Civic Intelligence

Lee Foundation

990PF • Fiscal year 2018 • EIN 72-1452245

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

Organization Profile
9300 Bluebonnet BlvdBaton Rouge, LA 70810

(225) 769-3122

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.5%

Faster asset growth than 43% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-68%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$3,112,563

Down $16,328 (-0.5%) from 2017

Net Assets

Down

$3,112,563

Down $16,328 (-0.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin85th percentile

Revenue

Down

$189,969

Down $397,765 (-68%) from 2017

Expenses

Up

$116,612

Up $3,080 (+2.7%) from 2017

Net Income

Down

$73,357

Down $400,845 (-85%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,779,551Liabilities 2011: $0Net Assets 2011: $1,779,5512011Assets 2012: $1,997,135Liabilities 2012: $0Net Assets 2012: $1,997,1352012Assets 2013: $2,094,716Liabilities 2013: $0Net Assets 2013: $2,094,7162013Assets 2014: $2,251,228Liabilities 2014: $0Net Assets 2014: $2,251,2282014Assets 2015: $2,409,572Liabilities 2015: $0Net Assets 2015: $2,409,5722015Assets 2016: $2,437,122Liabilities 2016: $0Net Assets 2016: $2,437,1222016Assets 2017: $3,128,891Liabilities 2017: $0Net Assets 2017: $3,128,8912017Assets 2018: $3,112,563Liabilities 2018: $0Net Assets 2018: $3,112,5632018Assets 2019: $3,405,637Liabilities 2019: $0Net Assets 2019: $3,405,6372019Assets 2020: $3,773,503Liabilities 2020: $0Net Assets 2020: $3,773,5032020Assets 2021: $3,967,039Liabilities 2021: $0Net Assets 2021: $3,967,0392021Assets 2022: $3,479,476Liabilities 2022: $15Net Assets 2022: $3,479,4612022Assets 2023: $4,815,575Liabilities 2023: $25Net Assets 2023: $4,815,5502023Assets 2024: $5,100,486Liabilities 2024: $40Net Assets 2024: $5,100,4462024

Highlighted filing

2018

Assets$3,112,563
Liabilities$0
Net Assets$3,112,563
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $86,5792011Expenses 2012: $100,9762012Revenue 2013: $212,264Expenses 2013: $112,183Net Income 2013: $100,0812013Revenue 2014: $279,742Expenses 2014: $120,731Net Income 2014: $159,0112014Revenue 2015: $278,442Expenses 2015: $117,598Net Income 2015: $160,8442015Revenue 2016: $184,404Expenses 2016: $153,854Net Income 2016: $30,5502016Revenue 2017: $587,734Expenses 2017: $113,532Net Income 2017: $474,2022017Revenue 2018: $189,969Expenses 2018: $116,612Net Income 2018: $73,3572018Revenue 2019: $184,079Expenses 2019: $166,275Net Income 2019: $17,8042019Revenue 2020: $167,454Expenses 2020: $160,531Net Income 2020: $6,9232020Revenue 2021: $486,703Expenses 2021: $189,219Net Income 2021: $297,4842021Revenue 2022: $160,906Expenses 2022: $220,985Net Income 2022: -$60,0792022Revenue 2023: -$195,272Expenses 2023: $237,766Net Income 2023: -$433,0382023Revenue 2024: $420,768Expenses 2024: $264,621Net Income 2024: $156,1472024

Highlighted filing

2018

Revenue$189,969
Expenses$116,612
Net Income$73,357
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS H LEEPresident/Director-$0--
Filing and Contact Details

Filer

Filer Name
Lee Foundation
EIN
72-1452245
Phone
2257693122
Address
9300 BLUEBONNET BLVD, BATON ROUGE, LA 70810

Signing Officer

Name
Thomas H Lee
Title
President
Phone
2257693122
Signed
2019-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Postlethwaite & Netterville
Address
8550 UNITED PLAZA BLVD SUITE 1001, BATON ROUGE, LA 70809
Preparer
Ralph Stephens
Phone
2259224600
Raw XML Appendix346 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt420000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CENTERPOINT CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GRACE TO YOU MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ISTROUMA BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SAMARITAN'S PURSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt016703 CHAMONIX TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11550 SANDHILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 4000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt310500 SAM RUSHING DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROUND ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OREM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PANORAMO CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BATON ROUGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOONE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0101000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt081069
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019931
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0142764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0101000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt061695
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019931
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0TRANSWEST EQUITIES INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09300 BLUEBONNET BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BATON ROUGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0LA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd070810
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0130000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012119
OtherDecreasesSchedule/OtherDecreasesDetail/Amt177566
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL EXCISE TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1UNREALIZED LOSS ON SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013800
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013800
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS H LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02257693122
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEF
ReturnHeader/Filer/EIN0721452245
ReturnHeader/Filer/PhoneNum02257693122
ReturnHeader/Filer/USAddress/AddressLine1Txt09300 BLUEBONNET BLVD
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070810
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08CCF96BE26B272179CA9448AB51D7EE0DE452633
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08CCF96BE26B272179CA9448AB51D7EE0DE452633
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.124.204.139
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:49:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721202445
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POSTLETHWAITE & NETTERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08550 UNITED PLAZA BLVD SUITE 1001
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATON ROUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070809
ReturnHeader/PreparerPersonGrp/PhoneNum02259224600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RALPH STEPHENS
ReturnHeader/ReturnTs02019-11-12T09:28:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,112,563
Liabilities
$0
Net assets
$3,112,563
Revenue
$189,969
Expenses
$116,612
Net income
$73,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.42$0.26$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.00$4.82$0.20$0.24$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.16$0.22$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.00$3.97$0.49$0.19$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.00$3.77$0.17$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.18$0.17$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.19$0.12$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.59$0.11$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.18$0.15$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.28$0.12$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.28$0.12$0.16
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.21$0.11$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.09