Civic Intelligence

Lee Family Foundation

EIN 85-4039336 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

8th percentile

-71%

Higher net margin than 8% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

30th percentile

-3.2%

Faster asset growth than 30% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-1.1%

Faster revenue growth than 35% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$582,891

Down $19,414 (-3.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$582,891

Down $19,414 (-3.2%) from 2023

Revenue

Down

$27,528

Down $304 (-1.1%) from 2023

Expenses

Up

$46,942

Up $37,354 (+390%) from 2023

Net Income

Down

-$19,414

Down $37,658 (-206%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2020: $254,873Liabilities 2020: $0Net Assets 2020: $254,8732020Assets 2021: $604,516Liabilities 2021: $0Net Assets 2021: $604,5162021Assets 2022: $584,061Liabilities 2022: $0Net Assets 2022: $584,0612022Assets 2023: $602,305Liabilities 2023: $0Net Assets 2023: $602,3052023Assets 2024: $582,891Liabilities 2024: $0Net Assets 2024: $582,8912024

Highlighted filing

2024

Assets$582,891
Liabilities$0
Net Assets$582,891

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2020: $261,373Expenses 2020: $6,500Net Income 2020: $254,8732020Revenue 2021: $363,251Expenses 2021: $13,608Net Income 2021: $349,6432021Revenue 2022: $2,727Expenses 2022: $23,182Net Income 2022: -$20,4552022Revenue 2023: $27,832Expenses 2023: $9,588Net Income 2023: $18,2442023Revenue 2024: $27,528Expenses 2024: $46,942Net Income 2024: -$19,4142024

Highlighted filing

2024

Revenue$27,528
Expenses$46,942
Net Income-$19,414

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 26, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adrian Michael VogtDir, Pres, Sec, Treas-$0--
Cynthia Quinn VogtDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAMARITAN HOUSECharitable EventPCSAN MATEO, CA, US$5,000
Paid GrantSAN DIEGO GAY MENS CHORUS INCGeneral & UnrestrictedPCSAN DIEGO, CA, US$2,000
Filing and Contact Details

Filer

Filer Name
Lee Family Foundation
EIN
85-4039336
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Adrian Vogt
Title
President
Phone
8008391754
Signed
2022-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix252 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-11-03T20:57:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VOGT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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