Civic Intelligence

Dana and Gregory Lee Family Foundation

EIN 82-3722791 • Las Vegas, NV

3271 S Highland Drive Suite 706Las Vegas, NV 89109
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.20x

Higher debt load relative to revenue than 63% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

2nd percentile

-280%

Higher net margin than 2% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

29th percentile

-1.5%

Faster asset growth than 29% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$9,951,060

Down $156,460 (-1.5%) from 2023

Liabilities

Up

$12,315

Up $1 (+0.0%) from 2023

Net Assets

$9,938,745

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue63rd percentileNet Margin2nd percentile

Revenue

Down

$61,727

Down $51,373 (-45%) from 2023

Expenses

Down

$234,349

Down $197,182 (-46%) from 2023

Net Income

Up

-$172,622

Up $145,809 (+46%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2017: $109,485Liabilities 2017: $0Net Assets 2017: $109,4852017Assets 2019: $1,408,701Liabilities 2019: $12019Assets 2020: $1,278,003Liabilities 2020: $12,314Net Assets 2020: $1,265,6892020Assets 2021: $1,099,975Liabilities 2021: $12,314Net Assets 2021: $1,087,6612021Assets 2022: $10,353,976Liabilities 2022: $12,314Net Assets 2022: $10,341,6622022Assets 2023: $10,107,520Liabilities 2023: $12,3142023Assets 2024: $9,951,060Liabilities 2024: $12,315Net Assets 2024: $9,938,7452024

Highlighted filing

2024

Assets$9,951,060
Liabilities$12,315
Net Assets$9,938,745
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2017: $200,569Expenses 2017: $0Net Income 2017: $200,5692017Revenue 2019: $1,521,381Expenses 2019: $72,426Net Income 2019: $1,448,9552019Revenue 2020: $314,185Expenses 2020: $457,182Net Income 2020: -$142,9972020Revenue 2021: $186,297Expenses 2021: $365,910Net Income 2021: -$179,6132021Revenue 2022: $9,631,051Expenses 2022: $286,296Net Income 2022: $9,344,7552022Revenue 2023: $113,100Expenses 2023: $431,531Net Income 2023: -$318,4312023Revenue 2024: $61,727Expenses 2024: $234,349Net Income 2024: -$172,6222024

Highlighted filing

2024

Revenue$61,727
Expenses$234,349
Net Income-$172,622
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,951,060
Liabilities
$12,315
Net assets
$9,938,745
Revenue
$61,727
Expenses
$234,349
Net income
-$172,622
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.95$0.01$9.94$0.06$0.23$0.17
2023Summary only. Only limited summary data is available for this year.$10.1$0.01$0.11$0.43$0.32
2022Detailed filing. Detailed filing data is available for this year.$10.4$0.01$10.3$9.63$0.29$9.34
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.09$0.19$0.37$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.01$1.27$0.31$0.46$0.14
2019Summary only. Only limited summary data is available for this year.$1.41$0.00$1.52$0.07$1.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$0.20$0.00$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY T H LEEPresident, Secretary, Director-$0--
DANA S LEEDirector-$0--
JAMES A BARRETT JRTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Dana and Gregory Lee Family Foundation
EIN
82-3722791
Phone
7025951146
Address
3271 S HIGHLAND DRIVE SUITE 706, LAS VEGAS, NV 89109

Signing Officer

Name
James a Barrett Jr
Title
Treasurer
Phone
7025951146
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
10801 W CHARLESTON BLVD STE 300, LAS VEGAS, NV 89135
Preparer
Thomas Butterfield
Phone
7024152112
Raw XML Appendix315 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/CityNm1NEW YORK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210007
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0227160
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0228721
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0491506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0262785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0301559
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0314448
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0262785
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0353222
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0301559
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt051663
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0228721
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0353222
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0616007
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01037
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04150
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03113
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIVIDENDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt151
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2473
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01319
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01319
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt151
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2473
OtherIncreasesSchedule/OtherIncreasesDetail/Amt016173
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS/LOSSES
TaxesSchedule/TaxesDetail/Amt0396
TaxesSchedule/TaxesDetail/Amt1800
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0396
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A BARRETT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07025951146
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANA AND GREGORY LEE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DANA
ReturnHeader/Filer/EIN0823722791
ReturnHeader/Filer/PhoneNum07025951146
ReturnHeader/Filer/USAddress/AddressLine1Txt03271 S HIGHLAND DRIVE SUITE 706
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430765316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUBINBROWN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010801 W CHARLESTON BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAS VEGAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089135
ReturnHeader/PreparerPersonGrp/PhoneNum07024152112
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS BUTTERFIELD
ReturnHeader/ReturnTs02025-05-14T15:50:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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