Civic Intelligence

Ella Ann Lee Holding Foundation Inc.

990PF • Fiscal year 2012 • EIN 26-3066843

Jan 01, 2012 to Dec 31, 2012 • Filed on May 20, 2013

Organization Profile
P O Box 141527577
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2012 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

2012 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2012

Asset Growth

83rd percentile

14%

Faster asset growth than 83% of similar nonprofits.

2012 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$646,159

Up $77,236 (+14%) from 2011

Net Assets

Up

$646,159

Up $77,236 (+14%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$28,892

Up $8,092 (+39%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $568,923Liabilities 2011: $0Net Assets 2011: $568,9232011Assets 2012: $646,159Liabilities 2012: $0Net Assets 2012: $646,1592012Assets 2013: $658,976Liabilities 2013: $0Net Assets 2013: $658,9762013Assets 2014: $671,807Liabilities 2014: $0Net Assets 2014: $671,8072014Assets 2015: $673,521Liabilities 2015: $0Net Assets 2015: $673,5212015Assets 2016: $656,854Liabilities 2016: $0Net Assets 2016: $656,8542016Assets 2017: $670,463Liabilities 2017: $0Net Assets 2017: $670,4632017Assets 2018: $679,883Liabilities 2018: $0Net Assets 2018: $679,8832018Assets 2019: $1,106,784Liabilities 2019: $0Net Assets 2019: $1,106,7842019Assets 2020: $1,109,962Liabilities 2020: $0Net Assets 2020: $1,109,9622020Assets 2021: $1,226,722Liabilities 2021: $0Net Assets 2021: $1,226,7222021Assets 2022: $1,124,666Liabilities 2022: $0Net Assets 2022: $1,124,6662022Assets 2023: $1,085,247Liabilities 2023: $0Net Assets 2023: $1,085,2472023Assets 2024: $1,112,311Liabilities 2024: $0Net Assets 2024: $1,112,3112024

Highlighted filing

2012

Assets$646,159
Liabilities$0
Net Assets$646,159
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2011: $20,8002011Expenses 2012: $28,8922012Revenue 2013: $46,414Expenses 2013: $33,597Net Income 2013: $12,8172013Revenue 2014: $46,266Expenses 2014: $33,435Net Income 2014: $12,8312014Revenue 2015: $37,933Expenses 2015: $36,219Net Income 2015: $1,7142015Revenue 2016: $20,853Expenses 2016: $37,520Net Income 2016: -$16,6672016Revenue 2017: $50,888Expenses 2017: $37,279Net Income 2017: $13,6092017Revenue 2018: $48,561Expenses 2018: $39,141Net Income 2018: $9,4202018Revenue 2019: $460,963Expenses 2019: $40,365Net Income 2019: $420,5982019Revenue 2020: $46,438Expenses 2020: $43,260Net Income 2020: $3,1782020Revenue 2021: $179,350Expenses 2021: $62,590Net Income 2021: $116,7602021Revenue 2022: -$22,816Expenses 2022: $79,240Net Income 2022: -$102,0562022Revenue 2023: $27,173Expenses 2023: $66,592Net Income 2023: -$39,4192023Revenue 2024: $92,909Expenses 2024: $65,845Net Income 2024: $27,0642024

Highlighted filing

2012

Revenue-
Expenses$28,892
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 20, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLA ANN LEE HOLDINGPresident-$0--
OLIVIA B HOLDINGVP/Secretary-$0--
HOPE H CONNELLTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTH CAROLINA SYMPHONY INCPROMOTION OF MUSICAL ACTIVITIESNONPROFITRALEIGH, NC, US$27,700
Filing and Contact Details

Filer

EIN
26-3066843
Raw XML Appendix363 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ELLA ANN LEE HOLDING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1OLIVIA B HOLDING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2HOPE H CONNELL
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NC
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount027700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROMOTION OF MUSICAL ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10NORTH CAROLINA SYMPHONY INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NONPROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine104350 LASSITER AT NORTH HILLS SUITE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0RALEIGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode027609
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear027700
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0478
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1027644
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted031487
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions028122
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY031009
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear027644
OtherExpensesSchedule/OtherExpenses/Description0BANK FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps022
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome023
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks045
TaxesSchedule/Taxes/Amount0347
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0263066843
ReturnHeader/Filer/Name/BusinessNameLine10ELLA ANN LEE HOLDING FOUNDATION
ReturnHeader/Filer/NameControl0ELLA
ReturnHeader/Filer/Phone09199893281
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1415
ReturnHeader/Filer/USAddress/City0SMITHFIELD
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027577
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-20
ReturnHeader/Officer/Name0OLIVIA B HOLDING
ReturnHeader/Officer/Phone09199893281
ReturnHeader/Officer/Title0VICE-PRESIDENT
ReturnHeader/PreparerFirm/EIN0561965804
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THOMAS JUDY & TUCKER P A
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104700 FALLS OF NEUSE ROAD SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0RALEIGH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode027609
ReturnHeader/Preparer/Name0CAROLINE P ABBOTT CPA
ReturnHeader/Preparer/Phone09195717055
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-20T10:15:51-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$646,159
Liabilities
$0
Net assets
$646,159
Revenue
-
Expenses
$28,892
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02$0.08$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.18$0.06$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.04$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.46$0.04$0.42
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.05$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.02$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.04$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.05$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.05$0.03$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.02