Civic Intelligence

The General and Mrs Curtis E Lemay Foundation

990 • Fiscal year 2018 • EIN 33-0277610

May 01, 2017 to Apr 30, 2018 • Filed on Dec 11, 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.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.00x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

14th percentile

-12%

Higher net margin than 14% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

28th percentile

-2.9%

Faster asset growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-25%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$11,322,996

Down $337,180 (-2.9%) from 2017

Net Assets

Down

$11,322,996

Down $337,180 (-2.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin14th percentile

Revenue

Down

$617,273

Down $205,833 (-25%) from 2017

Expenses

Up

$692,359

Up $26,550 (+4.0%) from 2017

Net Income

Down

-$75,086

Down $232,383 (-148%) from 2017

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

2018

Assets$11,322,996
Liabilities$0
Net Assets$11,322,996
Open 2018 Filing

Operations Trend

Revenue Growth10th 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

2018

Revenue$617,273
Expenses$692,359
Net Income-$75,086
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Dec 11, 2018
Return Version
2017v2.3
Gross Receipts
$7,818,138
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$11,279,463$11,027,245▼ $252,218
Cash and Non-Interest-Bearing Accounts$289,040$186,030▼ $103,010
Land, Buildings, and Equipment, Net$7,756$13,677▲ $5,921
Prepaid Expenses and Deferred Charges-$10,402-
Total Assets$11,660,176$11,322,996▼ $337,180
Other Assets Total$83,917$85,642▲ $1,725
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$9,289,646$9,147,040▼ $142,606
Unrestricted Net Assets$2,030,530$1,835,956▼ $194,574
Permanently Rstr Net Assets$340,000$340,000→ $0
Total Net Assets Fund Balance$11,660,176$11,322,996▼ $337,180
Total Liabilities and Net Assets / Fund Balance$11,660,176$11,322,996▼ $337,180

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,677$17,743$31,420

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$340,000---$340,000
2016$340,000---$340,000
2015$340,000---$340,000
2014$340,000---$340,000
2013$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
Norton YoungloveDirector
Steven CrowderDirector
Leana FranklinExecutive Di
William a BarnesSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$440,434
Program Service Revenue
$0
Investment Income
$176,839
Other Revenue
$0
All Other Contributions
$7,545
Change in Net Assets
$-75,086

Audited Revenue Reconciliation

Revenue per Audited Statements
$617,273
Revenue Not Reported on Form 990
$-254,481
Total Revenue per Audited Statements
$362,792
Total Revenue per Form 990
$617,273
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$400,763
Salaries, Compensation, and Employee Benefits$172,119
Other Expenses$119,477
Total Fundraising Expense$9,391
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$400,763--$400,763
Other Salaries and Wages$114,293$20,924$4,182$139,399
Occupancy$36,673$6,714$1,342$44,729
Fees for Services Other$34,494$7,577-$42,071
Other Employee Benefits$17,425$3,190$638$21,253
Payroll Taxes$9,402$1,721$344$11,467
Office Expenses$8,070$1,477$295$9,842
Conferences and Meetings-$7,667-$7,667
Advertising--$2,198$2,198
Insurance$1,725$316$65$2,106
Depreciation Depletion$1,257$230$46$1,533
Other Expenses$287$53$12$352
All Other Expenses$8$2-$10
Total Functional Expenses$631,750$51,218$9,391$692,359

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$699,973
Expenses per Audited Statements$692,359
Total Expenses per Form 990$692,359
Expenses Not Reported on Form 990$7,614
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
2018-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leana Franklin
Formed
1998
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
2

Preparer

Firm
Roorda Piquet & Bessee Inc
Address
3550 VINE ST SUITE 110, RIVERSIDE, CA 92507-4175
Preparer
Robert M Bessee
Phone
9516847781
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ROUNDING 1”

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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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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0604619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0703063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04147530
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0312301
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0310366
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0292347
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0304277
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0302760
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01522051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0312301
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0310366
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0292347
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0304277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0302760
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01522051
IRS990ScheduleA/InvestmentIncomeCYPct00.27000
IRS990ScheduleA/InvestmentIncomePYPct00.25000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.73150
IRS990ScheduleA/PublicSupportPY509Pct00.74530
IRS990ScheduleA/PublicSupportTotal509Amt04147530
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0604619
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0703063
IRS990ScheduleA/Total509Grp/TotalAmt04147530
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0752735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0825315
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02176812
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0908896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01005823
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05669581
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/DonatedServicesAndUseFcltsAmt07614
IRS990ScheduleD/DonatedServicesUseFcltsAmt07614
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt07614
IRS990ScheduleD/ExpensesSubtotalAmt0692359
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-262095
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013677
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017743
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt031420
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-254481
IRS990ScheduleD/RevenueSubtotalAmt0617273
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/TotalBookValueLandBuildingsAmt013677
IRS990ScheduleD/TotalExpensesPerForm990Amt0692359
IRS990ScheduleD/TotalRevenuePerForm990Amt0617273
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0362792
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0699973
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0400763
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0LIVING STIPENDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt074
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/ExplanationTxt3ROUNDING 1
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt09147040
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt011660176
IRS990/TotalAssetsEOYAmt011322996
IRS990/TotalAssetsGrp/BOYAmt011660176
IRS990/TotalAssetsGrp/EOYAmt011322996
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0440434
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09391
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051218
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0631750
IRS990/TotalFunctionalExpensesGrp/TotalAmt0692359
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011660176
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011322996
IRS990/TotalProgramServiceExpensesAmt0631750
IRS990/TotalRevenueGrp/ExclusionAmt0312301
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-135462
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0617273
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011660176
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011322996
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02030530
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01835956
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.LEMAY-FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEANA FRANKLIN

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,322,996
Liabilities
$0
Net assets
$11,322,996
Revenue
$617,273
Expenses
$692,359
Net income
-$75,086
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
2018Detailed filing. Detailed filing data is available for this year.$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