Civic Intelligence

The Sam and Margaret Lee Foundation

EIN 75-2444739 • Roanoke, TX

P O Box 1550Roanoke, TX 76262
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

56th percentile

0.1%

Faster asset growth than 56% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-27%

Faster revenue growth than 27% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$11,396

Up $8 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,396

Up $8 (+0.1%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin99th percentile

Revenue

Down

$8

Down $3 (-27%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Down

$8

Down $3 (-27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2011: $7,313Liabilities 2011: $02011Assets 2012: $6,864Liabilities 2012: $02012Assets 2013: $6,864Liabilities 2013: $02013Assets 2014: $6,065Liabilities 2014: $02014Assets 2015: $5,765Liabilities 2015: $02015Assets 2017: $5,116Liabilities 2017: $0Net Assets 2017: $5,1162017Assets 2018: $4,618Liabilities 2018: $0Net Assets 2018: $4,6182018Assets 2019: $7,569Liabilities 2019: $0Net Assets 2019: $7,5692019Assets 2020: $6,395Liabilities 2020: $0Net Assets 2020: $6,3952020Assets 2021: $6,395Liabilities 2021: $0Net Assets 2021: $6,3952021Assets 2022: $11,377Liabilities 2022: $0Net Assets 2022: $11,3772022Assets 2023: $11,388Liabilities 2023: $0Net Assets 2023: $11,3882023Assets 2024: $11,396Liabilities 2024: $0Net Assets 2024: $11,3962024

Highlighted filing

2024

Assets$11,396
Liabilities$0
Net Assets$11,396
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0K$4.0K$2.0K$0-$2.0KRevenue 2011: $3,587Expenses 2011: $4,647Net Income 2011: -$1,0602011Revenue 2012: $1Expenses 2012: $450Net Income 2012: -$4492012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $1Expenses 2014: $800Net Income 2014: -$7992014Revenue 2015: $0Expenses 2015: $300Net Income 2015: -$3002015Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $2Expenses 2018: $500Net Income 2018: -$4982018Revenue 2019: $3,501Expenses 2019: $550Net Income 2019: $2,9512019Revenue 2020: $1Expenses 2020: $1,175Net Income 2020: -$1,1742020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $4,982Expenses 2022: $0Net Income 2022: $4,9822022Revenue 2023: $11Expenses 2023: $0Net Income 2023: $112023Revenue 2024: $8Expenses 2024: $0Net Income 2024: $82024

Highlighted filing

2024

Revenue$8
Expenses$0
Net Income$8
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,396
Liabilities
$0
Net assets
$11,396
Revenue
$8
Expenses
$0
Net income
$8
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.01$0.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$4.98$0.00$4.98
2021Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.00$1.18$1.17
2019Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$3.50$0.55$2.95
2018Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.00$0.50$0.50
2017Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$5.77$0.00$0.00$0.30$0.30
2014Summary only. Only limited summary data is available for this year.$6.07$0.00$0.00$0.80$0.80
2013Summary only. Only limited summary data is available for this year.$6.86$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$6.86$0.00$0.00$0.45$0.45
2011Summary only. Only limited summary data is available for this year.$7.31$0.00$3.59$4.65$1.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark GimenezTrustee-$0--
Ollin R TaylorTrustee-$0--
Beth TaylorTrustee-$0--
Ben LagowTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Sam & Margaret Lee Foundation
EIN
75-2444739
Phone
8174304873
Address
P O Box 1550, Roanoke, TX 76262

Signing Officer

Name
Mark Gimenez
Title
Trustee
Signed
2025-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Lagow CPA LLC
Address
129 N Collins Rd Ste 2201, Sunnyvale, TX 75182-9507
Preparer
Ben Lagow CPA
Phone
2143947961
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessNameControlTxt0SAM&
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0751829507
ReturnHeader/PreparerPersonGrp/PhoneNum02143947961
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ben Lagow CPA
ReturnHeader/ReturnTs02025-07-29T15:51:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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