Civic Intelligence

H & J Lee Foundation

990PF • Fiscal year 2022 • EIN 26-1630975

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 07, 2023

Organization Profile
40653 Marino WayFremont, CA 94539

(408) 525-6844

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

12th percentile

-63%

Higher net margin than 12% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

42nd percentile

-3.4%

Faster asset growth than 42% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$40,375

Down $1,430 (-3.4%) from 2021

Net Assets

Down

$40,375

Down $1,430 (-3.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin12th percentile

Revenue

Down

$2,288

Down $401 (-15%) from 2021

Expenses

Up

$3,718

Up $1,658 (+80%) from 2021

Net Income

Down

-$1,430

Down $2,059 (-327%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$60K$40K$20K$0Assets 2020: $43,301Liabilities 2020: $0Net Assets 2020: $43,3012020Assets 2021: $41,805Liabilities 2021: $0Net Assets 2021: $41,8052021Assets 2022: $40,375Liabilities 2022: $0Net Assets 2022: $40,3752022Assets 2023: $38,268Liabilities 2023: $0Net Assets 2023: $38,2682023Assets 2024: $37,873Liabilities 2024: $0Net Assets 2024: $37,8732024

Highlighted filing

2022

Assets$40,375
Liabilities$0
Net Assets$40,375
Open 2022 Filing

Operations Trend

Revenue Growth29th percentile

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

$5.0K$0-$5.0K-$10KRevenue 2020: -$3,986Expenses 2020: $1,880Net Income 2020: -$5,8662020Revenue 2021: $2,689Expenses 2021: $2,060Net Income 2021: $6292021Revenue 2022: $2,288Expenses 2022: $3,718Net Income 2022: -$1,4302022Revenue 2023: $2,086Expenses 2023: $4,193Net Income 2023: -$2,1072023Revenue 2024: $1,848Expenses 2024: $2,243Net Income 2024: -$3952024

Highlighted filing

2022

Revenue$2,288
Expenses$3,718
Net Income-$1,430
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 7, 2023
Return Version
2022v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HSILUN LEECEO-$0--
JING ZHANG LEECFO-$0--
Filing and Contact Details

Filer

Filer Name
H & J Lee Foundation
EIN
26-1630975
Address
40653 MARINO WAY, Fremont, CA 94539

Signing Officer

Name
Hsilun Lee
Title
President
Phone
4085256844
Signed
2023-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Liberty Tax Service
Address
121 Fremont Hub Courtyard, FREMONT, CA 94538-7701
Preparer
Santosh Sharma
Phone
5107924119
Raw XML Appendix254 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/PreparationDt02023-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANTOSH SHARMA
ReturnHeader/ReturnTs02023-03-13T22:43:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HSILUN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,375
Liabilities
$0
Net assets
$40,375
Revenue
$2,288
Expenses
$3,718
Net income
-$1,430
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.9$0.00$37.9$1.85$2.24$0.40
2023Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$2.09$4.19$2.11
2022Detailed filing. Detailed filing data is available for this year.$40.4$0.00$40.4$2.29$3.72$1.43
2021Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$2.69$2.06$0.63
2020Detailed filing. Detailed filing data is available for this year.$43.3$0.00$43.3$3.99$1.88$5.87