Civic Intelligence

Lee-Stephens Foundation

990PF • Fiscal year 2024 • EIN 85-4344387

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 09, 2025

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

4th percentile

-100%

Faster asset growth than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $8,237 (-100%) from 2023

Net Assets

Down

$0

Down $8,237 (-100%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $15,335 (-100%) from 2023

Expenses

Down

$8,005

Down $6,536 (-45%) from 2023

Net Income

Down

-$8,005

Down $8,799 (-1108%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth2nd 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

2024

Revenue$0
Expenses$8,005
Net Income-$8,005
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 9, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Travis BrooksPresident-$0--
Scott MendenhallVice Pres.-$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
2025-07-09
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
Raw XML Appendix246 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Scott Mendenhall
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Paige Walker
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Foundation awards scholarships to be used for college education. In 2024 the Foudation awarded three $1,850 scholarships and two $750 scholarships totaling $7,050. Administrative costs for the scholarships totaled $272.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Lee-Stephens Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03367080590
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03936 Fox Grove Trail
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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.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0May 1, 2024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21850
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Scholarship
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Amber Artis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Lacey Houlden
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Riley Yates
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Libby Newman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Grace Hightower
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt231 Wheaton Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34500 Oakcliffe Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43302 Oliver Hills Rd
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LiquidationExplanationStmt/ExplanationTxt0The Foundation's board of directors agreed to dissolve the Foundation effective 12/31/24 and filed articles of dissolution with an effective date of 12/31/24 with the NC Sect of State (copy attached).Remaining cash funds in the amount of $232 have been transferred to the Southeast Guilford Community Foundation (26-3567620 - a qualifying public charity), PO Box 674, Pleasant Garden, NC 27313. There were no other assets.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0232
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Termination distribution to Southeast Guilford Comm Found
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NC Sec of State Articles of Dissolution
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Travis Brooks
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-09
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/ReturnTs02025-07-09T14:18:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$8,005
Net income
-$8,005
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