Civic Intelligence

Edwin and Margaret Lee Foundation Z75738425

EIN 81-0548702 • Merrimack, NH

2 Contra Way Mz FptctaxMerrimack, NH 03054
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

47%

Faster revenue growth than 78% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$828,355

Up $107,211 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$828,355

Up $107,211 (+15%) from 2023

Revenue

Up

$139,347

Up $44,726 (+47%) from 2023

Expenses

Up

$15,545

Up $10,632 (+216%) from 2023

Net Income

Up

$123,802

Up $34,094 (+38%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $37,051Liabilities 2011: $02011Assets 2012: $39,549Liabilities 2012: $02012Assets 2014: $58,894Liabilities 2014: $02014Assets 2015: $56,499Liabilities 2015: $02015Assets 2019: $470,863Liabilities 2019: $02019Assets 2020: $500,870Liabilities 2020: $0Net Assets 2020: $500,8702020Assets 2021: $539,364Liabilities 2021: $0Net Assets 2021: $539,3642021Assets 2022: $631,893Liabilities 2022: $0Net Assets 2022: $631,8932022Assets 2023: $721,144Liabilities 2023: $0Net Assets 2023: $721,1442023Assets 2024: $828,355Liabilities 2024: $0Net Assets 2024: $828,3552024

Highlighted filing

2024

Assets$828,355
Liabilities$0
Net Assets$828,355

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $12,803Expenses 2011: $1,350Net Income 2011: $11,4532011Revenue 2012: $2,944Expenses 2012: $2,922Net Income 2012: $222012Revenue 2014: $9,243Expenses 2014: $3,500Net Income 2014: $5,7432014Revenue 2015: -$615Expenses 2015: $2,464Net Income 2015: -$3,0792015Revenue 2019: $105,819Expenses 2019: $26,251Net Income 2019: $79,5682019Revenue 2020: $128,236Expenses 2020: $34,682Net Income 2020: $93,5542020Revenue 2021: $77,330Expenses 2021: $38,885Net Income 2021: $38,4452021Revenue 2022: $121,819Expenses 2022: $29,240Net Income 2022: $92,5792022Revenue 2023: $94,621Expenses 2023: $4,913Net Income 2023: $89,7082023Revenue 2024: $139,347Expenses 2024: $15,545Net Income 2024: $123,8022024

Highlighted filing

2024

Revenue$139,347
Expenses$15,545
Net Income$123,802

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWIN LEEPresidentPT$0--
MARGARET LEEVice PresidentPT$0--
JEFFREY LEESecretaryPT$0--
PHILIP LEETreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Edwin and Margaret Lee Foundation Z75738425
EIN
81-0548702
Phone
6037911388
Address
2 CONTRA WAY MZ FPTCTAX, MERRIMACK, NH 03054

Signing Officer

Name
Philip C Lee
Title
CFO
Phone
6037911388
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLAZA STE 2300, Providence, RI 02903
Preparer
Lyle J Mohler
Phone
6892065200
Raw XML Appendix391 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/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0231 CATALPA DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATHERTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0940272002
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PHILIP C LEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum06503830580
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NAME, ADDRESS, CHARITABLE STATUS, PURPOSE OF ORGANIZATION, AMOUNT OF FUNDS DESIRED AND FOR WHAT PURPOSE, CONTACT INFO, ETC.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PHILIP C LEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06503830580
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0231 CATALPA DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ATHERTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094027
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EDWIN AND MARGARET LEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT LOCAL COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SELF HELP FOR THE ELDERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0731 SANSOME ST NO 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094111
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010900
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015155
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042814
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt027659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04369
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01970
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt027659
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05318
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04369
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0949
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015155
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05318
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032977
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0EDWIN LEE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1MARGARET LEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0231 CATALPA DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1231 CATALPA DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ATHERTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1ATHERTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094027
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194027
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050641
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt150641
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt050641
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt150641
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0177.5 SHARES OF VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1177.5 SHARES OF VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-11-05
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-11-05
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017047
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJ FROM TC TO MV FOR GIFT OF SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA AG FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0456
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03375
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03375
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0EDWIN LEE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1MARGARET LEE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0231 CATALPA DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1231 CATALPA DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0ATHERTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1ATHERTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094027
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd194027
TaxesSchedule/TaxesDetail/Amt042
TaxesSchedule/TaxesDetail/Amt1348
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP C LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06037911388
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWIN AND MARGARET LEE FOUNDATION Z75738425
ReturnHeader/Filer/BusinessNameControlTxt0LEE
ReturnHeader/Filer/EIN0810548702
ReturnHeader/Filer/PhoneNum06037911388
ReturnHeader/Filer/USAddress/AddressLine1Txt02 CONTRA WAY MZ FPTCTAX
ReturnHeader/Filer/USAddress/CityNm0MERRIMACK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003054
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLAZA STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Providence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum06892065200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-05-06T15:01:22-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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