Civic Intelligence

Lee S Monroe Foundation

990PF • Fiscal year 2021 • EIN 81-4766653

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

10th percentile

-36%

Higher net margin than 10% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

23rd percentile

-1.2%

Faster asset growth than 23% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

3.4%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,219,997

Down $40,359 (-1.2%) from 2020

Net Assets

Down

$3,219,997

Down $40,359 (-1.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin10th percentile

Revenue

Up

$113,336

Up $3,736 (+3.4%) from 2020

Expenses

Up

$153,695

Up $35,658 (+30%) from 2020

Net Income

Down

-$40,359

Down $31,922 (-378%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2021

Assets$3,219,997
Liabilities$0
Net Assets$3,219,997
Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

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

2021

Revenue$113,336
Expenses$153,695
Net Income-$40,359
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th 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
7607056728
Address
PO Box 1731, Julian, CA 92036

Signing Officer

Name
Scott Monroe
Title
President
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Brenda Magill
Address
11072 Caminito Vista Pacifica, San Diego, CA 92131
Preparer
Brenda Magill CPA
Phone
6192942992
Raw XML Appendix291 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Part VII-B, Item 1 (A) (4)The spouse of Warren Magill, a director of the Foundation, prepares the tax returns for the Foundation. Mr. Magill benefits from this compensation. The tax preparation services performed are reasonable and necessary for the carrying out of the Foundation's exempt purposes and the amount paid by the Foundation for such services is not excessive. Accordingly, such compensation is an exception to the self-dealing rules under Treas. Reg. Section 53-4941 (D)-3(C)(1).
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292058
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592121
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0152000
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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/AppliedToCurrentYearAmt0324
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0153371
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0171041
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0153695
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0170717
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0153371
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State SOS fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02582
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02582
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02582
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Monroe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
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/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/PhoneNum06192942992
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brenda Magill CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-08T15:35:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Scott
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Monroe
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,219,997
Liabilities
$0
Net assets
$3,219,997
Revenue
$113,336
Expenses
$153,695
Net income
-$40,359
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