Civic Intelligence

Lee Family Foundation

990PF • Fiscal year 2021 • EIN 77-0471749

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 11, 2022

Organization Profile
21821 Woodbury DriveCupertino, CA 95014

(408) 252-5307

Siviq Scores

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

Liabilities / Assets

81st percentile

0.12x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

99th percentile

14.66x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

88th percentile

55%

Higher net margin than 88% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-93%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Flat

$260,418

Flat from 2020

Net Assets

Up

$227,942

Up $1,221 (+0.5%) from 2020

Liabilities

Down

$32,476

Down $1,221 (-3.6%) from 2020

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin88th percentile

Revenue

Down

$2,215

Down $27,631 (-93%) from 2020

Expenses

Down

$994

Down $89,183 (-99%) from 2020

Net Income

Up

$1,221

Up $61,552 (+102%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$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

2021

Assets$260,418
Liabilities$32,476
Net Assets$227,942
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$2,215
Expenses$994
Net Income$1,221
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 11, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay78th 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
2022-10-11
Discuss with paid preparer
No

Preparer

Firm
Navolio & Tallman Llp
Address
2121 N CALIFORNIA BLVD SUITE 610, WALNUT CREEK, CA 94596
Preparer
John C Navolio
Phone
4159561750
Raw XML Appendix267 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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Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$260,418
Liabilities
$32,476
Net assets
$227,942
Revenue
$2,215
Expenses
$994
Net income
$1,221
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