Civic Intelligence

Arthur Lee Private Foundation Charitable Trust

990PF • Fiscal year 2016 • EIN 46-1884228

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 24, 2018

Organization Profile
30812 Driftwood DriveLaguna Beach, CA 92651

(561) 301-0423

Siviq Scores

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

Liabilities / Assets

99th percentile

5.96x

Higher debt load relative to assets than 99% of similar nonprofits.

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

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

Asset Growth

7th percentile

-62%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$1,458

Down $2,387 (-62%) from 2015

Net Assets

Down

-$7,230

Down $2,387 (-49%) from 2015

Liabilities

Flat

$8,688

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2015

Expenses

Up

$2,387

Up $706 (+42%) from 2015

Net Income

Down

-$2,387

Down $706 (-42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$10K$5.0K$0-$5.0K-$10KAssets 2013: $9,976Liabilities 2013: $8,6882013Assets 2014: $5,526Liabilities 2014: $8,688Net Assets 2014: -$3,1622014Assets 2015: $3,845Liabilities 2015: $8,688Net Assets 2015: -$4,8432015Assets 2016: $1,458Liabilities 2016: $8,688Net Assets 2016: -$7,2302016Assets 2017: $1,283Liabilities 2017: $8,688Net Assets 2017: -$7,4052017Assets 2018: $572Liabilities 2018: $8,688Net Assets 2018: -$8,1162018Assets 2019: $440Liabilities 2019: $9,078Net Assets 2019: -$8,6382019Assets 2020: $4,243Liabilities 2020: $9,273Net Assets 2020: -$5,0302020Assets 2021: $6,363Liabilities 2021: $9,273Net Assets 2021: -$2,9102021Assets 2022: $5,670Liabilities 2022: $9,272Net Assets 2022: -$3,6022022Assets 2023: $4,910Liabilities 2023: $9,272Net Assets 2023: -$4,3622023Assets 2024: $4,497Liabilities 2024: $9,272Net Assets 2024: -$4,7752024

Highlighted filing

2016

Assets$1,458
Liabilities$8,688
Net Assets-$7,230
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KRevenue 2013: $15,000Expenses 2013: $13,712Net Income 2013: $1,2882013Revenue 2014: $0Expenses 2014: $4,450Net Income 2014: -$4,4502014Revenue 2015: $0Expenses 2015: $1,681Net Income 2015: -$1,6812015Revenue 2016: $0Expenses 2016: $2,387Net Income 2016: -$2,3872016Revenue 2017: $0Expenses 2017: $175Net Income 2017: -$1752017Revenue 2018: $0Expenses 2018: $711Net Income 2018: -$7112018Revenue 2019: $0Expenses 2019: $522Net Income 2019: -$5222019Revenue 2020: $4,000Expenses 2020: $392Net Income 2020: $3,6082020Revenue 2021: $2,500Expenses 2021: $380Net Income 2021: $2,1202021Revenue 2022: $0Expenses 2022: $692Net Income 2022: -$6922022Revenue 2023: $0Expenses 2023: $760Net Income 2023: -$7602023Revenue 2024: $0Expenses 2024: $413Net Income 2024: -$4132024

Highlighted filing

2016

Revenue$0
Expenses$2,387
Net Income-$2,387
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 24, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN LEETrusteePT$0--
MONICA DIGILIOTrusteePT$0--
JULIA LEE-CARLSONTrusteePT$0--
ROBERT MUELLERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Arthur Lee Private Foundation
EIN
46-1884228
Phone
5613010423
Address
30812 DRIFTWOOD DRIVE, LAGUNA BEACH, CA 92651

Signing Officer

Name
Robin Lee
Title
Trustee
Signed
2018-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Topping Kessler & Company
Address
4020 Sheridan St, Hollywood, FL 33021
Preparer
Elliot Kessler
Phone
9549835800
Raw XML Appendix223 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/StatementsRegardingActyGrp/PhoneNum05613010423
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Arthur Lee Private Foundation Charitable Trust was borne out of the desire for Arthur Lee's grandson to carry on his grandfather's name as a well known sculptor. It is the desire of this foundation to enhance recognition of the works of Arthur Lee for the public benefit. To achieve this goal, the Foundation will sponsor exhibitions of sculptures at traveling shows, student art leagues, art schools and universities, museums and galleries. The Foundation will oversee the production and sale of a limited number of casts made from plasters of sculptures created by Lee. The Foundation will expand and strengthen his connection with the public, through loans, gifts and sales of his art. Additionally, the Foundation will maintain an archive of brochures, publications and a website concerning Lee, his works and career. It is a unique organization and fills a niche of exposing the public to the work of an amazing sculptor as well as bringing benefits to the community at large. Monies raised
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02387
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARTHUR LEE PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ARTH
ReturnHeader/Filer/EIN0461884228
ReturnHeader/Filer/PhoneNum05613010423
ReturnHeader/Filer/USAddress/AddressLine1Txt030812 DRIFTWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Topping Kessler & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04020 Sheridan St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hollywood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033021
ReturnHeader/PreparerPersonGrp/PhoneNum09549835800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLIOT KESSLER
ReturnHeader/ReturnTs02018-01-24T12:57:51-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,458
Liabilities
$8,688
Net assets
-$7,230
Revenue
$0
Expenses
$2,387
Net income
-$2,387
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.50$9.27$4.78$0.00$0.41$0.41
2023Detailed filing. Detailed filing data is available for this year.$4.91$9.27$4.36$0.00$0.76$0.76
2022Detailed filing. Detailed filing data is available for this year.$5.67$9.27$3.60$0.00$0.69$0.69
2021Detailed filing. Detailed filing data is available for this year.$6.36$9.27$2.91$2.50$0.38$2.12
2020Detailed filing. Detailed filing data is available for this year.$4.24$9.27$5.03$4.00$0.39$3.61
2019Detailed filing. Detailed filing data is available for this year.$0.44$9.08$8.64$0.00$0.52$0.52
2018Detailed filing. Detailed filing data is available for this year.$0.57$8.69$8.12$0.00$0.71$0.71
2017Detailed filing. Detailed filing data is available for this year.$1.28$8.69$7.41$0.00$0.18$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.46$8.69$7.23$0.00$2.39$2.39
2015Detailed filing. Detailed filing data is available for this year.$3.85$8.69$4.84$0.00$1.68$1.68
2014Detailed filing. Detailed filing data is available for this year.$5.53$8.69$3.16$0.00$4.45$4.45
2013Summary only. Only limited summary data is available for this year.$9.98$8.69$15.0$13.7$1.29