Civic Intelligence

Patrick P Lee Foundation Inc.

990PF • Fiscal year 2024 • EIN 45-3845576

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

5166 Main Street 303Williamsville, NY 14221

(716) 844-3100

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

Higher debt load relative to assets than 73% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Source year 2024

Net Margin

58th percentile

35%

Higher net margin than 58% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$195,511

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2024 filings • NTEE T • $25M-$50M nonprofits • Source year 2024

Asset Growth

62nd percentile

6.7%

Faster asset growth than 62% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

50%

Faster revenue growth than 55% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$44,560,171

Up $2,782,084 (+6.7%) from 2023

Net Assets

Up

$44,378,671

Up $3,323,180 (+8.1%) from 2023

Liabilities

Down

$181,500

Down $541,096 (-75%) from 2023

Revenue

Up

$4,534,541

Up $1,502,189 (+50%) from 2023

Expenses

Down

$2,952,836

Down $850,835 (-22%) from 2023

Net Income

Up

$1,581,705

Up $2,353,024 (+305%) from 2023

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

2024

Assets$44,560,171
Liabilities$181,500
Net Assets$44,378,671

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

2024

Revenue$4,534,541
Expenses$2,952,836
Net Income$1,581,705
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE MOGAVEROExecutive DirectorFT$170,090$25,421$195,511
PATRICK P LEEChairmanPT$0--
LEE WORTHAMVice Chairman-$0--
BARBARA RHEESecretary-$0--
JOHN RHEEDirector-$0--
CYNTHIA LEEDirector-$0--
ARTHUR MICHALEKTreasurer-$0--
JON PELLISHDirector-$0--
SUZANNE STERNDirector-$0--
AMY CASEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Patrick P Lee Foundation
EIN
45-3845576
Phone
7168443100
Address
5166 MAIN STREET 303, WILLIAMSVILLE, NY 14221

Signing Officer

Name
Jane Mogavero
Title
Executive Director
Phone
7168443100
Signed
2025-11-17
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/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0170090
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01945276
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01404180
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0800000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt011238
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0944264
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0948704
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01581705
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02124137
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt028540
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0171212
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0186306
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt028540
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt019650
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt019650
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01525301
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03135335
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-89346
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt032045
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01687
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt033732
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0133775
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt027213
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0160988
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt043372
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt090048
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0133420
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01235926
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01074230
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt086501
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0539062
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0625563
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt037421
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01970
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt041928
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt028941
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt030597
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0269881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02528446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0741368
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02952836
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03876703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04534541
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0583170
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0741368
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01548656
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt028270
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt04989
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt033259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0598836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0201164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11312780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0201164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11312780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0800000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11312780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1K-1 CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SRA PRIVATE EQUITY PORTFOLIO I (E&F) SPC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01525301
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01581705
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01741475
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt044378671
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt041055491
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt044378671
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02291851
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02291851
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02291851
IRS990PF/DistributableAmountGrp/IncomeTaxAmt018204
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02353636
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt043581
IRS990PF/DistributableAmountGrp/TotalTaxAmt061785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04616
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt031197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt017000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt043581
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04616
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt043581
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt043581
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt048197
IRS990PF/FMVAssetsEOYAmt044560171
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0256653
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0256653
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0722596
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0181500
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt092570
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0112244
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt016560
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt019674
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt019674
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt041371466
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt043699117
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt043699117
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt040798838
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt044122018
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0390061
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0841380
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0841380
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt041778087
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt044560171
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt044560171
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0722596
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0181500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt041778087
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt044560171
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt041055491
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt044378671
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt047789569
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0779580
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021213709
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0716844
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt025796280
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02353636
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt047072725
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt047789569
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MIKE THOMPSON CONSULTING LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt069750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt06669 32ND PLACE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd020015

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