Civic Intelligence

William K Lee M D Foundation Inc.

990PF • Fiscal year 2023 • EIN 22-3507082

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 26, 2024

Organization Profile
747 Shoshone TrailFranklin Lakes, NJ 07417

(201) 891-7077

Siviq Scores

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

Liabilities / Assets

70th percentile

0.00x

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

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Net Margin

50th percentile

-0.1%

Higher net margin than 50% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Asset Growth

76th percentile

9.6%

Faster asset growth than 76% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

71%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$5,212,895

Up $455,823 (+9.6%) from 2022

Net Assets

Up

$5,212,895

Up $455,823 (+9.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin50th percentile

Revenue

Up

$300,471

Up $124,544 (+71%) from 2022

Expenses

Down

$300,625

Down $23,185 (-7.2%) from 2022

Net Income

Up

-$154

Up $147,729 (+100%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,700,291Liabilities 2011: $02011Assets 2012: $2,268,628Liabilities 2012: $0Net Assets 2012: $2,268,6282012Assets 2013: $2,816,890Liabilities 2013: $0Net Assets 2013: $2,816,8902013Assets 2014: $3,008,830Liabilities 2014: $0Net Assets 2014: $3,008,8302014Assets 2015: $2,906,291Liabilities 2015: $0Net Assets 2015: $2,906,2912015Assets 2016: $3,508,761Liabilities 2016: $0Net Assets 2016: $3,508,7612016Assets 2017: $3,941,879Liabilities 2017: $0Net Assets 2017: $3,941,8792017Assets 2018: $3,812,761Liabilities 2018: $2Net Assets 2018: $3,812,7592018Assets 2019: $4,602,453Liabilities 2019: $3Net Assets 2019: $4,602,4502019Assets 2020: $4,607,356Liabilities 2020: $0Net Assets 2020: $4,607,3562020Assets 2021: $5,594,351Liabilities 2021: $0Net Assets 2021: $5,594,3512021Assets 2022: $4,757,072Liabilities 2022: $0Net Assets 2022: $4,757,0722022Assets 2023: $5,212,895Liabilities 2023: $0Net Assets 2023: $5,212,8952023Assets 2024: $5,784,994Liabilities 2024: $0Net Assets 2024: $5,784,9942024

Highlighted filing

2023

Assets$5,212,895
Liabilities$0
Net Assets$5,212,895
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $358,886Expenses 2011: $103,024Net Income 2011: $255,8622011Expenses 2012: $79,7232012Revenue 2013: $421,654Expenses 2013: $96,630Net Income 2013: $325,0242013Revenue 2014: $466,556Expenses 2014: $130,190Net Income 2014: $336,3662014Revenue 2015: $383,024Expenses 2015: $162,040Net Income 2015: $220,9842015Revenue 2016: $378,684Expenses 2016: $93,675Net Income 2016: $285,0092016Revenue 2017: $397,999Expenses 2017: $129,865Net Income 2017: $268,1342017Revenue 2018: $380,398Expenses 2018: $109,993Net Income 2018: $270,4052018Revenue 2019: $439,625Expenses 2019: $156,447Net Income 2019: $283,1782019Revenue 2020: $328,543Expenses 2020: $178,998Net Income 2020: $149,5452020Revenue 2021: $277,970Expenses 2021: $166,259Net Income 2021: $111,7112021Revenue 2022: $175,927Expenses 2022: $323,810Net Income 2022: -$147,8832022Revenue 2023: $300,471Expenses 2023: $300,625Net Income 2023: -$1542023Revenue 2024: $364,764Expenses 2024: $283,347Net Income 2024: $81,4172024

Highlighted filing

2023

Revenue$300,471
Expenses$300,625
Net Income-$154
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 26, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM K LEEPresident-$0--
HWAIN LEEVice President-$0--
JOHN H LEETrustee-$0--
CHARLES H LEETrustee-$0--
JULIE LEE KIMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William K Lee Md Foundation Inc
EIN
22-3507082
Phone
2018917077
Address
747 SHOSHONE TRAIL, FRANKLIN LAKES, NJ 07417

Signing Officer

Name
William K Lee
Title
President
Signed
2024-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Fulton Menfi Frega Straubinger Berlamino LLC
Address
6 ARROW RD STE 200, RAMSEY, NJ 07446
Preparer
Steven Straubinger
Phone
2013277600
Raw XML Appendix279 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/PersonNm0WILLIAM K LEE
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM K LEE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1HWAIN LEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0286238
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BLANTON PEALE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07 WEST 30TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0286238
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/AppliedToCurrentYearAmt086253
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0199985
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0240810
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0286238
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0154557
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0199985
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02708
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02708
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06816
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06816
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0455977
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt03363
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03363
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM K LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM K LEE MD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0223507082
ReturnHeader/Filer/PhoneNum02018917077
ReturnHeader/Filer/USAddress/AddressLine1Txt0747 SHOSHONE TRAIL
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007417
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464222649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FULTON MENFI FREGA STRAUBINGER BERLAMINO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 ARROW RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RAMSEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007446
ReturnHeader/PreparerPersonGrp/PhoneNum02013277600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN STRAUBINGER
ReturnHeader/ReturnTs02024-06-26T11:05:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM K
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,212,895
Liabilities
$0
Net assets
$5,212,895
Revenue
$300,471
Expenses
$300,625
Net income
-$154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.36$0.28$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.30$0.30$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.18$0.32$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.00$5.59$0.28$0.17$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.00$4.61$0.33$0.18$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.60$0.00$4.60$0.44$0.16$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.00$3.81$0.38$0.11$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.00$3.94$0.40$0.13$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$0.38$0.09$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$0.38$0.16$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.47$0.13$0.34
2013Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.42$0.10$0.33
2012Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.08
2011Summary only. Only limited summary data is available for this year.$1.70$0.00$0.36$0.10$0.26
Peer Organizations

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