Civic Intelligence

Jlee Foundation

990EZ • Fiscal year 2022 • EIN 45-5166773

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 01, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

58th percentile

10%

Higher net margin than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

57th percentile

5.5%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

49th percentile

8.6%

Faster revenue growth than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$73,703

Up $3,856 (+5.5%) from 2021

Net Assets

Up

$73,703

Up $4,035 (+5.8%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Up

$39,678

Up $3,139 (+8.6%) from 2021

Expenses

Up

$35,643

Up $4,964 (+16%) from 2021

Net Income

Down

$4,035

Down $1,825 (-31%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2022

Assets$73,703
Liabilities-
Net Assets$73,703
Open 2022 Filing

Operations Trend

Revenue Growth49th 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

2022

Revenue$39,678
Expenses$35,643
Net Income$4,035
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 1, 2023
Return Version
2022v5.0
Gross Receipts
$57,385
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.-$35,565
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Golfing for Scholars Tournament$34,835$34,835$17,707$17,128
Total Events$34,835$34,835$17,707$17,128
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
2023-11-01
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $414”

Other Expenses.1002

“Office Expenses $3501”

Other Expenses.1

“Awards to college age students $31650”

Total Liabilities.1001

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

Raw XML Appendix162 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/PrintingPublicationsPostageAmt078
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035565
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IRS990EZ/SpecialEventsNetIncomeLossAmt017128
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0163687
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AWARDS TO COLLEGE AGE STUDENTS $31650
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/ReturnTs02023-11-01T14:45:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,703
Liabilities
-
Net assets
$73,703
Revenue
$39,678
Expenses
$35,643
Net income
$4,035
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