Civic Intelligence

Lee Foundation

990PF • Fiscal year 2015 • EIN 47-2513505

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization Profile
760 CrestviewOwatonna, MN 55060

(507) 213-4592

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

$790,593

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin98th percentile

Revenue

$301,808

No earlier filing loaded for comparison.

Expenses

$22,510

No earlier filing loaded for comparison.

Net Income

$279,298

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2015: $790,593Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $763,553Liabilities 2016: $0Net Assets 2016: $763,5532016Assets 2017: $731,103Liabilities 2017: $0Net Assets 2017: $731,1032017Assets 2018: $708,551Liabilities 2018: $0Net Assets 2018: $708,5512018Assets 2019: $691,405Liabilities 2019: $0Net Assets 2019: $691,4052019Assets 2020: $651,120Liabilities 2020: $0Net Assets 2020: $651,1202020Assets 2021: $594,797Liabilities 2021: $0Net Assets 2021: $594,7972021Assets 2022: $562,265Liabilities 2022: $0Net Assets 2022: $562,2652022Assets 2023: $629,585Liabilities 2023: $0Net Assets 2023: $629,5852023Assets 2024: $607,536Liabilities 2024: $0Net Assets 2024: $607,5362024

Highlighted filing

2015

Assets$790,593
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2015: $301,808Expenses 2015: $22,510Net Income 2015: $279,2982015Revenue 2016: $760Expenses 2016: $27,800Net Income 2016: -$27,0402016Revenue 2017: $2,165Expenses 2017: $34,615Net Income 2017: -$32,4502017Revenue 2018: $14,282Expenses 2018: $36,834Net Income 2018: -$22,5522018Revenue 2019: $12,134Expenses 2019: $29,280Net Income 2019: -$17,1462019Revenue 2020: $0Expenses 2020: $40,285Net Income 2020: -$40,2852020Revenue 2021: $0Expenses 2021: $56,323Net Income 2021: -$56,3232021Revenue 2022: $340,493Expenses 2022: $373,025Net Income 2022: -$32,5322022Revenue 2023: $119,046Expenses 2023: $51,726Net Income 2023: $67,3202023Revenue 2024: $11,543Expenses 2024: $33,592Net Income 2024: -$22,0492024

Highlighted filing

2015

Revenue$301,808
Expenses$22,510
Net Income$279,298
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN LEEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lee Foundation
EIN
47-2513505
Phone
5072134592
Address
760 CRESTVIEW, OWATONNA, MN 55060

Signing Officer

Name
Ann Lee
Title
President
Phone
5072134592
Signed
2016-05-16

Preparer

Firm
H and R Block
Address
212 15TH AVE NE, WASECA, MN 56093
Preparer
Chris Neu
Phone
5078355340
Raw XML Appendix168 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/InitialReturnInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt020000
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990ScheduleB/GeneralRuleInd0X
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ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072134592
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS NEU
ReturnHeader/ReturnTs02016-05-16T21:09:30Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$790,593
Liabilities
$0
Net assets
$0
Revenue
$301,808
Expenses
$22,510
Net income
$279,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.12$0.34$0.22
2023Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$1.19$0.52$0.67
2022Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$3.40$3.73$0.33
2021Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.00$0.56$0.56
2020Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.00$0.40$0.40
2019Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.12$0.29$0.17
2018Detailed filing. Detailed filing data is available for this year.$7.09$0.00$7.09$0.14$0.37$0.23
2017Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.02$0.35$0.32
2016Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.01$0.28$0.27
2015Detailed filing. Detailed filing data is available for this year.$7.91$0.00$0.00$3.02$0.23$2.79