James M LI and Elizabeth S Lee

EIN 82-6631444 • Jupiter, FL

138 Spyglass LaneJupiter, FL 33477

Siviq Scores

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

0.00x

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

<$500k nonprofits • Source year 2024

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

2638%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2024

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

-12%

Faster asset growth than 38% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

No value available

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

Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets63rd percentile

Assets

Down

$494,906

Down $65,137 (-12%) from 2023

Liabilities

Down

Down $1 (-100%) from 2023

Net Assets

Down

$494,906

Down $65,137 (-12%) from 2023

Operations

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

-$2,469

Up $39,126 (+94%) from 2023

Expenses

Down

$62,668

Down $4,877 (-7.2%) from 2023

Net Income

-$65,137

Up $44,003 (+40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

Highlighted filing

2024

Assets$494,906

Liabilities$0

Net Assets$494,906

Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2024

Revenue-$2,469

Expenses$62,668

Net Income-$65,137

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $494,906
Liabilities: $0
Net assets: $494,906
Revenue: -$2,469
Expenses: $62,668
Net income: -$65,137

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.95	$0.00	$4.95	$0.02	$0.63	$0.65
2023Detailed filing. Detailed filing data is available for this year.	$5.60	$0.00	$5.60	$0.42	$0.68	$1.09
2022Detailed filing. Detailed filing data is available for this year.	$6.69	$0.00	$6.69	$0.59	$0.39	$0.98
2021Detailed filing. Detailed filing data is available for this year.	$7.67	$0.00	$7.67	$1.39	$0.97	$0.42
2020Detailed filing. Detailed filing data is available for this year.	$7.26	$0.00	$7.26	$0.88	$0.60	$0.28
2019Summary only. Only limited summary data is available for this year.	$6.98	$0.00		$0.00	$0.43	$0.43

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 7, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JAMES M LI	Trustee	-	$0	-	-
ELIZABETH S LEE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: James M Li and Elizabeth S Lee
EIN: 82-6631444
Phone: 5612779380
Address: 138 SPYGLASS LANE, JUPITER, FL 33477

Signing Officer

Name: James M Li
Title: Trustee
Phone: 5612779380
Signed: 2025-05-07
Discuss with paid preparer: Yes

Preparer

Firm: Cri Advisors LLC
Address: 33 SW FLAGLER AVENUE, STUART, FL 34994
Preparer: Nancy B Crowder-mccoy CPA
Phone: 7722832356

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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/TotalGrantOrContriPdDurYrAmt	0	53500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	29306
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	29306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	35220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	40216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	13191
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	115438
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	26444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	35220
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	40216
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	13191
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	55750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	26444
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	115438
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	88994
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	66
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	MS #054111
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	66
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	66
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	4372
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	4372
TaxesSchedule/TaxesDetail/Amt	0	296
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	296
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES M LI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5612779380
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JAMES M LI AND ELIZABETH S LEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	CHARITABLE FDN
ReturnHeader/Filer/BusinessNameControlTxt	0	JAME
ReturnHeader/Filer/EIN	0	826631444
ReturnHeader/Filer/PhoneNum	0	5612779380
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	138 SPYGLASS LANE
ReturnHeader/Filer/USAddress/CityNm	0	JUPITER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	33477
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	994625061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	33 SW FLAGLER AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	STUART
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	34994
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7722832356
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	NANCY B CROWDER-MCCOY CPA
ReturnHeader/ReturnTs	0	2025-05-12T16:12:21-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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