Civic Intelligence

Lees Cares Foundation

990EZ • Fiscal year 2016 • EIN 81-1336535

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization ProfileN/A
505 E 1400 N Ste 110Logan, UT 84341

(435) 752-1510

Siviq Scores

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

Liabilities / Assets

86th percentile

0.33x

Higher debt load relative to assets than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

61st percentile

8.4%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets86th percentile

Assets

$5,906

No earlier filing loaded for comparison.

Net Assets

$3,970

No earlier filing loaded for comparison.

Liabilities

$1,936

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin61st percentile

Revenue

$47,539

No earlier filing loaded for comparison.

Expenses

$43,569

No earlier filing loaded for comparison.

Net Income

$3,970

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2016: $5,906Liabilities 2016: $1,936Net Assets 2016: $3,9702016Assets 2017: $19,727Liabilities 2017: $1,510Net Assets 2017: $18,2172017Assets 2018: $12,919Net Assets 2018: $12,9192018Assets 2019: $30,739Liabilities 2019: $833Net Assets 2019: $29,9062019Assets 2020: $26,041Liabilities 2020: $5,101Net Assets 2020: $20,9402020Assets 2021: $21,394Net Assets 2021: $21,3942021Assets 2022: $43,177Net Assets 2022: $43,1772022Assets 2023: $98,162Net Assets 2023: $98,1622023Assets 2024: $138,867Net Assets 2024: $138,8672024

Highlighted filing

2016

Assets$5,906
Liabilities$1,936
Net Assets$3,970
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2016: $47,539Expenses 2016: $43,569Net Income 2016: $3,9702016Revenue 2017: $66,150Expenses 2017: $51,903Net Income 2017: $14,2472017Revenue 2018: $67,514Expenses 2018: $72,812Net Income 2018: -$5,2982018Revenue 2019: $100,217Expenses 2019: $83,230Net Income 2019: $16,9872019Revenue 2020: $3,207Expenses 2020: $12,173Net Income 2020: -$8,9662020Revenue 2021: $79,192Expenses 2021: $78,738Net Income 2021: $4542021Revenue 2022: $115,720Expenses 2022: $93,937Net Income 2022: $21,7832022Revenue 2023: $122,821Expenses 2023: $67,836Net Income 2023: $54,9852023Revenue 2024: $102,343Expenses 2024: $59,724Net Income 2024: $42,6192024

Highlighted filing

2016

Revenue$47,539
Expenses$43,569
Net Income$3,970
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$81,514
Mission and Program Overview

Mission

To strengthen and help sustain local communities, families and individuals by supporting education, research and those affected by life's challenges

Program Services

DescriptionGrantsExpenses
TO AID AND SUPPORT RESEARCH EFFORTS IN THE CAUSE AND CURE OF AMYOTROPHIC LATERAL SCLEROSIS (ALS, OR LOU GEHRIG'S DISEASE)$200$41,300
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARI BADGERDirector-$0--
JASON PONDDirector-$0--
SHELLEY BADGERDirector-$0--
JOCELYN BADGERDirector-$0--
JONATHAN BADGERPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$81,503$17,025$16,950$75
Total Events$81,503$17,025$33,975$-16,950
Filing and Contact Details

Filer

Filer Name
Lees Cares Foundation
EIN
81-1336535
Phone
4357521510
Address
505 E 1400 N STE 110, LOGAN, UT 84341

Signing Officer

Name
Jonathan Badger
Title
President
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Jones Simkins LLC
Address
1011 West 400 North Suite 100, Logan, UT 84321
Preparer
Robert D Thomas CPA
Phone
4357521510
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: THE INSTITUTE FOR ETHNOMEDICINE | Donee's Address: PO BOX 3464 JACKSON WY 83001 | Cash Amount Given: $40000”

Other Expenses.1

“PROFESSIONAL FEES $2042”

Other Expenses.2

“Meals & Entertainment $200”

Other Expenses.3

“BANK CHARGES $27”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1936”

Activities Not Previously Reported to the IRS

“Aid and support research efforts in the cause and cure of amyotrophic lateral sclerosis (als, or lou gehrig's disease)”

Raw XML Appendix162 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0JONATHAN BADGER
IRS990EZ/BooksInCareOfDetail/PhoneNum04357521510
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0505 E 1400 N STE 110
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOGAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084341
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05906
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt03970
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt041300
IRS990EZ/GrossReceiptsAmt081514
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03970
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHARI BADGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASON POND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHELLEY BADGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOCELYN BADGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JONATHAN BADGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02269
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO STRENGTHEN AND HELP SUSTAIN LOCAL COMMUNITIES, FAMILIES AND INDIVIDUALS BY SUPPORTING EDUCATION, RESEARCH AND THOSE AFFECTED BY LIFE'S CHALLENGES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO AID AND SUPPORT RESEARCH EFFORTS IN THE CAUSE AND CURE OF AMYOTROPHIC LATERAL SCLEROSIS (ALS, OR LOU GEHRIG'S DISEASE)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033975
IRS990EZ/SpecialEventsNetIncomeLossAmt0-16950
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01936
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043569
IRS990EZ/TotalProgramServiceExpensesAmt0200
IRS990EZ/TotalRevenueAmt047539
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt064478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt064478
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt064478
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt064478
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt064478
IRS990ScheduleA/TotalSupportAmt064489
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt064478
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt064478
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033975
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04075
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt081503
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt081503
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017025
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-16950
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016950
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016950
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012950
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: THE INSTITUTE FOR ETHNOMEDICINE | Donee's Address: PO BOX 3464 JACKSON WY 83001 | Cash Amount Given: $40000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROFESSIONAL FEES $2042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meals & Entertainment $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES $27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AID AND SUPPORT RESEARCH EFFORTS IN THE CAUSE AND CURE OF AMYOTROPHIC LATERAL SCLEROSIS (ALS, OR LOU GEHRIG'S DISEASE)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Activities Not Previously Reported to the IRS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN BADGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEES CARES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEES
ReturnHeader/Filer/EIN0811336535
ReturnHeader/Filer/PhoneNum04357521510
ReturnHeader/Filer/USAddress/AddressLine1Txt0505 E 1400 N STE 110
ReturnHeader/Filer/USAddress/CityNm0LOGAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084341
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jones Simkins LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01011 West 400 North Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Logan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084321
ReturnHeader/PreparerPersonGrp/PhoneNum04357521510
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT D THOMAS CPA
ReturnHeader/ReturnTs02017-11-13T16:09:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,906
Liabilities
$1,936
Net assets
$3,970
Revenue
$47,539
Expenses
$43,569
Net income
$3,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$1.39$1.02$0.60$0.43
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.98$1.23$0.68$0.55
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.16$0.94$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.79$0.79$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.05$0.21$0.03$0.12$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.30$1.00$0.83$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.68$0.73$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.02$0.18$0.66$0.52$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.02$0.04$0.48$0.44$0.04