Civic Intelligence

The Jk Lee Family Foundation C/O Causeway Advisory Group LLC

990PF • Fiscal year 2013 • EIN 20-3959177

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 15, 2014

Organization Profile
14414 Blanco RoadSuite 20078216

(210) 545-5126

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

1st percentile

-121750%

Higher net margin than 1% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

23rd percentile

-13%

Faster asset growth than 23% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$31,217

Down $4,870 (-13%) from 2012

Net Assets

Down

$31,217

Down $4,870 (-13%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

$4

No earlier filing loaded for comparison.

Expenses

Up

$4,874

Up $1,429 (+41%) from 2012

Net Income

-$4,870

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $39,540Liabilities 2010: $0Net Assets 2010: $39,5402010Assets 2011: $39,527Liabilities 2011: $0Net Assets 2011: $39,5272011Assets 2012: $36,087Liabilities 2012: $0Net Assets 2012: $36,0872012Assets 2013: $31,217Liabilities 2013: $0Net Assets 2013: $31,2172013Assets 2014: $98,621Liabilities 2014: $0Net Assets 2014: $98,6212014Assets 2015: $72,621Liabilities 2015: $0Net Assets 2015: $72,6212015Assets 2016: $326,743Liabilities 2016: $0Net Assets 2016: $326,7432016Assets 2017: $260,046Liabilities 2017: $0Net Assets 2017: $260,0462017Assets 2018: $1,409,395Liabilities 2018: $0Net Assets 2018: $1,409,3952018Assets 2019: $1,426,106Liabilities 2019: $0Net Assets 2019: $1,426,1062019Assets 2020: $1,006,022Liabilities 2020: $0Net Assets 2020: $1,006,0222020Assets 2021: $1,160,189Liabilities 2021: $0Net Assets 2021: $1,160,1892021Assets 2022: $1,101,571Liabilities 2022: $0Net Assets 2022: $1,101,5712022Assets 2023: $287,715Liabilities 2023: $0Net Assets 2023: $287,7152023Assets 2024: $257,199Liabilities 2024: $0Net Assets 2024: $257,1992024

Highlighted filing

2013

Assets$31,217
Liabilities$0
Net Assets$31,217
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $3,2472010Expenses 2011: $252011Expenses 2012: $3,4452012Revenue 2013: $4Expenses 2013: $4,874Net Income 2013: -$4,8702013Revenue 2014: $400,004Expenses 2014: $2,600Net Income 2014: $397,4042014Revenue 2015: $20,003Expenses 2015: $26,003Net Income 2015: -$6,0002015Revenue 2016: $290,002Expenses 2016: $35,880Net Income 2016: $254,1222016Revenue 2017: $25Expenses 2017: $66,722Net Income 2017: -$66,6972017Revenue 2018: $1,580,751Expenses 2018: $431,402Net Income 2018: $1,149,3492018Revenue 2019: $21,501Expenses 2019: $4,790Net Income 2019: $16,7112019Revenue 2020: $4,716Expenses 2020: $424,800Net Income 2020: -$420,0842020Revenue 2021: $193,967Expenses 2021: $39,800Net Income 2021: $154,1672021Revenue 2022: $9,231Expenses 2022: $67,849Net Income 2022: -$58,6182022Revenue 2023: $50,340Expenses 2023: $864,196Net Income 2023: -$813,8562023Revenue 2024: $3,213Expenses 2024: $33,729Net Income 2024: -$30,5162024

Highlighted filing

2013

Revenue$4
Expenses$4,874
Net Income-$4,870
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 15, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ingrid T LeeChairmanPT$0--
Oliver Tsung Wen LeePresident-$0--
Jennifer Ann LeeVP / Sect.-$0--
Filing and Contact Details

Filer

EIN
20-3959177
In Care Of
% OLIVER TSUNG WEN LEE
Phone
2105455126

Signing Officer

Name
Ingrid T Lee
Title
Chairman
Phone
2105455126
Signed
2014-08-15
Discuss with paid preparer
Yes

Preparer

Preparer
Patricia Quintana-Perron
Phone
2103419400
Raw XML Appendix240 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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ReturnHeader/PreparerPersonGrp/PhoneNum02103419400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Quintana-Perron
ReturnHeader/ReturnTs02014-09-23T13:01:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,217
Liabilities
$0
Net assets
$31,217
Revenue
$4
Expenses
$4,874
Net income
-$4,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.00$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.05$0.86$0.81
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.01$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.19$0.04$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.00$0.42$0.42
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.02$0.00$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$1.58$0.43$1.15
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.00$0.07$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.29$0.04$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.02$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.40$0.00$0.40
2013Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00