Civic Intelligence

Stanley Lee Charitable Foundation

990PF • Fiscal year 2022 • EIN 81-4073955

Jan 01, 2022 to Dec 31, 2022 • Filed on May 04, 2023

Organization Profile
20641 Corkscrew Shores BoulevardEstero, FL 33928

(201) 308-5322

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

97th percentile

98%

Higher net margin than 97% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

$13,866,513

No earlier filing loaded for comparison.

Net Assets

$13,866,513

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

$14,170,052

No earlier filing loaded for comparison.

Expenses

$303,539

No earlier filing loaded for comparison.

Net Income

$13,866,513

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.

$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

2022

Assets$13,866,513
Liabilities$1
Net Assets$13,866,513
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue$14,170,052
Expenses$303,539
Net Income$13,866,513
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY VAN CLEEFTrustee-$0--
GREGORY VAN CLEEF IITrustee-$0--
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
2023-05-04
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
Raw XML Appendix350 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/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT REQUESTS DO NOT REQUIRE ANY PRESCRIBED FORMAT; HOWEVER, THERE SHOULD BE A DETAILED DESCRIPTION OF THE NEED AND PURPOSE FOR WHICH THE FUNDS WILL BE UTILIZED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GREGORY VAN CLEEF
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09738318700
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt020641 CORKSCREW SHORES BOULEVARD
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/Amt0300000
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/TotalGrantOrContriPdDurYrAmt0300000
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/AppliedToCurrentYearAmt0300000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0302524
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0300000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02524
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF STANLEY LEE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ESTATE OF STANLEY LEE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2ESTATE OF STANLEY LEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt020641 CORKSCREW SHORES BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt120641 CORKSCREW SHORES BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt220641 CORKSCREW SHORES BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ESTERO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1ESTERO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2ESTERO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033928
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd133928
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd233928
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011654380
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1792017
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt21423618
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt053
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0228
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES - JPM 2800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0228
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ESTATE OF STANLEY LEE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt020641 CORKSCREW SHORES BOULEVARD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0ESTERO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033928
TaxesSchedule/TaxesDetail/Amt03258
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD - JPM 28
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03258
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY VAN CLEEF II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09738318700
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
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/PreparationDt02023-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW DEPERI CPA
ReturnHeader/ReturnTs02023-05-09T13:43:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VAN CLEEF II
ReturnHeader/TaxPeriodBeginDt02022-07-19
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,866,513
Liabilities
$1
Net assets
$13,866,513
Revenue
$14,170,052
Expenses
$303,539
Net income
$13,866,513
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