Civic Intelligence

Stanley Lee Charitable Foundation

990PF • Fiscal year 2023 • EIN 81-4073955

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 24, 2024

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

32nd percentile

-3.5%

Higher net margin than 32% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

34th percentile

0.1%

Faster asset growth than 34% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$13,883,290

Up $16,777 (+0.1%) from 2022

Net Assets

Up

$13,881,764

Up $15,251 (+0.1%) from 2022

Liabilities

Up

$1,526

Up $1,525 (+152500%) from 2022

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin32nd percentile

Revenue

Down

$768,646

Down $13,401,406 (-95%) from 2022

Expenses

Up

$795,879

Up $492,340 (+162%) from 2022

Net Income

Down

-$27,233

Down $13,893,746 (-100%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

2023

Assets$13,883,290
Liabilities$1,526
Net Assets$13,881,764
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

2023

Revenue$768,646
Expenses$795,879
Net Income-$27,233
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 24, 2024
Return Version
2023v5.0
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
2024-04-24
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 Appendix360 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/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/AddressLine1Txt02035 HAMBURG TURNPIKE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAYNE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007470
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HANSE ANDERSON LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum09738318700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ESTERO
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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/Amt0720000
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
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0720000
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/AppliedToCurrentYearAmt0711979
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02524
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0711979
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05497
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05497
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0720000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05497
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05497
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02524
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF STANLEY LEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt020641 CORKSCREW SHORES BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ESTERO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033928
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0332841
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07778
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0256
OtherIncreasesSchedule/OtherIncreasesDetail/Amt050262
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON DIVIDEND DISTRIBUTIONS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01526
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt061873
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES - JPM 2800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt061873
TaxesSchedule/TaxesDetail/Amt07000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD - JPM 28
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07000
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY VAN CLEEF II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09738318700
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-24
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/PreparationDt02024-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW DEPERI CPA
ReturnHeader/ReturnTs02024-04-26T15:08:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VAN CLEEF II
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,883,290
Liabilities
$1,526
Net assets
$13,881,764
Revenue
$768,646
Expenses
$795,879
Net income
-$27,233
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