Civic Intelligence

Joe R Lee Family Foundation Inc.

990PF • Fiscal year 2014 • EIN 20-5975648

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 14, 2015

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

91st percentile

60%

Higher net margin than 91% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

53rd percentile

2.2%

Faster asset growth than 53% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

60th percentile

8.6%

Faster revenue growth than 60% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,282,228

Up $94,172 (+2.2%) from 2013

Net Assets

Up

$4,282,228

Up $94,172 (+2.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin91st percentile

Revenue

Up

$155,688

Up $12,368 (+8.6%) from 2013

Expenses

Down

$61,516

Down $496,969 (-89%) from 2013

Net Income

Up

$94,172

Up $509,337 (+123%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,091,811Liabilities 2010: $0Net Assets 2010: $5,091,8112010Assets 2011: $4,704,002Liabilities 2011: $02011Assets 2012: $4,603,221Liabilities 2012: $02012Assets 2013: $4,188,056Liabilities 2013: $0Net Assets 2013: $4,188,0562013Assets 2014: $4,282,228Liabilities 2014: $0Net Assets 2014: $4,282,2282014Assets 2015: $4,216,915Liabilities 2015: $0Net Assets 2015: $4,216,9152015Assets 2016: $4,270,663Liabilities 2016: $0Net Assets 2016: $4,270,6632016Assets 2017: $4,373,455Liabilities 2017: $0Net Assets 2017: $4,373,4552017Assets 2018: $4,343,842Liabilities 2018: $0Net Assets 2018: $4,343,8422018Assets 2019: $4,048,693Liabilities 2019: $0Net Assets 2019: $4,048,6932019Assets 2020: $4,063,984Liabilities 2020: $0Net Assets 2020: $4,063,9842020Assets 2021: $4,804,265Liabilities 2021: $0Net Assets 2021: $4,804,2652021Assets 2022: $4,654,463Liabilities 2022: $0Net Assets 2022: $4,654,4632022Assets 2023: $4,407,982Liabilities 2023: $0Net Assets 2023: $4,407,9822023Assets 2024: $4,344,673Liabilities 2024: $0Net Assets 2024: $4,344,6732024

Highlighted filing

2014

Assets$4,282,228
Liabilities$0
Net Assets$4,282,228
Open 2014 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $362,2632010Revenue 2011: -$26,351Expenses 2011: $361,458Net Income 2011: -$387,8092011Revenue 2012: $137,034Expenses 2012: $402,058Net Income 2012: -$265,0242012Revenue 2013: $143,320Expenses 2013: $558,485Net Income 2013: -$415,1652013Revenue 2014: $155,688Expenses 2014: $61,516Net Income 2014: $94,1722014Revenue 2015: $91,286Expenses 2015: $156,599Net Income 2015: -$65,3132015Revenue 2016: $107,293Expenses 2016: $53,545Net Income 2016: $53,7482016Revenue 2017: $330,519Expenses 2017: $227,727Net Income 2017: $102,7922017Revenue 2018: $246,993Expenses 2018: $276,606Net Income 2018: -$29,6132018Revenue 2019: -$9,187Expenses 2019: $285,962Net Income 2019: -$295,1492019Revenue 2020: $330,883Expenses 2020: $315,592Net Income 2020: $15,2912020Revenue 2021: $1,120,161Expenses 2021: $379,880Net Income 2021: $740,2812021Revenue 2022: $116,650Expenses 2022: $266,452Net Income 2022: -$149,8022022Revenue 2023: $33,796Expenses 2023: $280,277Net Income 2023: -$246,4812023Revenue 2024: $232,738Expenses 2024: $296,047Net Income 2024: -$63,3092024

Highlighted filing

2014

Revenue$155,688
Expenses$61,516
Net Income$94,172
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn Dale LeeVP-$0--
Joe R LeePres / Director-$0--
Keena Rene LeeSec-$0--
Michael Frederick LeeTreas-$0--
Filing and Contact Details

Filer

Filer Name
Joe R Lee Family Foundation Inc
EIN
20-5975648
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
joe r lee
Title
president
Phone
8008391754
Signed
2015-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix390 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/PersonNm0Carolyn Dale Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Joe R Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Keena Rene Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Michael Frederick Lee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Pres / Dir
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0348816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0349968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0516771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0353728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0311161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0303997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0273483
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.075095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.11899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.075561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.063993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.060736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.056197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04644995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04342965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04681355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04862442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05005203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04866546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt018133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.375477
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt018133
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt018133
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt018133
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Carolyn Dale Lee
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Joe R Lee
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt018133
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0229947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0211814
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0301697
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt039116
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0211814
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0128999
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0128999
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018133
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0128999
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0340813
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 Exp ACL ALT FUND SAC LTD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 EXP SILVER CREEK LOW VOL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4REGISTERED AGENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt017964
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt161
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2108
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04762
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15454
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017964
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14762
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25454
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt361
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4108
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss ACL ALT FUND SAC LTD
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Inc/Loss SILVER CREEK LOW VOL
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Federal Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1699
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1699
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2192
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030119
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt030119
TaxesSchedule/TaxesDetail/Amt01300
TaxesSchedule/TaxesDetail/Amt11723
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2014
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2013
TaxesSchedule/TaxesDetail/CategoryTxt2IRS Miscellaneous Fee
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0joe r lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joe R Lee Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0JOER
ReturnHeader/Filer/EIN0205975648
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02015-10-27T13:51:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,282,228
Liabilities
$0
Net assets
$4,282,228
Revenue
$155,688
Expenses
$61,516
Net income
$94,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.23$0.30$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.03$0.28$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.12$0.27$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$1.12$0.38$0.74
2020Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.33$0.32$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.01$0.29$0.30
2018Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.25$0.28$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.33$0.23$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.11$0.05$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.09$0.16$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.16$0.06$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.14$0.56$0.42
2012Summary only. Only limited summary data is available for this year.$4.60$0.00$0.14$0.40$0.27
2011Summary only. Only limited summary data is available for this year.$4.70$0.00$0.03$0.36$0.39
2010Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.36