Civic Intelligence

Lee College Foundation Inc.

990 • Fiscal year 2017 • EIN 74-6105635

Sep 01, 2016 to Aug 31, 2017 • Filed on Mar 21, 2018

Organization ProfileWWW.LEE.EDU
200 Lee DriveBaytown, TX 77520

(281) 425-6361

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

178%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$12,668,828

Up $2,014,505 (+19%) from 2016

Net Assets

Up

$12,620,553

Up $2,244,406 (+22%) from 2016

Liabilities

Down

$48,275

Down $229,901 (-83%) from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin94th percentile

Revenue

Up

$1,880,984

Up $1,205,565 (+178%) from 2016

Expenses

Up

$668,700

Up $190,971 (+40%) from 2016

Net Income

Up

$1,212,284

Up $1,014,594 (+513%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$30M$20M$10M$0Assets 2010: $5,763,158Liabilities 2010: $0Net Assets 2010: $5,763,1582010Assets 2011: $6,909,496Liabilities 2011: $0Net Assets 2011: $6,909,4962011Assets 2012: $7,212,399Liabilities 2012: $90Net Assets 2012: $7,212,3092012Assets 2013: $8,615,507Liabilities 2013: $468,563Net Assets 2013: $8,146,9442013Assets 2014: $9,659,842Liabilities 2014: $0Net Assets 2014: $9,659,8422014Assets 2015: $9,747,542Liabilities 2015: $0Net Assets 2015: $9,747,5422015Assets 2016: $10,654,323Liabilities 2016: $278,176Net Assets 2016: $10,376,1472016Assets 2017: $12,668,828Liabilities 2017: $48,275Net Assets 2017: $12,620,5532017Assets 2018: $13,514,730Liabilities 2018: $290,422Net Assets 2018: $13,224,3082018Assets 2019: $13,668,445Liabilities 2019: $178,473Net Assets 2019: $13,489,9722019Assets 2020: $14,391,037Liabilities 2020: $24,876Net Assets 2020: $14,366,1612020Assets 2021: $16,976,171Liabilities 2021: $111,479Net Assets 2021: $16,864,6922021Assets 2022: $16,324,658Liabilities 2022: $528,835Net Assets 2022: $15,795,8232022Assets 2023: $17,109,281Liabilities 2023: $122,222Net Assets 2023: $16,987,0592023Assets 2024: $21,607,958Liabilities 2024: $825,525Net Assets 2024: $20,782,4332024Assets 2025: $23,757,514Liabilities 2025: $330,805Net Assets 2025: $23,426,7092025

Highlighted filing

2017

Assets$12,668,828
Liabilities$48,275
Net Assets$12,620,553
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $211,0152010Expenses 2011: $153,9632011Expenses 2012: $258,2012012Expenses 2013: $274,1802013Revenue 2014: $569,690Expenses 2014: $321,030Net Income 2014: $248,6602014Revenue 2015: $891,810Expenses 2015: $516,368Net Income 2015: $375,4422015Revenue 2016: $675,419Expenses 2016: $477,729Net Income 2016: $197,6902016Revenue 2017: $1,880,984Expenses 2017: $668,700Net Income 2017: $1,212,2842017Revenue 2018: $1,176,594Expenses 2018: $1,639,784Net Income 2018: -$463,1902018Revenue 2019: $1,208,550Expenses 2019: $1,182,612Net Income 2019: $25,9382019Revenue 2020: $1,045,797Expenses 2020: $1,288,903Net Income 2020: -$243,1062020Revenue 2021: $808,322Expenses 2021: $897,361Net Income 2021: -$89,0392021Revenue 2022: $2,026,822Expenses 2022: $1,055,854Net Income 2022: $970,9682022Revenue 2023: $1,269,828Expenses 2023: $1,330,953Net Income 2023: -$61,1252023Revenue 2024: $3,192,026Expenses 2024: $2,014,783Net Income 2024: $1,177,2432024Revenue 2025: $2,202,151Expenses 2025: $1,685,941Net Income 2025: $516,2102025

Highlighted filing

2017

Revenue$1,880,984
Expenses$668,700
Net Income$1,212,284
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Mar 21, 2018
Return Version
2016v3.1
Gross Receipts
$1,880,984
Mission and Program Overview

Mission

To solicit and receive donations, gifts, and grants on behalf of lee college, its departments, and its activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,784,664$11,266,786▲ $1,482,122
Savings and Temporary Cash Investments$768,601$1,299,547▲ $530,946
Pledges and Grants Receivable$72,900$70,275▼ $2,625
Accounts Receivable$200--
Total Assets$10,654,323$12,668,828▲ $2,014,505
Other Assets Total$27,958$32,220▲ $4,262
Liabilities
Other Liabilities$278,176$47,000▼ $231,176
Accounts Payable and Accrued Expenses-$1,275-
Total Liabilities$278,176$48,275▼ $229,901
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,756,017$6,929,129▲ $173,112
Temporarily Rstr Net Assets$3,119,909$4,984,422▲ $1,864,513
Unrestricted Net Assets$500,221$707,002▲ $206,781
Total Net Assets Fund Balance$10,376,147$12,620,553▲ $2,244,406
Total Liabilities and Net Assets / Fund Balance$10,654,323$12,668,828▲ $2,014,505

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$9,673,309$173,112▲ $1,198,181-$10,564,016
2015$9,312,614$136,958▲ $608,737-$9,673,309
2014$9,284,224$617,743▼ $113,675-$9,312,614
2013$7,736,529$409,518▲ $1,438,177-$9,284,224
2012$6,781,471$342,170▲ $877,888-$7,736,529
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Marcontell JenniferChair
Wheat JudyVice-chair
Cotten WestonDirector
Doncarlos SteveDirector
Englert Gary SDirector
Foley LynneDirector
Frazier DavidDirector
Fuller Roy JrDirector
Hanson WayneDirector
Heinrich Suzanne GentryDirector
Kadjar BennieDirector
Mann NancyDirector
Miller Dr WayneDirector
Pickett CarlDirector
Richard AlDirector
Terry LaurieDirector
Tilton ConnieDirector
Walker DougDirector
Wright RobertaDirector
Adams JohnDirector Eme
Brewer ReggieDirector Eme
Edwards PaulDirector Eme
Adams JohnDirector Emeritus
Brewer ReggieDirector Emeritus
Edwards PaulDirector Emeritus
Warford PamExec. Dir.,e
Warford PamExec. Dir.,ex-offic
Santana GilbertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,714,925
Program Service Revenue
$0
Investment Income
$166,059
Other Revenue
$0
All Other Contributions
$1,425,488
Change in Net Assets
$1,212,284

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,880,984
Revenue Not Reported on Form 990
$1,178,651
Total Revenue per Audited Statements
$3,059,635
Total Revenue per Form 990
$1,880,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$635,658
Other Expenses$33,042
Total Fundraising Expense$20,140
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$635,658--$635,658
Fees for Services Accounting-$2,500-$2,500
Insurance-$2,138-$2,138
Other Expenses-$1,800$20,140$1,800
Total Functional Expenses$635,658$12,902$20,140$668,700

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$815,229
Expenses per Audited Statements$668,700
Total Expenses per Form 990$668,700
Expenses Not Reported on Form 990$146,529
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lee College District--Scholarships$635,658
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Foundation Gala$289,437---
Total Events$289,437---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others - Ehcma$47,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The board of trustees reviews an electronic copy and approves the form 990 before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“Trustees sign an annual conflict of interest disclosure statement.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Lee College Foundation Inc
EIN
74-6105635
Address
200 LEE DRIVE, BAYTOWN, TX 77520

Signing Officer

Name
Warford Pam
Title
Exec. Dir.,ex-offic
Signed
2018-03-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcontell Jennifer
Formed
1968
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
20
Employees
0

Preparer

Firm
Lovvorn & Kieschnick Llp
Address
418 PEOPLES STE 308, CORPUS CHRISTI, TX 78401-2350
Preparer
Frank Lovvorn
Phone
3618848897
Raw XML AppendixShowing 400 of 499 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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IRS990/Form990PartVIISectionAGrp/TitleTxt20EXEC. DIR.,E
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IRS990/GrantAmt0635658
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0635658
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0635658
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01880984
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt020
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02138
IRS990/InsuranceGrp/TotalAmt02138
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0166059
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0166059
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09784664
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011266786
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SOLICIT AND RECEIVE DONATIONS, GIFTS, AND GRANTS ON BEHALF OF LEE COLLEGE, ITS DEPARTMENTS, AND ITS ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010376147
IRS990/NetAssetsOrFundBalancesEOYAmt012620553
IRS990/NetUnrlzdGainsLossesInvstAmt01032122
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt027958
IRS990/OtherAssetsTotalGrp/EOYAmt032220
IRS990/OtherExpensesGrp/Desc0GALA BANQUET
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIP BREAKFAST
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3OUTSTANDING HONOR AWARDS
IRS990/OtherExpensesGrp/FundraisingAmt020140
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03509
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12955
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21800
IRS990/OtherExpensesGrp/TotalAmt020140
IRS990/OtherExpensesGrp/TotalAmt13509
IRS990/OtherExpensesGrp/TotalAmt22955
IRS990/OtherExpensesGrp/TotalAmt31800
IRS990/OtherLiabilitiesGrp/BOYAmt0278176
IRS990/OtherLiabilitiesGrp/EOYAmt047000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06756017
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06929129
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt072900
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt070275
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARCONTELL JENNIFER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0497597
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0448936
IRS990/PYInvestmentIncomeAmt0177822
IRS990/PYOtherExpensesAmt028793
IRS990/PYRevenuesLessExpensesAmt0197690
IRS990/PYTotalExpensesAmt0477729
IRS990/PYTotalRevenueAmt0675419
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01212284
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0768601
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01299547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01714925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0497597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0717743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0395751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0330927
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03656943
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0166059
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0177822
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0173782
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0173939
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0159217
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0850819
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0166059
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81130
IRS990ScheduleA/PublicSupportPY170Pct00.73080
IRS990ScheduleA/PublicSupportTotal170Amt03656943
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01714925
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0497597
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0717743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0395751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0330927
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03656943
IRS990ScheduleA/TotalSupportAmt04507762
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09673309
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0173112
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010564016
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-480586
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01198181
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09312614
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0136958
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09673309
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-385000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0608737
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt09284224
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0617743
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09312614
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-393644
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-113675
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07736529
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0409518
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09284224
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-300000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01438177
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06781471
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0342170
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07736529
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-265000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0877888
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0146529
IRS990ScheduleD/DonatedServicesUseFcltsAmt0146529
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0146529
IRS990ScheduleD/ExpensesSubtotalAmt0668700
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01032122
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS - EHCMA
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.65590
IRS990ScheduleD/RevenueNotReportedAmt01178651
IRS990ScheduleD/RevenueSubtotalAmt01880984
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.34410
IRS990ScheduleD/TotalExpensesPerForm990Amt0668700
IRS990ScheduleD/TotalLiabilityAmt047000
IRS990ScheduleD/TotalRevenuePerForm990Amt01880984
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03059635
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0815229
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0289437
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0289437
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FOUNDATION GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0289437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0289437
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0635658
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LEE COLLEGE DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0746025566
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT FUNDS ARE RECEIVED IN THE FOUNDATION OFFICE AND ARE DIRECTED TO THE APPROPRIATE ACCOUNT BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION. THE FOUNDATION OFFICE PROVIDES A LIST OF STUDENTS WHO HAVE BEEN AWARDED GRANTS TO THE FINANCIAL AID OFFICE TO POST AND ADMINISTER SCHOLARSHIPS FUNDS. RECONCILIATIONS ARE MADE EACH FALL AND SPRING TO ASCERTAIN THAT STUDENTS AWARDED SCHOLARSHIPS HAVE ENROLLED, RECEIVED APPROPRIATE FUNDS, AND THAT GPA AND OTHER DONOR DIRECTIVES HAVE BEEN FULFILLED. THE BOARD OF TRUSTEES SETS PARAMETERS ON THE AMOUNT TO BE AWARDED TO STUDENTS BASED ON EARNINGS OF THE PORTFOLIO. ALL CONTRIBUTIONS RECEIVED AND SCHOLARSHIPS AWARDED ARE REPORTED TO THE TRUSTEES AT THE BI-MONTHLY MEETINGS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,668,828
Liabilities
$48,275
Net assets
$12,620,553
Revenue
$1,880,984
Expenses
$668,700
Net income
$1,212,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.8$0.33$23.4$2.20$1.69$0.52
2024Detailed filing. Detailed filing data is available for this year.$21.6$0.83$20.8$3.19$2.01$1.18
2023Detailed filing. Detailed filing data is available for this year.$17.1$0.12$17.0$1.27$1.33$0.06
2022Detailed filing. Detailed filing data is available for this year.$16.3$0.53$15.8$2.03$1.06$0.97
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$0.11$16.9$0.81$0.90$0.09
2020Detailed filing. Detailed filing data is available for this year.$14.4$0.02$14.4$1.05$1.29$0.24
2019Detailed filing. Detailed filing data is available for this year.$13.7$0.18$13.5$1.21$1.18$0.03
2018Detailed filing. Detailed filing data is available for this year.$13.5$0.29$13.2$1.18$1.64$0.46
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.05$12.6$1.88$0.67$1.21
2016Detailed filing. Detailed filing data is available for this year.$10.7$0.28$10.4$0.68$0.48$0.20
2015Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$0.89$0.52$0.38
2014Detailed filing. Detailed filing data is available for this year.$9.66$0.00$9.66$0.57$0.32$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.62$0.47$8.15$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.21$0.00$7.21$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.91$0.00$6.91$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.76$0.00$5.76$0.21