Civic Intelligence

Lee Foundation

990PF • Fiscal year 2020 • EIN 74-3235054

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

11601 Wilshire Blvd Suite 1600Los Angeles, CA 90025

(626) 793-3600

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

778%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,965,757

Up $211,763 (+12%) from 2019

Net Assets

Up

$1,965,757

Up $211,763 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$208,920

Up $185,133 (+778%) from 2019

Expenses

Down

$159,272

Down $116,957 (-42%) from 2019

Net Income

Up

$49,648

Up $302,090 (+120%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,407,300Liabilities 2011: $02011Assets 2012: $4,332,311Liabilities 2012: $0Net Assets 2012: $4,332,3112012Assets 2013: $3,541,266Liabilities 2013: $0Net Assets 2013: $3,541,2662013Assets 2014: $3,362,279Liabilities 2014: $0Net Assets 2014: $3,362,2792014Assets 2015: $2,251,630Liabilities 2015: $0Net Assets 2015: $2,251,6302015Assets 2016: $2,196,868Liabilities 2016: $0Net Assets 2016: $2,196,8682016Assets 2017: $2,361,648Liabilities 2017: $0Net Assets 2017: $2,361,6482017Assets 2018: $2,040,114Liabilities 2018: $499Net Assets 2018: $2,039,6152018Assets 2019: $1,753,994Liabilities 2019: $0Net Assets 2019: $1,753,9942019Assets 2020: $1,965,757Liabilities 2020: $0Net Assets 2020: $1,965,7572020Assets 2021: $2,049,176Liabilities 2021: $0Net Assets 2021: $2,049,1762021Assets 2022: $1,386,875Liabilities 2022: $0Net Assets 2022: $1,386,8752022Assets 2023: $1,302,739Liabilities 2023: $0Net Assets 2023: $1,302,7392023Assets 2024: $1,447,850Liabilities 2024: $0Net Assets 2024: $1,447,8502024

Highlighted filing

2020

Assets$1,965,757
Liabilities$0
Net Assets$1,965,757

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $38,914Expenses 2011: $308,822Net Income 2011: -$269,9082011Expenses 2012: $203,8182012Revenue 2013: $101,693Expenses 2013: $1,095,282Net Income 2013: -$993,5892013Revenue 2014: $1,004,368Expenses 2014: $1,139,498Net Income 2014: -$135,1302014Revenue 2015: $264,701Expenses 2015: $1,146,001Net Income 2015: -$881,3002015Revenue 2016: $154,214Expenses 2016: $169,446Net Income 2016: -$15,2322016Revenue 2017: $241,734Expenses 2017: $105,311Net Income 2017: $136,4232017Revenue 2018: -$57,027Expenses 2018: $206,359Net Income 2018: -$263,3862018Revenue 2019: $23,787Expenses 2019: $276,229Net Income 2019: -$252,4422019Revenue 2020: $208,920Expenses 2020: $159,272Net Income 2020: $49,6482020Revenue 2021: $190,810Expenses 2021: $336,725Net Income 2021: -$145,9152021Revenue 2022: $344,784Expenses 2022: $404,024Net Income 2022: -$59,2402022Revenue 2023: $30,394Expenses 2023: $235,224Net Income 2023: -$204,8302023Revenue 2024: -$80,563Expenses 2024: $105,275Net Income 2024: -$185,8382024

Highlighted filing

2020

Revenue$208,920
Expenses$159,272
Net Income$49,648
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID L LEEDirector, Treasurer/CFO-$0--
ELLEN W LEEDirector, President-$0--
BENJAMIN K LEEDirector, Secretary-$0--
BONNIE A LEEDirector-$0--
RACHEL R LEEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lee Foundation
EIN
74-3235054
In Care Of
% EDWARD D STANISLAWSKI
Phone
6267933600
Address
11601 WILSHIRE BLVD SUITE 1600, LOS ANGELES, CA 90025

Signing Officer

Name
David Lee
Title
Officer
Phone
6267933600
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Stephanie Wilkinson
Phone
8053748555
Raw XML AppendixShowing 400 of 418 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0301 N LAKE AVE SUITE 900
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PASADENA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091101
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0EDWARD D STANISLAWSKI
IRS990PF/StatementsRegardingActyGrp/PhoneNum06267933600
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID L ELLEN W LEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE GENERAL FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE GENERAL FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT THE GENERAL FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT THE GENERAL FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT THE GENERAL FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE HUNTINGTON MEMORIAL HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CALTECH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2University of Southern California
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3AUGIES QUEST TO CURE ALS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HENRY E HUNTINGTON LIBRARY AND ART GALLERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 W CALIFORNIA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11200 East California Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2UNIVERSITY GARDENS UGB203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 9886
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41151 OXFORD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Pasadena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN MARINO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491108
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0140000
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/AppliedToCurrentYearAmt084882
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0172900
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt083275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt052162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01024586
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01024586
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0370645
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt062308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0172900
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt083275
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt052162
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0147190
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt062308
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01395231
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01332923
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06765
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATIONAL COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04783
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04783
OtherDecreasesSchedule/OtherDecreasesDetail/Amt081678
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV ADJ - CLARITY CHINA GENPAR, LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PARTNERSHIP LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0183
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02757
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0183
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13078
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0243096
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1697
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV ADJ - FIDELITY (STOCK)
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1FMV ADJ - CRESCENT EQUITY INVESTORS, LLC
TaxesSchedule/TaxesDetail/Amt024
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt024
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06267933600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEF
ReturnHeader/Filer/EIN0743235054
ReturnHeader/Filer/InCareOfNm0% EDWARD D STANISLAWSKI
ReturnHeader/Filer/PhoneNum06267933600

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.08$0.11$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.03$0.24$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.34$0.40$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.19$0.34$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.21$0.16$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.02$0.28$0.25
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.06$0.21$0.26
2017Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.24$0.11$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.15$0.17$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.26$1.15$0.88
2014Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$1.00$1.14$0.14
2013Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.10$1.10$0.99
2012Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.20
2011Summary only. Only limited summary data is available for this year.$4.41$0.00$0.04$0.31$0.27