Lionel Lee Jr Center for Wellness

Nonprofit profile at a glance

EIN
030588350
IRS 990-EZ coverage
2020–2025
Forms available
Form 990-EZ 2025, Form 990-N 2020
Location
Charlotte, NC, USA
Phone
7047190848
Rating
93
Verdict
STRONG
Rating confidence
Moderate
Sector
Health, General and Financing

Reported finances

Revenue
$31,190
Expenses
$43,081
Assets
$63,425

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

People named in this filing

  • SONJA LEE (EXECUTIVE DI)
  • RON POTOCHAR (TREASURER)
  • LAMONT BENNETT (IT SPECIALIS)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The lionel lee jr. Center for wellness was created to serve the needs of uninsured, underinsured and underserved members of our community. Our mission is to assist individuals and families in obtaining prescription medication and meeting their basic health and wellness needs; to increase public awareness and support for those negatively impacted by systemic issues; and to provide information and activities to promote healthy lifestyles.

What it reported doing in 2025

Provided assistance to underserved individuals and families in the community and facilitated workshops to promote equal and fair treatment of all people. The organization continues to be supported by volunteers rather than paid staff. The value of donated services totaled 255,000 for 2025.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 93
  • Transparency & Controls: 100
  • Sustainability: 31
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 81.7%; rating input score 82

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -38.1%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 1.47; rating input score 58; 58th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 18.5% per year; rating input score 100; 80th percentile among comparable filings
  • Revenue growth: 1.3% per year; rating input score 100; 55th percentile among comparable filings
  • Asset growth: 12.2% per year; rating input score 100; 74th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 81.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $35K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 15/100.
  • Review — Sustainability: Total-asset coverage ratio scored 58/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.