Civic Intelligence

Jlee Foundation

990EZ • Fiscal year 2023 • EIN 45-5166773

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 26, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

61st percentile

8.2%

Faster asset growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$79,780

Up $6,077 (+8.2%) from 2022

Net Assets

Up

$79,780

Up $6,077 (+8.2%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Down

$29,182

Down $10,496 (-26%) from 2022

Expenses

Down

$23,105

Down $12,538 (-35%) from 2022

Net Income

Up

$6,077

Up $2,042 (+51%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2023

Assets$79,780
Liabilities-
Net Assets$79,780
Open 2023 Filing

Operations Trend

Revenue Growth21st 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

2023

Revenue$29,182
Expenses$23,105
Net Income$6,077
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 26, 2024
Return Version
2023v5.1
Gross Receipts
$46,780
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.-$23,105
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$35,780$35,780$17,598$18,182
Total Events$35,780$35,780$17,598$18,182
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
2024-10-26
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Awards to college age students $21950”

Other Expenses.2

“General & admin expenses $1155”

Raw XML Appendix149 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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0607 INDUSTRIAL PARK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073703
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IRS990EZ/ExcessOrDeficitForYearAmt06077
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsAmt046780
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES L HERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAWRENCE MISITI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARNEY BARAJAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023105
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/ProgramServiceExpensesAmt023105
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017598
IRS990EZ/SpecialEventsNetIncomeLossAmt018182
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023105
IRS990EZ/TotalProgramServiceExpensesAmt023105
IRS990EZ/TotalRevenueAmt029182
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://jleefoundation.org/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054120
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0143745
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0143745
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054120
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031050
IRS990ScheduleA/Total509Grp/TotalAmt0143745
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt022550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt031050
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0143745
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017598
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GOLFING FOR SCHOLARS TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035780
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018182
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017598
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017598
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0ANNUAL DOLLARS FOR SCHOLARS GOLF OUTING - THE RESORT AT GLADE SPRINGS - HELD ON JULY 26, 2023
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AWARDS TO COLLEGE AGE STUDENTS $21950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GENERAL & ADMIN EXPENSES $1155
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE MISITI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-26
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-10-26T08:56:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,780
Liabilities
-
Net assets
$79,780
Revenue
$29,182
Expenses
$23,105
Net income
$6,077
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