Civic Intelligence

Fmck Lee Foundation

990PF • Fiscal year 2021 • EIN 46-1461715

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 20, 2021

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

64th percentile

14%

Faster asset growth than 64% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-55%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$502,028

Up $62,310 (+14%) from 2020

Net Assets

Up

$502,028

Up $62,310 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin98th percentile

Revenue

Down

$63,810

Down $77,142 (-55%) from 2020

Expenses

Down

$1,500

Down $30,490 (-95%) from 2020

Net Income

Down

$62,310

Down $46,652 (-43%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2021

Assets$502,028
Liabilities$0
Net Assets$502,028
Open 2021 Filing

Operations Trend

Revenue Growth6th 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

2021

Revenue$63,810
Expenses$1,500
Net Income$62,310
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 20, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay56th 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
2021-10-20
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 Appendix309 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHERINE LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHRISTOPHER LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MOURA CT LEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$502,028
Liabilities
$0
Net assets
$502,028
Revenue
$63,810
Expenses
$1,500
Net income
$62,310
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