Civic Intelligence

The Chris Lee Charitable Trust

990PF • Fiscal year 2023 • EIN 82-3554165

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
3344 Peachtree Road NE 3005Atlanta, GA 30326

(404) 253-7500

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • 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

99th percentile

154%

Higher net margin than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.8%

Faster asset growth than 43% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$91,532

Down $2,678 (-2.8%) from 2022

Net Assets

Down

$91,532

Down $2,678 (-2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Up

-$1,734

Up $14,469 (+89%) from 2022

Expenses

Down

$944

Down $1,525 (-62%) from 2022

Net Income

Up

-$2,678

Up $15,994 (+86%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$150K$100K$50K$0Assets 2017: $50,833Liabilities 2017: $02017Assets 2018: $1,004Liabilities 2018: $02018Assets 2019: $1,009Liabilities 2019: $02019Assets 2021: $112,882Liabilities 2021: $0Net Assets 2021: $112,8822021Assets 2022: $94,210Liabilities 2022: $0Net Assets 2022: $94,2102022Assets 2023: $91,532Liabilities 2023: $0Net Assets 2023: $91,5322023Assets 2024: $92,311Liabilities 2024: $0Net Assets 2024: $92,3112024

Highlighted filing

2023

Assets$91,532
Liabilities$0
Net Assets$91,532
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2017: $50,833Expenses 2017: $0Net Income 2017: $50,8332017Revenue 2018: $171Expenses 2018: $50,000Net Income 2018: -$49,8292018Revenue 2019: $10,005Expenses 2019: $10,000Net Income 2019: $52019Revenue 2021: $115,209Expenses 2021: $280Net Income 2021: $114,9292021Revenue 2022: -$16,203Expenses 2022: $2,469Net Income 2022: -$18,6722022Revenue 2023: -$1,734Expenses 2023: $944Net Income 2023: -$2,6782023Revenue 2024: $1,718Expenses 2024: $939Net Income 2024: $7792024

Highlighted filing

2023

Revenue-$1,734
Expenses$944
Net Income-$2,678
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER S LEETrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Chris Lee Charitable Trust
EIN
82-3554165
Phone
4042537500
Address
3344 PEACHTREE ROAD NE 3005, ATLANTA, GA 30326

Signing Officer

Name
Christopher S Lee
Title
Trustee
Phone
4042537500
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Frazier & Deeter LLC
Address
1230 PEACHTREE STREET NE SUITE 1500, ATLANTA, GA 30309
Preparer
Terri E Lawson
Phone
4042537500
Raw XML Appendix290 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES - RBC CAPITAL MARKETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT FEES - RBC CAPITAL MARKETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1749
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1749
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON DIVIDEND DISTRIBUTIONS - RBC CAPITAL MARKETS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt086
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt086
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER S LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04042537500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHRIS LEE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHRI
ReturnHeader/Filer/EIN0823554165
ReturnHeader/Filer/PhoneNum04042537500
ReturnHeader/Filer/USAddress/AddressLine1Txt03344 PEACHTREE ROAD NE 3005
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030326
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581433845
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZIER & DEETER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01230 PEACHTREE STREET NE SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030309
ReturnHeader/PreparerPersonGrp/PhoneNum04042537500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRI E LAWSON
ReturnHeader/ReturnTs02024-11-15T13:27:56-06:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,532
Liabilities
$0
Net assets
$91,532
Revenue
-$1,734
Expenses
$944
Net income
-$2,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.01$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.16$0.02$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.15$0.00$1.15
2019Summary only. Only limited summary data is available for this year.$0.01$0.00$0.10$0.10$0.00
2018Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.50$0.50
2017Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.00$0.51