MICHAEL RAY LEE FOUNDATION (EIN 861489129) - 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

2021

Legal Domicile

Phone

9703814767

Tax Period

2024-09-01 to 2025-08-31

MICHAEL RAY LEE FOUNDATION, founded in 2021, is a small nonprofit in the Human Services sector that reported $165K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $68K, a strong 41% operating margin.

Mission

The Michael Ray Lee Foundation utilizes the game of golf to positively impact lives through charitable giving with an emphasis on scholarships and junior golf.

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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 $50,169

Program Service Revenue $0

Investment Income $18,487

Other Revenue $96,451

TOTAL REVENUE $165,107

Expense Breakdown

Grants Paid $63,553

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,053

Other Expenses $33,341

TOTAL EXPENSES $96,894

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,107	$127,911	+0.3%
Expenses	$96,894	$62,623	+0.5%
Net Income	$68,213	$65,288	+0.0%

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

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
John Lee	Director	Director	$0	$0	$0
Thomas Grant	Director	Director	$0	$0	$0
Amy Lee	Director	Director	$0	$0	$0
Renae Stringer	Director	Director	$0	$0	$0
Bryant Gimlin	Director	Director	$0	$0	$0
Joseph Lee	President	Officer	$0	$0	$0
Robert Lee	Treasurer	Officer	$0	$0	$0
Brad Lorenger	Vice President	Officer	$0	$0	$0
Valerie Smythe	Secretary	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	$165,107	$96,894	$456,679	$68,213
2024	$127,911	$62,623	$388,466	$65,288
2023	$133,701	$54,476	$323,178	$79,225
2022	$180,816	$87,725	$243,953	$93,091

MICHAEL RAY LEE FOUNDATION