Civic Intelligence

Stanley Lee Charitable Foundation

EIN 81-4073955 • Estero, FL

20641 Corkscrew Shores BoulevardEstero, FL 33928
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

9th percentile

-39%

Higher net margin than 9% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$76,611

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

24th percentile

-2.2%

Faster asset growth than 24% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

0.4%

Faster revenue growth than 33% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$13,580,659

Down $302,631 (-2.2%) from 2023

Liabilities

Up

$3,941

Up $2,415 (+158%) from 2023

Net Assets

Down

$13,576,718

Down $305,046 (-2.2%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin9th percentile

Revenue

Up

$771,830

Up $3,184 (+0.4%) from 2023

Expenses

Up

$1,069,946

Up $274,067 (+34%) from 2023

Net Income

Down

-$298,116

Down $270,883 (-995%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$15M$10M$5.0M$0Assets 2022: $13,866,513Liabilities 2022: $1Net Assets 2022: $13,866,5132022Assets 2023: $13,883,290Liabilities 2023: $1,526Net Assets 2023: $13,881,7642023Assets 2024: $13,580,659Liabilities 2024: $3,941Net Assets 2024: $13,576,7182024

Highlighted filing

2024

Assets$13,580,659
Liabilities$3,941
Net Assets$13,576,718
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2022: $14,170,052Expenses 2022: $303,539Net Income 2022: $13,866,5132022Revenue 2023: $768,646Expenses 2023: $795,879Net Income 2023: -$27,2332023Revenue 2024: $771,830Expenses 2024: $1,069,946Net Income 2024: -$298,1162024

Highlighted filing

2024

Revenue$771,830
Expenses$1,069,946
Net Income-$298,116
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$13,580,659
Liabilities
$3,941
Net assets
$13,576,718
Revenue
$771,830
Expenses
$1,069,946
Net income
-$298,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.77$1.07$0.30
2023Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.77$0.80$0.03
2022Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$14.2$0.30$13.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY VAN CLEEFTrusteePT$76,611-$76,611
GREGORY VAN CLEEF IITrusteePT$76,611-$76,611
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIDELITY CHARITABLEEXEMPT PURPOSESPCCINCINNATI, OH, US$800,000
Filing and Contact Details

Filer

Filer Name
Stanley Lee Charitable Foundation
EIN
81-4073955
Phone
2013085322
Address
20641 CORKSCREW SHORES BOULEVARD, ESTERO, FL 33928

Signing Officer

Name
Gregory Van Cleef Ii
Title
Trustee
Phone
9738318700
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Hoogstra Greulich Pc
Address
150 RIVER RD STE I-4A, MONTVILLE, NJ 07045-8923
Preparer
Matthew Deperi CPA
Phone
9732999443
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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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ESTERO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033928
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE ONLY MADE TO OTHER CHARITABLE ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ARE ACCEPTED AT ANY TIME WITH TIMELY RESPONSES CONCERNING REQUESTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0800000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EXEMPT PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 291307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0800000
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/AppliedToCurrentYearAmt0792439
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0792439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05603
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038164
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032561
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05603
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0825000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032561
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038164
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05603
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt025000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt025000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06930
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES PAID
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01526
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03941
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt079530
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES - JPM 2800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt079530
TaxesSchedule/TaxesDetail/Amt06194
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD - JPM 28
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06194
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY VAN CLEEF II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09738318700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STANLEY LEE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STAN
ReturnHeader/Filer/EIN0814073955
ReturnHeader/Filer/PhoneNum02013085322
ReturnHeader/Filer/USAddress/AddressLine1Txt020641 CORKSCREW SHORES BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0ESTERO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033928
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223546656
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOOGSTRA GREULICH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 RIVER RD STE I-4A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070458923
ReturnHeader/PreparerPersonGrp/PhoneNum09732999443
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW DEPERI CPA
ReturnHeader/ReturnTs02025-05-12T13:53:52-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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