Civic Intelligence

The Llee Foundation

990PF • Fiscal year 2025 • EIN 20-1968243

Jan 01, 2025 to Dec 31, 2025 • Filed on Apr 16, 2026

Organization Profile
3737 Buffalo Speedway 1600Houston, TX 77098

(713) 621-1515

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$881,005

Up $24,768 (+2.9%) from 2024

Net Assets

Up

$881,005

Up $24,768 (+2.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$51,882

Down $11,002 (-17%) from 2024

Expenses

Up

$11,070

Up $586 (+5.6%) from 2024

Net Income

Down

$40,812

Down $11,588 (-22%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $338,579Liabilities 2011: $02011Assets 2012: $402,633Liabilities 2012: $02012Assets 2013: $389,914Liabilities 2013: $02013Assets 2014: $419,044Liabilities 2014: $02014Assets 2015: $471,956Liabilities 2015: $02015Assets 2019: $548,775Liabilities 2019: $02019Assets 2020: $612,058Liabilities 2020: $0Net Assets 2020: $612,0582020Assets 2021: $727,636Liabilities 2021: $0Net Assets 2021: $727,6362021Assets 2022: $715,373Liabilities 2022: $3,718Net Assets 2022: $711,6552022Assets 2023: $763,934Liabilities 2023: $0Net Assets 2023: $763,9342023Assets 2024: $856,237Liabilities 2024: $0Net Assets 2024: $856,2372024Assets 2025: $881,005Liabilities 2025: $0Net Assets 2025: $881,0052025

Highlighted filing

2025

Assets$881,005
Liabilities$0
Net Assets$881,005
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $140,976Expenses 2011: $133,190Net Income 2011: $7,7862011Revenue 2012: $183,079Expenses 2012: $119,025Net Income 2012: $64,0542012Revenue 2013: $24,665Expenses 2013: $37,384Net Income 2013: -$12,7192013Revenue 2014: $141,868Expenses 2014: $112,738Net Income 2014: $29,1302014Revenue 2015: $170,071Expenses 2015: $117,159Net Income 2015: $52,9122015Revenue 2019: $131,180Expenses 2019: $126,311Net Income 2019: $4,8692019Revenue 2020: $261,415Expenses 2020: $198,132Net Income 2020: $63,2832020Revenue 2021: $252,633Expenses 2021: $137,055Net Income 2021: $115,5782021Revenue 2022: $130,941Expenses 2022: $114,238Net Income 2022: $16,7032022Revenue 2023: $259,040Expenses 2023: $209,549Net Income 2023: $49,4912023Revenue 2024: $62,884Expenses 2024: $10,484Net Income 2024: $52,4002024Revenue 2025: $51,882Expenses 2025: $11,070Net Income 2025: $40,8122025

Highlighted filing

2025

Revenue$51,882
Expenses$11,070
Net Income$40,812
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 16, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANNA L LEETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNATIONAL ORGANIZATION FOR RARE DISORDERSGENERAL SUPPORT-QUINCY, MA, US$5,000
Filing and Contact Details

Filer

Filer Name
The Llee Foundation
EIN
20-1968243
Phone
7136211515
Address
3737 BUFFALO SPEEDWAY 1600, HOUSTON, TX 77098

Signing Officer

Name
Lanna Lee
Title
President
Phone
7136211515
Signed
2026-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
3737 BUFFALO SPEEDWAY SUITE 1600, HOUSTON, TX 77098
Preparer
Emily Landry
Phone
7136211515
Raw XML Appendix286 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.

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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0406040
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0450224
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016044
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt073
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt074
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14565
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14565
TaxesSchedule/TaxesDetail/Amt0513
TaxesSchedule/TaxesDetail/Amt1845
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0513
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LANNA LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07136211515
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LLEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LLEE
ReturnHeader/Filer/EIN0201968243
ReturnHeader/Filer/PhoneNum07136211515
ReturnHeader/Filer/USAddress/AddressLine1Txt03737 BUFFALO SPEEDWAY 1600
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077098
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03737 BUFFALO SPEEDWAY SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077098
ReturnHeader/PreparerPersonGrp/PhoneNum07136211515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILY LANDRY
ReturnHeader/ReturnTs02026-04-22T14:18:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$881,005
Liabilities
$0
Net assets
$881,005
Revenue
$51,882
Expenses
$11,070
Net income
$40,812
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$0.52$0.11$0.41
2024Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$0.63$0.10$0.52
2023Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$2.59$2.10$0.49
2022Detailed filing. Detailed filing data is available for this year.$7.15$0.04$7.12$1.31$1.14$0.17
2021Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$2.53$1.37$1.16
2020Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$2.61$1.98$0.63
2019Summary only. Only limited summary data is available for this year.$5.49$0.00$1.31$1.26$0.05
2015Summary only. Only limited summary data is available for this year.$4.72$0.00$1.70$1.17$0.53
2014Summary only. Only limited summary data is available for this year.$4.19$0.00$1.42$1.13$0.29
2013Summary only. Only limited summary data is available for this year.$3.90$0.00$0.25$0.37$0.13
2012Summary only. Only limited summary data is available for this year.$4.03$0.00$1.83$1.19$0.64
2011Summary only. Only limited summary data is available for this year.$3.39$0.00$1.41$1.33$0.08