Civic Intelligence

Patrick P Lee Foundation Inc.

990PF • Fiscal year 2020 • EIN 45-3845576

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 11, 2021

5166 Main Street No 303Williamsville, NY 14221

(716) 844-3100

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.02x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • NTEE T • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

0.37x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • NTEE T • $25M-$50M nonprofits • Source year 2020

Net Margin

57th percentile

25%

Higher net margin than 57% of similar nonprofits.

2020 filings • NTEE T • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

79th percentile

$150,362

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2020 filings • NTEE T • $25M-$50M nonprofits • Source year 2020

Asset Growth

42nd percentile

0.7%

Faster asset growth than 42% of similar nonprofits.

2020 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

68th percentile

29%

Faster revenue growth than 68% of similar nonprofits.

2020 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Up

$42,848,933

Up $304,584 (+0.7%) from 2019

Net Assets

Up

$42,082,320

Up $1,143,401 (+2.8%) from 2019

Liabilities

Down

$766,613

Down $838,817 (-52%) from 2019

Revenue

Up

$2,064,157

Up $464,803 (+29%) from 2019

Expenses

Down

$1,540,214

Down $1,250,088 (-45%) from 2019

Net Income

Up

$523,943

Up $1,714,891 (+144%) from 2019

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2012: $26,902,969Liabilities 2012: $02012Assets 2013: $28,513,060Liabilities 2013: $0Net Assets 2013: $28,513,0602013Assets 2014: $27,514,297Liabilities 2014: $0Net Assets 2014: $27,514,2972014Assets 2015: $24,593,121Liabilities 2015: $0Net Assets 2015: $24,593,1212015Assets 2016: $25,943,356Liabilities 2016: $0Net Assets 2016: $25,943,3562016Assets 2017: $27,824,885Liabilities 2017: $1,140,067Net Assets 2017: $26,684,8182017Assets 2018: $38,368,186Liabilities 2018: $1,477,426Net Assets 2018: $36,890,7602018Assets 2019: $42,544,349Liabilities 2019: $1,605,430Net Assets 2019: $40,938,9192019Assets 2020: $42,848,933Liabilities 2020: $766,613Net Assets 2020: $42,082,3202020Assets 2021: $46,217,197Liabilities 2021: $1,418,526Net Assets 2021: $44,798,6712021Assets 2022: $39,288,345Liabilities 2022: $526,429Net Assets 2022: $38,761,9162022Assets 2023: $41,778,087Liabilities 2023: $722,596Net Assets 2023: $41,055,4912023Assets 2024: $44,560,171Liabilities 2024: $181,500Net Assets 2024: $44,378,6712024

Highlighted filing

2020

Assets$42,848,933
Liabilities$766,613
Net Assets$42,082,320

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2012: $876,544Expenses 2012: $1,627,909Net Income 2012: -$751,3652012Revenue 2013: $2,015,147Expenses 2013: $1,630,608Net Income 2013: $384,5392013Revenue 2014: $660,785Expenses 2014: $1,746,776Net Income 2014: -$1,085,9912014Revenue 2015: $413,193Expenses 2015: $1,794,063Net Income 2015: -$1,380,8702015Revenue 2016: $617,647Expenses 2016: $839,578Net Income 2016: -$221,9312016Revenue 2017: $1,177,495Expenses 2017: $1,992,375Net Income 2017: -$814,8802017Revenue 2018: $17,036,675Expenses 2018: $2,412,107Net Income 2018: $14,624,5682018Revenue 2019: $1,599,354Expenses 2019: $2,790,302Net Income 2019: -$1,190,9482019Revenue 2020: $2,064,157Expenses 2020: $1,540,214Net Income 2020: $523,9432020Revenue 2021: $4,061,668Expenses 2021: $3,382,300Net Income 2021: $679,3682021Revenue 2022: $2,018,322Expenses 2022: $2,643,375Net Income 2022: -$625,0532022Revenue 2023: $3,032,352Expenses 2023: $3,803,671Net Income 2023: -$771,3192023Revenue 2024: $4,534,541Expenses 2024: $2,952,836Net Income 2024: $1,581,7052024

Highlighted filing

2020

Revenue$2,064,157
Expenses$1,540,214
Net Income$523,943
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 11, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE MOGAVEROExecutive DirectorFT$134,634$15,728$150,362
PATRICK P LEEChairmanPT$0--
ROBERT LANE JRDirector-$0--
DAVID HORANSecretary-$0--
LEE WORTHAMVice Chair-$0--
BARBARA RHEEDirector-$0--
JOHN RHEE MDDirector-$0--
CHRISTOPHER LEETreasurer-$0--
MICHELE LEEDirector-$0--
CYNTHIA LEEDirector-$0--
JENNIFER MCNAMARADirector-$0--
ART MICHALEKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Patrick P Lee Foundation
EIN
45-3845576
Phone
7168443100
Address
5166 MAIN STREET NO 303, WILLIAMSVILLE, NY 14221

Signing Officer

Name
Jane Mogavero
Title
Executive Director
Phone
7168443100
Signed
2021-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Chiampou Travis Besaw & Kershner Llp
Address
45 BRYANT WOODS NORTH, AMHERST, NY 14228
Preparer
Jon K Pellish
Phone
7166302400
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0253379
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01432251
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01432251
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt021171
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01114
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt022285
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0471439
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0127902
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06732
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0134634
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01709302
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0870485
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0576064
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt010766
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0620962
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0620962
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0523943
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0827959
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt09485
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0135008
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0142313
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt09485
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01677
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01677
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0471439
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01103689
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-55842
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt024597
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01295
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt025892
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt034957
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt020257
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt055214
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt029402
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt056349
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt085751
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0259071
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0253379
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01191
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0264714
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0265905
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt016429
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01407
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt017836
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt016360
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt021045
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt037665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01985214
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0382791
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01540214
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01486480
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02064157
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0275912
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0382791
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0669729
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02226
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0393
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt078642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1277878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-78642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2594412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3163816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-277878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt558917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-78642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2594412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3163816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-277878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt558917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1594412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2163816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt358917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0K-1 SHORT TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY SHORT TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2K-1 LONG TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SRA PRIVATE EQUITY PORTFOLIO I (E&F) SPC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIDELITY LONG TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0471439
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0523943
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01397125
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02016583
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt043479445
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt040938919
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt042082320
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02070787
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02020787
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02070787
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02036128
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt050000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015341
IRS990PF/DistributableAmountGrp/TotalTaxAmt015341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt014902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt018243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt012000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt014902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt030243
IRS990PF/FMVAssetsEOYAmt042848933
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0256653
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0256653
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt01605430
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0766613
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt068350
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0103258
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt030054
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt034908
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt034908
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt042478781
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt042779238
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt042779238
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt040682266
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt041825667
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt035514
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt034787

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