Civic Intelligence

Terry Lee Foundation

990PF • Fiscal year 2021 • EIN 85-3793750

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profile
10665 WinterwoodCarmel, IN 46032-8258

(317) 674-7401

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

$91,647

No earlier filing loaded for comparison.

Net Assets

$91,647

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

$157,545

No earlier filing loaded for comparison.

Expenses

$9,584

No earlier filing loaded for comparison.

Net Income

$147,961

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2021: $91,647Liabilities 2021: $1Net Assets 2021: $91,6472021Assets 2022: $240,927Liabilities 2022: $1Net Assets 2022: $240,9272022Assets 2023: $313,135Liabilities 2023: $0Net Assets 2023: $313,1352023

Highlighted filing

2021

Assets$91,647
Liabilities$1
Net Assets$91,647
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2021: $157,545Expenses 2021: $9,584Net Income 2021: $147,9612021Revenue 2022: $220,632Expenses 2022: $9,812Net Income 2022: $210,8202022Revenue 2023: $459,585Expenses 2023: $21,855Net Income 2023: $437,7302023

Highlighted filing

2021

Revenue$157,545
Expenses$9,584
Net Income$147,961
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY LEEChairman-$0--
Filing and Contact Details

Filer

Filer Name
Terry Lee Foundation
EIN
85-3793750
Phone
3176747401
Address
10665 WINTERWOOD, CARMEL, IN 46032-8258

Signing Officer

Name
Terhan V Lee
Title
Chairman
Phone
3176747401
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Somerset Cpas and Advisors
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
Susie M Keaton CPA
Phone
3174722200
Raw XML Appendix338 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03952
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05548
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05548
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05548
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05548
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TERHAN V LEE REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1TERHAN V LEE REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010665 WINTERWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt110665 WINTERWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CARMEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CARMEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd046032
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd146032
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt099913
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt099913
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt150000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS ETFS.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-03-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt056314
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE IN COST BASIS AND FMV OF CONTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt084
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt084
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0TERRY LEE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt010665 WINTERWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CARMEL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0IN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd046032
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERHAN V LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03176747401
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TERRY LEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TERR
ReturnHeader/Filer/EIN0853793750
ReturnHeader/Filer/PhoneNum03176747401
ReturnHeader/Filer/USAddress/AddressLine1Txt010665 WINTERWOOD
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0460328258
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201717681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOMERSET CPAS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03925 RIVER CROSSING PKWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03174722200
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSIE M KEATON CPA
ReturnHeader/ReturnTs02022-05-12T14:37:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,647
Liabilities
$1
Net assets
$91,647
Revenue
$157,545
Expenses
$9,584
Net income
$147,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$4.60$0.22$4.38
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$2.21$0.10$2.11
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.58$0.10$1.48