Civic Intelligence

Lee Oceans Foundation

990PF • Fiscal year 2022 • EIN 87-0885641

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 23, 2023

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

86th percentile

49%

Higher net margin than 86% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

56th percentile

1.5%

Faster asset growth than 56% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,047,372

Up $45,852 (+1.5%) from 2021

Net Assets

Up

$3,047,372

Up $45,852 (+1.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin86th percentile

Revenue

Down

$92,723

Down $2,961,831 (-97%) from 2021

Expenses

Down

$46,871

Down $6,163 (-12%) from 2021

Net Income

Down

$45,852

Down $2,955,668 (-98%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2021: $3,001,520Liabilities 2021: $0Net Assets 2021: $3,001,5202021Assets 2022: $3,047,372Liabilities 2022: $0Net Assets 2022: $3,047,3722022Assets 2023: $3,005,096Liabilities 2023: $0Net Assets 2023: $3,005,0962023Assets 2024: $2,990,283Liabilities 2024: $0Net Assets 2024: $2,990,2832024

Highlighted filing

2022

Assets$3,047,372
Liabilities$0
Net Assets$3,047,372
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $3,054,554Expenses 2021: $53,034Net Income 2021: $3,001,5202021Revenue 2022: $92,723Expenses 2022: $46,871Net Income 2022: $45,8522022Revenue 2023: $92,053Expenses 2023: $135,642Net Income 2023: -$43,5892023Revenue 2024: $115,288Expenses 2024: $147,115Net Income 2024: -$31,8272024

Highlighted filing

2022

Revenue$92,723
Expenses$46,871
Net Income$45,852
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 23, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allison LeeDirector-$0--
Robert LeeDir, Pres, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
Lee Oceans Foundation
EIN
87-0885641
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Robert Lee
Title
President
Phone
8008391754
Signed
2023-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Website Development
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02211
TaxesSchedule/TaxesDetail/Amt01200
TaxesSchedule/TaxesDetail/Amt1400
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2022
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2021
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lee Oceans Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEEO
ReturnHeader/Filer/EIN0870885641
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02023-05-02T13:24:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

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

Open filing
Assets
$3,047,372
Liabilities
$0
Net assets
$3,047,372
Revenue
$92,723
Expenses
$46,871
Net income
$45,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.12$0.15$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.09$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.09$0.05$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$3.05$0.05$3.00