Civic Intelligence

Lee S Monroe Foundation

EIN 81-4766653 • San Diego, CA

Pub. 78 Eligible
851 San Antonio PlaceSan Diego, CA 92106
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

29th percentile

-7.0%

Higher net margin than 29% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

30th percentile

-2.2%

Faster asset growth than 30% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-5.5%

Faster revenue growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,092,307

Down $70,393 (-2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,092,307

Down $70,393 (-2.2%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin29th percentile

Revenue

Down

$164,365

Down $9,622 (-5.5%) from 2023

Expenses

Up

$175,898

Up $12,429 (+7.6%) from 2023

Net Income

Down

-$11,533

Down $22,051 (-210%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $3,305,773Liabilities 2017: $0Net Assets 2017: $3,305,7732017Assets 2018: $3,239,683Liabilities 2018: $0Net Assets 2018: $3,239,6832018Assets 2019: $3,268,793Liabilities 2019: $0Net Assets 2019: $3,268,7932019Assets 2020: $3,260,356Liabilities 2020: $0Net Assets 2020: $3,260,3562020Assets 2021: $3,219,997Liabilities 2021: $0Net Assets 2021: $3,219,9972021Assets 2022: $3,152,182Liabilities 2022: $0Net Assets 2022: $3,152,1822022Assets 2023: $3,162,700Liabilities 2023: $0Net Assets 2023: $3,162,7002023Assets 2024: $3,092,307Liabilities 2024: $0Net Assets 2024: $3,092,3072024

Highlighted filing

2024

Assets$3,092,307
Liabilities$0
Net Assets$3,092,307
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2017: $1,823,443Expenses 2017: $17,670Net Income 2017: $1,805,7732017Revenue 2018: $108,914Expenses 2018: $175,004Net Income 2018: -$66,0902018Revenue 2019: $132,033Expenses 2019: $102,923Net Income 2019: $29,1102019Revenue 2020: $109,600Expenses 2020: $118,037Net Income 2020: -$8,4372020Revenue 2021: $113,336Expenses 2021: $153,695Net Income 2021: -$40,3592021Revenue 2022: $126,872Expenses 2022: $194,687Net Income 2022: -$67,8152022Revenue 2023: $173,987Expenses 2023: $163,469Net Income 2023: $10,5182023Revenue 2024: $164,365Expenses 2024: $175,898Net Income 2024: -$11,5332024

Highlighted filing

2024

Revenue$164,365
Expenses$175,898
Net Income-$11,533
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,092,307
Liabilities
$0
Net assets
$3,092,307
Revenue
$164,365
Expenses
$175,898
Net income
-$11,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.16$0.18$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.17$0.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.13$0.19$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.11$0.15$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.11$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.13$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.11$0.18$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$1.82$0.02$1.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott MonroePres/DirectorPT$0--
Leila MonroeSecr/Treas/Director-$0--
James DieckmannDirector-$0--
Warren MagillDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lee S Monroe Foundation
EIN
81-4766653
Phone
2544319548
Address
851 San Antonio Place, San Diego, CA 92106

Signing Officer

Name
Scott Monroe
Title
President
Signed
2025-06-02
Discuss with paid preparer
Yes

Preparer

Firm
Brenda Magill
Address
11072 Caminito Vista Pacifica, San Diego, CA 92131
Preparer
Brenda Magill
Phone
6199802992
Raw XML Appendix342 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Support the Enlisted Project STEP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Shelter To Soldier
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Ocean Discovery Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Groundswell Community Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Mountain Ways Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Point Blue Conservation Science
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Living Coast Discovery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Feeding San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2PHLS Assoc Alumni
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Seabury Hall Scholarships
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09951 Businesspark Avenue Suite A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12909 San Lluis Rey Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21000 Gunpowder Point Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39477 Waples Street Suite 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41220 Rosecrans St 247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5480 Olinda Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64255 Thorn Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71220 Rosecrans Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 1709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt93820 Cypress Drive Ste 11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Oceanside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Chula Vista
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Makawao
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Gatlinvurg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Petaluma
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192058
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd596768
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd837738
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd994954
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0160000
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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/AppliedToCurrentYearAmt040138
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0122262
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0153830
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0162400
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0113692
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0122262
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Advisory Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010548
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010548
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
TaxesSchedule/TaxesDetail/Amt02068
TaxesSchedule/TaxesDetail/Amt1882
TaxesSchedule/TaxesDetail/CategoryTxt0Federal tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02068
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1882
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Monroe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lee S Monroe Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEES
ReturnHeader/Filer/EIN0814766653
ReturnHeader/Filer/PhoneNum02544319548
ReturnHeader/Filer/USAddress/AddressLine1Txt0851 San Antonio Place
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092106
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830567861
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brenda Magill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011072 Caminito Vista Pacifica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092131
ReturnHeader/PreparerPersonGrp/PhoneNum06199802992
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brenda Magill
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-02T10:12:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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