STEVE AND VICKI LEE FAMILY FOUNDATION (EIN 874092209) - 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

Principal Officer

STEVE LEE

Phone

8473125898

Tax Period

2022-01-01 to 2022-12-31

STEVE AND VICKI LEE FAMILY FOUNDATION, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $152K in total revenue in fiscal year 2022. Revenue fell 80% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $28K, a strong 18% operating margin.

Mission

THE STEVE AND VICKI LEE FAMILY FOUNDATION WAS FORMED PRIMARILY TO PROVIDE GRANT FUNDING TO TAX-EXEMPT ORGANIZATION RECOGNIZED UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE 'CODE'), THAT SUPPORT A VARIETY OF PHILANTHROPIC INITIATIVES, PROGRAMS AND ACTIVITIES ADDRESSING A QUALIFIED CHARITABLE PURPOSE THAT ARE OF PARTICULAR INTEREST TO ITS BOARD OF DIRECTORS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $152,000

Program Service Revenue $0

Investment Income $429

Other Revenue $0

TOTAL REVENUE $152,429

Expense Breakdown

Grants Paid $117,370

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $117,370

Other Expenses $7,204

TOTAL EXPENSES $124,574

Year-over-Year Comparison

	2022	2021	Change
Revenue	$152,429	$750,000	-0.8%
Expenses	$124,574	N/A	N/A
Net Income	$27,855	$750,000	-1.0%

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

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
STEVE LEE	DIRECTOR/PRESIDENT	10.00	Officer Director	$0	$0	$0
VICTORIA GALANTE-LEE	DIRECTOR,SEC/TREAS	10.00	Officer Director	$0	$0	$0
MIA LEE	DIRECTOR	5.00	Director	$0	$0	$0
REGINA LEE	DIRECTOR	5.00	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
2022	$152,429	$124,574	$781,057	$27,855
2021	$750,000	No data	$750,000	No data

STEVE AND VICKI LEE FAMILY FOUNDATION