Civic Intelligence

Henry and Shirley Lee Foundation

EIN 47-5352519 • Laguna Woods, CA

2130 Ronda Granada Unit DLaguna Woods, CA 92637
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

87th percentile

42%

Faster asset growth than 87% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

100%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$0

Down $28,877 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $28,877 (-100%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin76th percentile

Revenue

Down

$0

Down $40,000 (-100%) from 2022

Expenses

Down

$28,873

Down $2,652 (-8.4%) from 2022

Net Income

Down

-$28,873

Down $37,348 (-441%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0-$10KAssets 2015: $1Liabilities 2015: $02015Assets 2016: $8,422Liabilities 2016: $02016Assets 2018: $16,422Liabilities 2018: $0Net Assets 2018: $16,4222018Assets 2019: $14,422Liabilities 2019: $1Net Assets 2019: $14,4222019Assets 2020: $14,422Liabilities 2020: $1Net Assets 2020: $14,4222020Assets 2021: $20,398Liabilities 2021: -$4Net Assets 2021: $20,4022021Assets 2022: $28,877Liabilities 2022: $0Net Assets 2022: $28,8772022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $20,000Expenses 2016: $11,578Net Income 2016: $8,4222016Revenue 2018: $0Expenses 2018: $6,250Net Income 2018: -$6,2502018Revenue 2019: $1Expenses 2019: $2,000Net Income 2019: -$1,9992019Revenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $20,000Expenses 2021: $14,020Net Income 2021: $5,9802021Revenue 2022: $40,000Expenses 2022: $31,525Net Income 2022: $8,4752022Revenue 2023: $0Expenses 2023: $28,873Net Income 2023: -$28,8732023

Highlighted filing

2023

Revenue$0
Expenses$28,873
Net Income-$28,873
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$28,873
Net income
-$28,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$28.9$28.9
2022Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$40.0$31.5$8.48
2021Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$20.0$14.0$5.98
2020Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.00$2.00$2.00
2018Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.00$6.25$6.25
2016Summary only. Only limited summary data is available for this year.$8.42$0.00$20.0$11.6$8.42
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shirley LeeSecretary-$0--
Henry LeePresident-$0--
Filing and Contact Details

Filer

Filer Name
Henry and Shirley Lee Foundation
EIN
47-5352519
Address
2130 Ronda Granada Unit D, Laguna Woods, CA 92637

Signing Officer

Name
Henry Lee
Title
President
Signed
2024-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Jennie C Li CPA MBA A Professional Corp
Address
780 Roosevelt Suite 225, Irvine, CA 92620
Preparer
Jennie C Li CPA
Phone
9494137810
Raw XML Appendix206 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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LiquidationExplanationStmt/ExplanationTxt0This foundation was dissolved as of 12/31/2023.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
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ReturnHeader/ReturnTs02024-04-09T17:24:40-07:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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