Civic Intelligence

Lee S Monroe Foundation

990PF • Fiscal year 2022 • EIN 81-4766653

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 05, 2023

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

12th percentile

-53%

Higher net margin than 12% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

42nd percentile

-2.1%

Faster asset growth than 42% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

61st percentile

12%

Faster revenue growth than 61% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,152,182

Down $67,815 (-2.1%) from 2021

Net Assets

Down

$3,152,182

Down $67,815 (-2.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin12th percentile

Revenue

Up

$126,872

Up $13,536 (+12%) from 2021

Expenses

Up

$194,687

Up $40,992 (+27%) from 2021

Net Income

Down

-$67,815

Down $27,456 (-68%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2022

Assets$3,152,182
Liabilities$0
Net Assets$3,152,182
Open 2022 Filing

Operations Trend

Revenue Growth61st 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

2022

Revenue$126,872
Expenses$194,687
Net Income-$67,815
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 5, 2023
Return Version
2022v5.0
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
2023-10-05
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 Appendix321 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/PersonNm1Leila Monroe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2James Dieckmann
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt324402 Martin Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41000 Gunpowder Point Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt59477 Waples Street Suite 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61220 Rosecrans St 247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt74208 Oliver Ct
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt811138 Business Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9480 Olinda Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Oceanside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Alpine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Chula Vista
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Cerritos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Makawao
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192058
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292169
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd890708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd996768
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0191000
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/AppliedToCurrentYearAmt022070
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0170717
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0157346
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0192787
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0135276
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0170717
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
TaxesSchedule/TaxesDetail/Amt01900
TaxesSchedule/TaxesDetail/CategoryTxt0Federal tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01900
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Monroe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-05
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/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/PhoneNum06192942992
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brenda Magill CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-05T16:36:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Scott
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Monroe
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,152,182
Liabilities
$0
Net assets
$3,152,182
Revenue
$126,872
Expenses
$194,687
Net income
-$67,815
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