Civic Intelligence

William D Lee Memorial Foundation

EIN 83-2366985 • Petoskey, MI

Pub. 78 Eligible
PO Box 361Petoskey, MI 49770
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

51st percentile

1.3%

Higher net margin than 51% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

18th percentile

-51%

Faster asset growth than 18% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

89th percentile

81%

Faster revenue growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$1,895

Up $900 (+90%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$1,895

Up $900 (+90%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin51st percentile

Revenue

Up

$68,900

Up $38,900 (+130%) from 2023

Expenses

Up

$68,000

Up $31,000 (+84%) from 2023

Net Income

Up

$900

Up $7,900 (+113%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$600K$400K$200K$0Assets 2018: $569,901Liabilities 2018: $0Net Assets 2018: $569,9012018Assets 2019: $532,639Liabilities 2019: $1Net Assets 2019: $532,6392019Assets 2020: $222,376Liabilities 2020: $1Net Assets 2020: $222,3762020Assets 2021: $61,229Liabilities 2021: $1Net Assets 2021: $61,2292021Assets 2022: $7,995Liabilities 2022: $1Net Assets 2022: $7,9952022Assets 2023: $995Liabilities 2023: $1Net Assets 2023: $9952023Assets 2024: $1,895Liabilities 2024: $0Net Assets 2024: $1,8952024

Highlighted filing

2024

Assets$1,895
Liabilities$0
Net Assets$1,895
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.0M$500K$0-$500KRevenue 2018: $580,000Expenses 2018: $10,099Net Income 2018: $569,9012018Revenue 2019: $11,770Expenses 2019: $49,032Net Income 2019: -$37,2622019Revenue 2020: $5,261Expenses 2020: $315,524Net Income 2020: -$310,2632020Revenue 2021: $281,398Expenses 2021: $443,500Net Income 2021: -$162,1022021Revenue 2022: $20,971Expenses 2022: $100,233Net Income 2022: -$79,2622022Revenue 2023: $30,000Expenses 2023: $37,000Net Income 2023: -$7,0002023Revenue 2024: $68,900Expenses 2024: $68,000Net Income 2024: $9002024

Highlighted filing

2024

Revenue$68,900
Expenses$68,000
Net Income$900
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,895
Liabilities
$0
Net assets
$1,895
Revenue
$68,900
Expenses
$68,000
Net income
$900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.69$0.68$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.30$0.37$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.21$1.00$0.79
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$2.81$4.44$1.62
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.05$3.16$3.10
2019Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.12$0.49$0.37
2018Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$5.80$0.10$5.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph LeePresident And Director-$0--
Filing and Contact Details

Filer

Filer Name
William D Lee Memorial Foundation
EIN
83-2366985
In Care Of
% Jospeh Lee
Phone
2314092563
Address
PO Box 361, Petoskey, MI 49770

Signing Officer

Name
Jospeh Lee
Title
President
Phone
2314092563
Signed
2025-11-12
Discuss with paid preparer
No

Preparer

Firm
Timothy C Beardsley CPA PC
Address
5 Penn Plaza, Petoskey, MI 49770
Preparer
Tim Beardsley
Phone
2318815046
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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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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM BEARDSLEY
ReturnHeader/ReturnTs02025-11-12T11:25:42-05:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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