Civic Intelligence

William D Lee Memorial Foundation

990PF • Fiscal year 2019 • EIN 83-2366985

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 07, 2020

Organization Profile
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

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

2nd percentile

-317%

Higher net margin than 2% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

19th percentile

-6.5%

Faster asset growth than 19% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$532,639

Down $37,262 (-6.5%) from 2018

Net Assets

Down

$532,639

Down $37,262 (-6.5%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin2nd percentile

Revenue

Down

$11,770

Down $568,230 (-98%) from 2018

Expenses

Up

$49,032

Up $38,933 (+386%) from 2018

Net Income

Down

-$37,262

Down $607,163 (-107%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2019

Assets$532,639
Liabilities$1
Net Assets$532,639
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

2019

Revenue$11,770
Expenses$49,032
Net Income-$37,262
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 7, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

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
Officer
Signed
2020-10-07
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 Appendix199 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08587
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028194
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0563883
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt040000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt040000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt040000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt040000
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt00
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Joseph Lee
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Leased a waterfront property to provide respite to folks involved in church ministry and their families
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Support sent to Ghana Christian Mission for Bible translation
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt035000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Provide respite accomodations to ministry workers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Bible Translation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Joseph Lee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Genesis Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07348 Preserve Drive S
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal and Professional
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1Bank fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08964
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt168
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William D Lee Memorial Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0832366985
ReturnHeader/Filer/USAddress/AddressLine1Txt07348 Preserve Dr
ReturnHeader/Filer/USAddress/CityNm0Petoskey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049770
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C2D547F68B0712CDA111BD6BBE2552F03660A8CB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C2D547F68B0712CDA111BD6BBE2552F03660A8CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04047752020282jnbkbv3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.86.64.58
ReturnHeader/FilingSecurityInformation/IPDt02020-10-08
ReturnHeader/FilingSecurityInformation/IPTm014:59:45
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/PreparationDt02020-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tim Beardsley
ReturnHeader/ReturnTs02020-10-02T14:55:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$532,639
Liabilities
$1
Net assets
$532,639
Revenue
$11,770
Expenses
$49,032
Net income
-$37,262
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