Civic Intelligence

Isabel James Lehto Foundation Inc

EIN 26-0709589 • Wrightsville Beach, NC

23 Shore DriveWrightsville Beach, NC 28480
Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

NTEE T20 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.00x

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

NTEE T20 • $10M-$25M nonprofits • Source year 2024

Net Margin

18th percentile

-73%

Higher net margin than 18% of similar nonprofits.

NTEE T20 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

NTEE T20 • $10M-$25M nonprofits • Source year 2024

Asset Growth

59th percentile

4.7%

Faster asset growth than 59% of similar nonprofits.

NTEE T20 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

NTEE T20 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$11,572,204

Up $519,458 (+4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,572,204

Up $519,458 (+4.7%) from 2023

Revenue

Down

$347,846

Down $211,675 (-38%) from 2023

Expenses

Up

$601,355

Up $11,412 (+1.9%) from 2023

Net Income

Down

-$253,509

Down $223,087 (-733%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2013: $108,125Liabilities 2013: $0Net Assets 2013: $108,1252013Assets 2014: $9,392,379Liabilities 2014: $0Net Assets 2014: $9,392,3792014Assets 2016: $8,890,326Liabilities 2016: $0Net Assets 2016: $8,890,3262016Assets 2017: $9,198,946Liabilities 2017: $0Net Assets 2017: $9,198,9462017Assets 2018: $8,991,467Liabilities 2018: $0Net Assets 2018: $8,991,4672018Assets 2019: $8,721,091Liabilities 2019: $0Net Assets 2019: $8,721,0912019Assets 2020: $8,425,269Liabilities 2020: $0Net Assets 2020: $8,425,2692020Assets 2021: $9,335,003Liabilities 2021: $0Net Assets 2021: $9,335,0032021Assets 2022: $10,012,143Liabilities 2022: $0Net Assets 2022: $10,012,1432022Assets 2023: $11,052,746Liabilities 2023: $0Net Assets 2023: $11,052,7462023Assets 2024: $11,572,204Liabilities 2024: $0Net Assets 2024: $11,572,2042024

Highlighted filing

2024

Assets$11,572,204
Liabilities$0
Net Assets$11,572,204

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2013: $44,7342013Revenue 2014: $9,788,453Expenses 2014: $504,199Net Income 2014: $9,284,2542014Revenue 2016: $210,575Expenses 2016: $612,045Net Income 2016: -$401,4702016Revenue 2017: $855,043Expenses 2017: $546,423Net Income 2017: $308,6202017Revenue 2018: $428,624Expenses 2018: $636,103Net Income 2018: -$207,4792018Revenue 2019: $298,187Expenses 2019: $568,563Net Income 2019: -$270,3762019Revenue 2020: $259,163Expenses 2020: $554,985Net Income 2020: -$295,8222020Revenue 2021: $1,483,892Expenses 2021: $574,158Net Income 2021: $909,7342021Revenue 2022: $301,116Expenses 2022: $602,550Net Income 2022: -$301,4342022Revenue 2023: $559,521Expenses 2023: $589,943Net Income 2023: -$30,4222023Revenue 2024: $347,846Expenses 2024: $601,355Net Income 2024: -$253,5092024

Highlighted filing

2024

Revenue$347,846
Expenses$601,355
Net Income-$253,509

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 28, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexander B KoonceDirector-$0--
Martha H ClarkDirector-$0--
John C Wessell IIIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Isabel James Lehto Foundation Inc
EIN
26-0709589
Phone
9106173722
Address
23 Shore Drive, Wrightsville Beach, NC 28480

Signing Officer

Name
John C Wessell III
Title
Director
Phone
9107627475
Signed
2025-05-28
Discuss with paid preparer
Yes

Preparer

Firm
EARNEY Accountants & Advisors PLLC
Address
700 Military Cutoff Road Suite 250, Wilmington, NC 28405
Preparer
Adrienne McKinney CPA
Phone
9102569995
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0John C Wessell III
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt023 Shore Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wrightsville Beach
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028480
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Operating Funds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Operating Funds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Historic House Preservation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Nursing Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Support for Burgin-Wright House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Operating Funds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Renovation of Dormitory
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Operating Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Transportation Needs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Boys & Girls Club of Southeastern NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Red Cross of Eastern NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Families First Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Good Shepherd Ministries of Wilmington INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Hope Harbor Home Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Lower Cape Fear Historical Society Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Ministering Circle of Wilmington NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Nat'l Society of the Colonial Dames of America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Pender County Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Saint Mary's School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Saint Paul's Episcopal Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0140 Cinema Dr Unit H
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1700-A Cromwell Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 1776
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3811 Martin Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5126 S 3rd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 3862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7224 Market Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9900 Hillsborough Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1016 N 16th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11820 North 2nd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Wilmington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Greenville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Whiteville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Wilmington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Supply
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Wilmington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Wilmington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Wilmington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Burgaw
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Wilmington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Wilmington
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127858
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228472
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328401
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628406
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd828425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd927603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1028401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1128401
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0516000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0516000
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0567873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt032076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025027
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt032076
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0516000
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019797
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance - Directors and Officers
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03065
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03065
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0772967
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Current year change in unrealized gains
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt053879
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment fees - Trust Co.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt053879
TaxesSchedule/TaxesDetail/Amt013897
TaxesSchedule/TaxesDetail/Amt16799
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16799
ReturnHeader/BuildTS02025-03-06 01:10:19Z

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