Civic Intelligence

Arthur K & Sylvia S Lee Scholarship Foundation

990PF • Fiscal year 2018 • EIN 36-6069067

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profile
PO Box 681943Franklin, TN 37068-1943

(615) 308-8502

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

4th percentile

-123%

Higher net margin than 4% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

63rd percentile

$13,750

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

20th percentile

-7.2%

Faster asset growth than 20% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2015 to 2018

Revenue Growth

14th percentile

-25%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$735,949

Down $186,097 (-20%) from 2015

Net Assets

Down

$735,949

Down $186,097 (-20%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin4th percentile

Revenue

Down

$46,335

Down $62,052 (-57%) from 2015

Expenses

Down

$103,553

Down $26,618 (-20%) from 2015

Net Income

Down

-$57,218

Down $35,434 (-163%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$1.0M$500K$0Assets 2015: $922,046Liabilities 2015: $0Net Assets 2015: $922,0462015Assets 2018: $735,949Liabilities 2018: $0Net Assets 2018: $735,9492018Assets 2019: $681,873Liabilities 2019: $0Net Assets 2019: $681,8732019Assets 2020: $608,656Liabilities 2020: $0Net Assets 2020: $608,6562020Assets 2021: $551,490Liabilities 2021: $0Net Assets 2021: $551,4902021Assets 2022: $514,620Liabilities 2022: $0Net Assets 2022: $514,6202022Assets 2023: $397,902Liabilities 2023: $0Net Assets 2023: $397,9022023Assets 2024: $347,214Liabilities 2024: $0Net Assets 2024: $347,2142024

Highlighted filing

2018

Assets$735,949
Liabilities$0
Net Assets$735,949
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

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

$200K$100K$0-$100K-$200KRevenue 2015: $108,387Expenses 2015: $130,171Net Income 2015: -$21,7842015Revenue 2018: $46,335Expenses 2018: $103,553Net Income 2018: -$57,2182018Revenue 2019: $39,472Expenses 2019: $94,415Net Income 2019: -$54,9432019Revenue 2020: $26,000Expenses 2020: $100,508Net Income 2020: -$74,5082020Revenue 2021: $39,535Expenses 2021: $94,250Net Income 2021: -$54,7152021Revenue 2022: $47,449Expenses 2022: $84,136Net Income 2022: -$36,6872022Revenue 2023: $18,703Expenses 2023: $167,043Net Income 2023: -$148,3402023Revenue 2024: $51,145Expenses 2024: $149,728Net Income 2024: -$98,5832024

Highlighted filing

2018

Revenue$46,335
Expenses$103,553
Net Income-$57,218
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHMENT 1Statement 6-$13,750-$13,750
Filing and Contact Details

Filer

Filer Name
Arthur K & Sylvia S Lee Scholarship
EIN
36-6069067
Phone
6153088502
Address
PO BOX 681943, FRANKLIN, TN 37068-1943

Signing Officer

Name
James B Ford
Title
Officer
Phone
6153088502
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Lbmc Pc
Address
PO BOX 1869, BRENTWOOD, TN 37024-1869
Preparer
Jill Hudson
Phone
6153774600
Raw XML Appendix369 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BAIRD #1373-2277 - LT NONCOVERED - SEE ATTACHMENT 2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SEE ATTACHMENT 1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0STATEMENT 6
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION MADE GRANTS TO BE USED FOR EDUCATIONAL PURPOSES TO THE RECIPIENTS LISTED IN THE ATTACHED STATEMENT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt077642
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST APPLICATION FROM THE FOUNDATION AT THE ADDRESS IN 2(A) ABOVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ARTHUR SYLVIA LEE SCHOLARSHIP FOUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06153088502
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09679 AURORA COURT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BRENTWOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd037027
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PRIORITY GIVEN TO CHILDREN OR DEPENDENTS OF EMPLOYEES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JUNE 30 DEADLINE FOR APPLICATIONS, JUNE 30 DEADLINE FOR TRANSCRIPT SUBMISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt079725
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1-2083
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT #3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LESS SCHOLARSHIPS RETURNED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 681943
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 681943
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137068
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt077642
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt041874
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt054763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt067451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt068005
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt041484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08938
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08938
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0279903
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt048200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt054763
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt067451
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt068005
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt041484
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090074
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt048200
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0288841
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0240641
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt050
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02403
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02403
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07017
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07017
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0426
TaxesSchedule/TaxesDetail/Amt1115
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1ANNUAL REPORT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt157
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0426
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt158
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES B FORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06153088502
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARTHUR K & SYLVIA S LEE SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O JAMES B FORD
ReturnHeader/Filer/BusinessNameControlTxt0ARTH
ReturnHeader/Filer/EIN0366069067
ReturnHeader/Filer/PhoneNum06153088502
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 681943
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370681943
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A4CB2F3A68EBCF7023B413F404436B81880EEFA7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02BBF8207659FF847A4E3A964DD24EF1238B789DE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt08.42.53.250
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:46:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621199757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LBMC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1869
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370241869
ReturnHeader/PreparerPersonGrp/PhoneNum06153774600
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL HUDSON
ReturnHeader/ReturnTs02019-05-14T08:18:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$735,949
Liabilities
$0
Net assets
$735,949
Revenue
$46,335
Expenses
$103,553
Net income
-$57,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.51$1.50$0.99
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.19$1.67$1.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$0.47$0.84$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.00$5.51$0.40$0.94$0.55
2020Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.26$1.01$0.75
2019Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.39$0.94$0.55
2018Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.46$1.04$0.57
2015Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$1.08$1.30$0.22