Civic Intelligence

Lee Initiative Inc.

990EZ • Fiscal year 2018 • EIN 82-3884798

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 01, 2019

412 S Fourth StreetLouisville, KY 40202-3421

(502) 749-7933

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$8,571

No earlier filing loaded for comparison.

Net Assets

$8,571

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$80,294

No earlier filing loaded for comparison.

Expenses

$71,723

No earlier filing loaded for comparison.

Net Income

$8,571

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2018: $8,571Net Assets 2018: $8,5712018Assets 2019: $39,382Net Assets 2019: $39,3822019Assets 2020: $1,578,527Liabilities 2020: $825,180Net Assets 2020: $753,3472020Assets 2021: $1,682,366Liabilities 2021: $131,853Net Assets 2021: $1,550,5132021Assets 2022: $1,531,565Liabilities 2022: $21,827Net Assets 2022: $1,509,7382022Assets 2023: $1,184,938Liabilities 2023: $259,521Net Assets 2023: $925,4172023Assets 2024: $261,495Liabilities 2024: $7,367Net Assets 2024: $254,1282024

Highlighted filing

2018

Assets$8,571
Liabilities-
Net Assets$8,571

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $80,294Expenses 2018: $71,723Net Income 2018: $8,5712018Revenue 2019: $109,861Expenses 2019: $108,818Net Income 2019: $1,0432019Revenue 2020: $6,114,008Expenses 2020: $5,380,112Net Income 2020: $733,8962020Revenue 2021: $4,039,877Expenses 2021: $3,201,711Net Income 2021: $838,1662021Revenue 2022: $2,705,892Expenses 2022: $2,746,667Net Income 2022: -$40,7752022Revenue 2023: $1,414,928Expenses 2023: $1,999,249Net Income 2023: -$584,3212023Revenue 2024: $2,337,862Expenses 2024: $3,009,151Net Income 2024: -$671,2892024

Highlighted filing

2018

Revenue$80,294
Expenses$71,723
Net Income$8,571
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 1, 2019
Return Version
2018v3.1
Gross Receipts
$80,294
Mission and Program Overview

Mission

To empower young people in the impoverished neighborhoods of louisville's west end and smoketown through job traiing in the professional culinary world. To mentor and train young adults who are high school graduates into the restaurant industry so that they may get the proper training and education to lead them into a productive and lifelong career.

To empower young people in the impoverished neighborhoods of louisville's west end and smoketown through job training in the professional culinary world. To mentor and train young adults who are high school graduates into the restaurant industry so that they may get the proper training and education to lead them into a productive and lifelong career.

Program Services

DescriptionGrantsExpenses
EXPOSED AND TRAINED 29 MENTEE(S) IN THE FOODSERVICE INDUSTRY WITH EXPOSURE AND CONTACT WITH INDUSTRY VETERANS.-$46,531
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANNE LEEVice Preside-$0--
EDWARD LEEPresident-$0--
STACIE STEWARTAssociate Di-$0--
LINDSEY OFCACEKAssociate Di-$0--
Filing and Contact Details

Filer

Filer Name
Lee Initiative Inc
EIN
82-3884798
Address
412 S FOURTH STREET, LOUISVILLE, KY 40202-3421

Signing Officer

Name
Edward Lee
Title
President
Phone
9176029445
Signed
2019-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Patterson & Company Cpas Pllc
Address
2297 LEXINGTON ROAD SUITE 102, LOUISVILLE, KY 40206-2818
Preparer
Robert W Patterson Jr CPA
Phone
5022760956
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 15,091 mentee travel expense reimbur 20,410 total 35,501

Form 990-ez, Part III

To empower young people in the impoverished neighborhoods of louisville's west end and smoketown through job training in the professional culinary world. To mentor and train young adults who are high school graduates into the restaurant industry so that they may get the proper training and education to lead them into a productive and lifelong career.

Raw XML Appendix118 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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IRS990EZ/BooksInCareOfDetail/PhoneNum05027497933
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0412 S FOURTH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040202
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ASSOCIATE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSOCIATE DI
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt035501
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPOSED AND TRAINED 29 MENTEE(S) IN THE FOODSERVICE INDUSTRY WITH EXPOSURE AND CONTACT WITH INDUSTRY VETERANS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046531
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071723
IRS990EZ/TotalProgramServiceExpensesAmt046531
IRS990EZ/TotalRevenueAmt080294
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LEEINITIATIVE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt080294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt080294
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt080294
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt080294
IRS990ScheduleA/TotalSupportAmt080294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 15,091 MENTEE TRAVEL EXPENSE REIMBUR 20,410 TOTAL 35,501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO EMPOWER YOUNG PEOPLE IN THE IMPOVERISHED NEIGHBORHOODS OF LOUISVILLE'S WEST END AND SMOKETOWN THROUGH JOB TRAINING IN THE PROFESSIONAL CULINARY WORLD. TO MENTOR AND TRAIN YOUNG ADULTS WHO ARE HIGH SCHOOL GRADUATES INTO THE RESTAURANT INDUSTRY SO THAT THEY MAY GET THE PROPER TRAINING AND EDUCATION TO LEAD THEM INTO A PRODUCTIVE AND LIFELONG CAREER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/PhoneNum09176029445
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ReturnHeader/Filer/EIN0823884798
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402062818
ReturnHeader/PreparerPersonGrp/PhoneNum05022760956
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W PATTERSON JR CPA
ReturnHeader/ReturnTs02019-04-05T14:09:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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