Civic Intelligence

Vivian Lee Foundation

990EZ • Fiscal year 2020 • EIN 82-1743152

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 20, 2021

Organization ProfileN/A
4050 NE Terrace DriveNewberg, OR 97132

(503) 407-4836

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

81st percentile

34%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

89th percentile

118%

Faster asset growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

42nd percentile

-22%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,952

Up $14,607 (+118%) from 2019

Net Assets

Up

$26,952

Up $14,607 (+118%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Down

$42,376

Down $12,233 (-22%) from 2019

Expenses

Down

$27,773

Down $22,284 (-45%) from 2019

Net Income

Up

$14,603

Up $10,051 (+221%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2017: $10,380Net Assets 2017: $10,3802017Assets 2018: $28,173Net Assets 2018: $28,1732018Assets 2019: $12,345Net Assets 2019: $12,3452019Assets 2020: $26,952Net Assets 2020: $26,9522020Assets 2021: $39,618Net Assets 2021: $39,6182021Assets 2022: $91,522Net Assets 2022: $91,5222022Assets 2023: $74,914Net Assets 2023: $74,9142023Assets 2024: $57,097Net Assets 2024: $57,0972024Assets 2025: $46,066Liabilities 2025: $2,282Net Assets 2025: $43,7842025

Highlighted filing

2020

Assets$26,952
Liabilities-
Net Assets$26,952
Open 2020 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2017: $24,795Expenses 2017: $14,415Net Income 2017: $10,3802017Revenue 2018: $44,977Expenses 2018: $27,184Net Income 2018: $17,7932018Revenue 2019: $54,609Expenses 2019: $50,057Net Income 2019: $4,5522019Revenue 2020: $42,376Expenses 2020: $27,773Net Income 2020: $14,6032020Revenue 2021: $49,949Expenses 2021: $37,283Net Income 2021: $12,6662021Revenue 2022: $146,718Expenses 2022: $94,814Net Income 2022: $51,9042022Revenue 2023: $149,737Expenses 2023: $166,343Net Income 2023: -$16,6062023Revenue 2024: $165,913Expenses 2024: $183,726Net Income 2024: -$17,8132024Revenue 2025: $195,055Expenses 2025: $208,367Net Income 2025: -$13,3122025

Highlighted filing

2020

Revenue$42,376
Expenses$27,773
Net Income$14,603
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 20, 2021
Return Version
2020v4.0
Gross Receipts
$59,515
Mission and Program Overview

Mission

To raise funds to benefit the national cystic fibrosis foundation.

Program Services

DescriptionGrantsExpenses
RAISED FUNDS FOR DONATION TO CYSTIC FIBROSIS RESEARCH$146$17,155
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE RIMRODTPresidentPT$0--
JOURDAN MOORESecretaryPT$0--
LAURA GRAHAMBoard MemberPT$0--
KATIE MOOREBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Vivian Lee Foundation
EIN
82-1743152
Phone
5034074836
Address
4050 NE TERRACE DRIVE, NEWBERG, OR 97132

Signing Officer

Name
Christine Rimrodt
Title
President
Phone
5034074836
Signed
2021-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Bennett Tax and Accounting Pc
Address
30240 SW PARKWAY AVE STE 100, WILSONVILLE, OR 97070-7893
Preparer
Joshua S Bennett Ltc Ea
Phone
5035820181
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 1,919 office expense 1,024 postage 2,082 printing 1,756 software & subscriptions 3,277 travel 384 insurance 1,381 charitable contributions 8,714 contractors 1,625 fees and charges 2,461 meals 384 music fees 250 raffle expense 100 storage 1,122 taxes & licenses 50 total 26,529”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 4,710 5,554 total 4,710 5,554”

Raw XML Appendix150 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0CHRISTINE RIMRODT
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOURDAN MOORE
CompensationExplanation/CompensationExplanationGrp/PersonNm2LAURA GRAHAM
CompensationExplanation/CompensationExplanationGrp/PersonNm3KATIE MOORE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHRISTINE RIMRODT
IRS990EZ/BooksInCareOfDetail/PhoneNum05034074836
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04050 NE TERRACE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWBERG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097132
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07639
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021398
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021158
IRS990EZ/CostOfGoodsSoldAmt017139
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014603
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012349
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026952
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0146
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-8838
IRS990EZ/GrossReceiptsAmt059515
IRS990EZ/GrossSalesOfInventoryAmt08301
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012349
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026952
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012349
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026952
IRS990EZ/OccupancyRentUtltsAndMaintAmt098
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINE RIMRODT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOURDAN MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04710
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05554
IRS990EZ/OtherExpensesTotalAmt026529
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS TO BENEFIT THE NATIONAL CYSTIC FIBROSIS FOUNDATION.
IRS990EZ/ProgramServiceRevenueAmt030056
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISED FUNDS FOR DONATION TO CYSTIC FIBROSIS RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0146
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017155
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027773
IRS990EZ/TotalProgramServiceExpensesAmt017155
IRS990EZ/TotalRevenueAmt042376
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021158
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04824
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt094119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015091
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014394
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt073883
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt08301
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt014338
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt014117
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt036756
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0204758
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071574
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019218
IRS990ScheduleA/Total509Grp/TotalAmt0204758
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071574
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019218
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0204758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 1,919 OFFICE EXPENSE 1,024 POSTAGE 2,082 PRINTING 1,756 SOFTWARE & SUBSCRIPTIONS 3,277 TRAVEL 384 INSURANCE 1,381 CHARITABLE CONTRIBUTIONS 8,714 CONTRACTORS 1,625 FEES AND CHARGES 2,461 MEALS 384 MUSIC FEES 250 RAFFLE EXPENSE 100 STORAGE 1,122 TAXES & LICENSES 50 TOTAL 26,529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES FOR SALE OR USE 4,710 5,554 TOTAL 4,710 5,554
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE RIMRODT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05034074836
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VIVIAN LEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VIVI
ReturnHeader/Filer/EIN0821743152
ReturnHeader/Filer/PhoneNum05034074836
ReturnHeader/Filer/USAddress/AddressLine1Txt04050 NE TERRACE DRIVE
ReturnHeader/Filer/USAddress/CityNm0NEWBERG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850838018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENNETT TAX AND ACCOUNTING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030240 SW PARKWAY AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970707893
ReturnHeader/PreparerPersonGrp/PhoneNum05035820181
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA S BENNETT LTC EA
ReturnHeader/ReturnTs02021-11-01T10:55:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RIMRODT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,952
Liabilities
-
Net assets
$26,952
Revenue
$42,376
Expenses
$27,773
Net income
$14,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.46$0.02$0.44$1.95$2.08$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.66$1.84$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.50$1.66$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.47$0.95$0.52
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.50$0.37$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.42$0.28$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.55$0.50$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.45$0.27$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.25$0.14$0.10