Civic Intelligence

William D Lee Memorial Foundation

990PF • Fiscal year 2018 • EIN 83-2366985

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

7348 Preserve DrPetoskey, MI 49770

(231) 409-2563

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M 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

$569,901

No earlier filing loaded for comparison.

Net Assets

$569,901

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$580,000

No earlier filing loaded for comparison.

Expenses

$10,099

No earlier filing loaded for comparison.

Net Income

$569,901

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.

$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

2018

Assets$569,901
Liabilities$0
Net Assets$569,901

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$580,000
Expenses$10,099
Net Income$569,901
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

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

Filer

Filer Name
William D Lee Memorial Foundation
EIN
83-2366985
Address
7348 Preserve Dr, Petoskey, MI 49770

Signing Officer

Name
Joseph Lee
Title
President and D
Signed
2019-05-10
Discuss with paid preparer
No

Preparer

Firm
Timothy C Beardsley CPA PC
Address
1170 Bay View RD, Petoskey, MI 49770
Preparer
Tim Beardsley
Phone
2318815046
Raw XML Appendix186 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/SummaryOfDirectChrtblActyGrp/Description1Txt0Provide respite lodging to ministers missionaries and other ministry workers
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ReturnHeader/BuildTS02020-01-14 16:20:31Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President and D
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
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ReturnHeader/Filer/EIN0832366985
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ReturnHeader/FilingSecurityInformation/IPTm011:37:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461237874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Timothy C Beardsley CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01170 Bay View RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Petoskey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049770
ReturnHeader/PreparerPersonGrp/PhoneNum02318815046
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tim Beardsley
ReturnHeader/ReturnTs02019-05-14T11:18:02-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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