0.3%
Net Income	$172,028	$28,417	+5.1%

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
LANCE M MCKINNEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
LANCE M MCKINNEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HEIDI M BROWN	TREASURER	1.00	Officer Director	$0	$0	$0
DEBRA J AIKENS	SECRETARY	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	No data	No data	No data	No data
2024	$386,378	$214,350	$1,841,101	$172,028
2023	$333,740	$305,323	$1,530,173	$28,417
2022	$195,161	$277,238	$1,325,123	$-82,077
2021	$504,098	$220,087	$76,099	$284,011
2021	$628,807	$220,396	$1,339,178	$408,411
2020	$392,770	$205,247	$1,171,290	$187,523
2019	$363,130	$230,854	$983,767	$132,276
2018	$392,083	$164,102	$851,491	$227,981