Civic Intelligence

The General and Mrs Curtis E Lemay Foundation

990 • Fiscal year 2016 • EIN 33-0277610

May 01, 2015 to Apr 30, 2016 • Filed on Nov 03, 2016

Organization ProfileWWW.LEMAY-FOUNDATION.ORG
21249 Twining AveRiverside, CA 92518-2855

(800) 554-5510

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

$11,752,290

No earlier filing loaded for comparison.

Net Assets

$11,747,331

No earlier filing loaded for comparison.

Liabilities

$4,959

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin96th percentile

Revenue

$2,139,975

No earlier filing loaded for comparison.

Expenses

$572,909

No earlier filing loaded for comparison.

Net Income

$1,567,066

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2016: $11,752,290Liabilities 2016: $4,959Net Assets 2016: $11,747,3312016Assets 2017: $11,660,176Liabilities 2017: $0Net Assets 2017: $11,660,1762017Assets 2018: $11,322,996Liabilities 2018: $0Net Assets 2018: $11,322,9962018Assets 2019: $11,590,155Liabilities 2019: $0Net Assets 2019: $11,590,1552019Assets 2020: $12,333,314Liabilities 2020: $0Net Assets 2020: $12,333,3142020Assets 2021: $12,224,077Liabilities 2021: $0Net Assets 2021: $12,224,0772021Assets 2022: $11,095,085Liabilities 2022: $0Net Assets 2022: $11,095,0852022Assets 2025: $11,658,591Liabilities 2025: $247,545Net Assets 2025: $11,411,0462025

Highlighted filing

2016

Assets$11,752,290
Liabilities$4,959
Net Assets$11,747,331
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $2,139,975Expenses 2016: $572,909Net Income 2016: $1,567,0662016Revenue 2017: $823,106Expenses 2017: $665,809Net Income 2017: $157,2972017Revenue 2018: $617,273Expenses 2018: $692,359Net Income 2018: -$75,0862018Revenue 2019: $711,263Expenses 2019: $749,520Net Income 2019: -$38,2572019Revenue 2020: $660,679Expenses 2020: $771,965Net Income 2020: -$111,2862020Revenue 2021: $738,251Expenses 2021: $719,090Net Income 2021: $19,1612021Revenue 2022: $864,651Expenses 2022: $697,681Net Income 2022: $166,9702022Revenue 2025: $795,669Expenses 2025: $667,256Net Income 2025: $128,4132025

Highlighted filing

2016

Revenue$2,139,975
Expenses$572,909
Net Income$1,567,066
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Nov 3, 2016
Return Version
2015v2.1
Gross Receipts
$3,982,691
Mission and Program Overview

Mission

To provide financial support for indigent widows and/or widowers of active duty and retired air force officers as well as enlisted personnel.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,717,938$10,004,730▲ $286,792
Cash and Non-Interest-Bearing Accounts$314,921$1,658,552▲ $1,343,631
Land, Buildings, and Equipment, Net$19,178$13,775▼ $5,403
Total Assets$10,131,448$11,752,290▲ $1,620,842
Other Assets Total$79,411$75,233▼ $4,178
Liabilities
Other Liabilities$8,461$4,959▼ $3,502
Total Liabilities$8,461$4,959▼ $3,502
Net Assets / Fund Balance
Temporarily Rstr Net Assets$8,970,307$9,371,774▲ $401,467
Unrestricted Net Assets$812,680$2,035,557▲ $1,222,877
Permanently Rstr Net Assets$340,000$340,000→ $0
Total Net Assets Fund Balance$10,122,987$11,747,331▲ $1,624,344
Total Liabilities and Net Assets / Fund Balance$10,131,448$11,752,290▲ $1,620,842

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,775$25,218$38,993

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$340,000---$340,000
2014$340,000---$340,000
2013$340,000---$340,000
2012$340,000---$340,000
2011$340,000---$340,000
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Charles L LodgeChairman
Arthur Boone JrDirector
Eileen VincentDirector
Frank DecuireDirector
James L MelinDirector
Norton YoungloveDirector
Steven CrowderDirector
Leana FranklinExecutive Di
William a BarnesSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$1,884,465
Program Service Revenue
$0
Investment Income
$255,510
Other Revenue
$0
All Other Contributions
$1,199,684
Change in Net Assets
$1,567,066

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,139,975
Revenue Not Reported on Form 990
$72,506
Total Revenue per Audited Statements
$2,212,481
Total Revenue per Form 990
$2,139,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$370,077
Salaries, Compensation, and Employee Benefits$140,426
Other Expenses$62,406
Total Fundraising Expense$5,656
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$370,077--$370,077
Other Salaries and Wages$93,430$17,104$3,419$113,953
Fees for Services Other$27,944$6,138-$34,082
Other Employee Benefits$14,073$2,576$515$17,164
Payroll Taxes$7,633$1,397$279$9,309
Conferences and Meetings-$8,330-$8,330
Office Expenses$6,414$1,173$235$7,822
Depreciation Depletion$4,430$811$162$5,403
Insurance$1,996$365$75$2,436
Advertising--$867$867
Other Expenses$8$2$20$10
Total Functional Expenses$528,836$38,417$5,656$572,909

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$588,137
Expenses per Audited Statements$572,909
Total Expenses per Form 990$572,909
Expenses Not Reported on Form 990$15,228
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Liability$4,959
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is presented to the board for review. After the approval, the executive director signs the return and ensures the returns are filed.”

Form 990, Page 6, Part VI, Line 15A

“Executive director's compensation is reviewed by the governing board and subjected to comparisons to like entities in the local area.”

Form 990, Page 6, Part VI, Line 19

“Upon request at the office. Tax return is available on guidestar.”

Filing and Contact Details

Filer

Filer Name
The General and Mrs Curtis E
EIN
33-0277610
Phone
8005545510
Address
21249 TWINING AVE, RIVERSIDE, CA 92518-2855

Signing Officer

Name
Leana Franklin
Title
Executive Director
Phone
9516972099
Signed
2016-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leana Franklin
Formed
1998
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
2

Preparer

Firm
Roorda Piquet & Bessee Inc
Address
5995 BROCKTON AVENUE/2ND FLOOR, RIVERSIDE, CA 92506
Preparer
Robert M Bessee
Phone
9516847781
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The organization's endowment fund purpose is to generate investment income to support the organizations mission. The principal balance is to remain restricted.”

Raw XML AppendixShowing 400 of 429 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL SUPPORT FOR INDIGENT WIDOWS AND/OR WIDOWERS OF ACTIVE DUTY AND RETIRED AIR FORCE OFFICERS AS WELL AS ENLISTED PERSONNEL.
IRS990/AdvertisingGrp/FundraisingAmt0867
IRS990/AdvertisingGrp/TotalAmt0867
IRS990/AllOtherContributionsAmt01199684
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0LEANA FRANKLIN
IRS990/BooksInCareOfDetail/PhoneNum08005545510
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt021249 TWINING AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0RIVERSIDE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0925182855
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0314921
IRS990/CashNonInterestBearingGrp/EOYAmt01658552
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt08330
IRS990/ConferencesMeetingsGrp/TotalAmt08330
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01884465
IRS990/CYGrantsAndSimilarPaidAmt0370077
IRS990/CYInvestmentIncomeAmt0255510
IRS990/CYOtherExpensesAmt062406
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01567066
IRS990/CYSalariesCompEmpBnftPaidAmt0140426
IRS990/CYTotalExpensesAmt0572909
IRS990/CYTotalFundraisingExpenseAmt05656
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02139975
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0162
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0811
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04430
IRS990/DepreciationDepletionGrp/TotalAmt05403
IRS990/Desc0TO PROVIDE FINANCIAL SUPPORT FOR INDIGENT WIDOWS AND/OR WIDOWERS OF ACTIVE DUTY AND RETIRED AIR FORCE OFFICERS AS WELL AS ENLISTED PERSONNEL.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0528836
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt0681611
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06138
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt027944
IRS990/FeesForServicesOtherGrp/TotalAmt034082
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM A BARNES
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES L LODGE
IRS990/Form990PartVIISectionAGrp/PersonNm2ARTHUR BOONE JR
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVEN CROWDER
IRS990/Form990PartVIISectionAGrp/PersonNm4FRANK DECUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES L MELIN
IRS990/Form990PartVIISectionAGrp/PersonNm6NORTON YOUNGLOVE
IRS990/Form990PartVIISectionAGrp/PersonNm7EILEEN VINCENT
IRS990/Form990PartVIISectionAGrp/PersonNm8LEANA FRANKLIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-36837
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0370077
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0370077
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0370077
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01805879
IRS990/GrossReceiptsAmt03982691
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt075
IRS990/InsuranceGrp/ManagementAndGeneralAmt0365
IRS990/InsuranceGrp/ProgramServicesAmt01996
IRS990/InsuranceGrp/TotalAmt02436
IRS990/InvestmentIncomeGrp/ExclusionAmt0292347
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0292347
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09717938
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010004730
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025218
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019178
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013775
IRS990/LandBldgEquipCostOrOtherBssAmt038993
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01842716
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt03170
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FINANCIAL SUPPORT FOR INDIGENT WIDOWS AND/OR WIDOWERS OF ACTIVE DUTY AND RETIRED AIR FORCE OFFICERS AS WELL AS ENLISTED PERSONNEL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010122987
IRS990/NetAssetsOrFundBalancesEOYAmt011747331
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-36837
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-36837
IRS990/NetUnrlzdGainsLossesInvstAmt057278
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0235
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01173
IRS990/OfficeExpensesGrp/ProgramServicesAmt06414
IRS990/OfficeExpensesGrp/TotalAmt07822
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt079411
IRS990/OtherAssetsTotalGrp/EOYAmt075233
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0515
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02576
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014073
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017164
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
IRS990/OtherExpensesGrp/FundraisingAmt084
IRS990/OtherExpensesGrp/FundraisingAmt120
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0418
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt193
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32
IRS990/OtherExpensesGrp/ProgramServicesAmt02283
IRS990/OtherExpensesGrp/ProgramServicesAmt1508
IRS990/OtherExpensesGrp/ProgramServicesAmt240
IRS990/OtherExpensesGrp/ProgramServicesAmt38
IRS990/OtherExpensesGrp/TotalAmt02785
IRS990/OtherExpensesGrp/TotalAmt1621
IRS990/OtherExpensesGrp/TotalAmt250
IRS990/OtherExpensesGrp/TotalAmt310
IRS990/OtherLiabilitiesGrp/BOYAmt08461
IRS990/OtherLiabilitiesGrp/EOYAmt04959
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03419
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017104
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt093430
IRS990/OtherSalariesAndWagesGrp/TotalAmt0113953
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0279
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01397
IRS990/PayrollTaxesGrp/ProgramServicesAmt07633
IRS990/PayrollTaxesGrp/TotalAmt09309
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0340000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0340000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LEANA FRANKLIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0604619
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0403450
IRS990/PYInvestmentIncomeAmt0288559
IRS990/PYOtherExpensesAmt055894
IRS990/PYRevenuesLessExpensesAmt0302257
IRS990/PYSalariesCompEmpBnftPaidAmt0131577
IRS990/PYTotalExpensesAmt0590921
IRS990/PYTotalRevenueAmt0893178
IRS990/ReconcilationRevenueExpnssAmt01567066
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01884465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0604619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0703063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0794387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0648615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04635149
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0292347
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0304277
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0302760
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0328525
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0352639
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01580548
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0292347
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0304277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0302760
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0328525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0352639
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01580548
IRS990ScheduleA/InvestmentIncomeCYPct00.25000
IRS990ScheduleA/InvestmentIncomePYPct00.32000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74570
IRS990ScheduleA/PublicSupportPY509Pct00.67820
IRS990ScheduleA/PublicSupportTotal509Amt04635149
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01884465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0604619
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0703063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0794387
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0648615
IRS990ScheduleA/Total509Grp/TotalAmt04635149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02176812
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0908896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01005823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01122912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01001254
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06215697
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0340000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0340000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0340000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0340000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0340000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0340000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0340000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0340000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0340000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0340000
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt015228
IRS990ScheduleD/DonatedServicesUseFcltsAmt015228
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt013775
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025218
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt038993
IRS990ScheduleD/ExpensesNotReportedAmt015228
IRS990ScheduleD/ExpensesSubtotalAmt0572909
IRS990ScheduleD/NetUnrealizedGainsInvstAmt057278
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04959
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CAPITAL LEASE LIABILITY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt072506
IRS990ScheduleD/RevenueSubtotalAmt02139975
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT FUND PURPOSE IS TO GENERATE INVESTMENT INCOME TO SUPPORT THE ORGANIZATIONS MISSION. THE PRINCIPAL BALANCE IS TO REMAIN RESTRICTED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013775
IRS990ScheduleD/TotalExpensesPerForm990Amt0572909
IRS990ScheduleD/TotalLiabilityAmt04959
IRS990ScheduleD/TotalRevenuePerForm990Amt02139975
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02212481
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0588137
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0370077
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0LIVING STIPENDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt066
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S WIDOW SERVICE COMMITTEE IS TASKED WITH STRICTLY FOLLOWING THE ELIGIBILITY CRITERIA AND GUIDELINES.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A WIDOW SERVICE COMMITTEE THAT HAVE GUIDELINES FOR ELIGIBILTY BASED ON MONTHLY REVENUE, COST OF LIVING, ETC. EACH GRANT THAT IS PROVIDED HAS ITS OWN FILE AND IS UPDATED REGULARLY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED TO THE BOARD FOR REVIEW. AFTER THE APPROVAL, THE EXECUTIVE DIRECTOR SIGNS THE RETURN AND ENSURES THE RETURNS ARE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE GOVERNING BOARD AND SUBJECTED TO COMPARISONS TO LIKE ENTITIES IN THE LOCAL AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST AT THE OFFICE. TAX RETURN IS AVAILABLE ON GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt08970307
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt09371774
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010131448
IRS990/TotalAssetsEOYAmt011752290
IRS990/TotalAssetsGrp/BOYAmt010131448
IRS990/TotalAssetsGrp/EOYAmt011752290
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01884465
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05656
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038417
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0528836
IRS990/TotalFunctionalExpensesGrp/TotalAmt0572909
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08461
IRS990/TotalLiabilitiesEOYAmt04959
IRS990/TotalLiabilitiesGrp/BOYAmt08461
IRS990/TotalLiabilitiesGrp/EOYAmt04959
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010122987
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011747331
IRS990/TotalProgramServiceExpensesAmt0528836
IRS990/TotalRevenueGrp/ExclusionAmt0292347
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-36837
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02139975
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010131448
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011752290
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0812680
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02035557
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.LEMAY-FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$11,752,290
Liabilities
$4,959
Net assets
$11,747,331
Revenue
$2,139,975
Expenses
$572,909
Net income
$1,567,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.7$0.25$11.4$0.80$0.67$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.00$11.1$0.86$0.70$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$0.00$12.2$0.74$0.72$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.00$12.3$0.66$0.77$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$0.71$0.75$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.00$11.3$0.62$0.69$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.82$0.67$0.16
2016Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.7$2.14$0.57$1.57
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits