Civic Intelligence

Lees Family 6 Foundation

EIN 81-4710165 • Irvine, CA

8 Morro BayIrvine, CA 92602
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

23rd percentile

-25%

Higher net margin than 23% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

51st percentile

-1.7%

Faster asset growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

37%

Faster revenue growth than 81% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$111,992

Down $1,895 (-1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$111,992

Down $1,895 (-1.7%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin23rd percentile

Revenue

Up

$7,709

Up $2,090 (+37%) from 2023

Expenses

Up

$9,604

Up $7,920 (+470%) from 2023

Net Income

Down

-$1,895

Down $5,830 (-148%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$150K$100K$50K$0Assets 2017: $131,791Liabilities 2017: $0Net Assets 2017: $131,7912017Assets 2018: $120,263Liabilities 2018: $0Net Assets 2018: $120,2632018Assets 2019: $104,020Liabilities 2019: $0Net Assets 2019: $104,0202019Assets 2020: $106,812Liabilities 2020: $0Net Assets 2020: $106,8122020Assets 2021: $112,684Liabilities 2021: $0Net Assets 2021: $112,6842021Assets 2022: $109,952Liabilities 2022: $0Net Assets 2022: $109,9522022Assets 2023: $113,887Liabilities 2023: $0Net Assets 2023: $113,8872023Assets 2024: $111,992Liabilities 2024: $0Net Assets 2024: $111,9922024

Highlighted filing

2024

Assets$111,992
Liabilities$0
Net Assets$111,992
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$100K$50K$0-$50KRevenue 2017: $100,000Expenses 2017: $13,567Net Income 2017: $86,4332017Revenue 2018: $0Expenses 2018: $11,528Net Income 2018: -$11,5282018Revenue 2019: $4,505Expenses 2019: $20,748Net Income 2019: -$16,2432019Revenue 2020: $8,906Expenses 2020: $6,114Net Income 2020: $2,7922020Revenue 2021: $16,731Expenses 2021: $10,859Net Income 2021: $5,8722021Revenue 2022: $2,319Expenses 2022: $5,051Net Income 2022: -$2,7322022Revenue 2023: $5,619Expenses 2023: $1,684Net Income 2023: $3,9352023Revenue 2024: $7,709Expenses 2024: $9,604Net Income 2024: -$1,8952024

Highlighted filing

2024

Revenue$7,709
Expenses$9,604
Net Income-$1,895
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$111,992
Liabilities
$0
Net assets
$111,992
Revenue
$7,709
Expenses
$9,604
Net income
-$1,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.08$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.02$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.17$0.11$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.09$0.06$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.21$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.00$0.12$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.00$0.14$0.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Francis S LeePresident & CEO-$0--
Vivian H LeeSecretary & CFO-$0--
Filing and Contact Details

Filer

Filer Name
Lees Family 6 Foundation
EIN
81-4710165
Phone
7145377766
Address
8 Morro Bay, Irvine, CA 92602

Signing Officer

Name
Vivian H Lee
Title
Secretary & CFO
Signed
2025-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Wertz & Company LLP
Address
5450 Trabuco Road, Irvine, CA 92620
Preparer
J Katie Sterling
Phone
9497565000
Raw XML Appendix303 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Francis S Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Vivian H Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary & CFO
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07145377766
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To preserve the richness of Hmong culture and tradition, provide opportunities for the youth with scholarships for higher education, cultural awareness and promote the general welfare of the Hmong and surrounding communities in Sacramento Metro.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To be a referral and resource for families interested in adopting orphans from China
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To support for Pineering missionaries and ministry leaders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Support the Catholic church.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SACRAMENTO HMONG NEW YEAR INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Pops Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Map Global Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3St John's Catholic Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02330 FRUITRIDGE ROAD SUITE 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1751 N Canyons Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 17211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35101 Alton Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SACRAMENTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Livermore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Asheville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095822
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194551
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228816
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392604
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07300
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/AppliedToCurrentYearAmt05178
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0883
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05178
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02087
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02087
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08148
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02087
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02087
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0883
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02165
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt16502
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LOAN TO RELATED PARTY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02165
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt16502
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02165
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt16502
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0528
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0528
TaxesSchedule/TaxesDetail/Amt079
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt079
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vivian H Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary & CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lees Family 6 Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEES
ReturnHeader/Filer/EIN0814710165
ReturnHeader/Filer/PhoneNum07145377766
ReturnHeader/Filer/USAddress/AddressLine1Txt08 Morro Bay
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020639624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wertz & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Trabuco Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092620
ReturnHeader/PreparerPersonGrp/PhoneNum09497565000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Katie Sterling
ReturnHeader/ReturnTs02025-10-23T09:41:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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