Civic Intelligence

H & J Lee Foundation

990PF • Fiscal year 2024 • EIN 26-1630975

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 28, 2025

Organization Profile
40653 Marino WayFremont, CA 94539

(408) 475-8577

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-21%

Higher net margin than 20% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

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.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-1.0%

Faster asset growth than 46% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-11%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$37,873

Down $395 (-1.0%) from 2023

Net Assets

Down

$37,873

Down $395 (-1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin20th percentile

Revenue

Down

$1,848

Down $238 (-11%) from 2023

Expenses

Down

$2,243

Down $1,950 (-47%) from 2023

Net Income

Up

-$395

Up $1,712 (+81%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2024

Assets$37,873
Liabilities$0
Net Assets$37,873
Open 2024 Filing

Operations Trend

Revenue Growth31st 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

2024

Revenue$1,848
Expenses$2,243
Net Income-$395
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 28, 2025
Return Version
2024v5.1
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
In Care Of
% HSILIN LEE
Phone
4084758577
Address
40653 MARINO WAY, Fremont, CA 94539

Signing Officer

Name
Hsilin Lee
Title
President
Phone
4085256844
Signed
2025-03-28
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 Appendix232 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/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt038268
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt037873
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HSILUN LEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Fremont
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02243
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IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt01670
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JING ZHANG LEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04084758577
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11070
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt143531 Mission Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sunnyvale
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0632
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010344
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02875
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02257
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0687
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03896
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03913
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03913
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1115
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt229
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HSILIN LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04085256844
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H & J LEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0H&JL
ReturnHeader/Filer/EIN0261630975
ReturnHeader/Filer/InCareOfNm0% HSILIN LEE
ReturnHeader/Filer/PhoneNum04084758577
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/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANTOSH SHARMA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-07T21:28:07-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,873
Liabilities
$0
Net assets
$37,873
Revenue
$1,848
Expenses
$2,243
Net income
-$395
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