LEE COUNTY FAIR ASSOCIATION (EIN 742893693) - 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

1998

Legal Domicile

Principal Officer

GARY PIETSCH

Phone

9795423455

Tax Period

2023-01-01 to 2023-12-31

LEE COUNTY FAIR ASSOCIATION, founded in 1998, is a small nonprofit in the Recreation & Sports sector that reported $193K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $183K left a modest 5% surplus.

Mission

TO PROVIDE SCHOLARSHIPS TO LOCAL STUDENTS

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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 $60,872

Program Service Revenue $137,102

Investment Income $35

Other Revenue $-5,437

TOTAL REVENUE $192,572

Expense Breakdown

Grants Paid $19,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $171,306

Other Expenses $163,180

TOTAL EXPENSES $182,530

Year-over-Year Comparison

	2023	2022	Change
Revenue	$192,572	$235,896	-0.2%
Expenses	$182,530	$149,178	+0.2%
Net Income	$10,042	$86,718	-0.9%

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

200

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
MISSY MORSE	PRESIDENT	1.00	Officer	$0	$0	$0
TONYA PONCIK	SECRETARY	1.00	Officer	$0	$0	$0
GARY PIETSCH	TREASURER	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
2024	No data	No data	No data	No data
2023	$192,572	$182,530	$294,491	$10,042
2022	$235,896	$149,178	$284,449	$86,718

LEE COUNTY FAIR ASSOCIATION