Civic Intelligence

Lee Family Foundation

990PF • Fiscal year 2019 • EIN 30-6519917

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
2962 S Fletcher AvenueFernandina Beach, FL 32034

(904) 356-2600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-77%

Higher net margin than 8% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

2.3%

Faster asset growth than 53% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$330,658

Up $14,869 (+4.7%) from 2017

Net Assets

Up

$330,658

Up $14,869 (+4.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Up

$7,058

Up $1,993 (+39%) from 2017

Expenses

Down

$12,500

Down $3,000 (-19%) from 2017

Net Income

Up

-$5,442

Up $4,993 (+48%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$600K$400K$200K$0Assets 2016: $271,242Liabilities 2016: $3,913Net Assets 2016: $267,3292016Assets 2017: $315,789Liabilities 2017: $0Net Assets 2017: $315,7892017Assets 2019: $330,658Liabilities 2019: $0Net Assets 2019: $330,6582019Assets 2020: $398,129Liabilities 2020: $0Net Assets 2020: $398,1292020Assets 2021: $533,347Liabilities 2021: $0Net Assets 2021: $533,3472021Assets 2022: $115,816Liabilities 2022: $0Net Assets 2022: $115,8162022Assets 2023: $90,512Liabilities 2023: $0Net Assets 2023: $90,5122023Assets 2024: $110,640Liabilities 2024: $0Net Assets 2024: $110,6402024

Highlighted filing

2019

Assets$330,658
Liabilities$0
Net Assets$330,658
Open 2019 Filing

Operations Trend

Revenue Growth72nd percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $271,242Expenses 2016: $3,913Net Income 2016: $267,3292016Revenue 2017: $5,065Expenses 2017: $15,500Net Income 2017: -$10,4352017Revenue 2019: $7,058Expenses 2019: $12,500Net Income 2019: -$5,4422019Revenue 2020: $36,768Expenses 2020: $34,500Net Income 2020: $2,2682020Revenue 2021: $7,445Expenses 2021: $22,766Net Income 2021: -$15,3212021Revenue 2022: $52,951Expenses 2022: $37,802Net Income 2022: $15,1492022Revenue 2023: $9,562Expenses 2023: $34,866Net Income 2023: -$25,3042023Revenue 2024: $55,386Expenses 2024: $35,258Net Income 2024: $20,1282024

Highlighted filing

2019

Revenue$7,058
Expenses$12,500
Net Income-$5,442
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James E LeeTrustee-$0--
Regina R LeeTrustee-$0--
Jason D LeeTrustee-$0--
David E LeeTrustee-$0--
Katherine M LeeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lee Family Foundation
EIN
30-6519917
Phone
9043562600
Address
2962 S Fletcher Avenue, Fernandina Beach, FL 32034

Signing Officer

Name
James E Lee
Title
Trustee
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Strickland & Company PC
Address
4653 Olde Towne Pkwy, Marietta, GA 30068
Preparer
Kendyl C Strickland
Phone
7709776892
Raw XML Appendix270 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jason D Lee
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045250
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045250
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032750
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James E Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lee Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEEF
ReturnHeader/Filer/EIN0306519917
ReturnHeader/Filer/PhoneNum09043562600
ReturnHeader/Filer/USAddress/AddressLine1Txt02962 S Fletcher Avenue
ReturnHeader/Filer/USAddress/CityNm0Fernandina Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582018171
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Strickland & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04653 Olde Towne Pkwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marietta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030068
ReturnHeader/PreparerPersonGrp/PhoneNum07709776892
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kendyl C Strickland
ReturnHeader/ReturnTs02020-11-16T05:48:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$330,658
Liabilities
$0
Net assets
$330,658
Revenue
$7,058
Expenses
$12,500
Net income
-$5,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.55$0.35$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.35$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.53$0.38$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.07$0.23$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.37$0.35$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.07$0.13$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.05$0.16$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.04$2.67$2.71$0.04$2.67