ZUnclassifiedEIN: 561670983· Ruling Year: 1991

Guy C Lee Benefit Plan Tr

Smithfield, North Carolina

B-Health Score
49B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 22 peers in Unclassified with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.04×
Peer Median15.40×
💰
$5.0M
Total Revenue
📊
$4.2M
Total Expenses
🏦
$183K
Net Assets
📋
$665K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+26.6%
Year-over-year change (2022 → 2023)
Net Margin
+15.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.04
Net assets divided by total expenses
Liabilities-to-Assets
78.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$5,013,65427%$4,217,5582%$847,4601550%
2022$3,959,06620%$4,320,75036%$51,36488%
2021$3,287,673$3,184,385$413,04833%
2020$3,271,75820%$3,176,3128%$309,76045%
2019$2,735,76011%$2,942,86018%$214,31349%
2018$2,463,8566%$2,493,50713%$421,4147%
2017$2,320,74615%$2,213,7973%$451,06531%
2016$2,018,0069%$2,139,8124%$344,11626%
2015$1,856,5076%$2,057,32514%$465,92230%
2014$1,756,5187%$1,811,02955%$666,7408%
2013$1,635,8189%$1,165,9637%$721,251187%
2012$1,497,4362%$1,258,5374%$251,39655%
2011$1,534,188$1,307,773$162,498

Frequently Asked Questions

What does Guy C Lee Benefit Plan Tr do?

Guy C Lee Benefit Plan Tr is a unclassified nonprofit organization based in North Carolina. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Guy C Lee Benefit Plan Tr financially healthy?

Based on our 9-metric Financial Health Score model, Guy C Lee Benefit Plan Tr has a score of 49/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Guy C Lee Benefit Plan Tr generate?

Guy C Lee Benefit Plan Tr reports $5.7M in annual revenue and holds $897K in total assets, based on IRS filings.

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