Civic Intelligence

Lee Family Foundation

EIN 77-0471749 • Cupertino, CA

21821 Woodbury DriveCupertino, CA 95014
Siviq Scores

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

Liabilities / Assets

90th percentile

0.49x

Higher debt load relative to assets than 90% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

99th percentile

32.46x

Higher debt load relative to revenue than 99% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

5th percentile

-677%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2012

Asset Growth

56th percentile

0.0%

Faster asset growth than 56% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

0.4%

Faster revenue growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Flat

$260,418

Flat from 2023

Liabilities

Up

$183,458

Up $54,902 (+43%) from 2023

Net Assets

Down

$76,960

Down $54,902 (-42%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin5th percentile

Revenue

Up

$4,585

Up $625 (+16%) from 2023

Expenses

Up

$59,487

Up $28,705 (+93%) from 2023

Net Income

Down

-$54,902

Down $28,080 (-105%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$600K$400K$200K$0Assets 2010: $562,423Liabilities 2010: $0Net Assets 2010: $562,4232010Assets 2011: $477,481Liabilities 2011: $40,750Net Assets 2011: $436,7312011Assets 2012: $438,222Liabilities 2012: $37,000Net Assets 2012: $401,2222012Assets 2013: $426,794Liabilities 2013: $46,0002013Assets 2014: $457,123Liabilities 2014: $53,000Net Assets 2014: $404,1232014Assets 2015: $349,002Liabilities 2015: $3,250Net Assets 2015: $345,7522015Assets 2016: $327,708Liabilities 2016: $21,500Net Assets 2016: $306,2082016Assets 2017: $330,266Liabilities 2017: $45,082Net Assets 2017: $285,1842017Assets 2018: $284,435Liabilities 2018: $0Net Assets 2018: $284,4352018Assets 2019: $287,052Liabilities 2019: $0Net Assets 2019: $287,0522019Assets 2020: $260,418Liabilities 2020: $33,697Net Assets 2020: $226,7212020Assets 2021: $260,418Liabilities 2021: $32,476Net Assets 2021: $227,9422021Assets 2022: $260,418Liabilities 2022: $101,734Net Assets 2022: $158,6842022Assets 2023: $260,418Liabilities 2023: $128,556Net Assets 2023: $131,8622023Assets 2024: $260,418Liabilities 2024: $183,458Net Assets 2024: $76,9602024

Highlighted filing

2024

Assets$260,418
Liabilities$183,458
Net Assets$76,960
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $54,8142010Expenses 2011: $44,5042011Expenses 2012: $41,5752012Revenue 2013: $43,588Expenses 2013: $64,016Net Income 2013: -$20,4282013Revenue 2014: $81,971Expenses 2014: $58,642Net Income 2014: $23,3292014Revenue 2015: -$19,687Expenses 2015: $38,684Net Income 2015: -$58,3712015Revenue 2016: $14,969Expenses 2016: $54,513Net Income 2016: -$39,5442016Revenue 2017: $20,893Expenses 2017: $41,917Net Income 2017: -$21,0242017Revenue 2018: $34,718Expenses 2018: $35,467Net Income 2018: -$7492018Revenue 2019: $4,202Expenses 2019: $1,585Net Income 2019: $2,6172019Revenue 2020: $29,846Expenses 2020: $90,177Net Income 2020: -$60,3312020Revenue 2021: $2,215Expenses 2021: $994Net Income 2021: $1,2212021Revenue 2022: $3,943Expenses 2022: $73,201Net Income 2022: -$69,2582022Revenue 2023: $3,960Expenses 2023: $30,782Net Income 2023: -$26,8222023Revenue 2024: $4,585Expenses 2024: $59,487Net Income 2024: -$54,9022024

Highlighted filing

2024

Revenue$4,585
Expenses$59,487
Net Income-$54,902
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$260,418
Liabilities
$183,458
Net assets
$76,960
Revenue
$4,585
Expenses
$59,487
Net income
-$54,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.60$1.83$0.77$0.05$0.59$0.55
2023Detailed filing. Detailed filing data is available for this year.$2.60$1.29$1.32$0.04$0.31$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.60$1.02$1.59$0.04$0.73$0.69
2021Detailed filing. Detailed filing data is available for this year.$2.60$0.32$2.28$0.02$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.34$2.27$0.30$0.90$0.60
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.04$0.02$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.35$0.35$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.30$0.45$2.85$0.21$0.42$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.28$0.22$3.06$0.15$0.55$0.40
2015Detailed filing. Detailed filing data is available for this year.$3.49$0.03$3.46$0.20$0.39$0.58
2014Detailed filing. Detailed filing data is available for this year.$4.57$0.53$4.04$0.82$0.59$0.23
2013Summary only. Only limited summary data is available for this year.$4.27$0.46$0.44$0.64$0.20
2012Detailed filing. Detailed filing data is available for this year.$4.38$0.37$4.01$0.42
2011Detailed filing. Detailed filing data is available for this year.$4.77$0.41$4.37$0.45
2010Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Feb 22, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURIE BEMISCFO-$0--
Filing and Contact Details

Filer

Filer Name
Lee Family Foundation
EIN
77-0471749
Phone
4082525307
Address
21821 WOODBURY DRIVE, CUPERTINO, CA 95014

Signing Officer

Name
Laurie Bemis
Title
CFO
Phone
4082525307
Signed
2025-02-22
Discuss with paid preparer
No

Preparer

Firm
Navolio & Tallman Llp
Address
2121 N CALIFORNIA BLVD SUITE 610, WALNUT CREEK, CA 94596
Preparer
Celia Lau
Phone
4159561750
Raw XML Appendix285 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/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030287
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030287
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt053298
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0109537
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014726
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041513
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt053298
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045013
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014726
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0109537
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt094811
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FUND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MARGIN INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt043
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114348
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0128556
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0183458
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt113
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt113
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE BEMIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04082525307
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEF
ReturnHeader/Filer/EIN0770471749
ReturnHeader/Filer/PhoneNum04082525307
ReturnHeader/Filer/USAddress/AddressLine1Txt021821 WOODBURY DRIVE
ReturnHeader/Filer/USAddress/CityNm0CUPERTINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095014
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261367143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NAVOLIO & TALLMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02121 N CALIFORNIA BLVD SUITE 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum04159561750
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CELIA LAU
ReturnHeader/ReturnTs02025-03-14T18:25:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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