Civic Intelligence

The Harold Lee Fund

990EZ • Fiscal year 2016 • EIN 27-3014750

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 23, 2016

Organization ProfileN/A
4513 Wilderness WaySyracuse, NY 13215

(315) 481-3596

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

39th percentile

-0.6%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

18th percentile

-25%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-7.7%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$636

Down $207 (-25%) from 2015

Net Assets

Down

$636

Down $207 (-25%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Down

$33,516

Down $2,799 (-7.7%) from 2015

Expenses

Down

$33,723

Down $2,592 (-7.1%) from 2015

Net Income

Down

-$207

Down $207 from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$3.0K$2.0K$1.0K$0Assets 2013: $2,160Net Assets 2013: $2,1602013Assets 2014: $843Net Assets 2014: $8432014Assets 2015: $843Net Assets 2015: $8432015Assets 2016: $636Net Assets 2016: $6362016Assets 2017: $636Net Assets 2017: $6362017Assets 2018: $289Net Assets 2018: $2892018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$636
Liabilities-
Net Assets$636
Open 2016 Filing

Operations Trend

Revenue Growth37th percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $34,501Expenses 2013: $34,501Net Income 2013: $02013Revenue 2014: $34,978Expenses 2014: $36,295Net Income 2014: -$1,3172014Revenue 2015: $36,315Expenses 2015: $36,315Net Income 2015: $02015Revenue 2016: $33,516Expenses 2016: $33,723Net Income 2016: -$2072016Revenue 2017: $40,350Expenses 2017: $40,350Net Income 2017: $02017Revenue 2018: $29,903Expenses 2018: $30,250Net Income 2018: -$3472018Revenue 2019: $0Expenses 2019: $289Net Income 2019: -$2892019

Highlighted filing

2016

Revenue$33,516
Expenses$33,723
Net Income-$207
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 23, 2016
Return Version
2015v2.1
Gross Receipts
$45,267
Mission and Program Overview

Mission

Raise fund for diabled veteran causes

Program Services

DescriptionGrantsExpenses
THE FUND PROVIDED TUITION FOR 10 DISABLED VETS FOR A SPECIAL PROGRAM FOR VETS AT SYRACUSE UNIVERSITY$20,166$20,166
THE ORGANIZATION PROVIDED FUNDS TO RUN AN OUTREACH PROGRAM FOR VETERANS WITH PTSD$10,100$10,100
The organization provided some proceeds to help veterans who joined a charitable organization that encourages rowing in upstate New York.$2,000$2,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P LEEPresident/DirectorPT$0--
THOMAS MOSSOTTIDirector-$0--
TIMOTHY LEEDirector-$0--
TOM FARNETIDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$45,267$45,267-$45,267
Total Events$45,267$45,267$11,751$33,516
Filing and Contact Details

Filer

Filer Name
The Harold Lee Fund
EIN
27-3014750
Phone
3154813596
Address
4513 WILDERNESS WAY, SYRACUSE, NY 13215

Signing Officer

Name
James P Lee
Title
Director
Phone
3154813596
Signed
2016-08-23
Discuss with paid preparer
Yes

Preparer

Firm
John J Petosa CPA Esq
Address
2500 CANAL RD, CAMILLUS, NY 13031-9637
Preparer
John J Petosa CPA Esq
Phone
3154884411
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Assist veterans with ptsd; 501(c)(3); clear path for veterans: 1223 salt springs road, chittenango,”

Form 990EZ, Part I, Line 10

“Assist veterans with starting their own business; 501(c)(3); syracuse university: 721 unversity ave,”

Form 990EZ, Part I, Line 10

“Pay for veteran to return to washington war memorials; 501(c)(3); honor flight syracuse: po box 591,”

Form 990EZ, Part I, Line 10

“Assist veterans with returning to civilian life; 501(c)(3); rochester community inclusive rowing: 12”

Form 990EZ, Part I, Line 16

“BANK FEES 57.”

Raw XML Appendix169 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES P LEE
IRS990EZ/BooksInCareOfDetail/PhoneNum03154813596
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SYRACUSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013215
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0843
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-207
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0843
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0636
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt045267
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033266
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt045267
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0843
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0636
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0843
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0636
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES P LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS MOSSOTTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIMOTHY LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM FARNETI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUND FOR DIABLED VETERAN CAUSES
IRS990EZ/PrintingPublicationsPostageAmt0150
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FUND PROVIDED TUITION FOR 10 DISABLED VETS FOR A SPECIAL PROGRAM FOR VETS AT SYRACUSE UNIVERSITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PROVIDED FUNDS TO RUN AN OUTREACH PROGRAM FOR VETERANS WITH PTSD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The organization provided some proceeds to help veterans who joined a charitable organization that encourages rowing in upstate New York.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020166
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110100
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020166
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011751
IRS990EZ/SpecialEventsNetIncomeLossAmt033516
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033723
IRS990EZ/TotalProgramServiceExpensesAmt032266
IRS990EZ/TotalRevenueAmt033516
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03405
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044143
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0142705
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0146110
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034651
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028081
IRS990ScheduleA/Total509Grp/TotalAmt0146110
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0146110
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011751
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03888
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045267
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033516
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03493
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03493
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04370
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04370
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ASSIST VETERANS WITH PTSD; 501(C)(3); CLEAR PATH FOR VETERANS: 1223 SALT SPRINGS ROAD, CHITTENANGO,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSIST VETERANS WITH STARTING THEIR OWN BUSINESS; 501(C)(3); SYRACUSE UNIVERSITY: 721 UNVERSITY AVE,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAY FOR VETERAN TO RETURN TO WASHINGTON WAR MEMORIALS; 501(C)(3); HONOR FLIGHT SYRACUSE: PO BOX 591,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSIST VETERANS WITH RETURNING TO CIVILIAN LIFE; 501(C)(3); ROCHESTER COMMUNITY INCLUSIVE ROWING: 12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES 57.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03154813596
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HAROLD LEE FUND
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0273014750
ReturnHeader/Filer/PhoneNum03154813596
ReturnHeader/Filer/USAddress/AddressLine1Txt04513 WILDERNESS WAY
ReturnHeader/Filer/USAddress/CityNm0SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN J PETOSA CPA ESQ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 CANAL RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMILLUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0130319637
ReturnHeader/PreparerPersonGrp/PhoneNum03154884411
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J PETOSA CPA ESQ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-23T08:11:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$636
Liabilities
-
Net assets
$636
Revenue
$33,516
Expenses
$33,723
Net income
-$207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.29$0.29
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.29$29.9$30.3$0.35
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.64$40.4$40.4$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.64$33.5$33.7$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.84$36.3$36.3$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.84$35.0$36.3$1.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$2.16$34.5$34.5$0.00