Civic Intelligence

The General and Mrs Curtis E Lemay Foundation

990 • Fiscal year 2021 • EIN 33-0277610

May 01, 2020 to Apr 30, 2021 • Filed on Mar 15, 2022

Organization ProfileWWW.LEMAY-FOUNDATION.ORG
21824 Cactus Ave Suite 102Riverside, CA 92518-3010

(800) 554-5510

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

28th percentile

2.6%

Higher net margin than 28% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

20th percentile

-0.9%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

49th percentile

12%

Faster revenue growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$12,224,077

Down $109,237 (-0.9%) from 2020

Net Assets

Down

$12,224,077

Down $109,237 (-0.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin28th percentile

Revenue

Up

$738,251

Up $77,572 (+12%) from 2020

Expenses

Down

$719,090

Down $52,875 (-6.8%) from 2020

Net Income

Up

$19,161

Up $130,447 (+117%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2021

Assets$12,224,077
Liabilities$0
Net Assets$12,224,077
Open 2021 Filing

Operations Trend

Revenue Growth49th 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

2021

Revenue$738,251
Expenses$719,090
Net Income$19,161
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Mar 15, 2022
Return Version
2020v4.0
Gross Receipts
$3,343,348
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$12,229,362$12,009,116▼ $220,246
Cash and Non-Interest-Bearing Accounts$8,739$126,156▲ $117,417
Land, Buildings, and Equipment, Net$10,573$9,025▼ $1,548
Prepaid Expenses and Deferred Charges$7,395$7,395→ $0
Total Assets$12,333,314$12,224,077▼ $109,237
Other Assets Total$77,245$72,385▼ $4,860
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,264,720$10,138,720▼ $126,000
Net Assets Without Donor Restrictions$2,068,594$2,085,357▲ $16,763
Total Net Assets Fund Balance$12,333,314$12,224,077▼ $109,237
Total Liabilities and Net Assets / Fund Balance$12,333,314$12,224,077▼ $109,237

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,025$13,368$22,393

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$340,000---$340,000
2019$340,000---$340,000
2018$340,000---$340,000
2017$340,000---$340,000
2016$340,000---$340,000
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Charles L LodgeChairman
Arthur Boone JrDirector
Eileen VincentDirector
Frank DecuireDirector
James L MelinDirector
Karen DennisDirector
Larry StumpfDirector
Leana FranklinExecutive Di
Steven CrowderSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$390,946
Program Service Revenue
$0
Investment Income
$347,305
Other Revenue
$0
All Other Contributions
$2,470
Change in Net Assets
$19,161

Audited Revenue Reconciliation

Revenue per Audited Statements
$738,251
Revenue Not Reported on Form 990
$-128,398
Total Revenue per Audited Statements
$609,853
Total Revenue per Form 990
$738,251
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$421,099
Salaries, Compensation, and Employee Benefits$192,199
Other Expenses$105,792
Total Fundraising Expense$7,721
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$421,099--$421,099
Other Salaries and Wages$129,373$23,684$4,734$157,791
Occupancy$37,343$6,837$1,366$45,546
Fees for Services Other$33,700$7,403-$41,103
Other Employee Benefits$17,832$3,265$652$21,749
Payroll Taxes$10,379$1,900$380$12,659
Insurance$3,513$643$131$4,287
Office Expenses$1,709$313$63$2,085
Depreciation Depletion$1,268$232$46$1,546
Other Expenses$1,176$215$44$1,435
All Other Expenses$1,060$194$37$1,291
Conferences and Meetings-$803-$803
Advertising--$38$38
Total Functional Expenses$664,731$46,638$7,721$719,090

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$719,090
Total Expenses per Audited Statements$719,090
Total Expenses per Form 990$719,090
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 35% controlled entity
No
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 SUITE 102, RIVERSIDE, CA 92518-3010

Signing Officer

Name
Leana Franklin
Title
Executive Director
Phone
9516972099
Signed
2022-03-15
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
Volunteers
2

Preparer

Firm
Roorda Piquet & Bessee Inc
Address
3550 VINE ST SUITE 110, RIVERSIDE, CA 92507-4175
Preparer
Fernando G Ayala Jr
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.”

Schedule D, Page 3, Part X

“The foundation has been recognized by the internal revenue service as exempt from federal income tax under sections 501(c)(3) of the u.s. Internal revenue code and section 23701(d) of the california tax code, except for taxes on income from activities unrelated to its exempt purpose. Accordingly, no provision for income taxes has been made in the accompanying financial statements. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the foundation and to recognize a tax liability (or asset) if the foundation has an uncertain tax position that more-likely- than-not would not be sustained upon examination by the irs or franchise tax board. Management has concluded that as of april 30, 2021, there are no uncertain tax positions taken or expected to be taken by the foundation that would require recognition of a liability (or asset) or disclosure in the financial statements.”

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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01603878
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01603878
IRS990ScheduleA/InvestmentIncomeCYPct00.44000
IRS990ScheduleA/InvestmentIncomePYPct00.31000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0703820
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0340000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0340000
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0340000
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0340000
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IRS990ScheduleD/EquipmentGrp/BookValueAmt09025
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013368
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IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-128398
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-128398
IRS990ScheduleD/RevenueSubtotalAmt0738251
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/ExplanationTxt1THE FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTIONS 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA TAX CODE, EXCEPT FOR TAXES ON INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND TO RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS AN UNCERTAIN TAX POSITION THAT MORE-LIKELY- THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR FRANCHISE TAX BOARD. MANAGEMENT HAS CONCLUDED THAT AS OF APRIL 30, 2021, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN BY THE FOUNDATION THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0421099
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0LIVING STIPENDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt061
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
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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/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046638
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0664731
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Document Assets

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$12,224,077
Liabilities
$0
Net assets
$12,224,077
Revenue
$738,251
Expenses
$719,090
Net income
$19,161
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
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