Civic Intelligence

Lees Family 6 Foundation

990PF • Fiscal year 2018 • EIN 81-4710165

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 20, 2019

8 Morro BayIrvine, CA 92602

(714) 537-7766

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

29th percentile

-8.7%

Faster asset growth than 29% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$120,263

Down $11,528 (-8.7%) from 2017

Net Assets

Down

$120,263

Down $11,528 (-8.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$0

Down $100,000 (-100%) from 2017

Expenses

Down

$11,528

Down $2,039 (-15%) from 2017

Net Income

Down

-$11,528

Down $97,961 (-113%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$120,263
Liabilities$0
Net Assets$120,263

Operations Trend

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

2018

Revenue$0
Expenses$11,528
Net Income-$11,528
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 20, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Francis S LeePresident & CEO-$0--
Vivian H LeeSecretary & CFO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-UNRESTRICTED501C3Tampa, FL, US$2,500
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
Francis Lee
Title
President & CEO
Signed
2019-11-20
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 Appendix188 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/TitleTxt0President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary & CFO
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Francis Lee
IRS990PF/StatementsRegardingActyGrp/PhoneNum07145377766
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ST JOSEPH HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Fees - Franchise Tax Board
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2research exp for potential grant
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04535
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL & PROFESSIONAL FEES
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Francis Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-20
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/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/ReturnTs02019-11-20T11:35:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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