Civic Intelligence

Terry Lee Foundation

990PF • Fiscal year 2022 • EIN 85-3793750

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

95th percentile

163%

Faster asset growth than 95% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

40%

Faster revenue growth than 71% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$240,927

Up $149,280 (+163%) from 2021

Net Assets

Up

$240,927

Up $149,280 (+163%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Up

$220,632

Up $63,087 (+40%) from 2021

Expenses

Up

$9,812

Up $228 (+2.4%) from 2021

Net Income

Up

$210,820

Up $62,859 (+42%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

2022

Assets$240,927
Liabilities$1
Net Assets$240,927
Open 2022 Filing

Operations Trend

Revenue Growth71st percentile

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

2022

Revenue$220,632
Expenses$9,812
Net Income$210,820
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
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
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Somerset
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
Susie M Keaton CPA
Phone
3174722200
Raw XML Appendix341 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/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06776
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06776
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05548
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07767
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05548
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08995
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02219
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07767
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05548
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TERHAN V LEE REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010665 WINTERWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CARMEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd046032
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0217880
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0217880
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02,351.65 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-12-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt061540
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE IN COST BASIS AND FMV OF CONTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12021 990-PF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt098
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt098
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1106
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt280
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08
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/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERHAN V LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03176747401
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921420131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ SOMERSET
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/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSIE M KEATON CPA
ReturnHeader/ReturnTs02023-05-12T13:18:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,927
Liabilities
$1
Net assets
$240,927
Revenue
$220,632
Expenses
$9,812
Net income
$210,820
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