Civic Intelligence

Lee Oceans Foundation

990PF • Fiscal year 2023 • EIN 87-0885641

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

14th percentile

-47%

Higher net margin than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

35th percentile

-1.4%

Faster asset growth than 35% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-0.7%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,005,096

Down $42,276 (-1.4%) from 2022

Net Assets

Down

$3,005,096

Down $42,276 (-1.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Down

$92,053

Down $670 (-0.7%) from 2022

Expenses

Up

$135,642

Up $88,771 (+189%) from 2022

Net Income

Down

-$43,589

Down $89,441 (-195%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2023

Assets$3,005,096
Liabilities$0
Net Assets$3,005,096
Open 2023 Filing

Operations Trend

Revenue Growth38th 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

2023

Revenue$92,053
Expenses$135,642
Net Income-$43,589
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allison LeeDirector-$0--
Robert LeeDir, Pres, Sec, Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INCMS GIFT ROBERT AND ALLISON LEE FUND (SEE GENERAL EXPLANATION ATTACHMENT)PCSAN FRANCISCO, CA, US$83,614
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
2024-04-26
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
Raw XML Appendix292 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.

Path#Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART I LINE 25 AND PART XIV LINE 3A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0IN-KIND GRANTS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $83,614 TOTAL BOOK VALUE OF PROPERTY: $82,301 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $83,614 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $1,313 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: INVESCO S&P 500 EQUAL WEIGHT ETF UNITS: 142 Shs DATE OF DISTRIBUTION: 12/6/2023 GRANT RECIPIENT: MS GIFT ROBERT AND ALLISON LEE FUND FMV OF PROPERTY: $21,286 BOOK VALUE OF PROPERTY: $21,176 TOTAL AMOUNT OF GRANT: $21,286 DESCRIPTION OF PROPERTY: UNITED STATES TREAS - 0.750% - 12/31/2023 UNITS: 60,000 Shs DATE OF DISTRIBUTION: 12/6/2023 GRANT RECIPIENT: MS GIFT ROBERT AND ALLISON LEE FUND FMV OF PROPERTY: $59,834 BOOK VALUE OF PROPERTY: $58,680 TOTAL AMOUNT OF GRANT: $59,834 DESCRIPTION OF PROPERTY: UNITED STATES TREAS - 0.750% - 12/31/2023 UNITS: 2,500 Shs DATE OF DISTRIBUTION: 12/8/2023 GRANT RECIPIENT: MS GIFT ROBERT AND ALLISON LEE FUND FMV OF PROPERTY: $2,495 BOOK VALUE OF PROPERTY: $2,445 TOTAL AMOUNT OF GRANT: $2,495
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04109
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0127852
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0144932
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0131961
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0140823
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0127852
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Social Media/Advertising Expen
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Website Hosting/Support
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5CORDELL BANK PROJECT - DCA
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6POINT LOBOS TIRE REMOVAL - DCA
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt017750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt16502
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt275
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3276
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt417774
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52528
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26502
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt375
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4276
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt517774
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt62528
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01313
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GRANTS OF PUBLICLY TRADED SECURIIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02280
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02280
TaxesSchedule/TaxesDetail/Amt01300
TaxesSchedule/TaxesDetail/Amt161
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2023
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2022
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-05-09T16:32:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEE
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
$3,005,096
Liabilities
$0
Net assets
$3,005,096
Revenue
$92,053
Expenses
$135,642
Net income
-$43,589
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