LEE MOOR CHILDREN'S HOME TRUST EST… - Form 990 Financial Data

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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

1959

Legal Domicile

Principal Officer

RENEE TANNER

Phone

9155448777

Tax Period

2024-01-01 to 2024-12-31

LEE MOOR CHILDREN'S HOME TRUST ESTATE, founded in 1959, is a community nonprofit in the Human Services sector that reported $4.4M in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 26% operating margin.

Mission

TO PROVIDE THE NECESSARY FUNDING TO LEE AND BEULAH MOOR CHILDREN'S HOME FOR THE CARE, HOUSING, SUPPORT, MAINTENANCE AND EDUCATION OF NEEDY CHILDREN.

Program Service Accomplishments

Program 1

Expenses: $3,181,593

PROVIDED FUNDS FOR THE DIRECT SUPPORT OF LEE AND BEULAH MOOR CHILDREN'S HOME AND THE MACGUIRE CENTER.

Program 2

Expenses: $53,300

APPROVED AND PAID SCHOLARSHIPS TO QUALIFIED INSTITUTIONS FOR THE BENEFIT OF TWENTY LEE MOOR CHILDREN'S HOME RESIDENTS.

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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 $0

Program Service Revenue $0

Investment Income $3,945,303

Other Revenue $491,397

TOTAL REVENUE $4,436,700

Expense Breakdown

Grants Paid $3,164,681

Salaries & Benefits $0

Fundraising Expenses $29,578

Program Expenses $3,234,893

Other Expenses $109,944

TOTAL EXPENSES $3,274,625

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,436,700	$2,906,561	+0.5%
Expenses	$3,274,625	$2,963,894	+0.1%
Net Income	$1,162,075	$-57,333	-21.3%

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

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
CARL GREEN	BOARD MEMBER	0.50	Director	$0	$0	$0
CAROL JOHNSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR STEVE JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JAIME LOWENBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
ENRIQUE GRAJEDA	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG RUBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
STAN SLOAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT SCOTT SKOV	BOARD MEMBER	1.00	Director	$0	$0	$0
CHANTEL CREWS	BOARD MEMBER	1.00	Director	$0	$0	$0
LUIS RENE DOMINGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
LEANDRO BRANDI	BOARD MEMBER	1.00	Director	$0	$0	$0
N/A	TRUSTEE	20.00		$32,000	$0	$32,000

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	$4,436,700	$3,274,625	$71,247,464	$1,162,075
2023	$2,906,561	$2,963,894	$66,918,832	$-57,333
2022	$3,475,492	$2,847,505	$60,535,486	$627,987
2021	$4,766,144	$2,526,335	$74,942,661	$2,239,809
2020	$8,958,726	$2,211,035	$68,806,563	$6,747,691
2019	$2,608,994	$2,474,021	$57,465,604	$134,973
2018	$3,519,960	$2,501,432	$49,854,508	$1,018,528

LEE MOOR CHILDREN'S HOME TRUST ESTATE