Civic Intelligence

The Lee Family Foundation

EIN 59-7162329 • Millwood, GA

6292 Old Nicholls HwyMillwood, GA 31552-9455
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

69th percentile

7.7%

Faster asset growth than 69% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

87%

Faster revenue growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$84,189

Up $6,054 (+7.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$84,189

Up $6,054 (+7.7%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin89th percentile

Revenue

Up

$9,781

Up $4,562 (+87%) from 2023

Expenses

Up

$4,750

Up $208 (+4.6%) from 2023

Net Income

Up

$5,031

Up $4,354 (+643%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$100K$50K$0Assets 2011: $64,635Liabilities 2011: $02011Assets 2012: $62,295Liabilities 2012: $02012Assets 2013: $62,290Liabilities 2013: $02013Assets 2014: $63,637Liabilities 2014: $02014Assets 2015: $74,818Liabilities 2015: $02015Assets 2019: $81,691Liabilities 2019: $0Net Assets 2019: $81,6912019Assets 2020: $80,413Liabilities 2020: $0Net Assets 2020: $80,4132020Assets 2021: $87,758Liabilities 2021: $0Net Assets 2021: $87,7582021Assets 2022: $75,468Liabilities 2022: $0Net Assets 2022: $75,4682022Assets 2023: $78,135Liabilities 2023: $0Net Assets 2023: $78,1352023Assets 2024: $84,189Liabilities 2024: $0Net Assets 2024: $84,1892024

Highlighted filing

2024

Assets$84,189
Liabilities$0
Net Assets$84,189
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$10K$5.0K$0-$5.0KRevenue 2011: $6,252Expenses 2011: $2,750Net Income 2011: $3,5022011Revenue 2012: $1,330Expenses 2012: $3,670Net Income 2012: -$2,3402012Revenue 2013: $2,671Expenses 2013: $2,676Net Income 2013: -$52013Revenue 2014: $5,017Expenses 2014: $3,670Net Income 2014: $1,3472014Revenue 2015: $4,581Expenses 2015: $4,600Net Income 2015: -$192015Revenue 2019: $3,460Expenses 2019: $5,400Net Income 2019: -$1,9402019Revenue 2020: $3,926Expenses 2020: $5,500Net Income 2020: -$1,5742020Revenue 2021: $4,374Expenses 2021: $4,516Net Income 2021: -$1422021Revenue 2022: $4,156Expenses 2022: $5,046Net Income 2022: -$8902022Revenue 2023: $5,219Expenses 2023: $4,542Net Income 2023: $6772023Revenue 2024: $9,781Expenses 2024: $4,750Net Income 2024: $5,0312024

Highlighted filing

2024

Revenue$9,781
Expenses$4,750
Net Income$5,031
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,189
Liabilities
$0
Net assets
$84,189
Revenue
$9,781
Expenses
$4,750
Net income
$5,031
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$84.2$0.00$84.2$9.78$4.75$5.03
2023Detailed filing. Detailed filing data is available for this year.$78.1$0.00$78.1$5.22$4.54$0.68
2022Detailed filing. Detailed filing data is available for this year.$75.5$0.00$75.5$4.16$5.05$0.89
2021Detailed filing. Detailed filing data is available for this year.$87.8$0.00$87.8$4.37$4.52$0.14
2020Detailed filing. Detailed filing data is available for this year.$80.4$0.00$80.4$3.93$5.50$1.57
2019Detailed filing. Detailed filing data is available for this year.$81.7$0.00$81.7$3.46$5.40$1.94
2015Summary only. Only limited summary data is available for this year.$74.8$0.00$4.58$4.60$0.02
2014Summary only. Only limited summary data is available for this year.$63.6$0.00$5.02$3.67$1.35
2013Summary only. Only limited summary data is available for this year.$62.3$0.00$2.67$2.68$0.01
2012Summary only. Only limited summary data is available for this year.$62.3$0.00$1.33$3.67$2.34
2011Summary only. Only limited summary data is available for this year.$64.6$0.00$6.25$2.75$3.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED LEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lee Family Foundation
EIN
59-7162329
Phone
9122828494
Address
6292 OLD NICHOLLS HWY, MILLWOOD, GA 31552-9455

Signing Officer

Name
Fred Lee
Title
Trustee
Phone
9122828494
Signed
2025-04-28

Preparer

Firm
Padgett and Davis LLC
Address
447 ATLANTIC BLVD STE 5, ATLANTIC BEACH, FL 32233
Preparer
Donald a Padgett
Phone
9042491776
Raw XML Appendix255 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03916
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01207
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01207
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01886
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt084
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0255
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01024
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt084
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03093
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03009
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01023
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN MKT VALUE OF SECURITIES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09122828494
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEF
ReturnHeader/Filer/EIN0597162329
ReturnHeader/Filer/PhoneNum09122828494
ReturnHeader/Filer/USAddress/AddressLine1Txt06292 OLD NICHOLLS HWY
ReturnHeader/Filer/USAddress/CityNm0MILLWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0315529455
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593744758
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PADGETT AND DAVIS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0447 ATLANTIC BLVD STE 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTIC BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032233
ReturnHeader/PreparerPersonGrp/PhoneNum09042491776
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD A PADGETT
ReturnHeader/ReturnTs02025-04-28T14:10:32-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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