Civic Intelligence

Lee S Monroe Foundation

990PF • Fiscal year 2023 • EIN 81-4766653

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 12, 2024

Organization Profile
PO Box 365Hico, TX 76457

(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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

55th percentile

6.0%

Higher net margin than 55% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

43rd percentile

0.3%

Faster asset growth than 43% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

37%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,162,700

Up $10,518 (+0.3%) from 2022

Net Assets

Up

$3,162,700

Up $10,518 (+0.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin55th percentile

Revenue

Up

$173,987

Up $47,115 (+37%) from 2022

Expenses

Down

$163,469

Down $31,218 (-16%) from 2022

Net Income

Up

$10,518

Up $78,333 (+116%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$3,162,700
Liabilities$0
Net Assets$3,162,700
Open 2023 Filing

Operations Trend

Revenue Growth77th 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

2023

Revenue$173,987
Expenses$163,469
Net Income$10,518
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 12, 2024
Return Version
2023v5.1
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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSupport the Enlisted Project STEPGeneral Assistance-San Diego, CA, US$35,000
Paid Grant-General Assistance-San Diego, CA, US$35,000
Paid GrantShelter To SoldierGeneral Assistance-Oceanside, CA, US$17,000
Paid Grant-General Assistance-Makawao, HI, US$17,000
Paid Grant-General Assistance-Alpine, CA, US$10,000
Paid Grant-General Assistance-Chula Vista, CA, US$10,000
Paid Grant-General Assistance-San Diego, CA, US$10,000
Paid Grant-General Assistance-Cerritos, CA, US$10,000
Paid GrantOcean Discovery InstituteGeneral Assistance-San Diego, CA, US$10,000
Paid GrantGroundswell Community ProjectGeneral Assistance-San Diego, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
Lee S Monroe Foundation
EIN
81-4766653
Phone
7607056728
Address
PO Box 365, Hico, TX 76457

Signing Officer

Name
Scott Monroe
Title
President
Signed
2024-10-12
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 Appendix312 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/RecipientUSAddress/AddressLine1Txt09951 Businesspark Avenue Suite A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12909 San Lluis Rey Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt224402 Martin Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31000 Gunpowder Point Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt49477 Waples Street Suite 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51220 Rosecrans St 247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt611138 Business Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7480 Olinda Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt84255 Thorn Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91220 Rosecrans Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Oceanside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Alpine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Chula Vista
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Cerritos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Makawao
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9San Diego
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192058
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd796768
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd992106
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0159000
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/AppliedToCurrentYearAmt025749
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0135276
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0148011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0161025
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0122262
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0135276
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Advisory Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02121
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02121
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
TaxesSchedule/TaxesDetail/Amt0323
TaxesSchedule/TaxesDetail/CategoryTxt0Federal tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0323
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Monroe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lee S Monroe Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEES
ReturnHeader/Filer/EIN0814766653
ReturnHeader/Filer/PhoneNum07607056728
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 365
ReturnHeader/Filer/USAddress/CityNm0Hico
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076457
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/ReturnTs02024-10-12T08:49:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,162,700
Liabilities
$0
Net assets
$3,162,700
Revenue
$173,987
Expenses
$163,469
Net income
$10,518
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