Civic Intelligence

Lee Foundation

990PF • Fiscal year 2023 • EIN 47-2513505

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
760 Crestview LaneOwatonna, MN 55060

(507) 213-4592

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-65%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$629,585

Up $67,320 (+12%) from 2022

Net Assets

Up

$629,585

Up $67,320 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin91st percentile

Revenue

Down

$119,046

Down $221,447 (-65%) from 2022

Expenses

Down

$51,726

Down $321,299 (-86%) from 2022

Net Income

Up

$67,320

Up $99,852 (+307%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2023

Assets$629,585
Liabilities$0
Net Assets$629,585
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

2023

Revenue$119,046
Expenses$51,726
Net Income$67,320
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

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

Filer

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

Signing Officer

Name
Anna Lee
Title
President
Phone
5072134592
Signed
2024-05-15

Preparer

Firm
O'BRIEN TAX & ACCOUNTING LLC
Address
212 15TH AVE NE STE 1040, WASECA, MN 56093-3308
Preparer
Nathan Malakowsky
Phone
5072013820
Raw XML Appendix243 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/IndividualWithBooksNm0ANNA LEE
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072134592
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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ReturnHeader/Filer/EIN0472513505
ReturnHeader/Filer/PhoneNum05072134592
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ReturnHeader/Filer/USAddress/CityNm0OWATONNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830847754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'BRIEN TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0212 15TH AVE NE STE 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASECA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0560933308
ReturnHeader/PreparerPersonGrp/PhoneNum05072013820
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN MALAKOWSKY
ReturnHeader/ReturnTs02024-05-15T15:41:22-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$629,585
Liabilities
$0
Net assets
$629,585
Revenue
$119,046
Expenses
$51,726
Net income
$67,320
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