Civic Intelligence

Lee S Monroe Foundation

990PF • Fiscal year 2017 • EIN 81-4766653

Jan 01, 2017 to Dec 31, 2017 • Filed on May 25, 2018

Organization Profile
PO Box 1731Julian, CA 92036

(760) 705-6728

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

43rd percentile

$1,135

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

$3,305,773

No earlier filing loaded for comparison.

Net Assets

$3,305,773

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin99th percentile

Revenue

$1,823,443

No earlier filing loaded for comparison.

Expenses

$17,670

No earlier filing loaded for comparison.

Net Income

$1,805,773

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.

$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

2017

Assets$3,305,773
Liabilities$0
Net Assets$3,305,773
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$1,823,443
Expenses$17,670
Net Income$1,805,773
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 25, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Warren MagillDirector-$1,135-$1,135
Scott MonroePres/DirectorPT$0--
Leila MonroeSecr/Treas/Director-$0--
James DieckmannDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lee S Monroe Foundation
EIN
81-4766653
Phone
7607056728
Address
PO Box 1731, Julian, CA 92036

Signing Officer

Name
Scott Monroe
Title
President
Signed
2018-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Magill & Company
Address
1660 Hotel Circle North 710, San Diego, CA 92108-2815
Preparer
Brenda Magill CPA
Phone
6192942992
Raw XML Appendix268 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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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt013953
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0CA RRF-1 Filing Fee
TaxesSchedule/TaxesDetail/CategoryTxt1Franchise Tax Board
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Monroe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lee S Monroe Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEES
ReturnHeader/Filer/EIN0814766653
ReturnHeader/Filer/PhoneNum07607056728
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1731
ReturnHeader/Filer/USAddress/CityNm0Julian
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330312257
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Magill & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01660 Hotel Circle North 710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921082815
ReturnHeader/PreparerPersonGrp/PhoneNum06192942992
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brenda Magill CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-25T10:54:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,305,773
Liabilities
$0
Net assets
$3,305,773
Revenue
$1,823,443
Expenses
$17,670
Net income
$1,805,773
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