Civic Intelligence

Jonathan and Theresa Lee

EIN 20-3069431 • Anaheim, CA

4214 E La PalmaAnaheim, CA 92807
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • 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

96th percentile

92%

Higher net margin than 96% 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

95th percentile

170%

Faster asset growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-83%

Faster revenue growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$102,069

Up $64,250 (+170%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$102,069

Up $64,250 (+170%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin96th percentile

Revenue

Down

$70,000

Down $330,000 (-83%) from 2023

Expenses

Down

$5,750

Down $594,950 (-99%) from 2023

Net Income

Up

$64,250

Up $264,950 (+132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$300K$200K$100K$0Assets 2010: $8,392Liabilities 2010: $0Net Assets 2010: $8,3922010Assets 2011: $17,857Liabilities 2011: $0Net Assets 2011: $17,8572011Assets 2012: $37,047Liabilities 2012: $0Net Assets 2012: $37,0472012Assets 2013: $36,462Liabilities 2013: $0Net Assets 2013: $36,4622013Assets 2014: $45,852Liabilities 2014: $0Net Assets 2014: $45,8522014Assets 2015: $82,227Liabilities 2015: $0Net Assets 2015: $82,2272015Assets 2016: $181,577Liabilities 2016: $0Net Assets 2016: $181,5772016Assets 2017: $249,702Liabilities 2017: $0Net Assets 2017: $249,7022017Assets 2018: $283,027Liabilities 2018: $0Net Assets 2018: $283,0272018Assets 2019: $200,519Liabilities 2019: $0Net Assets 2019: $200,5192019Assets 2020: $279,844Liabilities 2020: $0Net Assets 2020: $279,8442020Assets 2021: $189,194Liabilities 2021: $0Net Assets 2021: $189,1942021Assets 2022: $238,519Liabilities 2022: $0Net Assets 2022: $238,5192022Assets 2023: $37,819Liabilities 2023: $0Net Assets 2023: $37,8192023Assets 2024: $102,069Liabilities 2024: $0Net Assets 2024: $102,0692024

Highlighted filing

2024

Assets$102,069
Liabilities$0
Net Assets$102,069
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $56,0572010Expenses 2011: $80,5352011Expenses 2012: $50,8102012Revenue 2013: $50,000Expenses 2013: $50,585Net Income 2013: -$5852013Revenue 2014: $100,000Expenses 2014: $90,610Net Income 2014: $9,3902014Revenue 2015: $130,000Expenses 2015: $93,625Net Income 2015: $36,3752015Revenue 2016: $200,000Expenses 2016: $100,650Net Income 2016: $99,3502016Revenue 2017: $200,000Expenses 2017: $131,875Net Income 2017: $68,1252017Revenue 2018: $106,500Expenses 2018: $73,175Net Income 2018: $33,3252018Revenue 2019: $100,015Expenses 2019: $182,523Net Income 2019: -$82,5082019Revenue 2020: $120,000Expenses 2020: $40,675Net Income 2020: $79,3252020Revenue 2021: $120,000Expenses 2021: $210,650Net Income 2021: -$90,6502021Revenue 2022: $150,000Expenses 2022: $100,675Net Income 2022: $49,3252022Revenue 2023: $400,000Expenses 2023: $600,700Net Income 2023: -$200,7002023Revenue 2024: $70,000Expenses 2024: $5,750Net Income 2024: $64,2502024

Highlighted filing

2024

Revenue$70,000
Expenses$5,750
Net Income$64,250
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,069
Liabilities
$0
Net assets
$102,069
Revenue
$70,000
Expenses
$5,750
Net income
$64,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.70$0.06$0.64
2023Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$4.00$6.01$2.01
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$1.50$1.01$0.49
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.20$2.11$0.91
2020Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$1.20$0.41$0.79
2019Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.00$1.83$0.83
2018Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$1.07$0.73$0.33
2017Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$2.00$1.32$0.68
2016Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$2.00$1.01$0.99
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.30$0.94$0.36
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.00$0.91$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.50$0.51$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.51
2011Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.81
2010Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan LeePresident-$0--
Theresa LeeSecretary/CFO-$0--
Filing and Contact Details

Filer

Filer Name
Jonathan and Theresa Lee
EIN
20-3069431
Phone
8009994034
Address
4214 E La Palma, Anaheim, CA 92807

Signing Officer

Name
Jonathan Lee
Title
President
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Ahlstrom & Baker Cpas
Address
12052 OLD MILL RD, LOS ALAMITOS, CA 90720
Preparer
Tom Ahlstrom
Phone
7145271890
Raw XML Appendix196 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Theresa Lee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04214 E La Palma Ave
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Eastside Christian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03370 E Miraloma Ave Ste 101
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jonathan Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jonathan and Theresa Lee
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0203069431
ReturnHeader/Filer/PhoneNum08009994034
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ReturnHeader/Filer/USAddress/CityNm0Anaheim
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ALAMITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum07145271890
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tom Ahlstrom
ReturnHeader/ReturnTs02025-05-02T11:14:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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