Civic Intelligence

Sammy Yukuan Lee Foundation

990 • Fiscal year 2022 • EIN 33-0361901

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 05, 2022

Organization ProfileN/A

Refreshing map…

362 W Garvey AvenueMonterey Park, CA 91754

(626) 288-7202

Siviq Scores

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

Liabilities / Assets

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

89th percentile

77%

Faster asset growth than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

20500%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$94,180

Up $41,097 (+77%) from 2021

Net Assets

Up

$90,180

Up $37,097 (+70%) from 2021

Liabilities

Up

$4,000

Up $4,000 from 2021

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin87th percentile

Revenue

Up

$83,225

Up $82,821 (+20500%) from 2021

Expenses

Up

$46,128

Up $39,178 (+564%) from 2021

Net Income

Up

$37,097

Up $43,643 (+667%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$400K$300K$200K$100K$0Assets 2012: $318,931Liabilities 2012: $0Net Assets 2012: $318,9312012Assets 2013: $308,527Liabilities 2013: $0Net Assets 2013: $308,5272013Assets 2014: $215,565Liabilities 2014: $0Net Assets 2014: $215,5652014Assets 2015: $149,335Liabilities 2015: $0Net Assets 2015: $149,3352015Assets 2016: $117,970Liabilities 2016: $0Net Assets 2016: $117,9702016Assets 2017: $84,223Liabilities 2017: $0Net Assets 2017: $84,2232017Assets 2018: $60,117Liabilities 2018: $0Net Assets 2018: $60,1172018Assets 2019: $60,689Liabilities 2019: $0Net Assets 2019: $60,6892019Assets 2020: $59,629Liabilities 2020: $0Net Assets 2020: $59,6292020Assets 2021: $53,083Liabilities 2021: $0Net Assets 2021: $53,0832021Assets 2022: $94,180Liabilities 2022: $4,000Net Assets 2022: $90,1802022Assets 2023: $24,751Liabilities 2023: $4,000Net Assets 2023: $20,7512023Assets 2024: $48,594Liabilities 2024: $4,000Net Assets 2024: $44,5942024Assets 2025: $32,990Liabilities 2025: $4,000Net Assets 2025: $28,9902025

Highlighted filing

2022

Assets$94,180
Liabilities$4,000
Net Assets$90,180
Open 2022 Filing

Operations Trend

Revenue Growth100th percentile

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

$200K$100K$0-$100KExpenses 2012: $100,0672012Expenses 2013: $147,1222013Revenue 2014: $28,168Expenses 2014: $121,130Net Income 2014: -$92,9622014Revenue 2015: $57,848Expenses 2015: $124,078Net Income 2015: -$66,2302015Revenue 2016: $51,797Expenses 2016: $83,162Net Income 2016: -$31,3652016Revenue 2017: $7,093Expenses 2017: $40,840Net Income 2017: -$33,7472017Revenue 2018: $25,101Expenses 2018: $49,207Net Income 2018: -$24,1062018Revenue 2019: $44,304Expenses 2019: $43,732Net Income 2019: $5722019Revenue 2020: $32,214Expenses 2020: $33,274Net Income 2020: -$1,0602020Revenue 2021: $404Expenses 2021: $6,950Net Income 2021: -$6,5462021Revenue 2022: $83,225Expenses 2022: $46,128Net Income 2022: $37,0972022Revenue 2023: -$2,441Expenses 2023: $66,988Net Income 2023: -$69,4292023Revenue 2024: $57,536Expenses 2024: $33,693Net Income 2024: $23,8432024Revenue 2025: $546Expenses 2025: $16,150Net Income 2025: -$15,6042025

Highlighted filing

2022

Revenue$83,225
Expenses$46,128
Net Income$37,097
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 5, 2022
Return Version
2021v4.1
Gross Receipts
$94,112
Mission and Program Overview

Mission

The Foundation provides scholarships for students, funding for culture lectures and publications for the educational institutions such as Universities, Museums and Libraries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$53,083$90,180▲ $37,097
Cash and Non-Interest-Bearing Accounts$29,586$81,570▲ $51,984
Investments in Publicly Traded Securities$23,497$12,609▼ $10,888
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$53,083$94,180▲ $41,097
Other Assets Total-$1-
Liabilities
Accounts Payable and Accrued Expenses-$4,000-
Total Liabilities$0$4,000▲ $4,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$53,083$90,180▲ $37,097
Total Liabilities and Net Assets / Fund Balance$53,083$94,180▲ $41,097
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Kettaku TakagiChairman
King Kong LeeVice President
John Ky LeeSecretary
Howard K LeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$60,000
Program Service Revenue
$0
Investment Income
$23,225
Other Revenue
$0
All Other Contributions
$60,000
Change in Net Assets
$37,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$36,000
Other Expenses$10,128
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$36,000--$36,000
Conferences and Meetings$8,487--$8,487
Fees for Services Accounting-$1,491-$1,491
Fees for Services Other-$150-$150
Total Functional Expenses$44,487$1,641$0$46,128
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
UclaLos Angeles, CA-Scholarship to Student$30,000
Eric OceguedaPasadena, CA-Learn How to Build Relationships$6,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
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, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Sammy Yukuan Lee Foundation
EIN
33-0361901
Phone
6262887202
Address
362 W GARVEY AVENUE, MONTEREY PARK, CA 91754

Signing Officer

Name
Howard K Lee
Title
Treasurer
Signed
2022-12-05
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Sy Lee & Chen LLP
Address
362 W Garvey Ave, Monterey Park, CA 91754
Preparer
John J Sy
Phone
6262887202
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: eric ocegueda”

Raw XML Appendix383 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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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LEARN HOW TO BUILD RELATIONSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP TO STUDENT
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01200 E California Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1405 Hilgard Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Pasadena
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LOS ANGELES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: ERIC OCEGUEDA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD K LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMMY YUKUAN LEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMM
ReturnHeader/Filer/EIN0330361901
ReturnHeader/Filer/PhoneNum06262887202
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sy Lee & Chen LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0362 W Garvey Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091754
ReturnHeader/PreparerPersonGrp/PhoneNum06262887202
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J SY
ReturnHeader/ReturnTs02022-12-05T15:35:45-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOWARD K
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,180
Liabilities
$4,000
Net assets
$90,180
Revenue
$83,225
Expenses
$46,128
Net income
$37,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.33$0.04$0.29$0.01$0.16$0.16
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.04$0.45$0.58$0.34$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.04$0.21$0.02$0.67$0.69
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.04$0.90$0.83$0.46$0.37
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.00$0.07$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.32$0.33$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.44$0.44$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.25$0.49$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.07$0.41$0.34
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.52$0.83$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.58$1.24$0.66
2014Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.28$1.21$0.93
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$1.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.00$3.19$1.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits