ETTIE LEE FOUNDATION INC (EIN 822492808) - 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

2017

Legal Domicile

Principal Officer

RONALD J BATEMAN

Phone

8055222555

Tax Period

2024-01-01 to 2024-12-31

ETTIE LEE FOUNDATION INC, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $888K in total revenue in fiscal year 2024. Revenue surged 453% from the prior year, signaling strong growth momentum. The organization ran a surplus of $832K, a strong 94% operating margin.

Mission

The specific purpose of this Corporation is to provide financial support to Ettie Lee Homes Inc and other non-profit organizations with similar goals.

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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 $765,728

Program Service Revenue $0

Investment Income $122,446

Other Revenue $0

TOTAL REVENUE $888,174

Expense Breakdown

Grants Paid $54,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,070

Other Expenses $2,070

TOTAL EXPENSES $56,070

Year-over-Year Comparison

	2024	2023	Change
Revenue	$888,174	$160,556	+4.5%
Expenses	$56,070	$51,659	+0.1%
Net Income	$832,104	$108,897	+6.6%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
RONALD J BATEMAN	President	Officer Director	$0	$0	$0
JOHN C BARLOW	Secretary	Officer Director	$0	$0	$0
JAMES J SMITH	Treasurer	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	$888,174	$56,070	$4,113,612	$832,104
2023	$160,556	$51,659	$2,789,144	$108,897
2022	$70,162	$77,255	$2,018,695	$-7,093
2022	$220,162	$77,255	$2,018,695	$142,907
2021	$100,713	$51,409	$2,514,940	$49,304
2020	$178,731	$71,464	$2,012,466	$107,267

ETTIE LEE FOUNDATION INC