Civic Intelligence

H & J Lee Foundation

990PF • Fiscal year 2023 • EIN 26-1630975

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 06, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-101%

Higher net margin than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

37th percentile

-5.2%

Faster asset growth than 37% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-8.8%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$38,268

Down $2,107 (-5.2%) from 2022

Net Assets

Down

$38,268

Down $2,107 (-5.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin9th percentile

Revenue

Down

$2,086

Down $202 (-8.8%) from 2022

Expenses

Up

$4,193

Up $475 (+13%) from 2022

Net Income

Down

-$2,107

Down $677 (-47%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2023

Assets$38,268
Liabilities$0
Net Assets$38,268
Open 2023 Filing

Operations Trend

Revenue Growth34th 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

2023

Revenue$2,086
Expenses$4,193
Net Income-$2,107
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
Hsilin Lee
Title
President
Phone
4085256844
Signed
2024-04-06
Discuss with paid preparer
No

Preparer

Firm
Liberty Tax Service
Address
121 Fremont Hub Courtyard, FREMONT, CA 94538-7701
Preparer
Santosh Sharma
Phone
5107924119
Raw XML Appendix248 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05104408577
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12925
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Olive Children Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 2972
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0632
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02257
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09310
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UTILITIES
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0HSILIN LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04085256844
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H & J LEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0H&JL
ReturnHeader/Filer/EIN0261630975
ReturnHeader/Filer/USAddress/AddressLine1Txt040653 MARINO WAY
ReturnHeader/Filer/USAddress/CityNm0Fremont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094539
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264070746
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIBERTY TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 Fremont Hub Courtyard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945387701
ReturnHeader/PreparerPersonGrp/PhoneNum05107924119
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANTOSH SHARMA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-09T19:02:29-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HSILIN
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
$38,268
Liabilities
$0
Net assets
$38,268
Revenue
$2,086
Expenses
$4,193
Net income
-$2,107
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