Civic Intelligence

The Harold Lee Fund

990EZ • Fiscal year 2018 • EIN 27-3014750

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 11, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

37th percentile

-1.2%

Higher net margin than 37% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

8th percentile

-55%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$289

Down $347 (-55%) from 2017

Net Assets

Down

$289

Down $347 (-55%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Down

$29,903

Down $10,447 (-26%) from 2017

Expenses

Down

$30,250

Down $10,100 (-25%) from 2017

Net Income

Down

-$347

Down $347 from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2018

Assets$289
Liabilities-
Net Assets$289
Open 2018 Filing

Operations Trend

Revenue Growth20th 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

2018

Revenue$29,903
Expenses$30,250
Net Income-$347
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 11, 2018
Return Version
2017v2.2
Gross Receipts
$38,350
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-$24,000
THE ORGANIZATION PROVIDED FUNDS TO RUN AN OUTREACH PROGRAM FOR VETERANS WITH PTSD-$4,000
THE FUND PROVIDED SUPPORT FOR AN OUTREACH PROGRAM THAT HELPS VETERANS THROUGH LEMOYNE COLLEGE IN SYRACUSE NY-$2,000
Compensation and Service Providers
Top Officer Pay76th 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$38,350$38,350-$38,350
Total Events$38,350$38,350$8,447$29,903
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
2018-10-11
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

“Veteran Education; Education; Syracuse University EBV: EBV Center, Syracuse, NY, 13244; None, 24000.”

Form 990EZ, Part I, Line 10

“Veteran education and treatment; education; clearpath for veterans: 1223 salt springs road, chittena”

Form 990EZ, Part I, Line 10

“Veteran assistance; education; lemoyne college: 1419 salt springs road, syracuse, ny, 13214; none, 2”

Form 990EZ, Part I, Line 16

“BANK FEES 0.”

Form 990EZ, Part I, Line 16

“ACCOUNTING FEE 250.”

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES P LEE
IRS990EZ/BooksInCareOfDetail/PhoneNum03154813596
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04513 WILDERNESS WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SYRACUSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013215
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0636
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0289
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-347
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0636
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0289
IRS990EZ/FundraisingGrossIncomeAmt038350
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt038350
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0636
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0289
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0636
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0289
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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/OtherExpensesTotalAmt0250
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUND FOR DIABLED VETERAN CAUSES
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 FUND PROVIDED SUPPORT FOR AN OUTREACH PROGRAM THAT HELPS VETERANS THROUGH LEMOYNE COLLEGE IN SYRACUSE NY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08447
IRS990EZ/SpecialEventsNetIncomeLossAmt029903
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030250
IRS990EZ/TotalProgramServiceExpensesAmt030000
IRS990EZ/TotalRevenueAmt029903
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03155
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044143
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt080223
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt083378
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047063
IRS990ScheduleA/Total509Grp/TotalAmt083378
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt083378
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08447
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038350
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029903
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08447
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Veteran Education; Education; Syracuse University EBV: EBV Center, Syracuse, NY, 13244; None, 24000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VETERAN EDUCATION AND TREATMENT; EDUCATION; CLEARPATH FOR VETERANS: 1223 SALT SPRINGS ROAD, CHITTENA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VETERAN ASSISTANCE; EDUCATION; LEMOYNE COLLEGE: 1419 SALT SPRINGS ROAD, SYRACUSE, NY, 13214; NONE, 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTING FEE 250.
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03154813596
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08FB1B26D2319FA85FD84E9C0AB6AC8A5627E38EF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08FB1B26D2319FA85FD84E9C0AB6AC8A5627E38EF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.115.157.82
ReturnHeader/FilingSecurityInformation/IPDt02018-10-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm005:23:17
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/PreparationDt02018-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J PETOSA CPA ESQ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-12T05:23:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$289
Liabilities
-
Net assets
$289
Revenue
$29,903
Expenses
$30,250
Net income
-$347
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