Civic Intelligence

David Sen Lin Lee Foundation

990PF • Fiscal year 2023 • EIN 68-0413256

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

620 Sand Hill Rd 414FPalo Alto, CA 94304

(408) 694-3339

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-3705%

Higher net margin than 1% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

22nd percentile

-19%

Faster asset growth than 22% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-61%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$397,327

Flat from 2023

Net Assets

$397,327

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Flat

$3,075

Flat from 2023

Expenses

Flat

$117,014

Flat from 2023

Net Income

Flat

-$113,939

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $41,747Liabilities 2010: $0Net Assets 2010: $41,7472010Assets 2011: $18,868Liabilities 2011: $2,725Net Assets 2011: $16,1432011Assets 2012: $8,583Liabilities 2012: $6,2002012Assets 2013: $8,214Liabilities 2013: $6,210Net Assets 2013: $2,0042013Assets 2014: $65,357Liabilities 2014: $9,276Net Assets 2014: $56,0812014Assets 2015: $13,669Liabilities 2015: $11,776Net Assets 2015: $1,8932015Assets 2017: $406,019Liabilities 2017: $8,231Net Assets 2017: $397,7882017Assets 2018: $828,688Liabilities 2018: $8,231Net Assets 2018: $820,4572018Assets 2019: $696,659Liabilities 2019: $8,231Net Assets 2019: $688,4282019Assets 2020: $596,748Liabilities 2020: $8,231Net Assets 2020: $588,5172020Assets 2021: $556,380Liabilities 2021: $8,231Net Assets 2021: $548,1492021Assets 2022: $491,266Liabilities 2022: $0Net Assets 2022: $491,2662022Assets 2023: $397,327Liabilities 2023: $0Net Assets 2023: $397,3272023Assets 2023: $397,327Liabilities 2023: $12023Assets 2024: $360,866Liabilities 2024: $0Net Assets 2024: $360,8662024

Highlighted filing

2023

Assets$397,327
Liabilities$0
Net Assets$397,327

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $52,6872010Expenses 2011: $23,8952011Revenue 2012: $1Expenses 2012: $13,760Net Income 2012: -$13,7592012Revenue 2013: $0Expenses 2013: $379Net Income 2013: -$3792013Revenue 2014: $57,566Expenses 2014: $3,489Net Income 2014: $54,0772014Revenue 2015: $38,677Expenses 2015: $92,865Net Income 2015: -$54,1882015Revenue 2017: $500,064Expenses 2017: $98,015Net Income 2017: $402,0492017Revenue 2018: $270,983Expenses 2018: $47,414Net Income 2018: $223,5692018Revenue 2019: $150,962Expenses 2019: $82,580Net Income 2019: $68,3822019Revenue 2020: $3,941Expenses 2020: $103,852Net Income 2020: -$99,9112020Revenue 2021: $5,330Expenses 2021: $45,698Net Income 2021: -$40,3682021Revenue 2022: $7,800Expenses 2022: $74,683Net Income 2022: -$66,8832022Revenue 2023: $3,075Expenses 2023: $117,014Net Income 2023: -$113,9392023Revenue 2023: $3,075Expenses 2023: $117,014Net Income 2023: -$113,9392023Revenue 2024: $62,702Expenses 2024: $99,163Net Income 2024: -$36,4612024

Highlighted filing

2023

Revenue$3,075
Expenses$117,014
Net Income-$113,939
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SEN LIN LEECEO-$0--
CHI MING LEESecretary-$0--
Filing and Contact Details

Filer

Filer Name
David Sen Lin Lee Foundation
EIN
68-0413256
Phone
4086943339
Address
620 SAND HILL RD 414F, PALO ALTO, CA 94304

Signing Officer

Name
David Sen Lin Lee
Title
CEO
Phone
4086943339
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
4040 CAMPBELL AVE STE 200, MENLO PARK, CA 94025-1053
Preparer
Ryan M Svoboda CPA
Phone
6505223400
Raw XML Appendix336 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0107843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0257532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01,297 SHARES OF ADI (ANALOG DEVICES INC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171.3181 SHARES OF VOO (VANGUARD S&P 500 ETF)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0TAILWIND INVESTMENT LLC
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt099764
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt020000
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt047864
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027864
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt047864
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027940
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt020000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt076
IRS990PF/DistributableAmountGrp/TotalTaxAmt076
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/FMVAssetsEOYAmt0551703
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08510
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BE A SHERO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FRIENDS OF HAMILTON SCHOOLS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UT SOUTHWESTERN MEDIAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HAWAII SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09171 W FLAMINGO RD STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25323 HARRY HINES BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33610 WAIALAE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HAMILTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd089147
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295390
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd396816
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt047864
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt031297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt071254
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt041548
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015411
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015411
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0220732
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt064386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031297
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012247
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt071254
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt041548
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0112250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt064386
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0236143
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0171757
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NV STATE FILING & BUSINESS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt071
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherIncreasesSchedule/OtherIncreasesDetail/Amt020000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PAYBACK OF SCHOLARSHIP PAID IN 2022
TaxesSchedule/TaxesDetail/Amt04674
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SEN LIN LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04086943339
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID SEN LIN LEE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DAVID LEE
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0680413256
ReturnHeader/Filer/PhoneNum04086943339
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 SAND HILL RD 414F
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094304
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04040 CAMPBELL AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENLO PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0940251053
ReturnHeader/PreparerPersonGrp/PhoneNum06505223400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN M SVOBODA CPA
ReturnHeader/ReturnTs02024-11-15T12:26:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.63$0.99$0.36
2023Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.03$1.17$1.14
2023Summary only. Only limited summary data is available for this year.$3.97$0.00$0.03$1.17$1.14
2022Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.08$0.75$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.08$5.48$0.05$0.46$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$0.08$5.89$0.04$1.04$1.00
2019Detailed filing. Detailed filing data is available for this year.$6.97$0.08$6.88$1.51$0.83$0.68
2018Detailed filing. Detailed filing data is available for this year.$8.29$0.08$8.20$2.71$0.47$2.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.08$3.98$5.00$0.98$4.02
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.12$0.02$0.39$0.93$0.54
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.09$0.56$0.58$0.03$0.54
2013Detailed filing. Detailed filing data is available for this year.$0.08$0.06$0.02$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.09$0.06$0.00$0.14$0.14
2011Detailed filing. Detailed filing data is available for this year.$0.19$0.03$0.16$0.24
2010Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.53