Civic Intelligence

Terry Lee Foundation

990PF • Fiscal year 2023 • EIN 85-3793750

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

30%

Faster asset growth than 82% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

108%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$313,135

Up $72,208 (+30%) from 2022

Net Assets

Up

$313,135

Up $72,208 (+30%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin97th percentile

Revenue

Up

$459,585

Up $238,953 (+108%) from 2022

Expenses

Up

$21,855

Up $12,043 (+123%) from 2022

Net Income

Up

$437,730

Up $226,910 (+108%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2023

Assets$313,135
Liabilities$0
Net Assets$313,135
Open 2023 Filing

Operations Trend

Revenue Growth90th 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

2023

Revenue$459,585
Expenses$21,855
Net Income$437,730
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY LEEChairman-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTHVIEW CHURCHGENERAL FUNDPCINDIANAPOLIS, IN, US$5,000
Paid GrantLIFESONG FOR ORPHANS INCGENERAL FUNDPCGRIDLEY, IL, US$500
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
2024-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
Susie M Keaton
Phone
3174722200
Raw XML Appendix358 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/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02466
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0TERRY LEE FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1TERRY LEE FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2TERRY LEE FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3TERRY LEE FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TERHAN V LEE REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010665 WINTERWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt110665 WINTERWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt210665 WINTERWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt310665 WINTERWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt410665 WINTERWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CARMEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CARMEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2CARMEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3CARMEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4CARMEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd046032
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd146032
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd246032
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd346032
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd446032
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05708
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1259867
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2100000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt350119
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt426558
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum24
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum35
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0259867
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1100000
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt250119
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt326558
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0360.984 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1210 SHARES OF ISHARES CORE S&P 500 ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2120 SHARES ISHARES CORE S&P 500 ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3660 SHARES VANGUARD INTL EQUITY INDEX FDS FTSE EMR
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-04-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-12-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22023-04-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32023-04-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04865
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04865
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0124595
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE IN COST BASIS AND FMV OF CONTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt17900
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17900
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0TERRY LEE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt010665 WINTERWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CARMEL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0IN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd046032
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERHAN V LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03176747401
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481111111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
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/PreparationDt02024-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSIE M KEATON
ReturnHeader/ReturnTs02024-11-05T07:48:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$313,135
Liabilities
$0
Net assets
$313,135
Revenue
$459,585
Expenses
$21,855
Net income
$437,730
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