Civic Intelligence

Vivian Lee Foundation

990EZ • Fiscal year 2023 • EIN 82-1743152

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 23, 2024

Organization ProfileVIVISVINTAGE.COM
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-18%

Faster asset growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

2.1%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$74,914

Down $16,608 (-18%) from 2022

Net Assets

Down

$74,914

Down $16,608 (-18%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Up

$149,737

Up $3,019 (+2.1%) from 2022

Expenses

Up

$166,343

Up $71,529 (+75%) from 2022

Net Income

Down

-$16,606

Down $68,510 (-132%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2023

Assets$74,914
Liabilities-
Net Assets$74,914
Open 2023 Filing

Operations Trend

Revenue Growth47th 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

2023

Revenue$149,737
Expenses$166,343
Net Income-$16,606
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 23, 2024
Return Version
2023v5.0
Gross Receipts
$160,337
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-$158,881
TO RAISE FUNDS TO BENEFIT THE NATIONAL CYSTIC FIBROSIS FOUNDATION.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA GRAHAMPresidentPT$0--
VANESSA DEETSBoard MemberPT$0--
JULIE MCPHERSONBoard MemberPT$0--
MEGHANN WEILBoard 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
Laura Graham
Title
President
Phone
5034074836
Signed
2024-04-23
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
Phone
5035820181
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 7,648 office expense 5,563 postage 280 printing 3,391 software & subscriptions 6,944 travel 190 insurance 1,416 auction expense 16,962 apparel 309 charitable contributions 19,167 contractors 712 event rental 24,208 fees and charges 367 meals 629 meeting expenses 683 payroll tax expense 4,664 storage 1,717 support group 1,868 taxes & licenses 50 total 96,768”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 6,614 6,614 total 6,614 6,614”

Form 990-ez, Part III, Line 31

“To raise funds to benefit the national cystic fibrosis foundation.”

Raw XML Appendix157 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0CHRISTY RIMRODT
IRS990EZ/BooksInCareOfDetail/PhoneNum05034074836
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04050 NE TARRACE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWBERG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097132
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt084906
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068300
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0147393
IRS990EZ/CostOfGoodsSoldAmt010600
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16606
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01546
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0628
IRS990EZ/GrossReceiptsAmt0160337
IRS990EZ/GrossSalesOfInventoryAmt011228
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt023029
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VANESSA DEETS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE MCPHERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGHANN WEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06614
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06614
IRS990EZ/OtherExpensesTotalAmt096768
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS TO BENEFIT THE NATIONAL CYSTIC FIBROSIS FOUNDATION.
IRS990EZ/ProgramServiceRevenueAmt01713
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISED FUNDS FOR DONATION TO CYSTIC FIBROSIS RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO RAISE FUNDS TO BENEFIT THE NATIONAL CYSTIC FIBROSIS FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0158881
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt045000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0166343
IRS990EZ/TotalProgramServiceExpensesAmt0158881
IRS990EZ/TotalRevenueAmt0149737
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://VIVISVINTAGE.COM/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0147393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0109592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021158
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0363626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01716
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt069348
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt011228
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt056579
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt015809
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt08301
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt014338
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0106255
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0539229
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0160337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0177707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070096
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071574
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0160337
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0177707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071574
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0539229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 7,648 OFFICE EXPENSE 5,563 POSTAGE 280 PRINTING 3,391 SOFTWARE & SUBSCRIPTIONS 6,944 TRAVEL 190 INSURANCE 1,416 AUCTION EXPENSE 16,962 APPAREL 309 CHARITABLE CONTRIBUTIONS 19,167 CONTRACTORS 712 EVENT RENTAL 24,208 FEES AND CHARGES 367 MEALS 629 MEETING EXPENSES 683 PAYROLL TAX EXPENSE 4,664 STORAGE 1,717 SUPPORT GROUP 1,868 TAXES & LICENSES 50 TOTAL 96,768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES FOR SALE OR USE 6,614 6,614 TOTAL 6,614 6,614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO RAISE FUNDS TO BENEFIT THE NATIONAL CYSTIC FIBROSIS FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA GRAHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05034074836
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-23
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA S BENNETT
ReturnHeader/ReturnTs02024-04-25T14:26:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRAHAM
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$74,914
Liabilities
-
Net assets
$74,914
Revenue
$149,737
Expenses
$166,343
Net income
-$16,606
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