Civic Intelligence

Jonathan and Theresa Lee Family Foundation

990PF • Fiscal year 2016 • EIN 20-3069431

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 10, 2017

Organization Profile
4214 E La PalmaAnaheim, CA 92807

(800) 999-4034

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

94th percentile

121%

Faster asset growth than 94% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

54%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$181,577

Up $99,350 (+121%) from 2015

Net Assets

Up

$181,577

Up $99,350 (+121%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin92nd percentile

Revenue

Up

$200,000

Up $70,000 (+54%) from 2015

Expenses

Up

$100,650

Up $7,025 (+7.5%) from 2015

Net Income

Up

$99,350

Up $62,975 (+173%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$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

2016

Assets$181,577
Liabilities$0
Net Assets$181,577
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$200,000
Expenses$100,650
Net Income$99,350
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th 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
2017-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Ahlstrom & Baker CPAs
Address
10621 Calle Lee Suite 153, Los Alamitos, CA 90720
Preparer
Tom H Ahlstrom
Phone
7145277272
Raw XML Appendix219 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0625
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0625
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt099350
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0650
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt099350
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0181577
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt082227
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0181577
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0181577
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt082227
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0181577
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt082227
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt082227
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt082227
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0181577
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jonathan Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Theresa Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary/CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04214 E La Palma AVe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14214 E La Palma
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Anaheim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Anaheim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092807
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192807
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0100000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0100000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0100000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03433 Gardenia Ln
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Yorba Linda
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092886
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jonathan Lee
IRS990PF/StatementsRegardingActyGrp/PhoneNum08009994034
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Jonathan Lee
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Theresa Lee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Feeding/Clothing of poor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Mission Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Mission Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0The Cornerstone Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Agapao Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Rock Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04905 E La Palma Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14214 E La Palma Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt299 E Orangethorpe Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Anaheim
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Anaheim
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Anaheim
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292801
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt093000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt090000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt050000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt050250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt080000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt080000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0383250
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0100000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt093000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt090000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt050000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt050250
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0100000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0463250
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0363250
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Jonathan Lee
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04214 E La Palma
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Anaheim
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092807
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jonathan Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jonathan and Theresa Lee
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0203069431
ReturnHeader/Filer/PhoneNum08009994034
ReturnHeader/Filer/USAddress/AddressLine1Txt04214 E La Palma
ReturnHeader/Filer/USAddress/CityNm0Anaheim
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ahlstrom & Baker CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010621 Calle Lee Suite 153
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Alamitos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum07145277272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tom H Ahlstrom
ReturnHeader/ReturnTs02017-04-10T17:44:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$181,577
Liabilities
$0
Net assets
$181,577
Revenue
$200,000
Expenses
$100,650
Net income
$99,350
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