Civic Intelligence

Lee Industries Educational Foundation Inc.

990PF • Fiscal year 2018 • EIN 56-2046037

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profile
210 4th Street SWConover, NC 28613

(828) 464-8318

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.00x

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

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Net Margin

4th percentile

-163%

Higher net margin than 4% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Asset Growth

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$98,927

Down $59,557 (-38%) from 2015

Net Assets

$98,927

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Down

$31,832

Down $19,638 (-38%) from 2015

Expenses

Up

$83,687

Up $44,754 (+115%) from 2015

Net Income

Down

-$51,855

Down $64,392 (-514%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $97,966Liabilities 2011: $02011Assets 2012: $116,214Liabilities 2012: $02012Assets 2013: $132,713Liabilities 2013: $02013Assets 2014: $145,947Liabilities 2014: $02014Assets 2015: $158,484Liabilities 2015: $02015Assets 2018: $98,927Liabilities 2018: $0Net Assets 2018: $98,9272018Assets 2019: $95,428Liabilities 2019: $0Net Assets 2019: $95,4282019Assets 2020: $54,510Liabilities 2020: $0Net Assets 2020: $54,5102020Assets 2021: $57,782Liabilities 2021: $0Net Assets 2021: $57,7822021Assets 2022: $60,951Liabilities 2022: $0Net Assets 2022: $60,9512022Assets 2023: $52,524Liabilities 2023: $0Net Assets 2023: $52,5242023Assets 2024: $43,574Liabilities 2024: $0Net Assets 2024: $43,5742024

Highlighted filing

2018

Assets$98,927
Liabilities$0
Net Assets$98,927
Open 2018 Filing

Operations Trend

Revenue Growth28th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $47,079Expenses 2011: $31,317Net Income 2011: $15,7622011Revenue 2012: $49,861Expenses 2012: $31,613Net Income 2012: $18,2482012Revenue 2013: $50,150Expenses 2013: $33,651Net Income 2013: $16,4992013Revenue 2014: $54,215Expenses 2014: $40,981Net Income 2014: $13,2342014Revenue 2015: $51,470Expenses 2015: $38,933Net Income 2015: $12,5372015Revenue 2018: $31,832Expenses 2018: $83,687Net Income 2018: -$51,8552018Revenue 2019: $25,376Expenses 2019: $28,875Net Income 2019: -$3,4992019Revenue 2020: $22,854Expenses 2020: $63,772Net Income 2020: -$40,9182020Revenue 2021: $24,012Expenses 2021: $20,740Net Income 2021: $3,2722021Revenue 2022: $24,002Expenses 2022: $20,833Net Income 2022: $3,1692022Revenue 2023: $24,000Expenses 2023: $32,427Net Income 2023: -$8,4272023Revenue 2024: $24,000Expenses 2024: $32,950Net Income 2024: -$8,9502024

Highlighted filing

2018

Revenue$31,832
Expenses$83,687
Net Income-$51,855
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM C MCKINNEYSec/Treas.-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONN/AATTACHED, NC, US$22,396
Paid GrantCONNECTIONS OF CATAWBA COUNTYFUND ASSISTANCEFOR INDIVIDUALSWITH DISABILITIESN/ANEWTON, NC, US$15,000
Paid GrantPIEDMONT COUNCIL BOY SCOUTS OF AMERICAFUND SCOUTINGOPPORTUNITIESFOR YOUNG MENN/AGASTONIA, NC, US$15,000
Paid GrantSAFE HARBOR RESCUE MISSIONFUND ASSISTANCETO INDIVIDUALS DEALINGWITH ADDICTIONN/AHICKORY, NC, US$15,000
Paid GrantNORMAN COLEY FOUNDATIONFUND ASSISTANCE FORENVIRONMENTALINITIATIVESN/ACONOVER, NC, US$15,000
Filing and Contact Details

Filer

Filer Name
Lee Industries Educational Foundation Inc
EIN
56-2046037
Phone
8284648318
Address
210 4TH STREET SW, CONOVER, NC 28613

Signing Officer

Name
William C Mckinney Jr
Title
Secretary/treasurer
Phone
8284648318
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Lawing Matthews & Company Pa
Address
1985 TATE BLVD SE SUITE 730, HICKORY, NC 28602
Preparer
Pamela J Matthews
Phone
8282675958
Raw XML Appendix353 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.

Path#Value
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CONOVER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028613
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022396
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUND ASSISTANCEFOR INDIVIDUALSWITH DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FUND SCOUTINGOPPORTUNITIESFOR YOUNG MEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FUND ASSISTANCETO INDIVIDUALS DEALINGWITH ADDICTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FUND ASSISTANCE FORENVIRONMENTALINITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CONNECTIONS OF CATAWBA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PIEDMONT COUNCIL BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAFE HARBOR RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NORMAN COLEY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1256
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21222 EAST FRANKLIN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3210 2ND STREET SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4210 4TH STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GASTONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HICKORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CONOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128658
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228054
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428613
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt082396
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05850
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028854
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024486
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt038917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt040965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026690
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026690
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0209768
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt076546
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028854
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024486
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt038917
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt040965
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt082396
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt076546
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0236458
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0159912
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0LEE INDUSTRIES INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0210 4TH ST SW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CONOVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028613
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt024000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FUNDRAISING EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0168
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0168
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FUNDRAISING INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06600
TaxesSchedule/TaxesDetail/Amt018
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM C MCKINNEY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08284648318
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE INDUSTRIES EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LEEI
ReturnHeader/Filer/EIN0562046037
ReturnHeader/Filer/PhoneNum08284648318
ReturnHeader/Filer/USAddress/AddressLine1Txt0210 4TH STREET SW
ReturnHeader/Filer/USAddress/CityNm0CONOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028613
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId081EB089ADDA85A83D1F62B8173E81FC6B80C5185
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DE5FFB9E92932B91B1B9EDE621E0E3B61B9B4761
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.78.185.71
ReturnHeader/FilingSecurityInformation/IPDt02019-05-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:44:22
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAWING MATTHEWS & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01985 TATE BLVD SE SUITE 730
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028602
ReturnHeader/PreparerPersonGrp/PhoneNum08282675958
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela J Matthews
ReturnHeader/ReturnTs02019-05-16T11:44:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,927
Liabilities
$0
Net assets
$98,927
Revenue
$31,832
Expenses
$83,687
Net income
-$51,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.24$0.33$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.24$0.32$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.24$0.21$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.24$0.21$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.23$0.64$0.41
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.25$0.29$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.32$0.84$0.52
2015Summary only. Only limited summary data is available for this year.$1.58$0.00$0.51$0.39$0.13
2014Summary only. Only limited summary data is available for this year.$1.46$0.00$0.54$0.41$0.13
2013Summary only. Only limited summary data is available for this year.$1.33$0.00$0.50$0.34$0.16
2012Summary only. Only limited summary data is available for this year.$1.16$0.00$0.50$0.32$0.18
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.47$0.31$0.16