Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Lionel Lee Jr Center for Wellness
EIN 03-0588350 • 501(c)3 • Charlotte, NC
Profile
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.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
19th percentile
Faster revenue growth than 19% of similar nonprofits.
Balance Sheet
Assets
Down$75,316
Down $19,396 (-20%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$75,316
Down $19,396 (-20%) from 2023
Revenue
Down$57,267
Down $47,015 (-45%) from 2023
Expenses
Up$76,661
Up $13,150 (+21%) from 2023
Net Income
Down-$19,394
Down $60,165 (-148%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $75,316
- Liabilities
- -
- Net assets
- $75,316
- Revenue
- $57,267
- Expenses
- $76,661
- Net income
- -$19,394
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Jul 2, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $57,267
Mission and Program 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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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 2024. | - | $68,085 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SONJA LEE | Executive Di | PT | $0 | - | - |
| RON POTOCHAR | Treasurer | PT | $0 | - | - |
| LAMONT BENNETT | It Specialis | - | $0 | - | - |
| LARI BLAKENEY | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Lionel Lee Jr Center for Wellness
- EIN
- 03-0588350
- Phone
- 7047190848
- Address
- PO BOX 242592, CHARLOTTE, NC 28224
Signing Officer
- Name
- Sonja Lee
- Title
- Executive Director
- Phone
- 7047190848
- Signed
- 2025-07-02
- Discuss with paid preparer
- Yes
Preparer
- Firm
- DAVIES GOLDSTEIN & ASSOCIATES CPA'S
- Address
- PO BOX 156, MATTHEWS, NC 28106
- Preparer
- Jeffrey I Goldstein
- Phone
- 7046840555
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses advertising and promotion 3,200 office 2,170 insurance 275 community events 17,593 state of emergency progra 14,116 miscellaneous 10,222 stipends 22,355 transportation 1,677 total 71,608”
Form 990-ez, Part III
“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.”
Form 990-ez, Part III, Line 28
“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 2024.”
Raw XML Appendix132 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SONJA LEE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7047190848 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 242592 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHARLOTTE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28224 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 94710 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 75316 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 57267 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -19394 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 94710 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 75316 |
| IRS990EZ/GrossReceiptsAmt | 0 | 57267 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 94710 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 75316 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 94710 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 75316 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 4800 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 30.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 30.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SONJA LEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | RON POTOCHAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LAMONT BENNETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LARI BLAKENEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | EXECUTIVE DI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | IT SPECIALIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 71608 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 253 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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 2024. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 68085 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 76661 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 68085 |
| IRS990EZ/TotalRevenueAmt | 0 | 57267 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | LLCWELLNESS.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 57267 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 104282 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 64925 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 55843 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 34642 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 316959 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 316959 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 57267 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 104282 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 64925 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 55843 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 34642 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 316959 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 316959 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING AND PROMOTION 3,200 OFFICE 2,170 INSURANCE 275 COMMUNITY EVENTS 17,593 STATE OF EMERGENCY PROGRA 14,116 MISCELLANEOUS 10,222 STIPENDS 22,355 TRANSPORTATION 1,677 TOTAL 71,608 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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 2024. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SONJA LEE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7047190848 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-07-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LIONEL LEE JR CENTER FOR WELLNESS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LION |
| ReturnHeader/Filer/EIN | 0 | 030588350 |
| ReturnHeader/Filer/PhoneNum | 0 | 7047190848 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 242592 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHARLOTTE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28224 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 262669494 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DAVIES GOLDSTEIN & ASSOCIATES CPA'S |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 156 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MATTHEWS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 28106 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7046840555 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-07-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFFREY I GOLDSTEIN |
| ReturnHeader/ReturnTs | 0 | 2025-08-21T13:15:42-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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