Civic Intelligence

Jlee Foundation

990EZ • Fiscal year 2018 • EIN 45-5166773

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

Organization Profilejleefoundation.org
607 Industrial Park RoadBeaver, WV 25813

(304) 255-3900

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

29th percentile

-5.6%

Higher net margin than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$61,674

No earlier filing loaded for comparison.

Net Assets

$61,674

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

$41,829

No earlier filing loaded for comparison.

Expenses

$44,175

No earlier filing loaded for comparison.

Net Income

-$2,346

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2018: $61,674Net Assets 2018: $61,6742018Assets 2019: $56,919Net Assets 2019: $56,9192019Assets 2020: $63,808Net Assets 2020: $63,8082020Assets 2021: $69,847Liabilities 2021: $179Net Assets 2021: $69,6682021Assets 2022: $73,703Net Assets 2022: $73,7032022Assets 2023: $79,780Net Assets 2023: $79,7802023

Highlighted filing

2018

Assets$61,674
Liabilities-
Net Assets$61,674
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2018: $41,829Expenses 2018: $44,175Net Income 2018: -$2,3462018Revenue 2019: $41,091Expenses 2019: $45,846Net Income 2019: -$4,7552019Revenue 2020: $54,320Expenses 2020: $47,431Net Income 2020: $6,8892020Revenue 2021: $36,539Expenses 2021: $30,679Net Income 2021: $5,8602021Revenue 2022: $39,678Expenses 2022: $35,643Net Income 2022: $4,0352022Revenue 2023: $29,182Expenses 2023: $23,105Net Income 2023: $6,0772023

Highlighted filing

2018

Revenue$41,829
Expenses$44,175
Net Income-$2,346
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$55,144
Mission and Program Overview

Mission

To raise monies that will be used to provide monetary support to high school and college students to begin and continue their college education in the fields of mathematics, sciences and the arts.

Program Services

DescriptionGrantsExpenses
THE JLEE FOUNDATION FOUNDATION HAS RAISED MONIES THROUGH DONATIONS FROM INDIVIDUALS AND CORPORATIONS AND FUND RAISING EVENTS SINCE ITS INCEPTION TO SUPPORT ITS MISSION OF FURTHERING THE EDUCATION OF COLLEGE STUDENTS.$57,490-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L HERNPresident-$0--
LAWRENCE MISITITreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Golfing for Scholars Tournament$24,202$24,202$13,315$10,887
Total Events$24,202$24,202$13,315$10,887
Filing and Contact Details

Filer

Filer Name
Jlee Foundation
EIN
45-5166773
Phone
3042553900
Address
607 INDUSTRIAL PARK ROAD, BEAVER, WV 25813

Signing Officer

Name
Lawrence Misiti
Title
Treasurer
Signed
2019-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Lam CPA
Address
211 Perdue St, Beckley, WV 25801
Preparer
Lawrence Misiti
Phone
3042532401
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1583”

Other Expenses.1012

“Insurance $16517”

Other Expenses.1

“Awards to college age students $26075”

Raw XML Appendix134 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03042553900
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd025813
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064020
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IRS990EZ/ExcessOrDeficitForYearAmt0-2346
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES L HERN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044175
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE MONIES THAT WILL BE USED TO PROVIDE MONETARY SUPPORT TO HIGH SCHOOL AND COLLEGE STUDENTS TO BEGIN AND CONTINUE THEIR COLLEGE EDUCATION IN THE FIELDS OF MATHEMATICS, SCIENCES AND THE ARTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE JLEE FOUNDATION FOUNDATION HAS RAISED MONIES THROUGH DONATIONS FROM INDIVIDUALS AND CORPORATIONS AND FUND RAISING EVENTS SINCE ITS INCEPTION TO SUPPORT ITS MISSION OF FURTHERING THE EDUCATION OF COLLEGE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt057490
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013315
IRS990EZ/SpecialEventsNetIncomeLossAmt010887
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044175
IRS990EZ/TotalProgramServiceExpensesAmt057490
IRS990EZ/TotalRevenueAmt041829
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://jleefoundation.org/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030942
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024202
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024202
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt055144
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055144
IRS990ScheduleA/Total509Grp/TotalAmt055144
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055144
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt055144
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013315
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GOLFING FOR SCHOLARS TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024202
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010887
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013315
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $16517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AWARDS TO COLLEGE AGE STUDENTS $26075
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE MISITI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JLEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JLEE
ReturnHeader/Filer/EIN0455166773
ReturnHeader/Filer/PhoneNum03042553900
ReturnHeader/Filer/USAddress/AddressLine1Txt0607 INDUSTRIAL PARK ROAD
ReturnHeader/Filer/USAddress/CityNm0BEAVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025813
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAM CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 Perdue St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beckley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025801
ReturnHeader/PreparerPersonGrp/PhoneNum03042532401
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE MISITI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-08T06:29:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,674
Liabilities
-
Net assets
$61,674
Revenue
$41,829
Expenses
$44,175
Net income
-$2,346
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$79.8$79.8$29.2$23.1$6.08
2022Detailed filing. Detailed filing data is available for this year.$73.7$73.7$39.7$35.6$4.04
2021Detailed filing. Detailed filing data is available for this year.$69.8$0.18$69.7$36.5$30.7$5.86
2020Detailed filing. Detailed filing data is available for this year.$63.8$63.8$54.3$47.4$6.89
2019Detailed filing. Detailed filing data is available for this year.$56.9$56.9$41.1$45.8$4.76
2018Detailed filing. Detailed filing data is available for this year.$61.7$61.7$41.8$44.2$2.35