Civic Intelligence

Barbara Lee Family Foundation Inc

EIN 04-3473585 • Cambridge, MA

PO Box 4001661953 Massachusetts AvCambridge, MA 02140
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

43rd percentile

-1.2%

Higher net margin than 43% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

53%

Faster revenue growth than 84% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$0

Down $2,047 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $2,047 (-100%) from 2023

Revenue

Up

$170,827

Up $59,221 (+53%) from 2023

Expenses

Up

$172,874

Up $59,367 (+52%) from 2023

Net Income

Down

-$2,047

Down $146 (-7.7%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2010: $9,686Liabilities 2010: $0Net Assets 2010: $9,6862010Assets 2011: $21,473Liabilities 2011: $0Net Assets 2011: $21,4732011Assets 2012: $1,178Liabilities 2012: $0Net Assets 2012: $1,1782012Assets 2013: $5,471Liabilities 2013: $02013Assets 2014: $667Liabilities 2014: $02014Assets 2015: $6,137Liabilities 2015: $02015Assets 2019: $10,937Liabilities 2019: $0Net Assets 2019: $10,9372019Assets 2020: $3,079Liabilities 2020: $0Net Assets 2020: $3,0792020Assets 2021: $2,594Liabilities 2021: $0Net Assets 2021: $2,5942021Assets 2022: $3,948Liabilities 2022: $0Net Assets 2022: $3,9482022Assets 2023: $2,047Liabilities 2023: $0Net Assets 2023: $2,0472023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $778,3902010Expenses 2011: $373,2232011Expenses 2012: $330,2982012Revenue 2013: $260,004Expenses 2013: $255,711Net Income 2013: $4,2932013Revenue 2014: $221,003Expenses 2014: $225,807Net Income 2014: -$4,8042014Revenue 2015: $280,004Expenses 2015: $274,534Net Income 2015: $5,4702015Revenue 2019: $665,010Expenses 2019: $681,574Net Income 2019: -$16,5642019Revenue 2020: $665,000Expenses 2020: $672,858Net Income 2020: -$7,8582020Revenue 2021: $537,500Expenses 2021: $537,985Net Income 2021: -$4852021Revenue 2022: $404,002Expenses 2022: $402,648Net Income 2022: $1,3542022Revenue 2023: $111,606Expenses 2023: $113,507Net Income 2023: -$1,9012023Revenue 2024: $170,827Expenses 2024: $172,874Net Income 2024: -$2,0472024

Highlighted filing

2024

Revenue$170,827
Expenses$172,874
Net Income-$2,047

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Jul 17, 2024
Signed
Jul 18, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA F LEEPresident-$0--
BARBARA F LEETreasurer-$0--
BARBARA F LEEClerk-$0--
S ZACHARY LEEDirector-$0--
ROBERT S LEEDirector-$0--
DAVID DAMROTHDirector-$0--
EMILY CASHMANDirector-$0--
ADRIENNE KIMMELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Barbara Lee Family Foundation Inc
EIN
04-3473585
Phone
6172340355
Address
PO BOX 4001661953 MASSACHUSETTS AV, CAMBRIDGE, MA 02140

Signing Officer

Name
Barbara F Lee
Title
President
Phone
6172340355
Signed
2024-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Daigle & Associates Llp
Address
176 FEDERAL STREET, BOSTON, MA 02110
Preparer
Melissa S Peirce
Phone
6176193350
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd01
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06177652132
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.BARBARALEEFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BARBARA F LEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt099275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDING FOR A RESEARCH PROJECT ON WOMEN GUBERNATORIAL CANDIDATES IN THE 2022 ELECTION CYCLE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUNDING FOR 2023 AND 2024 FOR GENDER ON THE BALLOT, A NONPARTISAN PROJECT THAT EXAMINES AND CONTEXTUALIZES GENDER DYNAMICS AND POLITICS. AS THE CONVERSATION AND CULTURE AROUND RUNNING FOR OFFICE IN THE UNITED STATES EVOLVES, GENDER ON THE BALLET CONTRIBUTES TO THE NATIONAL DIALOGUE ON GENDER AND POLITICS THROUGH ACCESSIBLE CONTENT FROM EXPERTS AND PRACTITIONERS. THE FOUNDATION, TOGETHER WITH THE WOMEN & POLITICS INSTITUTE AT AMERICAN UNIVERSITY, ARE FOUNDING PARTNERS OF THIS PROJECT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EAGLETON INSTITUTE OF POLITICS AT RUTGERS THE STATE UNIVERSITY OF NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WOMEN & POLITICS INSTITUTE AT AMERICAN UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0191 RYDERS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14400 MASSACHUSETTS AVENUE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW BRUNSWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0139275
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0640
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0640
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0670365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0677859
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0677859
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0842599
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0172234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0670365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0172874
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0172234
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01520458
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01348224
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0BARBARA FISH LEE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 4001661953 MASSACHUSETTS AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CAMBRIDGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002140
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0170826
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03669
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03669
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0EFFECTIVE 7/17/24 THE FOUNDATION DISSOLVED WITH NO REMAINING ASSETS TO BE DISTRIBUTED.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0837
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1343
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0837
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1343
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05730
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05730
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA F LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06172340355
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA LEE FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0043473585
ReturnHeader/Filer/PhoneNum06172340355
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4001661953 MASSACHUSETTS AV
ReturnHeader/Filer/USAddress/CityNm0CAMBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002140
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010825608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAIGLE & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0176 FEDERAL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06176193350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA S PEIRCE
ReturnHeader/ReturnTs02024-07-18T13:36:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEE
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-07-17
ReturnHeader/TaxYr02023

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