Civic Intelligence

Fmck Lee Foundation

990PF • Fiscal year 2016 • EIN 46-1461715

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 09, 2016

Organization Profile
15997 Grandview AvenueMonte Sereno, CA 95030

(408) 395-7837

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-91%

Higher net margin than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-94%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$7,376

Down $1,644 (-18%) from 2015

Net Assets

Down

$7,376

Down $1,644 (-18%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Down

$1,808

Down $27,905 (-94%) from 2015

Expenses

Down

$3,452

Down $31,713 (-90%) from 2015

Net Income

Up

-$1,644

Up $3,808 (+70%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$600K$400K$200K$0Assets 2014: $42,109Liabilities 2014: $02014Assets 2015: $9,020Liabilities 2015: $0Net Assets 2015: $9,0202015Assets 2016: $7,376Liabilities 2016: $0Net Assets 2016: $7,3762016Assets 2017: $189,486Liabilities 2017: $0Net Assets 2017: $189,4862017Assets 2018: $414,884Liabilities 2018: $0Net Assets 2018: $414,8842018Assets 2019: $400,476Liabilities 2019: $0Net Assets 2019: $400,4762019Assets 2020: $439,718Liabilities 2020: $0Net Assets 2020: $439,7182020Assets 2021: $502,028Liabilities 2021: $0Net Assets 2021: $502,0282021Assets 2022: $493,652Liabilities 2022: $0Net Assets 2022: $493,6522022Assets 2023: $458,937Liabilities 2023: $0Net Assets 2023: $458,9372023Assets 2024: $410,701Liabilities 2024: $0Net Assets 2024: $410,7012024Assets 2025: $512,256Liabilities 2025: $0Net Assets 2025: $512,2562025

Highlighted filing

2016

Assets$7,376
Liabilities$0
Net Assets$7,376
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $105,070Expenses 2014: $23,323Net Income 2014: $81,7472014Revenue 2015: $29,713Expenses 2015: $35,165Net Income 2015: -$5,4522015Revenue 2016: $1,808Expenses 2016: $3,452Net Income 2016: -$1,6442016Revenue 2017: $472,067Expenses 2017: $19,740Net Income 2017: $452,3272017Revenue 2018: $356,926Expenses 2018: $15,924Net Income 2018: $341,0022018Revenue 2019: $2,719Expenses 2019: $17,127Net Income 2019: -$14,4082019Revenue 2020: $140,952Expenses 2020: $31,990Net Income 2020: $108,9622020Revenue 2021: $63,810Expenses 2021: $1,500Net Income 2021: $62,3102021Revenue 2022: $50Expenses 2022: $8,426Net Income 2022: -$8,3762022Revenue 2023: $6,300Expenses 2023: $41,015Net Income 2023: -$34,7152023Revenue 2024: $10,122Expenses 2024: $58,358Net Income 2024: -$48,2362024Revenue 2025: $170,893Expenses 2025: $69,338Net Income 2025: $101,5552025

Highlighted filing

2016

Revenue$1,808
Expenses$3,452
Net Income-$1,644
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 9, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TSU-WEI FRANK LEEPresidentPT$0--
KATHERINE LEESecretary-$0--
CHRISTOPHER LEEChief Financial Officer-$0--
MOURA CT LEEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fmck Lee Foundation
EIN
46-1461715
Phone
4083957837
Address
15997 GRANDVIEW AVENUE, MONTE SERENO, CA 95030

Signing Officer

Name
Frank Lee
Title
President
Phone
4083957837
Signed
2016-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Isabel Chiu & Co Llp
Address
838 N HILLVIEW DRIVE, MILPITAS, CA 95035
Preparer
Isabel Chiu CPA
Phone
4089429689
Raw XML Appendix288 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TSU-WEI FRANK LEE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0750
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0908
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt029341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018241
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0158
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047424
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt029341
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018083
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047424
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt047582
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0450
TaxesSchedule/TaxesDetail/Amt0152
TaxesSchedule/TaxesDetail/CategoryTxt0TAX AND LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0152
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04083957837
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FMCK LEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FMCK
ReturnHeader/Filer/EIN0461461715
ReturnHeader/Filer/PhoneNum04083957837
ReturnHeader/Filer/USAddress/AddressLine1Txt015997 GRANDVIEW AVENUE
ReturnHeader/Filer/USAddress/CityNm0MONTE SERENO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770546629
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISABEL CHIU & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0838 N HILLVIEW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILPITAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095035
ReturnHeader/PreparerPersonGrp/PhoneNum04089429689
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISABEL CHIU CPA
ReturnHeader/ReturnTs02016-09-14T18:40:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,376
Liabilities
$0
Net assets
$7,376
Revenue
$1,808
Expenses
$3,452
Net income
-$1,644
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$1.71$0.69$1.02
2024Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.10$0.58$0.48
2023Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.06$0.41$0.35
2022Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.00$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.64$0.02$0.62
2020Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$1.41$0.32$1.09
2019Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.03$0.17$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$3.57$0.16$3.41
2017Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$4.72$0.20$4.52
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.02$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.30$0.35$0.05
2014Summary only. Only limited summary data is available for this year.$0.42$0.00$1.05$0.23$0.82