Civic Intelligence

The General and Mrs Curtis E Lemay Foundation

990 • Fiscal year 2017 • EIN 33-0277610

May 01, 2016 to Apr 30, 2017 • Filed on Jan 23, 2018

Organization ProfileWWW.LEMAY-FOUNDATION.ORG
21824 Cactus Ave Unit 4-2Riverside, CA 92518-3010

(800) 554-5510

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

28th percentile

-0.8%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-62%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$11,660,176

Down $92,114 (-0.8%) from 2016

Net Assets

Down

$11,660,176

Down $87,155 (-0.7%) from 2016

Liabilities

Down

$0

Down $4,959 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin78th percentile

Revenue

Down

$823,106

Down $1,316,869 (-62%) from 2016

Expenses

Up

$665,809

Up $92,900 (+16%) from 2016

Net Income

Down

$157,297

Down $1,409,769 (-90%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

2017

Assets$11,660,176
Liabilities$0
Net Assets$11,660,176
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

2017

Revenue$823,106
Expenses$665,809
Net Income$157,297
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Jan 23, 2018
Return Version
2016v3.0
Gross Receipts
$825,315
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$10,004,730$11,279,463▲ $1,274,733
Cash and Non-Interest-Bearing Accounts$1,658,552$289,040▼ $1,369,512
Land, Buildings, and Equipment, Net$13,775$7,756▼ $6,019
Total Assets$11,752,290$11,660,176▼ $92,114
Other Assets Total$75,233$83,917▲ $8,684
Liabilities
Other Liabilities$4,959--
Total Liabilities$4,959$0▼ $4,959
Net Assets / Fund Balance
Temporarily Rstr Net Assets$9,371,774$9,289,646▼ $82,128
Unrestricted Net Assets$2,035,557$2,030,530▼ $5,027
Permanently Rstr Net Assets$340,000$340,000→ $0
Total Net Assets Fund Balance$11,747,331$11,660,176▼ $87,155
Total Liabilities and Net Assets / Fund Balance$11,752,290$11,660,176▼ $92,114

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,756$20,158$27,914

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$340,000---$340,000
2015$340,000---$340,000
2014$340,000---$340,000
2013$340,000---$340,000
2012$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
Karen DennisDirector
Larry StumpfDirector
Norton YoungloveDirector
Steven CrowderDirector
Leana FranklinExecutive Di
William a BarnesSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$514,949
Program Service Revenue
$0
Investment Income
$308,157
Other Revenue
$0
All Other Contributions
$60,968
Change in Net Assets
$157,297

Audited Revenue Reconciliation

Revenue per Audited Statements
$823,106
Revenue Not Reported on Form 990
$-229,224
Total Revenue per Audited Statements
$593,882
Total Revenue per Form 990
$823,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$450,566
Salaries, Compensation, and Employee Benefits$151,346
Other Expenses$63,897
Total Fundraising Expense$5,829
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$450,566--$450,566
Other Salaries and Wages$101,866$18,649$3,727$124,242
Fees for Services Other$29,677$6,519-$36,196
Other Employee Benefits$13,945$2,553$510$17,008
Conferences and Meetings-$10,105-$10,105
Payroll Taxes$8,278$1,515$303$10,096
Office Expenses$4,530$829$166$5,525
Depreciation Depletion$3,673$672$134$4,479
Insurance$1,996$365$75$2,436
Advertising--$782$782
Other Expenses$15$3$20$18
All Other Expenses$8$2-$10
Total Functional Expenses$618,116$41,864$5,829$665,809

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$681,037
Expenses per Audited Statements$665,809
Total Expenses per Form 990$665,809
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
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
21824 CACTUS AVE UNIT 4-2, RIVERSIDE, CA 92518-3010

Signing Officer

Name
Leana Franklin
Title
Executive Director
Phone
9516972099
Signed
2018-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leana Franklin
Formed
1998
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
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.”

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0703063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0794387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04501483
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0310366
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0292347
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0304277
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0302760
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0328525
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01538275
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0310366
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0292347
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0304277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0302760
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0328525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01538275
IRS990ScheduleA/InvestmentIncomeCYPct00.25000
IRS990ScheduleA/InvestmentIncomePYPct00.25000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74530
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0703063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0794387
IRS990ScheduleA/Total509Grp/TotalAmt04501483
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0908896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01005823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01122912
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06039758
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/BookValueAmt07756
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020158
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027914
IRS990ScheduleD/ExpensesNotReportedAmt015228
IRS990ScheduleD/ExpensesSubtotalAmt0665809
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-244452
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-229224
IRS990ScheduleD/RevenueSubtotalAmt0823106
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/TotalBookValueLandBuildingsAmt07756
IRS990ScheduleD/TotalExpensesPerForm990Amt0665809
IRS990ScheduleD/TotalRevenuePerForm990Amt0823106
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0593882
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0681037
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0450566
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
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt09289646
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt011752290
IRS990/TotalAssetsGrp/EOYAmt011660176
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05829
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041864
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0618116
IRS990/TotalFunctionalExpensesGrp/TotalAmt0665809
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04959
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt04959
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011747331
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011660176
IRS990/TotalProgramServiceExpensesAmt0618116
IRS990/TotalRevenueGrp/ExclusionAmt0310366
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-2209
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0823106
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011752290
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011660176
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt02035557
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02030530

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,660,176
Liabilities
$0
Net assets
$11,660,176
Revenue
$823,106
Expenses
$665,809
Net income
$157,297
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
2017Detailed filing. Detailed filing data is available for this year.$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