Civic Intelligence

Lee-Stephens Foundation

990PF • Fiscal year 2023 • EIN 85-4344387

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization Profile
3936 Fox Grove TrailGreensboro, NC 27406

(336) 708-0590

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

55th percentile

5.2%

Higher net margin than 55% 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

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

24th percentile

-21%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$8,237

Up $794 (+11%) from 2022

Net Assets

Up

$8,237

Up $794 (+11%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin55th percentile

Revenue

Down

$15,335

Down $4,030 (-21%) from 2022

Expenses

Down

$14,541

Down $7,852 (-35%) from 2022

Net Income

Up

$794

Up $3,822 (+126%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$15K$10K$5.0K$0Assets 2021: $10,471Liabilities 2021: $1Net Assets 2021: $10,4712021Assets 2022: $7,443Liabilities 2022: $1Net Assets 2022: $7,4432022Assets 2023: $8,237Liabilities 2023: $1Net Assets 2023: $8,2372023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$8,237
Liabilities$1
Net Assets$8,237
Open 2023 Filing

Operations Trend

Revenue Growth24th percentile

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

$40K$20K$0-$20KRevenue 2021: $33,040Expenses 2021: $22,569Net Income 2021: $10,4712021Revenue 2022: $19,365Expenses 2022: $22,393Net Income 2022: -$3,0282022Revenue 2023: $15,335Expenses 2023: $14,541Net Income 2023: $7942023Revenue 2024: $0Expenses 2024: $8,005Net Income 2024: -$8,0052024

Highlighted filing

2023

Revenue$15,335
Expenses$14,541
Net Income$794
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Travis BrooksPresident-$0--
Scott MendenhallVice President-$0--
Paige WalkerSec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Lee-Stephens Foundation
EIN
85-4344387
Phone
3367080590
Address
3936 Fox Grove Trail, Greensboro, NC 27406

Signing Officer

Name
Travis Brooks
Title
President
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Apple Koceja & Associates CPAS PA
Address
445 Dolley Madison Road Ste 202, Greensboro, NC 27410
Preparer
Jonathan L Apple CPA
Phone
3368544277
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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/SummaryOfDirectChrtblActyGrp/Description1Txt0The Foundation awards scholarships to be used for college education. In 2023 the Foudation awarded five $2,000 scholarships totaling $10,000. Administrative costs for the scholarships totaled $766.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Applicant must submit an application for the scholarship. In addition an essay on college goals, choice of major, what you intend to do with your education and why the scholarship is important to the applicant.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The only restrictions are that the applicant must be a dependent of an active member of the Forest Oaks Country Club and/or on the staff of Forest Oaks Country Club during their senior year of high school, demonstrate a strong commitment to improving the quality of life for people in the school, community, and/or world at large and be a high school graduating senior with a GPA of 3.0.
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Other
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lee-Stephens Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEE-
ReturnHeader/Filer/EIN0854344387
ReturnHeader/Filer/PhoneNum03367080590
ReturnHeader/Filer/USAddress/AddressLine1Txt03936 Fox Grove Trail
ReturnHeader/Filer/USAddress/CityNm0Greensboro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561793406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Apple Koceja & Associates CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0445 Dolley Madison Road Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greensboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027410
ReturnHeader/PreparerPersonGrp/PhoneNum03368544277
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan L Apple CPA
ReturnHeader/ReturnTs02024-05-09T05:56:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Travis
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Brooks
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,237
Liabilities
$1
Net assets
$8,237
Revenue
$15,335
Expenses
$14,541
Net income
$794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$8.01$8.01
2023Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$15.3$14.5$0.79
2022Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$19.4$22.4$3.03
2021Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$33.0$22.6$10.5