Civic Intelligence

Lee College Foundation Inc.

990 • Fiscal year 2023 • EIN 74-6105635

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 14, 2024

Organization ProfileWWW.LEE.EDU/FOUNDATION
511 S WhitingBaytown, TX 77520

(281) 425-6352

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

28th percentile

0.10x

Higher debt load relative to revenue than 28% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

26th percentile

-4.8%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

17th percentile

$63,942

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

46th percentile

4.8%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-37%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$17,109,281

Up $784,623 (+4.8%) from 2022

Net Assets

Up

$16,987,059

Up $1,191,236 (+7.5%) from 2022

Liabilities

Down

$122,222

Down $406,613 (-77%) from 2022

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin26th percentile

Revenue

Down

$1,269,828

Down $756,994 (-37%) from 2022

Expenses

Up

$1,330,953

Up $275,099 (+26%) from 2022

Net Income

Down

-$61,125

Down $1,032,093 (-106%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2023

Assets$17,109,281
Liabilities$122,222
Net Assets$16,987,059
Open 2023 Filing

Operations Trend

Revenue Growth10th 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

2023

Revenue$1,269,828
Expenses$1,330,953
Net Income-$61,125
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 14, 2024
Return Version
2022v5.0
Gross Receipts
$1,330,708
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,226,406$13,637,035▲ $1,410,629
Savings and Temporary Cash Investments$2,487,256$2,595,187▲ $107,931
Cash and Non-Interest-Bearing Accounts$1,605,061$857,227▼ $747,834
Prepaid Expenses and Deferred Charges$5,935$13,632▲ $7,697
Accounts Receivable$0$6,200▲ $6,200
Total Assets$16,324,658$17,109,281▲ $784,623
Liabilities
Deferred Revenue$53,975$78,025▲ $24,050
Other Liabilities$472,540$41,192▼ $431,348
Accounts Payable and Accrued Expenses$2,320$3,005▲ $685
Total Liabilities$528,835$122,222▼ $406,613
Net Assets / Fund Balance
Net Assets With Donor Restrictions$14,903,966$16,046,323▲ $1,142,357
Net Assets Without Donor Restrictions$891,857$940,736▲ $48,879
Total Net Assets Fund Balance$15,795,823$16,987,059▲ $1,191,236
Total Liabilities and Net Assets / Fund Balance$16,324,658$17,109,281▲ $784,623

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$14,903,966$770,605▲ $1,360,292-$16,046,323
2021$15,787,580$1,788,843▼ $1,657,351-$14,903,966
2020$13,363,196$567,833▲ $2,735,752-$15,787,580
2019$12,548,017$629,576▲ $1,270,426-$13,363,196
2018$11,077,114$765,371▲ $462,512$-1,394,392$12,548,017
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Patricia RanziniExecutive DirectorPT$63,942$63,942

Board Members and Trustees

NameTitle
Gary EnglertChair
Lynne FoleyVice-chair
Carl PickettDirector
Don CoffeyDirector
Dr Victoria MarronDirector
Gilbert SantanaDirector
Gina GuilloryDirector
Jennifer MarcontellDirector
Judy WheatDirector
Kristy ClaypoolDirector
Laurie TerryDirector
Macie SchubertDirector
Pam WarfordDirector
Rusty SenacDirector
Ryan DagleyDirector
Sandra DureeDirector
Sandy JanacekDirector
Stephen DoncarlosDirector
Suzanne HeinrichDirector
Selah TacconiExecutive Director
Connie TiltonSecretary
Roy FullerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$954,948
Program Service Revenue
$0
Investment Income
$361,935
Other Revenue
$-47,055
All Other Contributions
$790,632
Change in Net Assets
$-61,125

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table3$295,132Fair Market Value (FMV)
Total Noncash Contributions3$295,132-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,226,933
Revenue Not Reported on Financial Statements
$42,895
Revenue Not Reported on Form 990
$1,718,190
Total Revenue per Audited Statements
$2,945,123
Total Revenue per Form 990
$1,269,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$947,425
Other Expenses$383,528
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$947,425--$947,425
Fees for Service Investment Mgmnt Fees-$42,895-$42,895
Other Expenses$295,132$11,980-$11,980
Fees for Services Accounting-$10,505-$10,505
Insurance-$3,733-$3,733
Total Functional Expenses$1,242,557$88,396$0$1,330,953

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,753,887
Total Expenses per Form 990$1,330,953
Expenses per Audited Statements$1,227,178
Expenses Not Reported on Form 990$526,709
Expenses Not Reported on Financial Statements$103,775
Other Expense Adjustments$60,880
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lee College DistrictBaytown, TX-Scholarships for Lee College District Students and for Capital Facilities Improvements.$947,425
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$60,880
Fundraising Gross Income$13,825
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mixed Martial Arts$33,416-$32,109-
Gala$144,725$13,825$7,799$6,026
Total Events$178,141$13,825$60,880$-47,055
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliated Organization$41,192
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
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, Part VI, Section A, Line 2

“Board member judy wheat is the mother of board member gary englert.”

Form 990, Part VI, Section B, Line 11B

“Organization's process to review form 990 the board of trustees reviews an electronic copy and approves the form 990 before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Enforcement of conflict of interest policy trustees sign an annual conflict of interest disclosure statement”

Form 990, Part VI, Section B, Line 15A

“The salary for the executive director is paid by lee college and is established by the salary tables the college uses for all compensation. The amount reported is based on the percentage of time spent working on foundation activities. Pam warford worked 90% on the foundation and angela oriano worked 50% on foundation activities.”

Form 990, Part VI, Section C, Line 19

“Bylaws, donor's bill of rights, the last five audited financial statements and the last five forms 990 are posted on the website. Other documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lee College Foundation
EIN
74-6105635
Phone
2814256352
Address
511 S WHITING, BAYTOWN, TX 77520

Signing Officer

Name
Selah Tacconi
Title
Executive Director
Phone
2814256352
Signed
2024-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Selah Tacconi
Formed
1968
Legal Domicile
TX
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
25

Preparer

Firm
Jaynes Reitmeier Boyd & Therrell Pc
Address
5400 BOSQUE BLVD STE 600, WACO, TX 76710-4459
Preparer
Nancy a Livingston
Phone
2547764190
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The process has not changed from last year.”

Financial Statement Notes

PART V, LINE 4:

“Permanently restricted endowments may be expended for purposes stipulated by the donor. Income from permanently restricted assets are recorded in temporarily restricted assets and available for scholarships for lee college students.”

PART X, LINE 2:

“The foundation qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code and, accordingly, is generally not subject to federal income tax. The foundation recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized. Changes in the recognition or measurement are reflected in the period in which the change in judgment occurs. The foundation records interest and penalties related to unrecognized tax benefits in management and general expenses.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses netted against fundraising income 60,880.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising expenses netted against fundraising income 60,880.”

Raw XML AppendixShowing 400 of 589 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/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
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IRS990/FundraisingDirectExpensesAmt060880
IRS990/FundraisingGrossIncomeAmt013825
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToOrganizationsInd01
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IRS990/GrossReceiptsAmt01330708
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IRS990/IndoorTanningServicesInd00
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IRS990/InsuranceGrp/ManagementAndGeneralAmt03733
IRS990/InsuranceGrp/TotalAmt03733
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0160773
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012226406
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IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE LEE COLLEGE FOUNDATION SHALL PROMOTE THE EDUCATIONAL OPPORTUNITIES AVAILABLE TO THE COMMUNITY BY PROVIDING FINANCIAL SUPPORT FOR LEE COLLEGE STUDENTS, ITS FACULTY AND STAFF AND INITIATIVES THROUGH SOLICITATION AND ACCEPTANCE OF GIFTS, DONATIONS, AND GRANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-47055
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-47055
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01252361
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0891857
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0940736
IRS990/NoncashContributionsAmt0295132
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLASSROOM EQUIPMENT
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2CONTRACT SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019283
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111980
IRS990/OtherExpensesGrp/ProgramServicesAmt0295132
IRS990/OtherExpensesGrp/TotalAmt0295132
IRS990/OtherExpensesGrp/TotalAmt119283
IRS990/OtherExpensesGrp/TotalAmt211980
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IRS990/PoliticalCampaignActyInd00
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IRS990/PrincipalOfficerNm0SELAH TACCONI
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IRS990/PYContributionsGrantsAmt01892951
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IRS990/PYInvestmentIncomeAmt0148777
IRS990/PYOtherExpensesAmt079806
IRS990/PYOtherRevenueAmt0-14906
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IRS990/PYRevenuesLessExpensesAmt0970968
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IRS990/PYTotalRevenueAmt02026822
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,109,281
Liabilities
$122,222
Net assets
$16,987,059
Revenue
$1,269,828
Expenses
$1,330,953
Net income
-$61,125
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