Civic Intelligence

Jlee Foundation

990EZ • Fiscal year 2021 • EIN 45-5166773

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2022

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

60th percentile

16%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

55th percentile

9.5%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-33%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$69,847

Up $6,039 (+9.5%) from 2020

Net Assets

Up

$69,668

Up $5,860 (+9.2%) from 2020

Liabilities

$179

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin60th percentile

Revenue

Down

$36,539

Down $17,781 (-33%) from 2020

Expenses

Down

$30,679

Down $16,752 (-35%) from 2020

Net Income

Down

$5,860

Down $1,029 (-15%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

2021

Assets$69,847
Liabilities$179
Net Assets$69,668
Open 2021 Filing

Operations Trend

Revenue Growth24th percentile

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

2021

Revenue$36,539
Expenses$30,679
Net Income$5,860
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2022
Return Version
2021v4.0
Gross Receipts
$54,042
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.-$30,679
Compensation and Service Providers
Top Officer Pay77th 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$29,017$29,017$17,503$11,514
Total Events$29,017$29,017$17,503$11,514
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
2022-11-01
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $729”

Other Expenses.1

“Awards to college age students $29925”

Other Expenses.2

“LICENSES $25”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $179”

Raw XML Appendix153 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAVER
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030679
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017503
IRS990EZ/SpecialEventsNetIncomeLossAmt011514
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0179
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt030679
IRS990EZ/TotalRevenueAmt036539
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://jleefoundation.org/
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IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054120
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0141137
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt024202
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024202
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0165339
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025025
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0165339
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $729
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AWARDS TO COLLEGE AGE STUDENTS $29925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LICENSES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $179
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE MISITI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
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ReturnHeader/Filer/EIN0455166773
ReturnHeader/Filer/PhoneNum03042553900
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ReturnHeader/Filer/USAddress/CityNm0BEAVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025813
ReturnHeader/ReturnTs02022-11-01T13:46:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAWRENCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MISITI
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,847
Liabilities
$179
Net assets
$69,668
Revenue
$36,539
Expenses
$30,679
Net income
$5,860
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