Civic Intelligence

Suzanne and Daniel R Lee Family Foundation

990PF • Fiscal year 2023 • EIN 46-4371982

Dec 01, 2022 to Nov 30, 2023 • Filed on Apr 15, 2024

Organization Profile
1909 Soaring CTLas Vegas, NV 89134

(702) 333-7002

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

3.8%

Faster asset growth than 59% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

56%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$33,088

Up $1,221 (+3.8%) from 2022

Net Assets

Up

$33,088

Up $1,221 (+3.8%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Up

$2,975

Up $1,065 (+56%) from 2022

Expenses

Up

$1,754

Up $104 (+6.3%) from 2022

Net Income

Up

$1,221

Up $961 (+370%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$60K$40K$20K$0Assets 2014: $34,505Liabilities 2014: $02014Assets 2015: $45,872Liabilities 2015: $1Net Assets 2015: $45,8722015Assets 2016: $45,653Liabilities 2016: $0Net Assets 2016: $45,6532016Assets 2017: $30,760Liabilities 2017: $0Net Assets 2017: $30,7602017Assets 2018: $49,122Liabilities 2018: $0Net Assets 2018: $49,1222018Assets 2019: $44,212Liabilities 2019: $1Net Assets 2019: $44,2122019Assets 2020: $35,856Liabilities 2020: $1Net Assets 2020: $35,8562020Assets 2021: $31,607Liabilities 2021: $1Net Assets 2021: $31,6072021Assets 2022: $31,867Liabilities 2022: $1Net Assets 2022: $31,8672022Assets 2023: $33,088Liabilities 2023: $1Net Assets 2023: $33,0882023Assets 2024: $34,444Liabilities 2024: $0Net Assets 2024: $34,4442024

Highlighted filing

2023

Assets$33,088
Liabilities$1
Net Assets$33,088
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $48,520Expenses 2014: $14,015Net Income 2014: $34,5052014Revenue 2015: $11,553Expenses 2015: $186Net Income 2015: $11,3672015Revenue 2016: $12Expenses 2016: $231Net Income 2016: -$2192016Revenue 2017: $107Expenses 2017: $15,000Net Income 2017: -$14,8932017Revenue 2018: $30,413Expenses 2018: $12,051Net Income 2018: $18,3622018Revenue 2019: $2,479Expenses 2019: $7,389Net Income 2019: -$4,9102019Revenue 2020: $1,762Expenses 2020: $10,118Net Income 2020: -$8,3562020Revenue 2021: $1,653Expenses 2021: $5,902Net Income 2021: -$4,2492021Revenue 2022: $1,910Expenses 2022: $1,650Net Income 2022: $2602022Revenue 2023: $2,975Expenses 2023: $1,754Net Income 2023: $1,2212023Revenue 2024: $3,123Expenses 2024: $1,767Net Income 2024: $1,3562024

Highlighted filing

2023

Revenue$2,975
Expenses$1,754
Net Income$1,221
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Apr 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL LEEPresident-$0--
SUZANNE LEESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Suzanne and Daniel R Lee
EIN
46-4371982
Phone
7023337002
Address
1909 SOARING CT, LAS VEGAS, NV 89134

Signing Officer

Name
Daniel Lee
Title
President
Phone
7023337002
Signed
2024-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Shenker Zacarese & Marks Llp
Address
53 NORTH PARK AVE, ROCKVILLE CENTRE, NY 11570
Preparer
Michael J Shenker
Phone
5165367100
Raw XML Appendix259 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011570
ReturnHeader/PreparerPersonGrp/PhoneNum05165367100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J SHENKER
ReturnHeader/ReturnTs02024-04-15T11:13:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEE
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

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Filings

Displayed year

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

Open filing
Assets
$33,088
Liabilities
$1
Net assets
$33,088
Revenue
$2,975
Expenses
$1,754
Net income
$1,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$3.12$1.77$1.36
2023Detailed filing. Detailed filing data is available for this year.$33.1$0.00$33.1$2.98$1.75$1.22
2022Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$1.91$1.65$0.26
2021Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$1.65$5.90$4.25
2020Detailed filing. Detailed filing data is available for this year.$35.9$0.00$35.9$1.76$10.1$8.36
2019Detailed filing. Detailed filing data is available for this year.$44.2$0.00$44.2$2.48$7.39$4.91
2018Detailed filing. Detailed filing data is available for this year.$49.1$0.00$49.1$30.4$12.1$18.4
2017Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$0.11$15.0$14.9
2016Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$0.01$0.23$0.22
2015Detailed filing. Detailed filing data is available for this year.$45.9$0.00$45.9$11.6$0.19$11.4
2014Summary only. Only limited summary data is available for this year.$34.5$0.00$48.5$14.0$34.5