Civic Intelligence

Jerry and Polly Lee Family Foundation Trust

990PF • Fiscal year 2017 • EIN 81-2179168

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 25, 2018

Organization Profile
3007 Beach BoulevardPascagoula, MS 39567

(228) 497-2730

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

2.8%

Faster asset growth than 54% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-94%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$226,360

Up $6,244 (+2.8%) from 2016

Net Assets

Up

$226,360

Up $6,244 (+2.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Down

$13,122

Down $206,994 (-94%) from 2016

Expenses

Up

$6,878

Up $6,878 from 2016

Net Income

Down

$6,244

Down $213,872 (-97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2016: $220,116Liabilities 2016: $0Net Assets 2016: $220,1162016Assets 2017: $226,360Liabilities 2017: $0Net Assets 2017: $226,3602017Assets 2018: $223,349Liabilities 2018: $0Net Assets 2018: $223,3492018Assets 2019: $362,939Liabilities 2019: $0Net Assets 2019: $362,9392019Assets 2020: $348,025Liabilities 2020: $0Net Assets 2020: $348,0252020Assets 2021: $465,363Liabilities 2021: $0Net Assets 2021: $486,7472021Assets 2022: $418,541Liabilities 2022: $0Net Assets 2022: $418,5412022Assets 2023: $404,492Liabilities 2023: $0Net Assets 2023: $404,4922023Assets 2024: $419,706Liabilities 2024: $0Net Assets 2024: $419,7062024

Highlighted filing

2017

Assets$226,360
Liabilities$0
Net Assets$226,360
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $220,116Expenses 2016: $0Net Income 2016: $220,1162016Revenue 2017: $13,122Expenses 2017: $6,878Net Income 2017: $6,2442017Revenue 2018: $11,412Expenses 2018: $14,423Net Income 2018: -$3,0112018Revenue 2019: $159,681Expenses 2019: $20,091Net Income 2019: $139,5902019Revenue 2020: $11,548Expenses 2020: $26,462Net Income 2020: -$14,9142020Revenue 2021: $142,476Expenses 2021: $3,754Net Income 2021: $138,7222021Revenue 2022: -$22,140Expenses 2022: $24,682Net Income 2022: -$46,8222022Revenue 2023: $15,232Expenses 2023: $29,281Net Income 2023: -$14,0492023Revenue 2024: $42,352Expenses 2024: $27,138Net Income 2024: $15,2142024

Highlighted filing

2017

Revenue$13,122
Expenses$6,878
Net Income$6,244
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 25, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY L LEETrustee-$0--
JIMMIE F LEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jerry and Polly Lee
EIN
81-2179168
Phone
2284972730
Address
3007 BEACH BOULEVARD, PASCAGOULA, MS 39567

Signing Officer

Name
Jerry L Lee
Title
Trustee
Phone
2284972037
Signed
2018-02-25

Preparer

Firm
Rankin & Associates Pllc
Address
3103 PASCAGOULA ST, PASCAGOULA, MS 39567-4214
Preparer
C Scott Rankin CPA
Phone
2287626343
Raw XML Appendix273 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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IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02157
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1127
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01297
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01297
TaxesSchedule/TaxesDetail/Amt037
TaxesSchedule/TaxesDetail/Amt12
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt037
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY L LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02284972037
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERRY AND POLLY LEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JERR
ReturnHeader/Filer/EIN0812179168
ReturnHeader/Filer/PhoneNum02284972730
ReturnHeader/Filer/USAddress/AddressLine1Txt03007 BEACH BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0PASCAGOULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039567
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05CADDF03B96065F025998B73C6AB7696FA16DB01
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AD446B2968810D01E99555D2F0EBBD28094C5698
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.18.128.2
ReturnHeader/FilingSecurityInformation/IPDt02018-04-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:23:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460686567
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RANKIN & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03103 PASCAGOULA ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASCAGOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0395674214
ReturnHeader/PreparerPersonGrp/PhoneNum02287626343
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C SCOTT RANKIN CPA
ReturnHeader/ReturnTs02018-04-17T09:23:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$226,360
Liabilities
$0
Net assets
$226,360
Revenue
$13,122
Expenses
$6,878
Net income
$6,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.42$0.27$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.15$0.29$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.22$0.25$0.47
2021Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.87$1.42$0.04$1.39
2020Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.12$0.26$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$1.60$0.20$1.40
2018Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.11$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.13$0.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$2.20$0.00$2.20