Civic Intelligence

William and Leslie Lee Family Foundation

EIN 33-1244450

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

$1,544,465

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,544,465

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin99th percentile

Revenue

$2,400,186

No earlier filing loaded for comparison.

Expenses

$139

No earlier filing loaded for comparison.

Net Income

$2,400,047

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2024: $1,544,465Liabilities 2024: $0Net Assets 2024: $1,544,4652024

Highlighted filing

2024

Assets$1,544,465
Liabilities$0
Net Assets$1,544,465
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2024: $2,400,186Expenses 2024: $139Net Income 2024: $2,400,0472024

Highlighted filing

2024

Revenue$2,400,186
Expenses$139
Net Income$2,400,047
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,544,465
Liabilities
$0
Net assets
$1,544,465
Revenue
$2,400,186
Expenses
$139
Net income
$2,400,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$2.40$0.00$2.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 23, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM F LEETrustee-$0--
LESLIE LEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
William and Leslie Lee Family Foundation
EIN
33-1244450
Phone
6177219316
Address
366 CARTWRIGHT ROAD, WELLESLEY, MA 02482

Signing Officer

Name
William F Lee
Title
Trustee
Phone
6177219316
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
6 CARDINAL WAY STE 1100, ST LOUIS, MO 63102-2809
Preparer
Mary Kay Kreitler
Phone
3142068500
Raw XML Appendix269 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177219316
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
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ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0331244450
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ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002482
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 CARDINAL WAY STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0631022809
ReturnHeader/PreparerPersonGrp/PhoneNum03142068500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY KAY KREITLER
ReturnHeader/ReturnTs02025-11-09T14:28:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-23
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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